Although they did a good job with my filing last year, this year has been a total disappointment…read more I contacted them by the end of January to get an early kickstart and avoid leaving this to the last minute. They asked me to send the documents as soon as they were available. After a while, when asked if they needed anything else, the answer I received in March was, "We will know when the returns are being prepared." meaning they didn't start at all. As a follow-up, I asked them if it would take some time; I could try to find someone else while there was still time. So surprisingly their response was, "Feel free to find someone else". This last response summarizes how they value their clients. I only gave them an additional star because they managed the situation better last year. If you're an individual client, avoid them at all costs.

Brandon was so helpful and generous with his advice. He explained my financial situation and…read moreoptions in detail. He was very efficient and knowledgeable with his answers. Looks like I have a new CPA moving into the future! He's is wonderful! Thanks again Brandon!

She's a lifesaver: she's not only an amazing human being, she's a highly skilled CPA. Our doctor…read morefriend recommended her. And she didn't even know she was on yelp. She doesn't take clients unless it's a referral. I think because it's a lot of work and a large commitment. She charges accordingly but in our case that we have many years of back taxes it's worth the money. Peace of mind is priceless... I appreciate that she can handle stress on another super human level. Her mind is sharp, she has a special talent, I believe she was born with a special brain, and has a gift, to crunch numbers, handle red tape, IRS, deadlines and take clients through the daunting road of taxes. Always in a great disposition. She's fearless too. She has no problem going down the rabbit holes and making calls and inquiries. She is an amazing human and a top notch CPA. And someone we can trust with our entire lives on the table. If you have work to do with an accountant you really need to feel heard and be able to trust that person. It's an intimate process. No judgement. You shouldn't ever feel ashamed. We are all human. And taxes aren't something natural to any normal human being. So to find a wonderful person that can make this process smoother. And legally work their magic. It's a blessing. I feel blessed to have been introduce to Irina Kassil.

Irina was recommended to me by my financial advisor becuase the tax professional I had goofed up my…read moretaxes in a very bad way. The first thing Irina did was spend time talking with me both on the phone and again in person to learn about my tax concerns and issues. And now she's done with my taxes for 2018 and I have been completely impressed. Her pinpoint knowledge of tax law and tax consequences is profound. Her attention to detail is outstanding. She helped get my sole proprietor deductions in line to make an audit less likely. And she managed to work in all my expenditures into my numbers so that I didn't lose a single penny. And her knowledge of COVERED CA is quite strong. Irina is wonderful and I'm relieved & grateful to be her client.

My wife and I are retired. We live on retirement income. Our tax man…read more of 15 years, decided to retire last month (JAN - 2024). I have completed a tax organizer for last year (2023). Also, I have many years of past fillings for information if needed. I live in Novato. My home phone number: 1-415-897-8056. Please call anytime, between hrs. 9:00 -to- 6:00. John

No return call and I have waited more than a week. The business has an answering machine that seems…read moreto always be on even during business hours.

Do not trust this guy to file your taxes!! Patrick did not file my parents taxes back in 2016!!…read moreAfter almost 5 years, we find out that they were never filed and can get a letter from the tax board asking for my parents taxes and having to pay penalties!!! So unprofessional!

Pat is a person of the highest integrity. He has been doing my taxes for the past five years. He…read moretakes time to explain what is necessary and answer your questions, without wasting any time. Whether you are self-employed or work for a company Pat Mitchell CPA will get the job done!

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

Would not use their services. The Managing director I spoke with was one of the nastiest people I…read morehave dealt with in my 40 years of experience.

Excellent company with wonderful customer service and great skills. They have helped support the…read moreaccounting in my business so I can rest confidently knowing my books are in order and that I'm getting the most out of my money.

Used these guys under Tom Phillips for 10+ years to do my tax returns; not only do they do a good…read morejob on that for a reasonable price, but they're always available throughout the year for any questions. A couple of years ago, I got a long letter from the IRS telling me I owed them an additional $8K. I was somewhat shocked. I forwarded the letter to Tom, he read it, and said "No, the IRS is wrong here", and he drafted a detailed letter back saying why they had it wrong, and that fixed the problem.

Tom Vogelheim and the team have been so good to us! They've prepared our taxes, helped us navigate…read morestock options and incentives, and are advising our long-term financial plan. We're big fans.

Gary is a scam. Did my returns wrong. Then wanted another 1,000 to fix his mistake. He doesn't care…read moreabout accurate returns he cares about getting them submitted as fast as possible.

If you are considering hiring Gary Winston, CPA, I urge you to read this first…read more My family hired Mr. Winston to assist with estate tax filings and financial oversight while my father was suffering from dementia. What followed was not just unprofessional--it was catastrophic. Over time, Mr. Winston submitted questionable tax filings, including a false 1099-MISC claiming over $1 million had been invested in my business. The truth? The actual amount was less than $150,000, and even that was over several years. Based on this false return, the IRS was paid over $237,000 from my father's accounts. He also advised my father to send misleading letters to the IRS--letters that contradicted facts, concealed who actually controlled the money, and protected Winston's position. When I began asking questions, Gary stopped responding altogether. No answers. No accountability. Meanwhile, my father's multimillion-dollar trust was drained. Funds vanished through suspicious payments, and to this day, Gary Winston has refused to explain his role or provide documentation to justify his filings. His former bookkeeper was involved in questionable practices, and there is strong reason to believe that others were acting in concert with him. This wasn't just negligence. This was manipulation of an elderly man with cognitive decline, and it destroyed our family's finances. We're now working with federal and state authorities to investigate, but the damage is already done. I'm writing this not out of anger--but to protect others from going through the same thing. If you have an elderly family member, if you're dealing with trusts or estate taxes, please be extremely cautious. In our case, trusting Gary Winston was a tragic mistake.

Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.