I have had the pleasure of working with Janette on a mutual client for almost five years now,…read moreJanette has been great to work with, extremely professional and thorough.

As primary beneficiary of my elderly husband's trust, I would expect to be included in the process…read moreof any amendments or changes. Unfortunately, I was not. Here is my story: My husband scheduled a meeting with Janette Brooks and we waited for her but she didn't show. He scheduled another appointment and she showed up late. I found her demeanor and presentation less than professional. Approximately a year or so later, without my being present, Janette met with my husband and she was added as co-trustee of his trust without my knowledge. Some time later, my husband listed a house for sale with my Realtor daughter. In communications with Janette, my daughter found her to be rude and unprofessional. Janette abruptly informed my daughter that the house could not be sold without Janette's signature on the listing agreement. My daughter had already checked all public records regarding the property and there was no evidence of Janette Brooks being a co-trustee, because an Affidavit of Change of Trustee had not been filed.

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!

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.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

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.

Had a last minute business meeting with colleagues who are members at this co-working space which…read moreis exceptional - a variety of meeting spaces, amenities, and membership options.

The Daily Desk is a nice place to work. I had appointments in Fairfield so I rented an office for…read morehalf the day. Their facility is professional, clean and welcoming. I am so happy that I found this place to boom. This is my go to in Fairfield. I will definitely be back. I chose a small office but they placed me in the conference room. I had trouble with the remote tv monitor. The staff were helpful and friendly. The admin at the front tried to help. She got my computer working with the remote tv but it kept disconnecting and lagged. I gave up and used the portable monitor that I brought with me. They provide snacks, which is fantastic for clients. I commuted over an hour, so the drinks and snacks came in handy. The remote tv monitor may have been user error. I will still go back and use the Daily Desk to meet clients in the area.

Bobbie Larson is very knowledgeable and has a great way of getting to the heart of the matter. I…read morehired her to help me with my business as a business coach and she was able to help me figure out the perfect path forward. I don't have much experience with building websites or SEOs rankings. Bobbie showed her aptitude right away and was able to fix where my website was not showing up. Bobbie is very trustworthy, and you shows her commitment to your success. I cannot recommend her enough.

You know when the perfect opportunity comes up for expansive self growth and self awareness?…read moreBobbie's program was this for me, it was exactly what I needed. It's been months since my last session with her and I still think about our sessions and reflect back on them. Bobbie was able to intuitively tap into what I needed in that moment. We had some incredibly deep moments that left both of us in total shock and awe. The resources she brought in to support my journey were profound and supportive to the process. I highly recommend journaling the process and giving this program a try. You will be so glad you did.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

Seven years into my career in tech, I came to Brandy feeling stuck, unfulfilled, and genuinely lost…read moreabout what kind of move to make next. I had passions and ideas but no framework for sorting through them. That's exactly where Brandy excels. She brought structured thinking and concrete frameworks to our sessions that helped me cut through the noise and actually make decisions. Beyond being an incredibly capable and intelligent individual, Brandy is kind, funny, and understanding. The progress I've made has been remarkable. I'm now actively prototyping different career paths at once: pursuing a Master's in Art Therapy, working at a high school in San Francisco, and doing strategy & operations consulting for Planned Parenthood affiliates. I was hesitant to invest in coaching, but I no longer have any reservations about that decision. If you're feeling confused, stuck, or unsure of where you want to go, I can't recommend Brandy highly enough.

I've been entrenched in a years-long rut and reached out to Brandy to help me get unstuck. Just ten…read moreweeks after my first session with her, I've already made huge strides toward a life that is more intentional and in alignment with my values. I'm all around feeling more ease and infinitely less stress and anxiety, even knowing that there are still some difficult decisions ahead. Brandy has given me practical and actionable advice with equal parts encouragement and nudging me toward what I want for myself. I look forward to our sessions - they tend to lead me down a path that I wasn't expecting, in the best way possible. She's empowering, smart, intuitive, and organized. I highly recommend Brandy if you want to move toward a more intentional life that reflects what you want for yourself and need a coach and cheerleader encouraging you along the way.

Our firm has worked with Melissa for two years now. She initially rescued us from several years of…read moreawful service from a financial company handling our books, payroll and tax returns. We were receiving letters from the FTB and IRS regarding mishandled returns. Melissa patiently and methodically helped us address the state and fed and carefully refiled about 3-years worth of returns on our behalf. At the speed of government it's taken almost the time we've been together to clean up our tax records. In the meantime we've filed 2 returns with her. We're amazed by the tax advice and the research she has done on our behalf to get us the best possible outcomes and to plan ahead instead of after the fact. Melissa is a straight shooter, tells us like it, both good and bad, and advocates for us. She has prepared both our corporation and personal taxes and neither is easy. If you want shortcuts, she is not your person, but if you are looking for solid tax advice, forward thinking planning and solid tax returns, we highly recommend Melissa for your business and/or personal needs. Paul Kelley Paul Kelley Architect, Inc.

We've worked with Melissa Petrie for nearly ten years, and I honestly can't imagine trusting anyone…read moreelse with our taxes. She is not only incredibly knowledgeable and detail-oriented, but she genuinely cares about her clients. Over the years she's helped me navigate everything from routine tax filings to complex business and personal financial decisions -- always explaining things clearly and making sure I understand the "why" behind the tax law and her recommendations. I never feel rushed or embarrassed to ask questions, and I always come away feeling more informed and confident in our decisions. She helped us successfully navigate a difficult long-term tax issue with the IRS -- and thanks to her thoroughness and persistence, we didn't have to pay for a mistake that wasn't ours. She consistently brings us new tax information as it becomes available and explains how it could affect us -- both as a business and personally -- along with smart ways to take advantage of benefits or minimize any negative impact. She helps us plan ahead in ways that have saved us stress and money! Her fees are more than reasonable given the quality, care, and peace of mind she provides. Having been through several CPA's before finding Melissa, I can tell you that it's rare to find someone who is this skilled and proactive. If you're looking for a CPA who is trustworthy, experienced, and truly invested in your success, I can't recommend Melissa highly enough.