Elina is a financial tax planning guru; she is unbelievabley brilliant and hyper detailed.read more

I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

My hero, He is the one in ten in his profession, who,…read moreactually knows what he's doing. Smart, blunt and sense of caring. I Highly recommend him. Thanks Geoff

Geoff Carr is the consumate attorney. He saved my life and made sure to mitigate the financial and…read morepotential professional consequences born from a night of debauchery. Love you Papa Carr!

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!

Kermit is not only an amazing CPA, but a great human being in general to boot. If you are looking…read morefor your stereotypical green visor CPA with an oxford shirt and tie - Kermit & Key Financial Solutions might not be the place for you. If you are looking for somebody with an immense depth of tax knowledge who can explain things to you in plain English - Kermit is your accountant. He is knowledgeable, personable, and just a joy to be around who helps regular people navigate our insane tax code in a cost effective, professional, and helpful way. No frills, just quality honest work.

Last year was looking for some help with tax return as there were a few elements that left me less…read morecomfortable self filing like I normally do. Kermit seemed like a good price. However there was little to no communication past a short round of information gathering, and April turned into June, Kermit told me that they needed some information and that I should call his assistant Sarah to provide. Info was provided, and the line went dead. Emails are almost never replied to and phone calls are almost always either to voice mail or a "He's / I'm Busy can he call you back soon?" -- And are also never returned. I called / emailed every couple of weeks through till August when I was told that he had most of it done but still needed info from the state of Hawaii. At that time I paid a 20k estimated tax (still no taxes filed) to feds (nothing to state?) at his suggestion. Now it's Feb. 2019, and my taxes still aren't filed. I've been calling / emailing to get something out of Kermit and Co consistently now for 8 months. Maybe he'll see this?

If you've ever represented yourself in a lawsuit, you already know how frustrating and overwhelming…read moreit can be to navigate the legal system on your own. At some point, you will need a registered process server to handle various legal documents. After becoming increasingly dissatisfied with the RPS company I had used for years, I decided to take my business elsewhere. I found Swift Legal through the California Association of Judgment Professionals, where several members highly recommended the company. When I called to ask about their fees, the person I spoke with suggested that I talk to the president, Frank Kaul, who is an expert in writs and levies. Frank called me back, and we spoke at length about my judgments and the difficult litigation I was still dealing with. He listened with genuine empathy and kindness and took the time to understand my situation and what I had been going through. I have been using Swift Legal ever since, and I couldn't be happier. They are knowledgeable, experienced, responsive, and professional, but what truly sets them apart is that they genuinely care. They make me feel like I have a partner in this years-long legal battle and that I don't have to figure everything out on my own. I only wish I had found them sooner. If you ever need a registered process server, I cannot recommend Swift Legal highly enough. You will be in excellent hands.

I have been a lawyer in San Francisco for just over 30 years…read more I have been working with Swift Legal in Redwood City for a few years now. They just did a terrific job for me on a rush assignment dealing with a particularly difficult Sheriff's Office. They moved heaven and earth to get something done in one day. This is the second time they basically dropped everything and got something done for me that was pretty difficult. They have also finessed a few things in the San Mateo Sheriff's Office. (Frank knows the local Sheriffs and is careful to follow the procedures in each office -- this one needs a declaration re electronic writ even after the change in the SER forms etc...) If you have work in Nor Cal, I can't recommend them highly enough. (I should also mention that they just opened an office right across from CT Corporation in Glendale)

Reliable, efficient bookkeeping with great tax guidance, strong attention to detail, and excellent…read morevalue.

Joseph is a gem - a real find. While my tax returns aren't super complex, it is so comforting to…read moreknow that Joseph treats mine like I'm a VIP client. He's professional, prompt, throrough and thoughtful in advising how I might prepare for next year's filing and how I could do to save money next year. What I appreciate most is his prompt communication and responsiveness. Thank you, Joseph!

I've never consulted a lawyer and was stressed to do so. Thoughtful, caring, kind, and quick to…read morerespond, Jeffrey resolved my concerns with one phone call. Thank you Jeffrey for your professional expertise regarding my case!

Jeff was incredibly honest, transparent, and straightforward about my situation. Even though I…read morereached out at the last minute and there ultimately wasn't much that could be done, he took the time to carefully review everything and clearly explain my options. I truly appreciated his candid feedback and willingness to help. His professionalism, responsiveness, and honesty gave me peace of mind during a stressful time.

This service providers states they have/are mediators yet they pursue conversations with clients to…read moredispute instead of working with families in a positive fashion. Kinda like gossiping and it creates fear in the elderly so they will pay more out of pocket for their paperwork. This company has the worst president as staff. The quality of produced documents usually have errors, poor print quality.

Marcel and team did a great job for us, familiar with the process and easy to work with. Got it…read moredone right, on the first try.