Randy has been our personal as well as business tax preparer and filer for 5+ years. Him and his team are very punctual and have never missed a deadline. However it's clear that if the business misses the deadlines and then tries to make him do wonders he can't. He has also provided CFO services to our company before we had our own internal CFO. read more

I was a client of Randy's for YEARS (I'm talking about at least 5+ years). He started doing my mother's personal income taxes then went on to do mine. I never had an issue with him or his services until last tax year (2021). I had lost my job that I had been at for 6 1/2 years and emailed him to ask if he could work with me on pricing for tax preparation because of that. I got a call from his office soon after I sent my email but my phone only rang once. No one left a message and no one ever emailed me to reply or follow up. So, my gut feeling told me that he was acting funny style towards me now just because I asked him if he could work with me. I ended up having to get someone else to do my taxes for 2021. Fast forward to now, which is tax year 2022. I emailed him last Fri 3/10 and asked him if he had time to do my taxes and it is now Monday, 3/13 and still have not gotten a reply. As someone who gave him business for 5+ years, I would expect Randy to have some decency and at least reply and tell me that he is unable to do that instead of just ignoring me. That type of behavior is unprofessional and something I never expected from him being that I was a long time client of his. If he would have replied and explained to me that he was unable to work with me I would have completely understood. Not to mention, there was a NOTICE OF POTENTIAL DATA BREACH sent out to clients (including myself) in 2020. It stated that a number of The Bean Counter's clients' tax returns had been filed without their knowledge. This really happened to me. Fraudulent tax returns were filed in my name and prepaid debit cards were opened up in my name as well. This is why I need a PIN every time I file my taxes now. But, even after that, I still expressed interest to have my taxes done by him. Nevertheless, this tells you a lot about Randy's character. I was a client of his for years, I went through a little hard time in life and asked if he was able to work with me and got no response. He couldn't even tell me no, just straight ignored me. What does that tell you all about the kind of person Randy is? I'll let you all be the judge. read more

Randy initially seemed interested in supporting my business despite a bit of conversation regarding a misunderstanding of our model and profitability. Based off the reviews from Yelp I decided I would give him a shot anyway for my Sales Taxes only. We have a reasonably price book-keeper and income tax support already. Firstly, we are a Xero company which he said would be fine in the initial conversation but it was clear he had no experience utilizing their sales tax reporting tools. My book keeper had to chime in on each report. We were not using The Bean Counter for this service as his rates were not competitive. The first submission went off without a hitch. The second one he did not submit and my organization became liable for late tax payments and fines in the amount of a few thousand dollars. This shows a major lack of organization on his part, he did not make sure the final report was submitted so I was unable to make payment on time. I had to jump through the hoops for "one time" tax forgiveness on that error he made. That's my "one time". I parted ways with him and shortly afterwards received an email stating NOTICE OF POTENTIAL DATA BREACH. 2019 returns may have been filed without clients knowledge or consent. Just the icing on the cake. Frankly, don't use him if you can avoid it. He's not customer focused and seemed fine parting ways after his mistake. That an indication that he really does not care about his client base or at least the Small Businesses. read more

I usually do my own taxes on H&R block, but I felt like I may not have done them correctly last year. So, when I moved to California, I decided I should probably find a CPA to do my taxes. The last 2 years I've been doing travel nursing; so, my taxes seemed a bit more complicated than the previous years since I worked in a few different states last year. Randy was very easy to work with, and was pretty quick to respond to any [dumb] questions I had. If you're looking for a professional and efficient CPA, Randy is your guy! read more

I have been shopping around for an accountant/bookeeper for the past few months who could help me with my new small business. I don't have an accounting background and jumped in headfirst to organize our books and learn QuickBooks. Needless to say, I was over my head. I am so glad I found The Bean Counter on Yelp! Small Business books: - Randy helped me get organized on Quickbooks, meeting me for a few hours to explain it all in a way I could understand and not getting overwhelmed by how behind I was. - He is responsive with questions and will go out of his way to find the answer, calling me later with the solution, even if he didn't know it off-hand. - He made time when I needed it to make sure that I had the books in good order for tax season. Small Business taxes: - Since he is helping with my books, he also helped us file our partnership taxes, making sure we had everything that we needed and organized the documents that were required. - Our taxes were done quickly and efficiently. Personal taxes: - Randy also didn't hesitate to help us with our personal taxes. Mine can be pretty confusing so it was a huge relief to have some continuity in accountants. - He completed our taxes efficiently as well. I really have talked to so many accountants in the Bay area who could help a small business owner make sense of the numbers and Randy was the only one who stood out as someone who could be a helpful resource and a supportive ear. We are starting off this year much better than last thanks to him! read more

I came here to get my personal tax returns done. I usually use TurboTax to do my tax returns, but my taxes for this year was a little more complicated than usual (I was a part of a company that had been acquired and I had a few other tax items that I didn't have before). I initially tried filing my returns on TurboTax myself, but soon realize that the software did not accommodate my specific circumstances. Randy was able to give me great advice and ultimately helped me file my taxes this year. I wish I had came to him sooner -- this would have saved me so much time and energy. As for the service: * Excellent service! Randy was really responsive via email and phone. * The people at the Bean Counter were all really personable and friendly. I highly recommend this place! read more

Well informed, responsible, organized and helpful are only a few of Randy's excellent qualities as a CPA accountant. I've had the great fortune to work with him multiple times in the past--he's helped not only myself but also my family during tax season and is always an absolute pleasure to work with. Randy is a highly skilled accountant and entrepreneur who can offer marvelous business and tax advice. It is always easy to contact him and to set up an appointment where he will answer all of your questions. Needless to say, he is highly invested in creating long-lasting and trustworthy relationships with his clients. Randy can handle everything from simple tax returns to difficult audits and always does so in a timely and professional fashion--making sure that you are comfortable and well informed every step of the way. If your looking for a CPA in the Bay Area, then you've found one! Randy is as good as they get! read more

This guy was the worst. I had an appointment and he wasted my time. He literally told me that I should sit on the phone with the IRS myself and that I should do my taxes myself. I can't wait until I am an LLC and he wishes I had been a client. Big Loss! go to H& R Block, at least they are professional. read more

We worked with Randy and he was great! My husband and I were filling our taxes for the first time as a married couple and we also had other questions about our w-4s. Randy was so helpful and explained everything to us. He gave us options and told us how we could save thousands on our taxes. We were unsure of where to get our taxes done & wanted to make sure we weren't going to over pay, we are so happy that we chose to go with The Bean Counter. read more

I started using The Bean Counter last year when my Turbo Tax software failed me. I would say that I'm pretty fluent with tax software, but I was stumped on a particular section where Turbo Tax didn't match the tax law that I was familiar with. Randy walked me through the process and I was able to file my taxes on-time. I couldn't have done without his help! I recommend The Bean Counter without reservation. He's thorough, is up-to-date on tax law, and most importantly reliable. read more

The Bean Counter works fast and is flexible. They are happy to meet in person or work virtually, what ever works for you!

Randy has been absolutely amazing. They payroll that my work goes through charged me the wrong amount in state taxes and Randy was able to catch that mistake. If I went somewhere else, they would have never been able to catch that. He has really educated me on taxes and ways to save in the future. read more

I used Randy, owner of the Bean Counter, to straighten out my books for a business I owned. Randy was thorough and accommodating. He was able to get everything set quickly and really helped us to stay on track. I highly recommend reaching out to Randy if you are in need of a bookkeeper to clean up your books or with ongoing help. read more

Everything I expected and more. I got my W-2/1099 done by Randy this year and his level of service and knowledge was impressive. Super easy to work with and answered all my questions/concerns in a timely manner. What more could you ask for? read more

Randy goes beyond what you would expect from any cpa.Very,very helpful , diligent and whatever questions or problems he has he answers.

As a new small business owner, I was hoping to get a quick tutorial on getting started on Quickbooks. I found Randy on Yelp, and set up a meeting. I don't have an accounting background...nevertheless, in about an hour, Randy was able to explain the basics to me and had me reconciling away! I also really appreciate how responsive he is to email questions/communication, if I do happen to have a question. If we ever have any other accounting/tax questions, we know we've found our accountant! read more

Thank goodness for Randy! I nervously contacted him already late in submitting my tax returns and with two relocations, two employers, freelance work, day care expenses, a house remodeled and sold, and a marital separation to boot. He did not run screaming but instead was very patient, communicative, helpful, friendly, and not at all judgmental of my crazy life story. He was just what I needed and affordable too! If you need tax assistance and you live in the Bay Area, I highly recommend that you contact The Bean Counter. read more

Love Randy and his team. He makes the tax season flow smoothly as he helps you find ways to save money. He always makes sure you are getting the most tax deductions. Definitely use him if you want a honest cpa. read more

Randy is very thorough and conscientious about tax returns and also very responsive about replying to questions or concerns. I got a recommendation for him from someone else and am passing it on to those who need expert tax work. read more

Randy is professional, provides excellent service, and is very easy to work with. Having recently started my own business, my taxes have become much more complicated. He worked with me to make sure I was taking into account all aspects of write-offs for tax returns, and assisted me with bookkeeping and financials. I really appreciate his quick responses to my emails/calls, guidance, and collaboration. I feel reassured and confident working with him, and would recommend his services to everyone. read more

They Bean Counter is great. Randy was able to take my W-2's from 2 states and all my deductions and turn it around in a few days. Randy was very responsive on all my questions and felt the personal service. They were extremely reasonable in the price and will definitely use them again next year. read more

I recently came to Randy for my tax filling and he does an absolutely amazing job! He was able to explain everything very thoroughly and patiently! He was very prompt in answering my emails and questions, so by far the best service I have encountered. The Bean Counter was fast and friendly which I appreciated very much! I highly recommend his services. read more