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!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

Great professional service, every year it is a relief just knowing that he is available and that I…read morewill be taken care of.

In answer to Mr. Rubyn's message that he fired me. What a Whooper!…read moreI was never an employee of Mr.Rubyn. I was a Client. If Mr. Rubyn does not know the difference between a Client and an employee he needs to go back to take a basic course in business and accounting. The first year Mr.Rubyn did my taxes I had an IRS audit for that year. I quit using Mr. Rubyn who is not a CPA but just a tax preparer, and in my opinion a very poor one. I would never recommend anyone to Mr Rubyn. His fees are outrageous in my opinion. Now I have a real CPA who charged one third the fees that I paid Mr. Rubyn. If you still feel you want to use Mr. Rubyn for your tax preparation go right ahead I wish you the best of luck!

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.

Honor your appointments. You made me wait 20+ minutes on an appointment. You wasted my timeread more

Once again a great experience! We always book with Anna! She's very quick and efficient and we look…read moreforward to our yearly visit. They take care of everything for you and the peace of mind is worth the price!

BEST BANK EVER…read more... the young gal and young guy are hip, kind, funny, witty, deferential, and frankly the best tellers I have ever met. Somehow remember my name, which is nearly creepy but mostly inviting, we always have a pleasant exchange... typically with both of them, no matter who I am with. I plan to do my banking at lunch so I can actually go to this branch I like it so much!

I asked foral ittle mercy on the NSF charges. They told me I'm a loser and it's all my fault…read more I have banked with B of A since I arrived in CA, 1993. I've put over $3Million through there in that time. They got $25Bn taxpayer bailout, and next day they closed down a profitable window company by denying them a payroll credit line. Today I have made my last ever transaction with B of A. They're too awful to exist. http://sites.google.com/site/byebyebofa/

I had such a fantastic experience working with Coach Crystal. She helped me grow and become a…read morebusiness woman I am today. She offers practical steps that will help you reach your goals and also hold you accountable. She is very prompt, returns email in a matter of hours. You will always learn something new on every session with her. Crystal is an amazing person overall and it's been such a pleasure having her in my corner as a business coach. Every business person should have at least a few months worth of business consultation with Crystal. I highly recommend working with Coach Crystal and Run Right Consulting.

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

So far, so good. They seem super knowledgeable in all things tax. Bill brings you in and refers…read moreyou to his peers. I would recommend others to use their services. They are good with questions related to real estate as well (especially in SF).

We complete tax prep in advance. After many years the process became easier. Two weeks later we…read morereceive final federal and state. That is why we are repeat customers.