more than a cpa, phil understands financial situtations and gives great advice. whether you are a…read morenew business or an individual, phil is the man you should call, dr. jac

We contacted Mr. Andrews on the advice and referral of our (new) financial advisor. After the…read moreinitial e-mail consult, Mr. Andrews informed that we were able to handle the tax situation on our own. We truly appreciate Mr. Andrews honesty. Although we will not be using his services this time, we will definitely keep his number should a future need for a CPA arise.

I am in the middle of a purchasing an existing business and got to a point during my business…read moretransaction where I had to submit an Allocation Form that was time sensitive. I needed direction from my CPA but he was out of town doing a business seminar. My situation was unique as the seller usually does the allocation in a business purchase but in my case, the broker/seller was pushing me to do it. I called several CPAs in the San Ramon/Danville/Dublin area to see if we could have a "filler" CPA go over numbers with us for this transaction. I must have called 25 CPA's in a day. Some answered and we're quick to tell me that I should push back, and make the seller do it. They made it seem like what I was looking for couldn't be done and they just didn't want to deal with it. Like many of the CPA's I called, Ken was busy when i first reached out. But his assistant or front desk person, Reese(if that's how you spell it) was very attentive with his responses. Ken is the only accountant that called back and only accountant that actually asked me the details/numbers of my transaction. He took time to understand the unique-ness of my situation and made sense of it. In a 25 minute call he educated me more than the 7 or 8 other CPAs with higher review ratings. After talking to him, I felt like I was given "survival tools" and "little nuggets" for my bigger, future entrepreneurial endeavors. He was so pleasant and easy to talk to. To be in the generation of customer service being taken over by robots and people treating everyone like numbers. Both Ken and Reese were so authentic and human in their responses. No overselling, no fake politeness. I have been with my CPA in Hayward for 10 years and Ken really has me thinking about switching over.

I'm a big fan of Ken's as he has done great work for me and my extended family through the years,…read morehelping us navigate many life events and tax law changes. From the start of working together years ago, I've appreciated Ken's energy, expertise, and how he asks questions to see if there is any way he can help us do our taxes in the most efficient manner possible! I always appreciate his insights, his responsiveness, and his understanding of the tax laws and changes. As a business owner, he does a great job of looking at how I can take advantage of the tax laws (while being conservative enough not to trigger red flags!). I've recommended him to my clients for years so I figured I'd recommend him wholeheartedly here on Yelp as well!

I am sorry to say I have never had a worse experience. My family and I had been using a local Tax…read morecompany since 2001. This company was outstanding. Unfortunately he retired and sold his book of business to Hunter. My family and I should have switched yet we trusted the new company. This was a very poor decision on our part. In my 45 years of doing my yearly taxes this was the worst experience ever! Their personal touch, lack of communication and overall professionalism was unacceptable. My wife and I have never been more disappointed. Needless to say we will never use them again and would encourage anyone looking to use their services to re think that decsion.

Amazing! they are truly first class and will take amazing care of you and even your friends.read more

Knowledgeable staff, great service and follow-up. They have a great team that goes through a…read moreprocess they have designed to streamline information gathering and minimize stress on clients. Also really great webinars offered occasionally, very informative and educational.

Had high expectations based on recommendation. Poor communication skills. Had to audit work and…read morefound errors made. Will not be returning for tax advice/tax return preparation. ----------------------------------------- UPDATE 9/3/14 Unbelievable. This firm can't even find a former client (me) in their database. See their response to my original review for proof. It's worth mentioning that I received an IRS audit regarding the year this firm completed my taxes. It turns out it was due to an error they made regarding the treatment of HSAs. I called Zachary myself and he essentially said (and I'm paraphrasing here) "fix it yourself". You can't make this stuff up. I'm leaving this as a two-star review but frankly it should be one-star.

I requested a quote from Shawn for tax preparations. He returned my call within an hour after I…read moreleft a message. I ended up not working with him for my tax services and I'm very thankful for his honesty. When we spoke he explained to me that my situation was more simple than his usual clientele and advised me that I don't need a CPA for the type of small business I have. CPAs have different rates/levels of service and charge more than tax preparers. (For obvious reasons) I appreciate the fact that he called me back when he didnt have to. Since he didnt really intend on winning over my business. I also appreciate that he didnt try to charge me his normal rates for a task that would have been child's play for him. I shopped around and many other CPA's tried to charge me between $700-1k with financial planning when I'm doing fine with my plans and just need help with filing my taxes.

Shawn has been my accountant for my corporation and personal for over 5 years now and I have been…read moreextremely happy with his services. He is professional, honest, friendly, and makes tax time uncomplicated. He has always gone above and beyond to answer my many questions throughout the year. I strongly recommend him for any tax or accounting needs and look forward to working with him for a long time to come. Sha

I can't say enough good things about Mr. Palma. He has always been going above and beyond for more…read morethan just myself, but my entire family. My parents have exclusively been working with him for years now and he's never once not picked up a call, text, email, etc. Whenever I have any question regarding tax or something in the realm of finances, he's more than happy to walk one through the process. I was surprised to see someone of his caliber not with a big firm, but upon my personal due diligence found out that he's ex-Deloitte for many years, which means he really knows his stuff. I look forward to using him more for my finances as time goes as well as seeing his business grow.

A polished, polite and professional organized team. I was…read morethankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year. They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldn't remember the last time I got a refund! I always owed something when working with other financial professionals. Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of manging these aspects of my business. If you own a business and have your finacial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.

Mark Hawkes gas retired, and Jessica Steffensen took on my account. She is great about returning…read morecalls and emails, and gets my taxes done in a positive, professional manner. Great Work, Jessica!

We have used Hawkes Hastings and Aaron Accountancy for many years as a C corporation, as well as…read morefor personal taxes. They are the best. They are honest and interested in circumstances. They provide excellent services as well as welcome advice. Above and beyond....

Terri Hogoboom at Cothran and Johnson is one of the best and smartest CPAs I know. I have worked…read morewith her for mutual clients over 20 years. She is always responsive and professional. She always handles some of the most complex tax issues I have come across in my legal practice with calm, skill, and results. Due to her tax knowledge, she has saved my clients hundreds of thousands of dollars in taxes. She and the firm deserve 10 stars.

I have used C&J for ~40 years. They are efficient, reliable and get the taxes filed on time. They…read moregive accurate advise on tax planning and I have had no IRS audits gregory rhodes