I'm a bit surprised here. I only talked with Cara Watson on the phone and she resolved my concerns…read more Every other tax advisor (about 4-5) wanted to charge me $400 - $550 an hour for their advice. I let her know that I don't need a tax person this year, but I certainly will for next year and you better believe that she will be my go to person!! It seems to me that it's difficult to find someone sensible, I could actually understand what she was saying, who is helpful as well. I greatly appreciated her time. Will definitely be referring her and returning to actually give her my business.

Not sure if they went out of business, but I emailed them at the email address on their website,…read moreand it was returned as undeliverable.

In 2018 I needed some help with filing my taxes and my nephew recommended Drake Fiduciary. I was…read moreextremely satisfied with how quick and easy the experience was. This year my son need help with his taxes and Drake Fiduciary was fast and efficient for him too. I highly recommend Drake Fiduciary Accounting.

I needed a new accountant after ours retired. I went with Drake accounting and could not be…read morehappier. He was able to get me a great refund and answered all my questions. He was also able to help me with my trust account as well. Honest and affordable we recommend him to all our friends and family.

Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

Completely stopped responding. It feels like a scam and possibly fraud. She initially called me…read moreduring our scheduled time, said she would review all my tax documents, then never followed up with me. Who knows what she's doing with your secure information!

I have worked with Laura for this year, came to her after 20 years of working with HRand Blcok,…read moreShe is very responsive, intime for filing. I am very happy with her.

We have been getting our tax services done by Ruth for over 20 years. We will be using her for…read moreanother 20 years. Wonderful tax lady!!!

Ruth Maloney knows her stuff. She is extremely knowledgeable and helps you to understand the what…read morecan be very overwhelming process of filing your taxes. Ruth has been doing my fathers taxes for 30 years as he is an independent business owner, and now has helped my husband and I make sure we are getting as many tax breaks as possible. She truly has our best interest in mind. Do yourself and or your business a favor and trust her to do your taxes! I guarantee she will become part of your family too.

Jennifer is fantastic! She has prepared our taxes for the past two years, and my husband and I are…read moresuper pleased with her turnaround, knowledge, and expertise. Very organized too! I highly recommend Jennifer!

A colleague recommended Jennifer to us when we were looking for someone to do our taxes and what a…read morestroke of luck that was! She has done our taxes for three years now and I can't believe how fast, communicative, and easy to work with she is. We had worked previously with an accountant who took weeks to figure out our RSUs and Jennifer needed hardly any time at all. I can't recommend her highly enough.

Volk Accounting was awesome to work with! They helped us set up our S-Corp for KD Kucher Accounting…read moreand made the whole process super easy. Really appreciate how friendly, knowledgeable, and on top of everything they were. Definitely recommend them to anyone starting a business or needing accounting help!

Marina is a wonderful CPA to work with! I learned about her services at a local wedding…read moreprofessionals event in Sacramento and her presentation was so great it made me want to learn more about her services. As a new business owner learning as I go, her expertise and advice has helped me shape the way I do business going forward and I am super grateful! She's kind, knowledgeable, and worth the money! I encourage anyone looking for a CPA to work with a CPA who cares about you and your business baby. 10/10 recommend!

I asked Roger to do my 2024 tax return. He did a great job. He was professional and knowledgeable…read more His pricing was reasonable and I would recommend him to all.

Roger is the very BEST CPA on the planet!!! Not only has he faithfully, consistently, and…read moremeticulously been my tax guy for the past 10+ years, he is a great friend and a man of the highest integrity!! He always shoots it to me straight and does things by the book and that's why he is excellent at what he does and keeps his clients, like myself, for years!! There is no one greater to take care of my taxes and most importantly, he looks out for my family!! This year, he was so gracious with me as I sent him my tax documents later than usual and he completed them with such speed, precision and care!! Thank you, Roger, you're my tax man and even better my lifelong friend!!

I've used Mai to do my rather complicated taxes for several years. She is very thorough, and, in…read morefact, has caught errors others have made on profit/loss statements. Mai responds to emails quickly and I think charges a reasonable rate for her services.

Mai responded promptly and communicated effectively. Despite the fact that I reached out to her at…read morethe peak of tax season with a looming deadline, she gave my return her full and prompt attention. She spoke with me directly and spent more time and attention on my concerns than my previous CPAs did combined over the past ten years. The annual custom was that I would send in all my documents and then silence for weeks on end. Not the case with Mai! She confirmed receipt, gave me an estimated time of completion on the same day I submitted, and had everything back to me for review in just a few days. I feel very fortunate to have found Mai. It was pretty much luck of the draw, going off of Yelp reviews and intuition. I feel confident that my taxes are being done correctly, without overpaying, nor taking any shady deductions or cutting any corners.

Heidi is the best! She was so very helpful & responsive, reasonably priced & professional. I am so…read morehappy to have found her, a voice of reason in dealing with the crazy IRS! I highly recommend her!

Solid Rock Financial has been doing my taxes for 3 years now . So thankful for Heidi's expertise…read moreand availability . I feel especially confident in her experience with small businesses . I would totally recommend her Lisa M