Do not go to Mary Colby if you want your taxes to be done within a reasonable time. You will be…read morepaying out the rear for what you would expect to be prompt completion of your taxes. She will not answer her phone, will not return your phone calls, and she will come up with excuses for why she hasn't finished your taxes yet. In 2018 she was supposed to invoice us for taxes and finish those but they never got done and then she said we never came in in the first place and denied that we ever hired her to do our taxes. Since trying to get her to finish the taxes in 2019 approximately 4 months has passed we have gotten final warning letters etc and she still hasn't completed the work. I dont care if she doesnt finish our taxes after reading this, this needs to be here as a warning to others. These people charge a premium (thousands of dollars) to do estate taxes and other more complicated work, but they will not do so in a professional and prompt manner. You have been warned.

I have had members of this firm handling my taxes for over 25 years, and I have never had any…read moreissue. As long as all of your documents are ready and prepped (they're not going to do that gathering for you), you will get your tax return done with both efficiency and expertise before the deadlines arrive. All of the accountants in this firm have a high integrity level -- they are honest and dedicated. I would recommend this firm and its accountants to anyone who asked for a qualified accounting firm. This is not simply a tax preparation service - these is an actual accounting firm that does work for major clients and the like.

Robert has always been incredibly knowledgeable, professional, and thoughtful. His prices are…read moreentirely reasonable compared to what other others charge for private services. That kind of peace of mind is well worth the cost.

Robert has always provided quick and precise tax preparation service for my family for over 20…read moreyears. His quick, accurate responses to our questions and his professionalism give us the peace of mind that we'll always be in good standing with CA and Federal tax entities. The staff at Mori & Yamamoto is also stellar!

Chris Wong is amazing! He sure knows his stuff! I've been going to him for years and his services…read moreare far better than all the other CPA's I've used.

I was referred to Chris, he was extremely rude and unprofessional. Chris is very hard to do…read morebusiness with and made doing my taxes more work than it has ever been. In the past other accountants saved me far more and were far less expensive. Chris was also unable to answer my questions, which was pretty shocking for how long he has been in business. His office lacks basic modern technology capabilities (docusign, e-payments etc) so be prepared to operate like it's the 80s . I will never use Chris again and would warn anyone considering him to think twice. I deeply regret ever hiring him.

Ralph has been doing our taxes for over 45 years We couldn't…read moreask for a better tax man

Quite literally the worst experience I have ever had with an accountant in 30 years…read more 2021 they forget to set up electronic ACH payments, despite telling me they'd completed this. 2022 they realize they screwed up my return in 2021 and had to file an adjustment. 2023 they inform me they never charged me for Quickbooks management in 2022 and they need to charge me last year and this year. I review their activity in Quickbooks, and it is so minimal it's a joke. Pretty much every balance is off. Never mind, eh. I still owe them $6,000 for their efforts. CA Tax Franchise Board tell me taxes weren't paid for 2022. I need to go back through bank activity - Gerry Andrade and co. have been entirely unresponsive, despite numerous attempts to contact them. Go with this firm for your tax returns if you enjoy expensive mistakes and like slow to nonexistent responses, poor communication generally and being palmed off to more junior accountants every year. Pretty sure if I'd stuck with them for 2024 they'd have the janitor doing my return.

I would rate zero stars if I could. I was referred to Cindy from a friend so I didn't think I…read moreneeded to read reviews but after my experience I went back and saw some of my issues are common through her office. I had some complicated tax issues and was hoping to get some clarity so I met with her and gave her my letters and tax forms. She gave me an OUTRAGEOUS quote to begin and I told her I wouldn't be able to pay the full amount up front so she agreed that she would hold my documents until I saved up money to get started. We filed for Power of Attorney so she could dive deeper, in the meantime. I called her a couple months later to let her know I was ready to begin but had to leave a message. Note that every time I called her I had to leave a message. No one answers the phone, EVER. I called back several times after that and left many messages. Never ONCE did I receive a call back. Once I received a letter saying my Power of Attorney was denied (that was on me because I was traveling and didn't return the response letter for approval before the deadline). I called to talk to her about that and left another message. Again, I received no call back. Many months after our first and only meeting, I called so I could pick up my files. I actually thought she might have gone out of business due to no response. I don't live in her area but on this particular day I was nearby so I decided to drop by and speak to someone in person. When I walked in she was on the phone so I stood by the door out of respect for privacy. She didn't acknowledge me for a few minutes while she continued speaking of business matters to someone on the phone. Eventually she held the phone in the air and YELLED, in a tone of annoyance, from her back office where I could halfway see her at her desk "I'm on the phone, what do you need?" I told her I left her a message earlier in the day and wanted to pick up my files. She proceeded to yell at me that she was on a call and couldn't help me so I had to come back later. I asked when was a good time and she told me 15 minutes so I said "I don't live nearby so I'd like to wait, if that's ok". She was clearly frustrated and got back on the phone. I heard her conversation as she told the person on the phone that I was there and it sounded like the person on the phone told her to go ahead and help me and she said "Sure, ok, I'll call you back". She got off the phone and was SO RUDE with an accusatory tone. I started to feel bad for being there. She said she got my message earlier and that she looked for my files but she didn't have them. She went on to say that I picked them up from her because I couldn't pay for her services. My mouth dropped because that was NOT AT ALL WHAT HAPPENED! I reminded her I've only met with her once. She said she's looked for my files before when I called in the past and was never able to find them (yet she NEVER ONCE CALLED to let me know that). I was shocked. Mind you, she was yelling at me and pacing around her office looking around. I told her I really hope my files are there somewhere and she finally asked me to give her a couple more days to look for them since her assistant wasn't there and she might know where they were. I left wondering what my legal rights were if she lost all my files. Holly, her assistant, FINALLY called me a couple days later saying she had my files and they were ready for pick up. Never once did I hear from Cindy. DO NOT TRUST HER WITH YOUR TAXES. She's rude, outrageously expensive, and unorganized. After doing my research on her I found she's only a CFP, not a CPA. A CFP specializes in personal financial planning, including investments, retirement, and estate strategies. A CPA, on the other hand, focuses on tax planning, accounting and business financial management. Maybe she was just out of her league with my challenging taxes and couldn't handle it? Too embarrassed to let me know so she never called me back? Lost my files and hoped I would just forget and wouldn't come back for them? On top of that, yelling at me, as if I was in the wrong, when I only wanted to get my files back! Whatever the reason, she's very unprofessional on all levels. I DO NOT RECOMMEND.

No response from the company. I would be concerned about a company that does not return calls or e…read moremails in a timely manner.

Terrible service. Terrible follow through. This particular individual is comepletely overwhelmed…read moreand is zero help. They filed my taxes in 2022 and were supposed to help with 2023(filed extension) and then 2024 and they still have yet to complete my taxes. I have emailed and called dozens of times and no response. I take responsibility that it took this long to hire a new CPA but when we first worked together in 2022 it was no issue. I have paid these people to file my returns and here we are MONTHS and MONTHS later and theyre ghosting me. Prior to being ghosted i was working with 3 different assistants and each time it felt like i had to start all over. I chose this person as they were a referral, but i regret that deeply now. I would advise to go elsewhere. As im posting this, i actually se another review with this exact scenario as well so it seems to be a pattern.

I am so frustrated with Annette. Things started out so well with her and she's completely ghosted…read moreme and left me stranded with late taxes. I initially reached out a week or so before April 15 because of some discrepancies I noticed after preparing my taxes myself using the H&R Block software. I spoke with Annette and she was very kind and told me she could help me but that I'd have to request an extension so she could work on it after April 15, which I completely understood. Her assistant, Arin, reached out to me mid-May and sent me a link to Annette's calendar so I could schedule an appointment, which I did for the beginning of June. I also uploaded all of my tax documentation (on May 12) to their secure server as Arin had requested. On the day we were to talk, I found out Annette had not seen my documentation and could not access it, so we rescheduled our chat for a day later. No problem. We spoke on June 3 and I sent her additional documentation that day and on June 7. I have not heard from her since. I emailed her on June 28, to which I received an out-of-office (6/25-7/12) response. I received no additional response. I emailed her again on July 20 - no response. I called her at the end of July and left a message - no response. I called and left another message asking her to at the very least return my call to let me know she could no longer work on my taxes, but never heard back. Since that time, I have called three additional times and reached her voicemail but have not left a message. Lastly, I emailed Arin on August 13 asking for an update and received . . . wait for it . . . no response. I don't know what happened, but it seems beyond unprofessional that no one can contact her clients to let them know what's going on. Thankfully, I never got as far as paying her any money but I'm left trying to find a tax preparer again. We had a productive and friendly discussion and my taxes are not that complicated so I am not sure why I'm being ghosted. I'm just putting this review out there because I don't want anyone to have to deal with this. It feels very much like a bait and switch because she was so kind and promising when we spoke only to completely disappear on me.

I spoke to Cindy Rustanius-she was extremely knowledgeable and helpful.read more

R&N (Ms. Rustanius in particular) has been handling my personal income tax preparation and filing…read morefor 30 years. I could not imagine any better service. She sends a questionnaire at the beginning of the season to guide you through gathering all the information required and to expedite her work. She asks questions of you that you might not think to ask and educates you along the process to make sure that you get all the deductions you are entitled to. Cindy is highly professional with added warmth. I have never had any problems from IRS and don't ever expect any.

Alexis and Tim have been doing my tax returns for years. They are awesome and so easy to work with…read more They made my tax season stress free and also finished it before March (they sent me a reminder in January)!!! They are very professional and I love their safe, secure and user friendly file share portal through which I can upload my documents without worries.

Alexis is a rockstar. Here you will not get the typical accounting service from other places,…read moreinstead you will be meeting the most knowledgeable accountant who is funny, easy to work with, energetic, and very hard working, most importantly, she knows what your needs are, feels your pain and helps you through it. We have been a client of Alexis for years and have been extremely satisfied with the quality service so I highly recommend her firm to others.