I had a bad experience with Albert Sullivan trying to prepare my taxes for me this year. He sent me…read morethe tax forms to review and sign and I noticed that he had missed a $ 15000 deduction ( we had just discussed). I emailed him immediately and he did not respond at all . On the 5th day I went to his office, leaving a message. He still did not rectify the situation, he never acknowledged that he made that mistake. Because of his poor customer service I had started with Turbotax and then continued with Turbotax. Turbotax saved me $ 4500 !

I am very glad to use ADValue for CPA services. Albert is extremely professional, knowledgeable and…read morefriendly. I own two business under different corporations. I first contacted Albert several years ago to help with an audit. Albert was able to sort through the various accounts, forms, P&L, balance sheets, etc... and file amended returns. I was very impressed by the knowledge and speed of work and have used ADValue since. My business has been very complex involving both C and S corps, acquisitions of others stores, sale of current assets, special financing, frequent audits, etc... Albert has been able to tackle the complexities and over the years has filed my business and personal returns, helped restructure my corporation, advise on tax matters and overall helped save me a lot of money! I highly recommend Albert and his team at ADValue.

David has been a phenomenal resource as I have embarked on building an Executive Coaching business…read more Lots of very positive energy, helpful suggestions and strategic framing on business development and marketing. I highly recommend David for support in framing out a new business idea and ensuring that you are focusing on the right things at the start. Five stars all the way!

I called David today, after going through a rough patch yesterday when my small business was…read moretemporarily banned from Mailchimp. I realized it was time for some outside assistance. I can't rely 100% on my own limited experience. David Mitroff (the man in the picture) was extremely generous with his time over the phone. I told him abt a potentially risky sales contract I was considering. He took at least 20 minutes to go over with me how I can mitigate that risk and what I should do to prepare for negotiation. He did not have to do that. But he wanted to make sure I didn't get scr3w3d over. He didn't want to see me fail. For that reason, Piedmont Avenue will be the first place I come to once I'm ready for a deeper strategic conversation and more hands-on assistance. Will update once I have more to say. Thanks David!

Called to get information on her accounting services. Received an email from her assistant stating…read morethat they would be open to helping us file taxes for us personally and our small business and would provide a quote. After sending multiple emails and my information, her assistant emailed a week later saying they have no more availability and can't help us. It was unprofessional to say they would provide a quote for services, request my information only to say they refuse the work. It was bizarre. Don't recommend.

My husband and I are in the process of starting our own small business. Tracy has been very helpful…read moreand patient with us. We ask her many questions and she is always timely with her response. She explains to us how to handle our taxes in a concise, easy to understand manner. We appreciate Tracy and her staff. They are helping us navigate an area that is new to us. Her expertise is very valuable to us. We look forward to a long business relationship with Tracy. Hopefully our little company will grow in the future and as it does we look forward to giving Tracy our accounting business.

"CDE Consulting Inc. has become an indespensable asset to my business. They've gone above and…read morebeyond to offer timely, professional and exceptional service. I was years behind on my books and felt completely hopeless. David caught me up in a ridiculously short amount of time. He also re-filed my last three years tax returns and I got $6,000 back after paying about $3,000 over the three years worth my old accountant.  Impeccable customer service!  Thank you for all of your hard work and dedication!"           - J. MacNear, KangaKare Daycare, Davis CA

From the owner: Our firm specializes in working with individuals, families, and even small businesses. By combining…read moreour expertise, experience and the energy of our staff, each client receives close personal and professional attention. We focus on three values: professionalism, responsiveness, and quality. Companies who choose our firm rely on competent advice and fast, accurate personnel. Our firm's reputation reflects the high standards we demand of ourselves. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served with top notch care. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. We will answer all of your questions, as they impact both your tax and financial situations. We offer tax services, business services such payroll services, and Quickbooks services. We welcome you to contact us anytime!

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

Scot is extremely knowledgeable and helpful. I am a disabled vet on a fixed income and Scot worked…read morewith me. He reviewed my patent and made useful suggestions. He is worth the travel time and money!

Scot is an incredibly decent person and I'm proud to endorse him. If you have patent or trademark…read moreissues, he will have you covered. He's incredibly intelligent and kind and his prices are very fair. He's also a professor, tutor, and published author, all of which experiences bring great wealth to his legal knowledge.