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    TMB & Associates

    4.1 (9 reviews)
    Closed 9:00 am - 4:30 pm

    Services - TMB & Associates

    Payroll services

    Accountants

    Audit and conflict resolution support

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    The Lee Accountancy Group - Dr. Jong H. Lee, CPA, DBA, CFF, EA

    The Lee Accountancy Group

    (61 reviews)

    Oakland Chinatown

    Mr. Lee and his team were excellent, professional, and responsive in the beginning. We were…read moregrateful for their help navigating some difficult tax situations. Unfortunately, after some rocky years followed by a few solid ones, they made huge mistakes on our taxes. It was a mess trying to follow up with different people as the office wound down and Mr. Lee retired. We've had to have another CPA fix everything.  And got to the IRS in person as well.

    There couldn't be a less serious accounting firm than Jong Lee's…read more First, there was the time my personal and financial data was exposed through a security breach (presumably not just me, but all of their clients). Their primary concern was denying responsibility rather than helping navigate the resulting ID fraud hold that was placed on our tax return. (And no, you won't get your refund while there's a fraud hold on your account.) Then there was this past year's return... They filed a return that inflated our tax bill by more than 40%. It just seemed too fantastical an amount, so I asked them to review the numbers again, and even specifically pointed them to what I thought might be wrong. They insisted everything was correct. I called another CPA to get a second opinion, and she quickly explained our return was horribly wrong. So I paid her to review my last three years in detail. I can't even say out loud the total dollar value of the mistakes Jong Lee and his staff accountant Alex cost us because it's all too embarrassing. Alex (but not Jong, who couldn't actually be bothered) eventually acknowledged the issue, and promised to fix everything and reimburse me for the second CPA review. Well, I'm still waiting, but now they just ignore my calls and emails. I'm not sure what their strategy is other than to hope I disappear, but that isn't going to happen.

    Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

    Flex Tax and Consulting Group

    (168 reviews)

    North Beach/Telegraph Hill

    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.

    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.

    TMB & Associates - payroll - Updated September 2026

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