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    Beam Financial Group

    5.0 (8 reviews)
    Open • 9:00 am - 5:00 pm

    Services - Beam Financial Group

    Accountants

    Career counseling

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    11 years ago

    Jessica is fantastic. When it comes to QB she knows here stuff and was able to make sense out of our records which were in shambles.

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    Dimov Tax Specialists - George Dimov, C.P.A.

    Dimov Tax Specialists

    (662 reviews)

    Mission Bay

    I've used Dimov Tax for 5 years (since 2021), and I'd like to say I'm happy with the service I have…read morereceived. The reason I went to them: I needed someone who could handle out-of-state rental property taxes (I'm in California and have a rental property in Indiana). Filing Process: They request documents long before April so that they can work on my tax return before the April rush. I send my tax documents and business statements via their secure portal. They reach out with any questions or anything that looks odd, as well as reminders for potential documents I may have missed. After they have worked on my taxes, the team reviews my filing with me and helps me with planning for the next year. They point out opportunities and areas to improve on, as well as projections for next year and areas I want to be mindful of. Extra: The Dimov Tax team sends out reminders throughout the year for important things to keep in mind such as: dates, tax strategies, changes in local tax law, changes in federal tax law and changes in government policy. Customer Service: The team has always been responsive and available to help whenever I had a small question or needed an extended discussion for particular issues. I can reach out by phone or email and they typically get back to me within a few minutes or hours and at most a few days.

    Dimov Tax has been my CPA for the last 5 years. This year (TY2026), as a paying customer, we've had…read morean all-around ABSOLUTELY TERRIBLE CUSTOMER EXPERIENCE WITH DIMOV TAX and would URGE THAT NO ONE WORK WITH DIMOV TAX. Here's what happened: Dimov Tax mistakenly double counted and estimated the taxes we owed was 2x the correct amount Dimov Tax told us 3 days before April 15th that an extension was being filed, but did not share the amount owed nor the detailed tax filing. This could have resulted in us owing the IRS a significant amount of money, that would be 50x+ what we paid Dimox Upon sending us the incorrect tax filing, no CPA walked through the filing or addressed our concerns Despite chasing Dimov Tax repeatedly, we only received generic email messages from an administrative assistant As paying customers, we had to spend time and money to cross-check Dimov Tax's work across many DIY tax softwares

    Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

    Flex Tax and Consulting Group

    (168 reviews)

    North Beach/Telegraph Hill

    Chris is a very professional tax advisor. This is my first year work with Flex Tax and Chris…read moreprovided a professional, informative service. I will definiately work with them next year.

    This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

    Beam Financial Group - financialadvising - Updated October 2026

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