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    CDE Consulting

    CDE Consulting

    (1 review)

    "CDE Consulting Inc. has become an indespensable asset to my business. They've gone above and…read morebeyond to offer timely, professional and exceptional service. I was years behind on my books and felt completely hopeless. David caught me up in a ridiculously short amount of time. He also re-filed my last three years tax returns and I got $6,000 back after paying about $3,000 over the three years worth my old accountant.  Impeccable customer service!  Thank you for all of your hard work and dedication!"           - J. MacNear, KangaKare Daycare, Davis CA

    From the owner: Our firm specializes in working with individuals, families, and even small businesses. By combining…read moreour expertise, experience and the energy of our staff, each client receives close personal and professional attention. We focus on three values: professionalism, responsiveness, and quality. Companies who choose our firm rely on competent advice and fast, accurate personnel. Our firm's reputation reflects the high standards we demand of ourselves. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served with top notch care. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. We will answer all of your questions, as they impact both your tax and financial situations. We offer tax services, business services such payroll services, and Quickbooks services. We welcome you to contact us anytime!

    Phuong La, EA

    Phuong La, EA

    (9 reviews)

    Union Square, Financial District

    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!!

    She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

    Nix Accounting - bookkeepers - Updated May 2026

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