1. Smith Office Solutions

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    Point Richmond, CA

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    Smith Office Solutions

    4.0 (12 reviews)
    Closed 8:30 am - 7:00 pm

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    8 years ago

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    14 years ago

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    15 years ago

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    16 years ago

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    16 years ago

    These guys rock. They have done all my printing and faxing for more than a year. Always on time and on the budget. Great service.

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    11 years ago

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    14 years ago

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    15 years ago

    lynn & her staff are great! she went over everything with me and i appreciate that, helped me understand this whole system a little more.

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    15 years ago

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    Review Highlights - Smith Office Solutions

    I am in such better shape with my accounting in Quickbooks thanks to Lynn and Summer at Smith Office Solutions.

    Mentioned in 6 reviews

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    The Taxbar

    The Taxbar

    (32 reviews)

    I rarely write a bad review, but I am more than unhappy with the service I received from Luis. I…read morehave found that he doesn't take any responisbility for mistakes he makes, he is never on time, he is not up to date and makes uninformed statements about the tax rules or send wrong forms. And even if you send him tax information months before the filing deadline, he sometimes waits until the filing day to complete the return. All this happened to us in a 18 months working relationship. In his defense, he is a tax preparer, not a CPA, but he charges more than some CPAs for tax preparation. In detail: 1. Luis forgot to include a $30K deduction on my tax return which, had it not been detected by me, would have cost me several thousand dollars. Instead of apologizing for the oversight and offering to fix it immediately with an amended return, he asked me to come to his office to discuss it. By this time, I had already switched to a CPA. 2. My partner sent him his tax organizer in February so that his taxes could be completed well before the April rush. Instead, Luis asked him to come into his office on the afternoon of April 15 (the tax day itself) to sign the forms and pay for his services, leaving no time to review the return in detail. Luis was stressed because his software had failed on tax day, but luckily my partner was available to come into his office that afternoon, he was able to get the software working, and the tax return was filed before midnight on April 15. 3. Email replies take up to ten business days, according to his automatic response email. However, sometimes it can take weeks to get a response.

    Must go to place to get your taxes done!…read more Luis isn't just nice to look at he's also very informative with all you tax needs, with 19 years of experience you can't go wrong with choosing him to handle your taxes.

    Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

    Flex Tax and Consulting Group

    (166 reviews)

    North Beach/Telegraph Hill

    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.

    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.

    Frederiksen-Crawford

    Frederiksen-Crawford

    (22 reviews)

    I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

    Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

    Dimov Tax Specialists - George Dimov, C.P.A.

    Dimov Tax Specialists

    (643 reviews)

    Mission Bay

    UPDATE (July 2026): After posting my original review, the…read morefirm reached out to discuss my experience in detail. We had several conversations, and I appreciated that they took the time to listen to my concerns and work toward a resolution that I felt was fair. My original review still reflects my experience during the engagement, and I stand by the concerns I raised regarding communication, continuity, and quality control. However, I also believe it's important that my review reflects the complete experience. Because the firm took my concerns seriously and made a genuine effort to address them, I'm updating both my written review and my star rating. I've also agreed to a future tax planning consultation and will evaluate whether to continue working with the firm next year. If I do, I requested that my engagement be handled by the tax professional who ultimately finalized my return after it was escalated, or someone with a similar level of experience, and the firm agreed to honor that request. I'll update this review again after that experience so future clients can see how it compares. ORIGINAL (June 2026): I hired Dimov because I wanted more than tax preparation, I wanted a long-term CPA relationship for my growing business. During my initial consultation, I clearly explained my two priorities: evaluating our R&D expenses and discussing an inventory write-off strategy. Those were the primary reasons I hired the firm. George was very responsive before payment. After I became a client, however, I was handed off repeatedly. Over the course of my engagement, I worked with EIGHT different team members and had to continually re-explain my business, priorities, and previously submitted information. It felt like no one truly owned my engagement from beginning to end. The process took over three months to complete. Just to name a few issues: - My return was placed on extension without anyone proactively informing me that the original filing deadline would not be met. - The two primary issues I hired the firm to evaluate, R&D and inventory, were both initially overlooked. - I paid separately for an R&D consultation, yet the R&D analysis was not included in my draft return. - After I questioned why the R&D was missing, it was added to the return. However, when I reviewed the revised return, I questioned the analysis itself. The preparer assigned to it acknowledged he wasn't experienced with the R&D credit, and the matter had to be escalated to someone with more expertise before it was completed correctly. - A California LLC tax payment I had already made, and previously notified the firm about, was omitted until I caught it. - I spent weeks following up for updates and often received little or no meaningful response. When communication broke down, I copied George on multiple emails and also reached out to him directly. I never received a response, which was disappointing since he was the person I initially engaged with and who understood my goals. To the firm's credit, every issue I raised was eventually corrected. However, those corrections came only after I identified the problems myself. Had I simply signed the original drafts, several important items would have been omitted or reflected incorrectly. If you're looking for basic tax preparation and are comfortable reviewing every detail yourself, your experience may be different. I was looking for proactive tax planning, guidance, and confidence that my return had been thoroughly reviewed. Unfortunately, I didn't receive that experience.

    Dave did an outstanding job on our return!…read more We used them for several years. Dimov tax did great work.

    Mechanics Bank

    Mechanics Bank

    (15 reviews)

    I love working with a small bank and I hate working with big banks…read more The people in the bank know me and the lines are rarely long and the service is very good. I'm very happy with Mechanics Bank.

    This place is just unbelievable. I've had numerous experience of complete incompetence in basic…read morebanking functions, made worse the 'couln't care less' attitude of pretty much entire team, at least the ones I've encountered. Went in today to do a wire transfer. Only one person there, of course busy with someone. They told me to come back in an hour. Which is like the fifth time this sort of thing has happened. You're supposed to just spend your afternoon dropping in and out until hopefully someone is available. SO, I came back an hour later and the lady was available. So, I walked up and told her I wanted to do a wire transfer. Barely looking up, she just said, the deadline passed for today, you'll have to come back tomorrow. So yeah, I got pissed. So, I asked her, 'what am I supposed to do. Just keep dropping in and hope for the best.' She looked at me like was an idiot and say, 'yeah, I guess, I don't know. Speak to the manager.' Then she wouldn't even go and notify the manager. I finally did speak to the manager and basically go the same 'tough luck' message. 'Try another branch' was the best she could do. But the whole attitude was 'we don't care. don't bother us.' I'll be closing my account here shortly. What a horrible outfit. This is about the fifth experience of this kind there

    Smith Office Solutions - accountants - Updated July 2026

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