She is excellent. She is low-tech, but VERY up to date on tax laws, including investments and…read morerental properties. She has a strong personality but is well organized and is very reliable. She does not suffer fools well, so if you're flakey, prone to drama, have an inflated sense of your own identity or think you know the current tax code better than she does, you won't have a good experience. I think she is great.

I just ran across my old review here and I am shocked to see Susan B putting a 5 start review as…read morerecently as last year. I must admit my original review was a little bit of a lie because it wasn't my personal return I experienced this with but my clients return. Everything else was true about the situation - I just didn't want to write all the details because I didn't want her to be able to trace this back to me. But enough time has gone by so I wanted to come back and strengthen my review.... For credibility sake - I am ranked as one of the top financial advisors in the country by Forbes Magazine. I have 20 years in my industry and have always been ranked top in my industry. I have dealt with many tax preparers and many different types of client tax situations. I am also personally trained to do tax returns. So I speak from a lot of experience when I say - please understand this tax preparer is not okay. I have run into many weak tax preparers over the years...often they are mom and pop shops. But she stands out as one of the worst.

I have worked with David Bennett for 30 years! I highly recommend himread more

From the owner: Specializing in: - Accountants-Certified Public…read more- Financial Services - Taxes-Consultants & Representatives - Accounting Services - Tax Return Preparation

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

Honor your appointments. You made me wait 20+ minutes on an appointment. You wasted my timeread more

Once again a great experience! We always book with Anna! She's very quick and efficient and we look…read moreforward to our yearly visit. They take care of everything for you and the peace of mind is worth the price!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Paula did my tax return in 2023 and gave me advice on contributing to an IRA that proved to be…read moreincorrect, forcing me into hours of work and headaches to reverse and document. She charged me over $2000 and did no better than TurboTax. And to make matters worse, she never took responsibility for her work. I wasn't able to give her a review before because she disappeared online. Now she's apparently back. Oh and she was working from Hawaii at the time, although advertising as if living in Sausalito.

AVOID This INCOMPETENT CROOK. Paula refused to respond to me until after I posted my initial Yelp…read morereview with screenshots proving her wrongdoing & filed a complaint with the California Board of Accountancy. I would've preferred to resolve this privately, but some behavior is so egregious that it cannot be ignored. On October 14th, she tried extorting an additional $250 from me ahead of the October 16th CA tax deadline on top of the $3,247 I had already paid her for a rejected return that had to be corrected and re-filed hours before the deadline due to her mistakes (screenshot below). Paula refused to respond to my emails & calls, yet somehow found time to respond to my Yelp review when she should've been focused on accurately re-filing my return. She can't even refute my post because the truth speaks for itself. Instead, she resorts to gaslighting & falsely claiming that I gave her inaccurate information. Rather than apologize and make things right, she attempted to publicly blame me for her error which demonstrates her complete lack of accountability. The only thing chaotic and disorganized is her manual client intake system. (See screenshots of her 42 page "tax organizer" that you have to manually fill out unless you purchase an Adobe subscription). She thrives in chaos because it enables her to charge additional fees for exchanging back and forth emails instead of replacing her inefficient document management system. I sent Paula multiple filing status clarification emails BEFORE the tax deadline (screenshots below). She didn't "donate" any time. It's an insult to anyone's intelligence to claim such nonsense after she received $3,247 for a rejected individual tax return. To add insult to injury, she brazenly demanded another $250 to correct HER mistake. When I refused to be extorted, she backed down and made the correction she should've made all along (an admission of guilt, although someone like this never explicitly admits when they are wrong (screenshots below). The updated return was half the length of the original, and since she refused to explain the discrepancy & has forbidden me to call for clarification, I hope the new return is accurate (screenshot below of me requesting clarification & her non-response). It never should have come to this, but bullies and con artists like Paula should never be acquiesced to. Beware of this wolf in sheep's clothing who seems pleasant and polite on the surface. Charm is deceitful. When people show you who they are, believe them.

DeMar Consulting Group got back with me right away and set me up with one of their…read moreconsultants/advisors. The associate was very knowledgeable, professional, and answered all of my questions regarding retirement investments, income, tax, social security, and which type of investment works best for which situation. Glad I talked to them. It'll save me thousands in taxes doing things the right way and I'm the right timing. I recommend them for your investment, retirement, social security and tax consultant needs.

I hired DeMar Consulting Group for accounting and bookkeeping services (Service Requested)…read more Overall, the work was completed, but the process was not as smooth as I expected. The quality of the consultation was average: I received answers to basic questions, but for more specific issues I had to follow up several times. Deadlines were met, but the response time to messages was sometimes slow. The cost of services felt a bit high compared to the level of support provided. In the end, I would describe the experience as just "okay," but not excellent. The company could improve by providing faster communication and clearer explanations of the details.