I hired her as my outsourced bookkeeper for my small immigration law practice around the time I was…read morestarting out. She gave me clarity in my books and answered questions about bookkeeping that I had been struggling with when I was handling my own books. I did go a different direction after a while, and it was not the right move, to be honest. But I had to learn that the hard way. Fast forward to 2022, my immigration law practice business grew, but I was always behind in my books. I had read the book Profit First and attempted to implement the PF model on my own. I struggled. If you're reading this and are wondering why you just couldn't do your own PF accounts because, after all, you read the book, I am here to tell you: DO NOT DO THIS ON YOUR OWN. You will waste time and lose your opportunity to enjoy the profits you are making, and potentially leaving money on the table. Hire instead, Sooter Consulting! I learned Donna became a Profit First certified professional. It was a sign for me to reconnect with Donna. After speaking with her, I felt confident to turn over to her and hear team my bookkeeping and payroll to her. I have now been working with Donna and her team since June 2022; it was the best business decision I have ever made. I would tell anyone who would listen - implement the Profit First bookkeeping model and hire Donna to do it. I've never been more clear with my books, where my money is, where it is going. I don't "worry" if I have money to pay myself and pay taxes, and pay staff, and go on my next vacation. The PF accounts show me all of this. The value Donna and her team bring is their passion and commitment to something most would run away from, bookkeeping. But if you do not have clear bookkeeping, it has the domino effect of making your life miserable. I don't want my life miserable. Donna and her team gave me my weekends back. I know my books are in good hands and when I look at the numbers, I know what they mean and I am confident they reflect my current situation.

Sooter Consulting has been doing bookkeeping for my real estate practice since 2016 (5 years as of…read morenow) and they have been consistently excellent across the board. Donna and her team are great with communication, which is helpful and clear. They understand real estate, our many expenses and categories of expenses, and have been flexible about delivering the reports in the way that is most helpful to me. On a personal level, I want to add that I feel cared about as a valuable client, and that they are partners in my success. Donna Sooter and her team came highly recommended to me by another Realtor friend, and hiring them has been one of the best things I've ever done for my business.

This firm has the worst customer service. I have been using their accounting services for the last…read moreseveral years and their competency and response times have declined this past year to the point that I am definitely moving my business. There is something seriously wrong with this firm. They waited until the absolute last minute to file my taxes (two days before they were due!!!) despite getting the needed information from me months in advance and bi-weekly follow up check ins from me. The answer was always "soon" which was a full on lie. So stressful for clients and completely unnecessary. They used to be a pleasure to deal with and now they are just a nightmare. Taxes are not a joke and are way too important to put up with a firm that could care less about their clients.

I would certainly NOT recommend this company. In the 8 months I dealt with them I found constant…read moremistakes and much of the advise they gave was just plain wrong. The payroll staff was friendly but were not well trained on the system they used (ADP). When I brought errors to their attention they were less than gracious and totally unapologetic. Do yourself a favor - use someone else!

I have been doing my family's taxes with Nana for the past 7 years. She is professional, thorouhg,…read moreeasy to work with and trustworthy. My daughter is now an adult and does her taxes with Nana as well. Highly reccomend!

Find someone else to handle your tax matters. We hired her for our 2019 returns and it was a…read morenightmare. - Very uncommunicative. We had to reach out to her, two or three times before getting a response. - she never scheduled a zoom or phone call, all correspondence was over email. I wondered if she was who she said she was - Ended up getting audited by the IRS due to her miscalculation. Imagine getting a $5600 bill with two weeks to pay. When we reached out to Nana, it took two attempts before hearing back from her where she admitted the mistake. She offered to pay the interest charge but only if we filed with her again. She really deserves 0 stars. I wish we stuck with TurboTax.

This firm would receive zero stars if possible…read more I was passed to this firm from a smaller boutique firm as part of an acquisition. Since then, this firm has been acquired by another firm MGO. All I can say is they charged an arm and a leg, and when I tried to leave the firm for a smaller one, they dragged their feet at every opportunity. Unless you can generate significant billable hours for this now behemoth, find another option as you will be billed outrageously and treated poorly.

We asked for tax planning advice. After talking with them and sending them all the necessary…read moredocuments, they said that they are as good as turbo tax and had no advice at all for us and just billed us with over $700 for nothing. They didn't address at all our questions.

Geetika has been helping me with my taxes for over a decade now. She's extremely professional and…read morepays lots of attention to details. The most important factor for me is trustworthiness; Geetika epitomizes this quality. Her charges are also very reasonable given the high quality of her work. Highly recommended.

Geetika has been doing my taxes since 2014. She did an outstanding job handling my taxes, including…read moreforeign income reporting. Very professional and easy to communicate with. Excellent service.

Price is extremely unreasonable and communication is subpar. She does not care about answering your…read morequestions and working with you. She just wants to get on with filing of the taxes quickly.

I tried TRM Tax Solutions for the first time last year with Lynette as my tax preparer. I was so…read morehappy with her service that I returned for another year. My wife and I were so grateful for her support and diligence to every detail to making sure we were comfortable with our filing. Lynette is extremely professional, detailed and very fast. I would highly recommend her to anyone who is seeking a tax professional that understands the complexities of today but can walk you through it and have that needed financial confidence.

I have many years doing my income taxes with this company and i highly recommended . They do such a…read moregreat job they are really professional they take care of you right away. Thanks.

Donald has been doing mine and my husbands taxes for years now. He is extremely knowledgeable and…read morethorough with his work. After you file your taxes he makes a nice, organized binder with all your information to keep. Highly recommended!

For the 2025 tax year, I decided to use KFK CPA based on a friend's recommendation. I received the…read morecompleted return about 1.5 weeks ago. I am impressed by the quality of work done by Zita and Antonia. It went through two rounds of review before they sent me. I have used other CPA in the past before and every year, I found errors in their work, but this year using KFK CPA, I didn't find any error. In fact they found one spot which I missed when doing on my own with TurboTax. I have always used TurboTax as a reference to make sure the results are similar with the CPA whom I worked with. The price for the service is reasonable compared to what I had to pay previously. Overall, I feel their work and service is very thorough. They also worked late as I received updates from Zita and Antonia in the middle of the night. I would recommend them to anyone looking for a CPA. They are located in Palo Alto so it is convenient.

I have had KFK do my uncle's taxes for several years - they are very responsive, hard working and…read morecompetent. Would recommend them. Both Zita and Antonia are wonderful!