I hired her as my outsourced bookkeeper for my small immigration law practice around the time I was…read morestarting out. She gave me clarity in my books and answered questions about bookkeeping that I had been struggling with when I was handling my own books. I did go a different direction after a while, and it was not the right move, to be honest. But I had to learn that the hard way. Fast forward to 2022, my immigration law practice business grew, but I was always behind in my books. I had read the book Profit First and attempted to implement the PF model on my own. I struggled. If you're reading this and are wondering why you just couldn't do your own PF accounts because, after all, you read the book, I am here to tell you: DO NOT DO THIS ON YOUR OWN. You will waste time and lose your opportunity to enjoy the profits you are making, and potentially leaving money on the table. Hire instead, Sooter Consulting! I learned Donna became a Profit First certified professional. It was a sign for me to reconnect with Donna. After speaking with her, I felt confident to turn over to her and hear team my bookkeeping and payroll to her. I have now been working with Donna and her team since June 2022; it was the best business decision I have ever made. I would tell anyone who would listen - implement the Profit First bookkeeping model and hire Donna to do it. I've never been more clear with my books, where my money is, where it is going. I don't "worry" if I have money to pay myself and pay taxes, and pay staff, and go on my next vacation. The PF accounts show me all of this. The value Donna and her team bring is their passion and commitment to something most would run away from, bookkeeping. But if you do not have clear bookkeeping, it has the domino effect of making your life miserable. I don't want my life miserable. Donna and her team gave me my weekends back. I know my books are in good hands and when I look at the numbers, I know what they mean and I am confident they reflect my current situation.

Sooter Consulting has been doing bookkeeping for my real estate practice since 2016 (5 years as of…read morenow) and they have been consistently excellent across the board. Donna and her team are great with communication, which is helpful and clear. They understand real estate, our many expenses and categories of expenses, and have been flexible about delivering the reports in the way that is most helpful to me. On a personal level, I want to add that I feel cared about as a valuable client, and that they are partners in my success. Donna Sooter and her team came highly recommended to me by another Realtor friend, and hiring them has been one of the best things I've ever done for my business.

I started working with Jason and the team at Phaenix about a year ago, and the results have been…read morenothing short of spectacular.Unlike previous CPAs we've used for personal and business accounting, Phaenix took the time to truly understand our business, our personal situation, and all the unique nuances involved. They: 1. Clearly communicate the data they need. 2. Thoroughly explain the results of their analysis AND 3. Find strategic opportunities while ensuring total compliance Having worked with many accountants over the past few decades, I can safely say Phaenix supersedes them all by a long shot. I never plan on looking for another accountant now that we have Jason as a trusted partner and advisor.

I hired Jason the past two years to prepare my late father's trust taxes and found him to be very…read moreknowledgeable, responsive and efficient in preparing the tax returns. He was good at providing tax guidance which I found very helpful given my lack of knowledge of the tax code. Jason is easy to work with and was very responsive when I had questions. Highly recommend!

I've saved so much time and avoided unnecessary headaches with my tax preparations over the years…read morethanks to consulting with Eric Liu. Filing taxes can be overwhelming and confusing, especially if new tax laws, limits, and exemptions are added. Eric was knowledgeable in maximizing the deductions available to me, took the time to listen to my concerns, and promptly answered any questions I had regarding tax returns. If your personal or business tax preparation and bookkeeping are getting more complex, and you need a professional to help, I highly recommend the services at 6 Advisory Group.

I was looking for bookkeeping services and tax guidance, and Eric was exactly what I needed. He was…read moreresponsive, patient, and took the time to answer all my questions clearly. Highly recommend!

Wow! It's said that there is nothing certain, but death and taxes; but one other certainty is that…read moreI will always use Sam Dorrance as my tax man, and my personal financial advisor! I have done my taxes with companies, and personal financial services both over the years, and never have I felt more comfortable, and well taken care of when preparing to get punched by the government. Sam followed up with me consistently and answered ALL of my questions, with patience, and wisdom. Truly remarkable!! I have already referred friends, and business associates!

Great service and very affordable pricing, plus a quick turnaround for the work I needed. Also has…read morea convenient private online account for uploading and storing documents, which is nice. Highly recommended for bookkeeping and taxes!

Mark Sommer has been our incredible tax person for almost 2 decades…read more He is extremely knowledgeable, professional, reliable, honest, helpful, and kind. Even after leaving the Bay area , we have continued with Mark as I could not imagine a better person for the job. Julia B. MD

Mark has been doing my taxes for 16 years and he is amazing. He is extremely knowledgeable, fast…read moreand available when you need him. He has handled very complex tax situations for us and I would highly recommend him for all your tax needs.

I have been working with a CPA for years, and recently he became unreachable. I desperately sought…read morea decent and responsive outlet for 2023 Tax Return papers. I luckily came across Tibotax via a large worldwide Facebook group. In the short run, I received proper, prompt, and very professional service. I advice their service to all my friends.

This is my first year using Tibotax and i am extremely happy with the service! They are so helpful,…read moreprecise and responsive. They are very professional! I highly recommend this company!

I had a very bad experience with Gahra & Goswami…read more Despite providing all the information to the Law firm, it took them nearly an year to file my Asylum petition. Mis-handling the documents provided and then blaming that things are still pending from our end which will lead them to miss the deadline of filing. Response to emails is very lethargic. In fact, at times, doesn't even care to respond at all neither to emails nor to calls. Almost missed our biometrics appointment due to them holding the Notice of Action, Form I-797C. I do not recommend this Law Firm and give a zero rating.

I would go elsewhere. Never responds to calls or emails and everything he does do takes forever…read more I finally had to find another attorney to help me.

Donald J Lazar CPA has been my accountant for over 25 years! My family and I could not have a more…read moreprofessional and caring individual take care of our accounting needs! Highly recommend!!

Donald Lazar has been my tax accountant for over 5 years. I…read moreown numerous properties and my taxes are quite complicated. Donald is very easy to work with, is very efficient and is very helpful during the year when I have any questions relating to taxes. He get's back to me promptly with the answers I need answered. I highly recommend him. Dyvekka Properties