Despite having worked with a CPA they hired last year for over 15 years (the reason I went to this…read morefirm) with multiple business and trust accounts, I have had nothing but trouble with my tax returns since. There have been mistakes on my returns which were prepared late, invoicing was a nightmare with scant information as to how fees were determined, claims of past due payment on invoices I never received or saw despite numerous requests for all invoices, and now I am having trouble getting my past tax returns in a form I can review/open to send to my new accounting firm so they can prepare for my 2021 return. It's as though they never knew who I was or the accounts I had with them.

I was in communication with a Wonson regarding tax return preparation. However, I found the price…read more$5k much higher than others. In order to find out more about how their process was, I investigated and was told this " The returns are prepared by a staff..." She refused to answer the question that all work is actually done in the USA. What it appears to me is that asking about their qualifications, they feel they are above that and act in very unprofessional ways. I would not recommend this firm as it is much better that an experienced tax professional actually do your own work instead of having it farmed out to someone on staff (with who knows what tax experience). I'll be going elsewhere. I wouldn't ever recommend this firm.

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!

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

Are you a professional who wants to increase your profit? I have the solution for you in the form…read moreof Crystal Shanks of Run Right Consulting. Crystal is a numbers-driven CEO and Business Coach. Crystal brings 15 years of experience, sharp tech skills, and a talent for getting to the root of the problem and building systems that work. Crystal coaches businesses and executives to generate substantial revenues and maximize profit. Crystal has experience with law firms, real estate, doctors, insurance, restaurants & bars, coaches, and CPA's. If you need a coach who can help you get things to run right, think of Crystal Shanks of Run Right Consulting.

Had some concerns in regards to my annual taxes. Zula was so kind and understanding. Nabil was…read morequick and overall gave a great experience. I plan to use them for any future needs and refer friends . Thank you EBA!

Terra and East Bay Accounting are caring and professional in every respect. I had a difficult…read morepayroll situation with immediate deadlines, and Terra stepped in and did an amazing job. I can easily tell she cares about her clients and is able to navigate through any problem - especially in difficult situations. I have no hesitation in recommending Terra and her team for your taxes, bookkeeping, and payroll. 5 stars!

I worked with Surina for a number of years. What started out as "presentation training" evolved…read moreinto so much more than that; I would call it "executive training." Surina took the time to get to know me and my teammates well. She was able to understand our individual perspectives and how they effected our development as executives. She was able to help us understand how our words, mannerisms and tone combine to create an image that supports or detracts the message we want to impart to our audience. She was well prepared with new insights in each session. She was honest and thorough with feedback. I feel that my time with Surina helped to significantly enhance my interactions with clients, boards of directors, teammates and direct reports. Working with Surina was a great benefit to my career development.

Because of Surina's various audiences, she brings more than one perspective to the table. This is…read morehelpful not just for interviews, but for client pitches, crisis management and the lot. I can't say enough good things about Surina. She runs a professional shop with institutional quality yet puts her personal attention and touch to it. Well done. I recommend Dynamically Speaking with zero hesitation.

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

I am beyond grateful that I was referred to Suzanne. The difference between working with her and my…read moreprevious CPA firm is truly night and day. She's responsive, incredibly knowledgeable, and thorough in everything she does. Saying she is knowledgeable is quite the understatement. Suzanne has an exceptional understanding of the tax system and can explain complex topics in a clear, approachable way. She makes the entire process feel easy and stress-free. In additional to her professionalism and expertise, Suzanne is an absolute joy to work with. I always look forward to our calls and meetings--she brings such positivity, enthusiasm, and genuine care to every interaction. She has invested so much into our working relationship, and for that I am very grateful. I couldn't recommend Suzanne more highly and I look forward to working with her for years to come.

Suzanne was super positive to begin with & are hopes were high but time proved wrong. This was the…read moreworse professionalism I have ever experienced with No communication for weeks & weeks. Almost None of our emails were answered along with most of the phone messages. We were in the dark for most of the 4 months we were "supposedly" her clients. What seems to be too good to be true usually isn't & she was not true to her word of a professional relationship to her client.

Denise is a knowledgeable and professional CPA. She is able to work through our most complex…read moretransactions in QuickBooks. Transactions that are stressful to me, but she thinks these challenges through with ease and confidence - resulting in accurate documentation of the records in their proper accounts. She is friendly and easy to work with!

From the owner: Experienced CPA (active license) and Quickbooks Certified ProAdvisor offering Bookkeeping,…read moreAccounting, and Consulting services to the Tri-Valley area. Sorry, I do NOT provide Tax services. Remote customers accepted. Memberships: AICPA, CalCPA, San Ramon Chamber of Commerce You may also contact me directly via email.

Ameer was efficient, proactive and very informative with the services i needed. Ameer's process…read moremakes it easier on the client in re: to tax service needed and turned a headache into a quick and stress-free solution. Ameer guidance and expertise supported everything i was looking for and more. Ameer made the process very fluid and was able to assist promptly. very responsive and helpful throughout. definitely using Ameer's guidance and services for future tax services/solutions

I have used Ameer N Khan CPAs the past two years and it has been an amazing experience. Smooth,…read morequick, and very responsive! Highly recommend them to anyone in the Bay Area!