Francis was very kind and knowledgeable. I used him after my dad passed away, all the way through…read morewhen my mom passed. I miss our annual talks.

I feel bad leaving a bad review because Francis tries and he is a small business, but I feel others…read moreshould be warned about his limitations. Francis did our taxes the past two years. Francis does not file electronically because he does not want to pay the fee to be a tax preparer, so he requires you to drop off all forms in person at his house and will not accept anything electronically. Again because he doesn't pay for the tax preparer version of TurboTax, he has you log onto his computer to access all stock transactions from any third party software like Wealthfront or eTrade, which made us very uncomfortable and need to change all our passwords. Some reading this will know that above a certain income level the IRS requires you by law to file electronically. Surprisingly Francis did not know this and was annoyed and angry when I pointed it out, and I had to argue with him to get him to figure out a way to help us file electronically (I also offered to pay him for his time and find someone else if he didn't want to do it, which he didn't want), which was very awkward. He also had never heard of a backdoor Roth and initially gave us incorrect advice, which should have been a big enough red flag not to use him. The final straw was that this year, our taxes were rejected and we are still dealing with the IRS for a claim related to our social security tax exemption being filed incorrectly. Francis is nice enough and tries very hard, but his refusal to do things electronically and his inexperience with common tax issues outside a certain income bracket would make him a poor fit for many.

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.

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

Easy, convenient and fast! Nicholas Sutton has been doing my taxes the past few years and i don't…read morehave any complaints. For someone who finds tax season to be a bit stressful, Sutton financial makes the tax process very simple. After I submitted all my necessary documents, Nicholas had my taxes done in a matter of days. He's quick to respond to emails, which I appreciate very much. Highly recommend!

Always accommodating my erratic schedule and bookkeeping! Very fair pricing and generous with…read moreadvice.

Yeah they won't let me come in for a in person interview about my taxes even though there's lots of…read moreways we can interview safely. When I told them I work for Lyft the price went up from $80-$300 no explanation just saying that it would be more difficult to do my taxes. Uncaring but not very helpful just care about how much they make especially David Weintraub. Would not recommend getting your taxes done here. When I sent in my information they didn't even look at my information until I told them about working at Lyft even though he had the information for Lyft I've sent him I'm guessing he didn't even look at my information just trying to get done quickly.

Exapt was easy to work with. Smooth transfer of files and questions answered promptly. Taxes done…read morewith no problems!

Arthur came to me on the advice of a trusted co-worker more than 2 years ago. I now don't think…read morethat I'll ever use another Accountant to fight for the best possible outcome on my tax returns. A family man, and immigrant to this country, Arthur has obviously worked extremely hard to have his business. He truly wants the best for his clients, no pretenses involved. I feel comfortable about my finances being in his care. Arthur has the kindest smile and demeanor of anyone I've ever met. His warm smile makes you feel immediately at ease, considering that you're usually dealing with a stressful time in your life (having to shell out money!). I recommend him to anyone, but only if you promise to treat him well and not leave your taxes to the last couple of days before filing is due :-) You'll send him to an early sick bed and I can't have that.

Micheal is extremely knowledgeable and professional. He was able to grasp my issues and concerns…read moreand recommend options. Had a great interaction about estate/probate taxes. Would recommend, will use again.

Michael has completed my last two tax returns and helped me with an IRS audit from a prior year. He…read moreis incredibly friendly, professional and knowledgeable and makes the entire process as easy as possible. In addition to being great at what he does, Michael is always willing to go the extra mile to make sure that I'm getting my full refund. I got married last year and he took the time to research the pros and cons of filing jointly or separately. So helpful! When I received a scary notice from the IRS that said I owed thousands of dollars, Michael was of course the first person I reached out to. Not only did he ease my concerns, but he was able to figure out where things had gone wrong (I used to do my own taxes) and how to fix it. I ended up having to pay just a tiny fraction of what the IRS originally thought I owed. In short, Michael is awesome and I would (and already do) recommend him to anyone in need of a great accountant!

Here is your yearly reminder to ditch your current accountant and switch to Rob!…read more It's crazy for me to feel like I'm his one and only client when I'm certain he has so many others, but he sure does know how to make me feel like he's got all the time in the world to answer what I am sure are the most annoyingly ignorant tax questions while he is in the midst of busy season! If you want responsive, thorough and professional help, he's your guy' another year in the books and this time he even rushed a couple of back filings that I screwed up before I found him. He's a gem!

Robert Ricco is the man! My returns were fast even right before the deadline, made sense, and he…read moreanswered all my questions well. I'm very impressed.

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.

We had Anson do our taxes for a few years and last year he completely screwed us. Didn't file them…read moreon time and then charged us more to submit them and now we keep getting letters from the IRS saying we still owe money and he WILL NOT RESPOND. We have called and emailed multiple times and he will not get back to us. It has been a nightmare. Do not give them your business.