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.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

David is the BEST! He helped me to much and I recommend him to everyone…read more They took so much good care of me and my case and I'm forever grateful.

If I could choose more than 5 stars, I absolutely would. David Macpherson is an attorney whose…read moreexpertise and knowledge combined with his temperament and well-thought out approach gets the job done efficiently and successfully. In a very short time, David met with me, prepared and filed a lawsuit for me, served the summons and complaint and went to mediation for several hours with both parties and settled my case! He did all of this without accepting anything less than we were willing to walk away with, and we were fully prepared to take it to court if necessary. The other party's intent was to complicate the case with so many irrelevant claims and inaccurate accusations so as to distract from the truth. After about 45 minutes of the other side's arguments, in less than three minutes, David quietly summed up the facts, the law and what the Court would do if the case did not settle. Two hours later, we left mediation with an enforceable agreement that was exactly what we had previously demanded. It gave me a great strength and confidence knowing that I had such an excellent attorney representing me and handling the case. If you are looking for a great attorney, you can trust that you don't have to look any further. I highly recommend hiring David to handle your case.

She's a lifesaver: she's not only an amazing human being, she's a highly skilled CPA. Our doctor…read morefriend recommended her. And she didn't even know she was on yelp. She doesn't take clients unless it's a referral. I think because it's a lot of work and a large commitment. She charges accordingly but in our case that we have many years of back taxes it's worth the money. Peace of mind is priceless... I appreciate that she can handle stress on another super human level. Her mind is sharp, she has a special talent, I believe she was born with a special brain, and has a gift, to crunch numbers, handle red tape, IRS, deadlines and take clients through the daunting road of taxes. Always in a great disposition. She's fearless too. She has no problem going down the rabbit holes and making calls and inquiries. She is an amazing human and a top notch CPA. And someone we can trust with our entire lives on the table. If you have work to do with an accountant you really need to feel heard and be able to trust that person. It's an intimate process. No judgement. You shouldn't ever feel ashamed. We are all human. And taxes aren't something natural to any normal human being. So to find a wonderful person that can make this process smoother. And legally work their magic. It's a blessing. I feel blessed to have been introduce to Irina Kassil.

Irina was recommended to me by my financial advisor becuase the tax professional I had goofed up my…read moretaxes in a very bad way. The first thing Irina did was spend time talking with me both on the phone and again in person to learn about my tax concerns and issues. And now she's done with my taxes for 2018 and I have been completely impressed. Her pinpoint knowledge of tax law and tax consequences is profound. Her attention to detail is outstanding. She helped get my sole proprietor deductions in line to make an audit less likely. And she managed to work in all my expenditures into my numbers so that I didn't lose a single penny. And her knowledge of COVERED CA is quite strong. Irina is wonderful and I'm relieved & grateful to be her client.

I really appreciate Sona's hard work and expertise. Wether it's been simple or complicated, our…read moretax prep has been in excellent hands. Thank you!

Sona is the best. She's always incredibly fast, she's set up simple systems and always provides…read moreclear, useful advice. She's incredibly thorough and I'm so grateful to have someone who provides such trustworthy tax preparation. Thank you Sona!

I partnered with Elizabeth Malay in 2023, she represented me as the plaintiff and did an amazing…read morejob! Right from the start, she and her team were so supportive and on point with every aspect of my case until the end. The outcome was better than I could have ever hoped for. It is obvious that Elizabeth and her firm are truly passionate for what they do & the purpose they serve to ensure a fair and just outcome. Liz went above & beyond for me. I will be forever grateful to her and the team as their efforts resulted in an outcome that changed my life forever.

My husband and I worked with Drew at Collier Law firm for thirteen months. Drew is kind, dedicated,…read morea great listener, and made the daunting law process manageable. He answered every question we had, and often, we didn't have many questions after his thorough and easy to understand explanations. We felt supported and informed throughout the long and complicated process. Drew and his team are hardworking, motivated, and overall, just good people. We probably would have given up during the process if it weren't for Drew and his excellent team. We interviewed six other law firms before choosing Drew at Collier Law Firm, and we are so grateful for all their help and expertise. I highly recommend working with Collier Law firm!

We found our way to Winder Gibson through our realtor and could not be more grateful. We worked…read moreclosely with Geoff and Daniel to design our dream home. They were an absolute pleasure to work with and took on all details at every stage, including handling a difficult neighbor. At the same time, they were efficient and budget conscious, helping us stay on track both financially and time-line wise. They made what could be an overwhelming process move smoothly and enjoyably. We unreservedly recommend Winder Gibson.

My wife and I had the pleasure of working with Geoff and his team on a full demolition and new…read moreconstruction of a single family home with ADU in San Francisco. We loved our experience and wholeheartedly endorse Winder Gibson to anyone looking for a full service architecture firm. From the outset, Geoff and his team demonstrated an exceptional understanding of our family's needs, which they transformed into a beautiful house design that resonates with our aspirations and lifestyle. We are currently transitioning to the construction phase, and are excited to raise our family in such a thoughtfully designed space. Also, Geoff and team are true experts at navigating the San Francisco permitting process. They efficiently moved us through permitting, both reacting to feedback from the city and helping us manage our neighbors. Honestly, we could not have permitted the house without their guidance. In a city where building homes can be difficult, the one two punch of beautiful design + the knowledge and skill to get it across the line was invaluable. We are so appreciative of Geoff and team.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!