This review is long overdue as SK accountancy has handled our taxes for businesses and personal for…read moremany years. SK's support and ability to communicate is very much appreciated. The staff is attentive and willing to meet when needed. Great job to Sam and his staff. We will see you next tax season!

Sam helped me with a tax matter related to IRAs that other's said no to when I requested help for…read moretheir services. He explained to me my options as opposed to watching videos on Youtube gave me mixed answers. I highly recommend.

Ameer is incredibly informed, generous with his time and provides completely though-out responses…read more Couldn't recommend a better CPA in the bay than him.

Ameer provided us with our 2025 tax returns after our former accountant retired. It is always…read morestressful to change accountants, but Ameer's practice is very clear and thorough in explaining the process and getting me set up. I uploaded all my documents to a secure "vault" and filled out a brief questionnaire. They did all the rest and processed my return very quickly. I was impressed with the communication and their rate is very reasonable. We have found a good partner for our tax preparation.

This review is long due and it is about my experience on the 2021 Tax Return. I have been a…read morecustomer of Raul's since 1999. He just started his business and came over to my house in San Francisco and helped me with the tax return back then, Since then, his business has expanded. However, for the remaining 20 years until the spring of 2022 everything has been very smooth. Raul has been providing consistent service and offering a 100% virtual experience --- our meetings would occur over zoom, I would be able to upload my forms/documents to a secure server, etc... Then, Raul would provide me with a very quick response and file right after. Raul has also helped me with some other tax related questions I had. Then in 2022, something unexpected happened. We had our meeting as before over zoom and was ready for the usual quick turn around from Raul (over the years Raul has been more difficult to book but that was expected as his business has expanded). In that meeting, Raul mentioned that he still needed more time to complete my tax return. And that was the last time I was able to talk to him. I have waited for two weeks, and got worried about him as this would be very unusual. I have called his office, sent him, emails. No response. Essentially, he ghosted me. I still can't understand this bizarre ending of our business relationship.

This past year my wife and I enlisted the services of an accountant for the first time for our…read moreannual tax returns and we had a terrific experience at Books & Taxes. Harumi was terrific; she was personable, friendly, very knowledgeable (I got the sense she can complete tax returns in her sleep), and efficient because she got both of our federal and state returns done in less than an hour. The rest of their office staff were pleasant as well. We'll be coming back again!

Bridget truly saved me after having some terrible experiences with previous tax services. She is…read moreincredibly thorough, knowledgeable, and patient. She took the time to explain everything clearly and made what initially felt like a very stressful and overwhelming tax situation feel manageable. I really appreciated how she put me at ease and made sure I understood what was going on every step of the way. It's clear that she genuinely cares about her clients and takes pride in doing things correctly. I'm so grateful I found Bridget and would highly recommend her to anyone looking for a knowledgeable, trustworthy, and caring tax professional!

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

If you are a small business still messing with your books, stop now. Seriously. It's not worth the…read moretime and sanity that you sacrifice in trying to do a job you are not trained to do. Think of all the more productive, lucrative and fun things you could be doing with your time instead of trying to reconcile your financial transactions. I started working with Jeff and team several years ago and have never turned back. His prices are reasonable, services are top notch, and customer service is outstanding. Simply put, Streamline is an efficient, hardworking, detail oriented bookkeeping service - for small businesses like my law firm. Erin Levine, Levine Family Law Group

Jeff and the Streamline Bookkeeping team have made my life SO much easier! I started working with…read morehim at least 5 years ago now. He's helped me make sense of so many aspects of my business as I've grown from a sole prop to an S-Corp with employees, and now I also have an LLC. The team is meticulous and they also check in with me when needed to make sure everything is being recorded and tracked properly. They prepare all the reports and make sure my tax person has what she needs. Jeff meets with me regularly to review everything and always takes the time to explain things and help me feel empowered about my business. Streamline makes it all manageable and I'm so grateful for their support! If you are hesitating at all, I HIGHLY recommend that you invest in getting help sooner rather than later. You won't be disappointed!

Stacy has been doing our taxes for the past 2 years. He is terrific! Prompt, professional,…read morethorough, knowledgeable & his rates are VERY reasonable. His turnaround time is VERY short, provided you complete all the worksheets (note: these are NOT complicated.) Our review appointments are very straightforward (would imagine longer times, if you have "non-standard" returns) and we couldn't be happier!

Stacy is the GOAT. You will never meet a more thorough, professional, and exceptional tax preparer.read more

Hoori has helped my clients' bookkeeping services for a few years, and I must say she is very…read moreprofessional, knowledgeable in accounting and also responsive whenever the clients have questions regarding the transactions. Her prompt response is a key success factor, especially during the busy tax season. I highly recommend Hoori because of her integrity, strong work ethics, and of course, expertise in Quickbooks.

I have worked with Hoori for two years. I'm the treasurer of a small non-profit. Hoori has been…read moreextremely helpful as the bookkeeper for the non-profit. Every month, she prepares the financial reports I have to present during board meeting. Hoori communicates well, delivers to the needs of the non-profit in a timely manner, and she asks questions if anything is unclear. During a time of unusual hardship, Hoori helped the non-profit with expert advice. Hoori has been a great asset to our small organization, with her professionalism, pleasant personality, and common sense.

Glad to see this guy has put a sign up and is open for the rest of you to hire him. He's going to…read moresave you a TON of headaches and the good stuff $$$$ MOOLA I was lucky to find Keith, many years ago. I run my own business and he set me up to create and distribute invoices, collections, and everything that it takes to get my billing done. I mean it was a revelation for me to get everything in order and know where it's all going - and More Importantly - where it's coming in from!! Right. They did my taxes and saved me a bunch of money - and listen, I have an undergrad in accounting with a concentration in taxes (4.0 in this area) but I gotta admit - it is / it was and always will be CONFUSING! (Confucius say use Axis to save yourself aches and pains). Okay, maybe too corny. A HUGE Blessing to have these guys really take the time - be extremely patient (I wouldn't be that patient) and take me through the steps of doing my own day to day accounting. At first they did it for me - and then they weaned me out of it by helping me through the steps numerous times. I wanted to do it after a few years when my business became easier. Point is - Contact Axis with Keith - you will Love this guy. He's too easy to deal with and he has a personality. Some accountants you don't know what they're thinking like it's some kind of mystery. Not so with these guys - straight up, reliable, and get the job done by knowing all the angles. INTEGRITY

My books were a disaster. My previous bookkeeper completely messed all my records up and to be…read morefrank: had no idea what he was doing. I had 55k in uncategorized expenses...what??? And then, the stars aligned. I had previously worked with Keith and Alissa in my past life. They were highly regarded throughout the company and were known to get it done. Keith randomly reached out to me asking if I needed help with my books. I jumped out of my chair and said I needed him 6 months ago!! I would hire him as my CFO if I could afford him (I still plan on doing so when I can ;)). I now actually have books that are properly categorized and inventory that is actually booked properly! It's freaking amazing. I can not recommend this firm more to people that are in need of accounting/bookkeeping services!