1. Block Advisors

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Millbrae, CA

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Block Advisors

2.0 (9 reviews)
Closed • Closed
Updated a few days ago

Services - Block Advisors

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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2 years ago

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3 years ago

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4 years ago

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4 years ago

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4 years ago

I've used Marvin for many years. Always treated me well and provided professional service. I recommended him to friends and family

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3 years ago

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8 years ago

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9 years ago

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8 years ago

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Tessara Wealth - Kimberly Keesler Herrera, MBA - Financial Planning Resident

Tessara Wealth

(27 reviews)

We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

MC Accountancy CPA

MC Accountancy CPA

(15 reviews)

Professional, responsive and communicative. The office has a good safety protocol and like how…read moreeverything can be done virtually.

I highly recommend MC Accountancy to all small business owners…read more As a customer for over 5 years, we can attest to their friendly and knowledgeable service. My wife is a realtor and her business tax filings and our personal tax filings have always been difficult to sort out in a timely manner. Ming has been a great team to help us sort out tax season without the stress. But where Ming and his team really shine is how they help us manage our accounting needs for the business and our personal investments. Ming and his team have been incredibly helpful in organizing our expenses, managing payroll, and providing valuable tax strategies. Ming is very detail oriented and he's able to catch when we've made oversights. For example, one year, he was able to spot that there were two tax forms accidentally missing in our submission when he compared it to the prior year's submission. Ming continually keeps up with changes in the tax code, advising us on options that are now available that may possibly benefit both our personal filings as well as my wife's real estate business. We also like the app that he uses to allow us to review documents, upload documents, and send us notifications in a secure and centralized way. We can always log in and look at the history of our interaction. Thanks to their expertise, we've been able to maximize tax strategies and optimize our finances both for our personal finances and for my wife's business. MC Accountancy exceeds expectations and is a reliable financial partner for any business.

Block Advisors - taxservices - Updated October 2026

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