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

Stacy has been doing our taxes for the past 2 years. He is terrific! Prompt, professional,…read morethorough, knowledgeable & his rates are VERY reasonable. His turnaround time is VERY short, provided you complete all the worksheets (note: these are NOT complicated.) Our review appointments are very straightforward (would imagine longer times, if you have "non-standard" returns) and we couldn't be happier!

Stacy is the GOAT. You will never meet a more thorough, professional, and exceptional tax preparer.read more

Stanley and Sandeep are an awesome help! I reached out with a question about income taxes…read more Stanley connected me with Sandeep and Sandeep called within minutes to provide support. Excellent service. - Eric

I attempted to use A To Z Tax Services a couple weeks ago…read more I called ahead to schedule an appointment with an accountant named "Huey" for 1pm. I arrived on time, but I was greeted by a young man named James, who I believe was an assistant. He informed me that Huey was still out to lunch. Unfortunately, his extended lunch was more important than attending a scheduled meeting with a new client. James was very helpful and professional in assisting me with the intake of my tax documents. He took my information, and told me that I would receive an email notifying me of any additional documents needed. I went home and waited for the email. After about a day, I called the office. It went straight to voicemail, and I left a message asking for the email I was told I'd receive. Unfortunately, I didn't receive any email, so a couple days later I called again, got the voicemail, and left another message asking for a follow-up. I've received zero communication back. Disappointingly, this was a total waste of time for me, and despite the positive reviews I read on the Yelp.com page for this business, I was totally ghosted by them after investing my time in trying to become a new client of theirs. Unless you enjoy wasting time and being ghosted, I do not recommend this business to any new clients. Update: About a week after writing this review, the owner of the company contacted me. They admitted to everything I wrote. Their excuse for Huey's extended lunch was that he had a stroke, and their excuse for not returning my calls was that they were having a new carpet installed. They then tried to bribe me into deleting my review by offering to do my next year's taxes free of charge. Attached is a screenshot of the text offering the bribe. Trying to bribe a client to pull an accurate review is a dishonest and shady business practice. All the more reason to avoid this place.

Phone number on yelp doesn't work...not a great look if they're trying to earn new customers.read more

I have been using Linda to do my taxes for over 15 years. There's no one out there better than her!…read moreQuick, efficient and she makes sure everything is done right, so you get the biggest refund possible.

Our first time, Very knowledgeable, friendly and excellent service. The front staff were very sweet…read moreand friendly and Jeanette did an amazing job with our taxes! Would definitely recommend! She was very thorough with our taxes and took extra time. Reasonably priced.

Excellent service, Juan Carlos always take time to explain everything, he answers all the questions…read moreyou may have regarding taxes

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.

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.

Ben, was amazing and very professional- both brothers are great. Get your taxes done with themread more

i been fist time a today so happy to came here ,,,ben and stephain great work and very nice person…read morethank so much

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!