After my mom died, I needed to get CPA help, so I could get an estimate of how much of her estate…read moreto reserve for the next year's taxes. Most places I called didn't want to deal with me (too small potatoes I guess!) or charged too much. After finding Joe Collett (LPC Tax) online, I interviewed him in person, and he seemed a great guy! So I hired him to do the estimate, at a reasonable cost; he also got a reappraisal of mom's property to minimize taxes. The next year I hired him to do the estate taxes; more complicated than I thought, and he did a great and thorough job! Later he even wrote a letter to the IRS to cancel a penalty they had levied, so I got an unexpected refund. I highly recommend Joe Collett, as he is honest, straightforward, and highly competent; everything you want in a tax accountant.

I have been working with Joe for the last few years. I first used him when Turbo Tax advisory…read moreservice sent me for a tailspin. After seeing the error strewn tax return, called around at short notice and was not able to get anyone's time. Finally stumbled upon Joe's reviews on Yelp and decided to give it a shot. Was impressed with his knowledge on my first call and decided to give him a chance soon after. I have not been disappointed - Joe knows his stuff including stocks for startups and small business rules.

I cannot begin to explain how much help the team at Bains Financial has been. I recently switched…read morefrom an llc to an s corp and had no idea what i was doing. They were able to get me back on track and pointed in the right direction. They were very patient and very easy to communicate with! Highly recommend!

As a travel nurse juggling contracts in multiple states, taxes used to be a nightmare. Bains…read moreFinancial Services made everything so much easier. They knew exactly how to handle my multi-state 1099 income, travel stipends, and licensing costs and they identified deductions I wasn't even aware of. I actually got money back this year--and I finally feel confident about my finances. Super responsive, super kind, and totally worth it. I've already sent two coworkers their way!

Have used for several years and been satisfied. However, since they've moved and have changed…read moreaccountants on me, I am having some problems figuring out how to upload docs and emai my accountant.

They are the Best. We love them! Always so helpful, reasonable, bending over…read morebackwards to make it easy for you and they're all always in such pleasant moods. The nicest, smartest, best ever!

Don't bother making an appointment no hay punto en haciendo una cita si lluegan alguien conocido de…read moreellos te van a brincar en la liñea no gasten su tiempo

It's tax season! I've heard lots of great things from Adrian's from friends and family. Normally, I…read morefile on turbo tax. My lady has been coming here for years. To make things easy, we decided to both file together with Omar, who was nothing more than fantastic. Gave us tips and suggestions on how to get a bigger refund or not owe for next year. Gave us our space to talk over the final decisions for filing. Glad we came to Adrian's and filed with the help of Omar's (son) expertise. He's been doing this for years. Again I normally file on turbo tax but decided to support LOCAL BUSINESS!!! Thanks Omar.

Joseph is an amazingly knowledgeable professional…read more He is very methodical, swift, he asks every details, he listens things very carefully, explains everything, compares with other scenarios. He never misses a phone call and email. He always mentions what better I can do to save on taxes next time. This year he mentioned about new laws so that I can prepare myself in time. All these with a fair price. I'd recommend Joseph anyone at anytime.

Reliable, efficient bookkeeping with great tax guidance, strong attention to detail, and excellent…read morevalue.

I just realized i was massively cheated by this organization. Last year she charged me 7k to do…read moretaxes and slyly made me sign something that will allow her to do bookkeeping and accounting misc as well. On top of that, i owed taxes to both fed and state.This year all i had to pay was 1 k to my tax guy and he even got me refunds from the state and fed. Went 3 years with Bonnie and been ripped off all 3 times paying 4-7 k only to have to also pay taxes back. Worst investment ever.

As a daughter of immigrants getting my family to think more like a "rich dad" and prepare for taxes…read moreis so challenging. I contacted Bonnie for a free 30 minute consultation and we are very happy with the answers we received for our questions. She is patient and knowledgeable.

Leaving two stars (instead of one) because early on they did a good job. I was a client of Kevin's…read morefor over 10 years and was generally happy. Then something changed, no longer the same level of service. I needed some copies of prior year filings. Reached to the Kevin for copies. No response. Reached out to his assistant (Michael), no response. I called and left messages, emailed multiple times and never once heard back. Never received the documents I was requesting. I was pretty shocked considering the history we had. Hock left me high and dry in a time when I needed them the most. Certainly do not recommend at this time.

Used to be awesome. Responsive, great to work with, bringing suggestions and prompt planning…read more Something has changed in the firm. Everyone seems overwhelmed, unresponsive, and dropped serious balls - like not filing taxes on time even after everything is completed. Cannot recommend anymore.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.