We have been using Abacus Tax Services for about ten years now and are extremely happy and have…read morereally loved working with them over the years. Both Rich and Sona have been really great to deal with. Our tax situation has gotten more complicated over the years with our S-Corp and Real Estate and they have always been there to support us and help us figure things out. We have worked with a number of different accountants over the years in our business and they are by far are my favorite. No drama, very easy to deal, very helpful and straightforward. I also find that their pricing is much more reasonable than all the other accountants I have worked with in the past. We highly recommend them!

Abacus Tax Service is amazing. They are quick, personable and easy to work with, not to mention…read morethat they get you amazing returns. In the rare event that they make a mistake, they take ownership of the interest. Also, my taxes are not cut and dried at all and they help me easily organize the right information for them to get a high return. Thanks again Abacus!

If you want someone smart, personable, conscientious, look to Melanie Shaw! She is all…read moreof those things and more.

I had been doing our taxes on my own for the past several years and always ended up paying assessed…read moretaxes. I scheduled an appointment with Melanie to review my prior year taxes as well as prepare our taxes for this year. After reviewing my taxes, Melanie was able to pinpoint what was causing us to owe taxes every year, saving us a large chunk for next year! On top of that, Melanie refused to charge me for the consultation, and further advised me that it's not worth the money she would charge me to prepare our taxes this time. Amazing! Melanie charges the same as H&R Block, but has a passion for the complex and ever-changing tax rules as well as a CPA background, which you may not usually find at an H&R Block (I was an H&R customer for a few years). Melanie also explains the complexities of tax rules clearly and patiently. If our tax situation ever becomes more complex, I would use Melanie and no one else! Thanks again Melanie!

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.

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!

My husband has just gone out on his own, started his own business, and I will be taking care of the…read morefinances. Bookkeeping and business financing is not my natural strength. Ami has stepped in to bridge the gap between our entrepreneurial leap of faith and our dreams of being successful business owners. With Ami we have a much better understanding of how Quick Books can specifically help manager our custom tile business. She has installed a feeling of confident and control in the business portion of our life. I am looking forward to future meetings with Ami. She is truly passionate in the small business owner and has so much experience and guidance to share with us. We started with her soon after we launched "Willoughby Tile" so we can have a strong foundation for our business and any filing mistakes can be pointed out and corrected right off the bat. Ami is knowledgeable, understanding of the abundancy of questions new business owners have. I feel she want's us to understand the way our business is financially managed, through Quick Books, not just the logistics of the software because it will help our business thrive. Her heart is in the right place. We are getting so much more out of Ami's CPA services than we ever thought possible. Thanks to Ami we have a chance to start a family business.

The gift that keeps on costing. We have had a terrible experience working with Georgia Rogers and…read moreher team at this organization, apparently bought by another group now. The mistakes that they made keep coming back to haunt us and cost tens of thousands of dollars. They should have been responsible to pay the fees and penalties that were a result of their blatant disregard, incompetence and just flat out sloppiness. But instead they just ignored our messages completely. Still haunting us after 5 years.

Ms. Rogers is kind and well informed. She agreed to do research for my complicated case with a…read morekind voice and support. She spent great deal of time researching my issues that had been going on since 2014. I greatly appreciate her wisdom and kindness. I recommend her highly. Thank you