Our company worked with KYB a while ago and while our professional relationship has technically…read morebeen over for a few years now, the benefit of having used them in our early years just keeps on giving. We started out as a boostrapped startup in SF- no easy feat! We had just enough revenue to pay ourselves with not much surplus, and not much demand for an accounting person. We used KYB a few hours a week doing payroll, A/P, and A/R. They were even kind enough to let us use their office as an official mailing address until our company had a physical office. As we grew, KYB was able to grow with us. A few hours per week turned into many hours per week and another kind, professional, and responsive KYB staffer. Eventually we outgrew KYB and brought finances in-house. The transition was graceful and they were very helpful with residual questions. We now pull in over $25MM in revenue a year and have three full time, in house finance people. The best part is this: Last month, we underwent an IRS audit of our 2010 financials (a year we were still with KYB), and just received a 'no change' report- a clean audit! I will be forever grateful to this awesome, competent, and patient set of individuals.

Oh Yelp, I knew it would happen eventually. I mean, I go to Yelp for recommendations on everything,…read moreso why not for a book keeper for my business? KYB was very highly rated and I thought I had found my solution. Boy was I wrong.... Maybe it's because I used Becky and KYB for book keeping rather than tax prep, but my experience here was most certainly NOT 5 star. Becky seemed great when I met for my initial consult, but from then on, my books were handled by an assistant, rather than Becky herself. First mistake. Then aformentioned assistant racks up huge amounts of hours without warning me and when I confronted her about it, she BLAMED ME. Now, I have been in customer service for many, many years and rule numero uno is that you never blame the freaking customer!!! Especially when I was politely asking her why my bill had quadruped with no notice. She explains that the extra time has come from me not giving her certain info that she has had to manually figure out, hence the extra time. Fair enough. From that point on, I get her the info she asks for - organize it beautifully and send it to her on time. And yet, nothing changes. She continues to bill me the maximum amount of hours she can on my account despite my efforts to make things more efficient. When I asked her and Becky about it, the response was basically that I should just get over it and expect to keep paying that amount, though there was absolutely NO evidence of her assistant doing the amount of work those bills required. There were also mistakes with them sending me other clients invoices, lost packets of my own info that never turned up and I never received ONE financial report for my business! Do yourself a favor - if you are a small biz owner like me, STAY AWAY. There are plenty of other options out there. I have a great book keeper now if you need a referral...... UPDATE: So mysteriously after my post there are several new reviews extolling the virtues of how great this place is.....all from new users with only ONE review: on KYB Bookeeping! How ironic. Look, no matter how many cheesy great reviews their friends may post, it still not going to keep them from sucking. San Francisco has TONS more bookeepers that will do a WAY better job - trust. UPDATE 2: Due to the overwhelming response by other Yelpers asking for a reference, my new book keeper is booked solid! If you want a reference, I'll see what I can do.......

I am lazy. Which is funny given that 70 hrs/wk is light work for me. TMB & Associates did our…read moretaxes in Feb, I filed Apr 15th and now that it is nearly June I am getting around to writing a review. TMB and Associates was a smart move by my family and will be for yours. We had two W-2's, a 1099 and lots of deductible expenses. I thought I had everything together and organized. I was so wrong and am so glad I went straight to a professional. Tamika saved me money every step of the way. She found and was aware of deductions I had not even considered. She also gave us a sweet and discounted flat rate. Do not be afraid to tip your CPA folks. Especially when they help keep your hard earned money out of the hands of evil and greedy men. Also, I think it is worth mentioning how in the midst of this professionalism I was put at my ease. Such a positive and friendly environment. I look forward to using this service every year and my only regret is not posting sooner.

Good service with a smile. Caught me up on my taxes and took a load off my shoulders when my son…read morecould no longer help me. Tamika Smith was fast and professional. I will come to her again.

Tony has been my accountant for several years. His communication skills are excellent and explains…read moreit all in simple terms. He always gives you the best advice to minimize your tax burden and he is always available for help whenever you need him. He is stellar!

Tony has done my taxes for the past 10 years. He is efficient, provides clear instructions, and…read moreaccurate. I highly recommend him.

Really Cool guys ... i just called a number ... went to the individual income tax option .... the…read morelady took all my information ... within two days i had my tax return filed and within a 1.5 weeks i had the money in my account ... and to add to it they were very reasonably priced ... almost 50% of what i paid my earlier CPA ... they also suggested a bunch of new areas that i was eligible for deductions ... awesome .... am quite sure i will be back with them next year ...

I have been using Merchants since 2020. They have always been fine, This year they have fallen…read moreway down. In March 2024 I left my taxes at their office. It's mid April and they haven't been touched and the person I spoke to had no idea when they would be done. And, honestly, he wasn't very well informed -- he couldn't answer any of my questions. I can't recommend them.

Terrible service. I usually use TurboTax but I was going through a divorce so I thought I needed…read moremore assistance with preparing my taxes. I delivered all of my tax information perfectly formatted and up-to-date in QuickBooks on January 14th. No one would meet with me no one would return my calls. I received my tax return fully prepared and an invoice for over $300 on April 12th. It took two emails three weeks and four phone calls for me to receive a full copy of my entire tax return with all the attachments. Roger Fields failed to file a waiver of carry back losses for me. The IRS denied my amended filing causing me to later owe the government over $4,000. Roger Fields was not only unhelpful but created an expensive time-consuming and complicated tax situation for me.