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.

How do I love Brian Odo? Let me count the ways. He is so super knowledgeable, very professional in…read morehis guidance, fast and very effective at what he knows best. There is so much expertise in his brain. Plus he's a nice guy, who has emotional intelligence, trustworthiness and empathy for his clients. I followed him from his prior place and I'll happily follow him to his next place too. My wife and I feel so lucky to be his long term clients. F yeah, Brian Odo!

Austin is great! He reviewed my taxes from last year for free and gave me great advice for filing…read morethis year :)

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.

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.

James has been our insurance agent for the past 13 years and I'm still shocked at how responsive…read moreand organized he is. When I ask for a quote, he always responds promptly and lays out the options clearly in an email, then follows up to make sure we get covered in a timely manner. My wife and I have gone back and forth between working for others and working for ourselves. When we work for ourselves, we know that James will always get us covered for the best price possible. I've referred at least a dozen friends and family to James. At family/friend gatherings, when the conversation gets really enthralling and we start going deep on health insurance, we always talk about how great James is to work with.

Great at selling, but MIA when need to do a medical re-evaluation…read more Great at selling, but MIA when need to do a medical re-evaluation.

Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

Mary has prepared my tax returns for the last three years. I am so glad to have switched to…read moresomebody I can rely on to answer my questions, who responds quickly and freely offers her encyclopedic knowledge. She is so efficient, and I have absolute confidence in her.

I have been a client of Jutta and Reyna for about 10 years. I may have found her thru Yelp, lol. My…read moreprevious tax accountant retired a bit over 10 years ago and I needed someone with international experience. Jutta has been a pleasure to work with. She and her team are very knowledgeable in international tax laws, and they are always responsive and cordial. Several of my immediately family members have been utilizing her firm. Highly recommended.

Jutta and Reyna have been preparing my personal taxes for the last 10+ years. They have been…read moreaccurate, efficient, and on time ever since we started working together. I appreciate their knowledge, expertise, and suggestions on how to be most prudent with my tax liability. I highly recommend them to anyone looking for a reliable and knowledgeable professional.

Professional, knowledgeable, kind and affordable, according to your tax needs…read more I would recommend this business.

Used Rudy for a notarization on an affidavit. First visit, he flagged that my name needed to be in…read morethe body of the document, not just on the signature line. Fair point -- I went back to the attorney who drafted it, had them add my name in the body, and confirmed the document complied with California notary law . Came back later in the day with the revised document. Rudy looked at it and said "something seems off." That was the entire explanation. No identification of what was off, no specific provision he objected to, no questions about my ID or the underlying transaction. Just refused. Took the same document to another commissioned California notary that same day. They reviewed it, verified my ID, administered the oath, and notarized it without any issue. Two visits, two trips back to my attorney for revisions he requested, and ultimately a vague refusal with no actionable feedback. A notary's job is to verify identity and witness an oath. If specific concerns exist, communicate them clearly so they can be addressed. "Something seems off" after you've already made the customer revise the document once isn't professional -- it's wasting their time.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

I've been working with Akram at All About Your Taxes since 2021, and I can honestly say he is the…read morebest tax professional I've ever had. Before finding him, I was going to a lady in Chinatown because her prices were cheaper, but I quickly learned you get the kind of service you pay for. Mistakes were made on my taxes, and I needed someone reliable and knowledgeable to fix them. That's when I found All About Your Taxes, and Akram helped me amend the errors and get everything corrected. Since then, I've stayed with him every year because he is extremely thorough, detail oriented, and professional. The entire process is always smooth, seamless, and stress free. Akram truly goes above and beyond. He takes the time to explain everything clearly, answers all of my questions, and always acknowledges my emails. Akram gives great advice that is tailored to my situation. I always feel confident that my taxes are being handled correctly. I am so happy I found Akram and I highly recommend him and the team at All About Your Taxes.

Ben and Sophorn have done our taxes for nearly 15 years now. And in those 15 years they've managed…read morecomplexities beautifully - from California taxes, nyc, federal and even expat taxes (fbar etc). They've kept us up with all rebates and benefits we can apply for as we married and had kids I trust Ben and his team and highly recommend him.

We have used BOL for two years and decided after last year it wasn't for us. The first year we had…read morean alright experience with Gary but weren't able to get comprehensive answers for the questions we had around real estate. The next year we were essentially assigned to someone else because who we saw previously was no longer accepting new clients...but we weren't new. Reaching whoever they assign you to work with is nearly impossible. After an initial apt weeks went by for very basic things and I was calling or emailing every few days in a panic as the deadline to file quickly approached. Eventually an extension had to be requested when all needed documents had been completed in Feb. The back and forth email and call correspondence was time consuming and ridiculous. We kept having to reach out to check the status and after weeks would get a response to schedule yet another appointment. Not personable, not friendly, poor communication. They likely take on too many clients because they care about profit over people.

All I have to say is that if you are looking for a new tax person, look no further. Kevin Leitner…read morehas been the most responsive communicator, clear and has guided us expertly with our taxes. He was even helping us troubleshoot a problem on tax day and he was so even keel and kind. My husband and I have seen a few other tax people in the past who had us dinged on taxes every year and weren't responsive. Completely the opposite experience here. We absolutely love Kevin !

Absolutely incredible service and very detailed oriented, exactly what you want when it comes to…read morepaperwork specifics! I've been using TheTaxGuySF for my filings for years now, with the last few seasons being done by Kevin. I have a huge peace of mind knowing everything will be filed on time AND Kevin has helped us find deductions we didn't know we had qualified for :) Very thorough, extremely reliable, prompt replies to my questions. 5/5. I a a long term customer who is very happy! Chris M.