Keith has been my accountant for six years, he does a great job…read more Keith considers all deductions and avenues to provide the best return. He completes the tax forms quickly and efficiently.

WARNING - Do not trust Keith to do your taxes! He failed to file our taxes on time, resulting in a…read morefine from the IRS. He then failed to accept any responsibility for failing to do the job we paid him to do and failed to assist us in fixing his mistake. Instead, he screamed at me, threatened to hang up on me, and said he is closing his business and leaving California (probably in an effort to not get sued). If he is retiring, what a sad, disgraceful legacy to leave behind. He took our payment and failed to complete the job. I will be reporting him anywhere I can to keep other from getting taken advantage of by this person. This behavior is childish, unprofessional, dishonest and gross.

Poor communication. Make sure you receive an estimate for services to be provided prior to a…read morecommitment with them. You may be shocked if you do not.

From the owner: Accounting, Tax Preparation, Financial Services, Retirement Planningread more

I've Seen Mr. Word several years ago for financial advice, all went well so, I recently called AND…read moreemailed Mr. Word's office, (for retirement advice) and like other reviewers... received NO response at all! Even got ahold of the receptionist and asked for a return call and you got it... Nothing. The Small guys losses again, too small for an hour's $205 consultation fee, I assume. But not to return several inquiries??!!

Amy is a breath of fresh air when it comes to the accounting world. I am so thankful I was…read morerecommended to her. My wife and I were looking for a bookkeeper after starting a new business in 2016. It's was time for professional help after doing it ourselves for two years. Amy is so incredibly knowledgable and shared with us many different ways to save on taxes. Not only did she help our business, but truly showed us she cares. Putting people first is clearly one of her believes and you can feel it when you meet her. If you looking for small business bookkeeping with a personal touch look for Amy Slater with Slater and Associates. You won't regret it. Let her know you read my help review too!

I'm so grateful I found Amy! Me a numbers just don't seem to gel and I've never been a great book…read morekeeper so when I decided to find one I just knew from her Yelp reviews that I was going to love her and I was right. It is such a gift to have her taking care of my books and taxes. The stress of running a business is enough as it is and to have to wear the hat of a bookkeeper on top of everything else was just too much. She has helped this stress manager manage my own stress in a better way and anybody who's looking for some stress relief, she's your gal! Not only is she an expert in her field, she is highly professional and just a delight to work with. Such a fun, sweet, genuine, caring person. I trust her with my entire business because she is truly trustworthy. I can't say enough about Amy.

If you want someone that's organized, concise, and intelligent doing your taxes, look no further!…read more I reached out to Luz over Yelp. Within a day she set me up on her business portal, prepared a service contract, and a tax prep worksheet so I could organize my documents and share info about my finances. When I got my tax return back, a week later, there were some cover pages with her professional recommendations to make the most of my financial situation for next year and beyond. I'm actually looking forward to tax season next year because of her professionalism and organized workflow. Thanks, Luz!

Luz is wonderful and nice to work with. She put me at ease immediately and found all kinds of…read moredeductions I would have missed.

I've been going to Roy for 3 years now. He helped me with back tax returns and current. He's fast,…read morereliable and organized. I love how personable he is also. His office is in a quiet neighborhood and he's always so helpful! Thanks for the years of hard work and the future years. He's also has GREAT prices.

I recommend Rod to do your taxes or any kind of bookkeeping moving from Southern California where…read moreI've been most of my life it was a little challenging trying to find someone to do my taxes Rod was one of the first ones to call me back Rod is very knowledgeable his customer service is out of this world thank you again Rod and definitely will see you next year