Mary has prepared my tax returns for the last three years. I am so glad to have switched to…read moresomebody I can rely on to answer my questions, who responds quickly and freely offers her encyclopedic knowledge. She is so efficient, and I have absolute confidence in her.

Mary was very helpful in working through my tax situation and provided excellent advice on how to…read moredetermine my estimated tax requirements and plan for next year's withholding. I would highly recommend her for people needing expert income tax support.

I used Roy's services for several years. He works quickly and I found his price reasonable…read more However, there were two issues that eventually led me to stop using his services: 1) Poor security around sensitive information: Roy doesn't use a secure portal for tax documents like many services do nowadays. Instead, you either email your documents or leave them at the cafe he owns with whatever barista happens to be behind the cash register. You also pick up and sign for your tax return at the cafe that he owns, not directly from him, but with the barista. This always made me uncomfortable but I tolerated it. The last straw was when he asked me to send my bank account information over email for direct deposit. When I said I wasn't comfortable doing that, he asked me to drop it off at the cafe (with the barista, not him), which I wasn't comfortable with either. 2) Unwillingness to research new tax law In 2025, I installed a solar system in my home, and wanted to receive the 30% solar tax credit that was going away at the end of the year. During 2025, I emailed him to ask several question about eligibility for the tax credit, leveraging my tax liability to maximize the credit, etc. He responded that he couldn't answer any of my questions because "the law could change at any time" and he wouldn't "receive the tax program until early January and solar credit won't be ready until late January." At the time, I gave him the benefit of the doubt, but now I know that the law was clear then, and he just didn't have that level of expertise. Then in 2026, when it was time to file 2025 taxes, he wouldn't answer what tax form needed to be filled out for the solar credit or what documentation I needed to provide him, despite my asking multiple times. Fortunately, I found a new tax preparer who already knows everything about the solar tax credit, knew exactly what form needed to be filed, what documentation I needed to submit, and could easily answer all the other questions I had. So in my experience, Roy has some gaps in his knowledge and is unwilling to even admit to those gaps, much less proactively go do some research to learn so he can help his clients.

Great service, highly recommended. Roy is straightforward, very easy to work with, and quick too…read more There's nothing not to like here!

Miu was very professional and responsive, hired Cloud n' Books to do my personal taxes, reasonable…read morerate. Would recommend.

If you're looking for a reliable, trustworthy, honest CPA who always gets the job done and knows…read moreher stuff, look no further. We were looking for someone to do bookkeeping and payroll for our business and Miu is absolutely fantastic. Some places charge more and aren't nearly as responsive or efficient as Cloud n' Books. Getting taxes done is also a breeze with her. She explains things very thoroughly and we've gained great insight on all things tax related. If you're in the market for a new CPA, I highly recommend you book a consultation with Miu. You won't be disappointed.

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!

He didn't have the space for a new client, but answered my questions and probably spent 10 minutes…read moreon the phone helping me just to be kind. It was much appreciated.

Chris has helped us with our tax returns the last couple years. I don't know how many clients he…read morehas, but he's made us feel like a top priority. He responds quickly with consistently helpful tax advice and has maximized our refunds. He has a personal touch that has made tax season smooth and stress free.

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.

She's nice and engaging. Good mother of kids. She lives eight blocks away, so convenient…read more But she filed my return on April 15 even though she had the data in mid-March and she did not file the data for my 4-year-old nephew until April 16. Franchise Tax Board demanded penalty and interest for her delinquency. No explanation or apology or recompense from Hannah.

Hannah is great! She is communicative and detail oriented. I appreciate her patience with me as I…read morenavigated the tax implications of a death. Her fees are very reasonable and I will be recommending her to family and friends.

Jesica is extremely knowledgeable, efficient, timely and effective. Tax season is always a…read morestressful time of year for me as a self employed person but she answered all of my questions and helped me through it with ease and confidence. We were on a zoom meeting days after my initial request and done with the entire process in about a week. So grateful to have found her.

Jesica always answered phone calls and clarified any confusions. She also asked me questions to get…read morea clear understanding of our financial situation. She made tax filing easy. She knows her business.

Reading Marlyce's reviews makes me laugh because I want to write the same note! She has been doing…read moremy taxes now over 20yrs and absolutely every interaction with her has been wonderful. She can get buried during tax season but she always gets it done, with a smile and with usually some creative money saving option I had not thought of even after all these years. I have my own company, kids, real estate and a relatively complicated tax footprint. She has been awesome from day one.

The most pleasant and thorough tax consultant with whom I have ever worked! She has my 10000000%…read morevote for service!

Ted Chen is knowledgeable, efficient, and helpful in preparing taxes. Have used him for many years…read moreand am very happy with my interactions and experience with Ted.

Ted Chen was my CPA for a few years before we moved out of state in 2019. I am STILL receiving…read morenotices from the IRS regarding forms and returns which were improperly filed for my APS in California. Needless to say, this is causing a continual headache and a lot of work for my current (more scrupuous) CPA. Find another CPA if you live in California and have a professional corportation.