I HIGHLY RECOMMEND Clifford (Cliff) Thomas, CPA and CFP. Cliff has been my tax advisor for more…read morethan twenty years, both as an independent contractor and with a previous firm. I have found him to be friendly, efficient, diligent, accurate and fast. He is always looking out for my best interests when it comes to preparing and filing my annual IRS tax reports. That service has included estimated taxes, home repairs due to water damage, sale and purchase of homes, stock market transactions and a lot more. If I could, I would give him more STARS than is allowed.

I started working with Cliff for my 2022 taxes. Cliff does a really great job. He is thorough, very…read moreknowledgeable, will take the time to fully explain and/or answer questions regarding your current taxes and offer suggestions if needed to adjust for the following year tax season. I definitely recommend him!

Using Dimov tax was a breeze and made my life much easier when it comes to preparing accurate…read moretaxes. They handled everything for me and kept me updated along the way. I always knew what the next steps were and if anything was ever needed from me. Everything was submitted before the deadline and I'll be back again next year!

Overall, a positive experience. I've been a client for 2 years, and the service has consistently…read morebeen fast and attentive. I truly appreciate the responsiveness, and reliability provided throughout my experience. 5/5 rating for me!

This was definitely the WORST TAX EXPERIENCE I HAVE EVER HAD and I wish I had not read any of the 4…read more"good" reviews that were posted as they were in no way indicative of my experience! In over 30 years of using tax accountants, I have NEVER had an accountant refuse to sit down and go through my account with me, and I have NEVER been handed my return at pick-up time with absolutely no communication, no explanation, NOTHING! Not one word about the return or how things were handled, just a fat bill and a see ya later. This was so beyond unacceptable!!!!!!! I could have gone to H&RBlock and had way better service, way better communication, and for WAYYYYYY less money. This was just a mind-boggling horrible experience in every way and I would suggest you look ANYWHERE else for any tax help!!!!!!! I would seriously consider that the 4 reviews posted, for a company that has "been in business for decades" ???, may not be legit.

What a great find! Went to SNA Financials after a divorce and they gave me all the help I needed!…read moreVery easy to work with and even set up a Zoom for me to get some questions answered before committing with them. Great people!!

Terrible service - I contacted them via Yelp (and then email), asking for a quote for an HOA (a…read morenon-profit that files a 1120-H). They first insisted I upload my driver's license and last two years of return first before providing a quote through some secure portal, and until I did so they wouldn't answer questions or provide a rate. AFTER I provide that information, and they take the PII, they then reach out to tell me that they do not file 1120-H. If that's all they needed to tell me and that they cannot do HOA's tax returns; why do they insist on gathering PII first?

I got a call back immediately and my questions were answered. The team at Square Up are…read moreknowledgeable and down to earth. Very easy to deal with. Definitely recommend

Very professional and easy to work with. Daniela gives great guidance and support for someone not…read morewell versed in accounting. She's incredibly bright at her job. Recommend very highly.

I was referred to Daniela by a well respected tax professional and could not have been more happy…read morewith my experience with her. Most accountants and bookkeepers did not match my working style. I needed someone who was capable of solving complex business issues and develop SOP (specific to my business) that also mitigates risk of errors. Daniela was able to deliver on this. She took in my input, understood the nature of my business, and ultimately coached me in making standard accounting procedures specific to my business. I have never felt so liberated since having my financial statements accurate to a tee. With Daniela's help, I feel I am now able to focus on scaling my business rather than spinning my wheels with accounting matters.

Melissa is amazing! As a small business owner it was a bit overwhelming with all of the paperwork…read morethat kept building up, the time came to hire a bookkeeper and I set up and interview with Melissa based on the good words of another small business owner. It has been 3 years now that we have been working with Perfect Balance and the experience has been the best. Melissa keeps everything very well organized, she has set both our businesses up on Quickbooks so we can see everything at the same time. Everything is ALWAYS done on time and if we ever have any questions or concerns they are answered and explained right away. She literally takes care of everything for our business! Invoices, Payroll, Filing, End of Year and everything else that comes up at a very affordable rate. I have recommended her to several people even including my own parents who use her service as well and are very happy. If you are ever in search of a great bookkeeper, I highly recommend Perfect Balance Bookkeeping!

Melissa has been my bookkeeper for over a year and having worked with other bookkeepers, she is a…read moredream come true! She manages everything without my need to be involved at all. She is always willing to do more analysis if I ask her and has even helped me launch a new business. She is organized, detail oriented, reliable, and really really easy to work with! Highly recommend Melissa!