1. Sutton Financial Services

    1. Sutton Financial Services

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    Daly City, CA

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    Sutton Financial Services

    4.2 (18 reviews)
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    Updated 3 months ago

    Services - Sutton Financial Services

    Accountants

    Bookkeepers

    Audit and conflict resolution support

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    Recommended Reviews - Sutton Financial Services

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    16 days ago

    Very satisfied with a great company, informative, efficient and professional. They deserve 10 stars!!

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    1 year ago

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    4 months ago

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    2 years ago

    Ed Senior is very knowledgeable, kind and down to earth. I Highly recommend. A big thank you!

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    1 year ago

    Fails to provide any updates or response to any inquiries after being paid for providing accounting services for which it does not support..

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    5 years ago

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    4 years ago

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    16 years ago

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    8 years ago

    NICHOLAS has been our tax guy for several years now and we're always pleased with the service we get.

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    9 years ago

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    12 years ago

    Ed is the BEST in town. He has handled my taxes and my famlies taxes for years! You will not be disappointed.

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    13 years ago

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    8 years ago

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    12 years ago

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    11 years ago

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    14 years ago

    I've been going here last 20 years and never had any problems getting Ed to do my tax.

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    10 years ago

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    11 years ago

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    Review Highlights - Sutton Financial Services

    A family owned and operated tax business, Ed, Debbie and Nick are very kind and real in every way.

    Mentioned in 12 reviews

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    Melissa Fong, CPA

    Melissa Fong, CPA

    4.9
    (110 reviews)

    Melissa has been helping my family with our tax preparation for years. As my financial situation…read morebecame more complex and I can no longer trust myself with TurboTax, she expertly took over once I provided all my documents. She was able to reduce my liability. The e-filing process was simple and paying what I owe was a secure and seamless process. She has given me peace of mind through the years and I trust that she prepares my taxes accurately as I have never had any issues with the IRS. I plan to continue working with Melissa as she has been helpful with tax saving strategies as my life situation changes.

    Welp. I'm updating my review because I wrote the review yesterday. She emailed me with the copy of…read morethe 2024 as I requested, but 12 hours after she said she sent it to me. (I checked my spam and mentioned that i will hadn't received it.) She was kind and considerate, until I said that I was at a wedding and couldn't respond. I am now pretty shaken about the exchange I had. You can judge for yourself if you want her for your CPA. I tried to delete my review, but I was met with an error message. To be clear, I never asked her for a refund for what I paid her for her services. I never said quoting a price was illegal. I'm not sure why she said that, honestly. I think people that receive a service should be paid in full, which I did. I wasn't trying to skirt out of any payment. I was going to edit my entire review. Instead, I'm trying to delete a review at almost 1 in the morning because of this exchange I received and it completely ruined my whole night and happy wedding/celebratory mood and replaced it with unnecessary stress because she wanted the review removed before 3am.

    Flex Tax and Consulting Group

    Flex Tax and Consulting Group

    4.7
    (166 reviews)

    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.

    Peninsula Accounting Services

    Peninsula Accounting Services

    3.2
    (13 reviews)

    Very disappointing experience. Dave promised many things the company could help me with and…read moredelivered on none of them. It felt like instead of getting help with taxes he was trying to make a mess for me with employees and the IRS. If I were any of you there are plenty of reputable accounting companies to choose from and would not waste my time with this company. They filed a corporate tax return when I was a sole prop. Gave wrong numbers of tax liability because they were unaware that we only pay sales tax in California sales not nationwide Communication was very limited and when I had questions no one seemed to have the expertise to answer them.

    If I could give negative stars, I would give as many negative stars as I could! Unfortunately my…read morefamily got their personal and business taxes done with Peninsula Accounting for 6 years from 2010 to 2015. In that time, my family was told that they owed OVER $169,000.00 for federal tax returns and OVER $28,000.00 for state tax returns and I didn't even include amounts due from 2010 returns because I don't have them readily available. After switching to an EA (Enrolled Agent), we amended 3 years of taxes (I wish we could have amended more) and received refunds for overpayment of $36,726.98 from the government and $15,095 from the state of California ($51,821.98 total). Additionally, they charged us over $1,000 each year to process our taxes. Our new EA only charges us $490 each year. DO NOT USE PENINSULA ACCOUNTING!

    Sutton Financial Services - accountants - Updated July 2026

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