Kathleen has been a game-changer for my business. I was quite resistant to the idea of hiring an…read moreaccountant as I run a bespoke business that doesn't take well to automated systems/processes. Plus I wanted to save the expense and knew I could figure it out myself. I've now been working with Kathleen for 6 months and I don't know how I ran my business without her. Not only is everything handled perfectly and quickly, she treats all dealings with each of my clients with tremendous care, and crafts her approach to me and my business. She is expert, creative, and customer-oriented. I can now focus on what I'm best at, which has only helped to boost my business further. I can't recommend her highly enough for anyone who runs a small business.

Tony Winspear is a local action hero. Tony jumped in where other tax preparers feared to tread. He…read moresaved me when I received an unusually complex 1099 for my Schwab 2025 account. Thank you, Tony

I've had my taxes done by a few CPAs over the years and highly recommend Tony Winspear. When I…read moreneeded to get a tax return done for my mom's "estate," I was surprised to discover how hard it was to find a CPA who does these, and how much more costly they are compared to my business taxes. (For example, the CPA who does my business taxes was not gung-ho to do the return for my mom's estate and the cost was about double.) I decided to look around on Yelp and called a few CPAs. Honestly, I only called Tony Winspear because his phone number includes 1040. I am very glad I did that! The other CPAs wanted to make the situation very complicated. After hearing about what my mom's estate included, Tony was very straight-forward. The other CPAs quoted a very high price range: Tony's was much more reasonable. Whether you need a personal return, a business return, or a 1041 (estate and trust return) done I suggest giving Tony a call. I'd also like to mention how convenient his office is. Easy to get to with plenty of parking.

Tony and Bill and the rest of the team are the BEST OF THE BEST…read more Somehow they make doing your yearly taxes actually enjoyable through their quick responses, careful considerations, and easy-to-use portal that simplifies the entire process. I've been using them since they started their shop and can't recommend them enough. Very ethical and pleasant team. 100 percent recommend.

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 came to Mauricio after I felt like my last accountant wasn't up to par. Mauricio literally saved…read morethe day and was so accommodating to my last minute requests. He did my taxes within 1 day and saved me more money than the last accountant could. Great same day service and I would highly recommend to anyone who is lost and needs direction to get their taxes back in line where they need to be.

Mauricio was great! Needed him to deal with Oakland Tax Officers. Contacted him on a Thursday…read more Got a quote on Friday. Two weeks later, all paperwork in and done. Highly Recommended

The person picking up the phone is not a gatekeeper, she's a brick wall. I know it is late to be…read moretrying to get help with 2025 tax return, so I asked to have an extension filed so I could have until October. I always over pay my taxes so there is no issue with owing the IRS. Obviously, I was fine with paying a retainer, but the brick wall person on the phone refused to connect me to a voicemail so I could simply leave a message. The person on the phone said I would not be able to get an extension filed with any of their staff and would not be allowed to leave a message for a tax professional. Apparently, the brick wall picking up the phone does not want the firm to have any more business for the rest of the tax season. Oh well, glad you all are doing so well that you turn away a client who will give you money now and in the fall when business is slow.

I was a case of being extremally financially successful at a very young age and with that came many…read morelearning curves. 15 years ago, I was searching for a CPA to assist me with getting my taxes on track after business success and physical illness. I did not know where to start, so I searched for someone that would be in my neighborhood. My search led to Kealoha and a lengthy discussion and dissection of my finances and tax situation. She gave me hope and I felt the up most trust with her, daughter Isabel and team. Unfortunately, my tax status hindered me with so many life opportunities due to the IRS's relentlessness but with Kealoha working with me continuously I did not feel doomed. Long story short, the extensive knowledge, seasoned experience, and true advocation of Isabel and Kealoha on my complex tax scenario was resolved. Every year I continue to use the team for my tax prep, and every year I am grateful for Kealoha and Isabel who really helped put that piece of my life back together. I speak to any small business owner, hard worker or corporate company that this firm has the tools, experience and professionalism to exceed your expectations.

Easy. Professional. Knowledgeable. They take care of me every spring. The CPAs here are friendly…read moreand easy to get along with. They are up to date and current in their tax laws! They not only do my taxes but I've learned how to get the most return back. Its like a yearly financial check-up and counseling. I also ask questions about rental property and investments. Love it! Edward is really prompt, he replies really quickly to all the little questions i come up with here and there. I love that he's available by phone and i can directly call him for any quick help. I had some changes later near the end of the tax filing and he was able to advise me on what to do and send in the corrections.

We've been using Edward for several years, so this review is long overdue. He handle's our S-Corp…read moretaxes every year. We've been in business for almost 15 years in Berkeley and are so happy we've finally found Signature CPAs. Edward is not only knowledgeable, but takes the time to explain any questions we have. The advice he has to offer is excellent. His attention to detail is 11/10. We've been with several other CPAs over the years (why is it so hard to find a good one?!). Edward gets it, and gets it done quickly! Highly, highly recommend. Thank you Sig CPAs!!

I reached out to Carol to see if she can help me set up a bookkeeping system to help track business…read moreexpenses, and she took a good 20 minutes to chat with me about how I currently work. With her insightful questions, she quickly helped me diagnose the issue which doesn't have to do with bookkeeping but is really about my needing to diligently enter all my expenditures at the point of transaction. She also walked me through how Quickbooks works and kindly helped me understand my next steps which wasn't to hire her. I can't recommend her enough to folks who do need a bookkeeper!

We have used The Balancing Act for several years. Carol and NIcole are professional, friendly and…read morevery easy to work with. Nicole always responds in a timely manner and is very knowledgeable. We highly recommend them for all your bookkeeping needs. Very reasonable rates also.

Bruce is a well boundaried individual with good communication and response times. His rates are…read morelower than we were paying at one of the bigger CPA chains and the process was easier. We have not met in person though you can stop by his office to meet the staff and drop off documents. Bruce has a sense of flow that comes from doing what needs to be done and not doing what doesn't need to be done. That is a rare quality in a person of any industry ... we look forward to returning next year.

I cannot believe I am the first person to review Bruce, my tax angel. Maybe he is a tax secret I…read moreshould keep to myself, but that just wouldn't be right. Bruce is funny and knows his stuff. What I love is that he not only knows his stuff and stays up to date, but he reads up on tax stuff that is specific to my type of business. I mean this level of personalized care should be expected right? But I can tell you from experience it isn't. And in my world, I have paid a lot for my mistakes or my tax person's mistakes. Im not a cookie cutter business and Bruce doesn't treat me that way. He looks at my business history, my business in the present, and helps me plan for the future. We talk about my goals for me, for my family, and for my future. He is a great resource to have, he has a wealth of knowledge to share, and his price is certainly reasonably considering how much you will save and learn. He works with my bookkeeper whose in the next door office, so my books are in tip top shape. Anyways, if you don't want to worry about taxes every April, tax planning with the right tax guy is totally worth every penny.