Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

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.

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 is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

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.

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.

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.

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.