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!

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

SuTing has been doing my taxes for the past few years and has done an exemplary job!…read more She pays attention to all the little details and is very conservative in how your taxes are done. She e-files your taxes as well. I found her rates to be competitive and the one time it would have been more than the adjustment she volunteered to reduce her fee which would have been more than the savings. I found this very refreshing after being fleeced by my previous CPA's! Highly recommend Smart Tax Express to do your taxes!

SuTing did my personal taxes for me and my wife for the last few years. My father referred me to…read moreher since she did it so well for them for a long time. Since my taxes were relatively basic compared to the business taxes she usually does, she did my taxes with ease and I didn't have to worry about anything. Her fees are very competitive and we always meet personally again at the end. She's very patient and professional with our incessant questions about the details. But up to now, we couldn't find any flaws in her filing.

It was truly a pleasure working with Off the Record Meditation Services LLC. Dorit was patient,…read moreknowledgable, and understanding from start to finish. She really worked hard to make sure we both left mediation feeling heard and valued. She really help put things into perspective that worked for each of us, and proactively work towards leading us to solutions that were not only fair but healthy and sustainable. I am truly grateful for her time, expertise, and genuine spirit. I would recommend her to anyone who is seeking trustworthy guidance and support, and a strong action plan to follow. She is great at what she does!

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For the 2025 tax year, I decided to use KFK CPA based on a friend's recommendation. I received the…read morecompleted return about 1.5 weeks ago. I am impressed by the quality of work done by Zita and Antonia. It went through two rounds of review before they sent me. I have used other CPA in the past before and every year, I found errors in their work, but this year using KFK CPA, I didn't find any error. In fact they found one spot which I missed when doing on my own with TurboTax. I have always used TurboTax as a reference to make sure the results are similar with the CPA whom I worked with. The price for the service is reasonable compared to what I had to pay previously. Overall, I feel their work and service is very thorough. They also worked late as I received updates from Zita and Antonia in the middle of the night. I would recommend them to anyone looking for a CPA. They are located in Palo Alto so it is convenient.

I have had KFK do my uncle's taxes for several years - they are very responsive, hard working and…read morecompetent. Would recommend them. Both Zita and Antonia are wonderful!

While the tax managers under the partners do yeoman's work, Frank, Rimerman's billing system is…read moreunbelievably unprofessional. I've gotten invoices for work supposedly completed _years_ earlier simply showing up on monthly statements. No explanation of why the billing was delayed, no apology. I've never seen this from any firm, let alone one providing financial services. This isn't a one-time error. They've done it on invoices for my personal taxes, my company and a non-profit. All with items showing up for work supposedly done years earlier. If a tax firm can't get their own billing system to invoice work done within the year, think of what they're doing with your taxes.

They intend well but were very expensive and caused us a lot of troubles.read more