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.

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!

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.

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 need more stars to express how amazing Linda is. I had worked previously with another coach to…read morehelp my business deal with some personality clashes between critical staff members that I was hoping would be part of my succession plan as I move toward the next phase of my life and my business. The previous coach didn't feel these two individuals would ever be able to work together as a contributing part of our "team" and bring my business forward in the future. Within two meetings with each of the individuals, Linda had worked magic! They were working together and demonstrating mutual respect and helpfulness. Linda is also helping me work through what I need after building a business for 40+ years and thinking about what's next. She is truly, truly gifted!

If I had my way, I would gift Linda Walker's services to everyone considering making the leap from…read morecorporate life to self-employment. Linda's knowledge is extensive, her ability to quickly brainstorm and problem solve is so rare in part, I believe, because she is one of the most attentive listeners I have ever met. In our first year together, Linda has coached me through the basics of shifting in mind and practice from being an employee to a sole proprietor. I can't minimize the importance of having a knowledgeable person, someone I deeply respect, trust (and just plain like) to guide me along the process of creating systems and practices to improve how I work. Linda is that rare blend of knowledgeable, professional, and tough. What I especially appreciate about Linda is how she leads by example. She comes to our meetings prepared, printed agenda in hand, having reflected on our last session and even email exchanges in between sessions, and is always ready to jump right in. I don't make public recommendations lightly and yet this is one I offer happily and without a single hesitation after working with Linda for over a year.

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.

Hiring Joel at SEOzone was the best decision I've ever made for my website and my business. He's…read moreexceptionally knowledgeable, supportive, and kind, with outstanding communication skills. Joel truly went far above and beyond for me -- he didn't just expertly handle all of my site's SEO, but with his superb writing ability, he also helped me beautifully revise and improve my entire website content. He's absolutely meticulous, thorough, and precise. You can tell that he really cares about you and the quality of your results, and that his SEO talents are brilliant. Remarkably, less than two months into his SEO work on my site, its rankings had skyrocketed from being "nowhere to be found" to being the top 3 organic listings on Google page one, and calls started pouring in! Thank you, Joel. I'm so very grateful for your dedication and expertise!

Joel at SEOzone did a fantastic job with our website content, SEO, Google ads, Google business…read moreprofile and online presence for our business. Joel is an excellent communicator and partner. He quickly assessed what needed to be done to promote our business online presence and implemented his strategy efficiently and effectively. The results speak for themselves - Joel made us #1 in Google search results for our target keywords and increased traffic on our website by an order of magnitude. I'll be calling Joel next time I want to quickly ramp up sales and anytime I'm starting a new business. Thanks so much Joel!

Beth has been my bookkeeper and business manager for eleven years and I don't know what I would do…read morewithout her! Here are some of the many projects she's helped me with: --Bookkeeping and tax prep for my dog walking and bookkeeping business --Transition from contractors to employees for that business (I currently have 25 employees) --Interviewed and and vetted various consultants needed for the business --Found and applied for loans/grants during early Covid, including two PPP loans that were forgiven --Evaluated payroll software programs and managed switch to PayChex --Helped me establish HR policies and procedures for our staff that are legal and progressive --Helped me get paperwork together to do several real estate transactions. Beth is great. She gets my highest recommendation if you need help with a small business or non-profit.

Beth is fantastic! I'm just starting my business, and I was getting overwhelmed with quickbooks…read more She taught me how to use it properly, set up and understand my profits/losses, categorize each expense, and create a balance sheet. And it only took two meetings. My business isn't big enough to hire a book keeper, but she set me up to be able to continue on my own. After each meeting, my stress melted away. I highly recommend her!

Tameka has been so helpful to me throughout the years. I found her business when I was in a mess…read morewith several years un-filed. Talking with her put all my worries at ease. She gave me clear steps to follow, to get my taxes organized. I now file all my taxes online and over a phone with Tameka, which is super simple. She is very thorough, with her questions, to make sure I am not missing any expenses for my art business. Highly recommend!

Small Businesses BEWARE. Tameka has terrible communication…read moreand will not respond to emails for weeks on end. She will ignore your emails and then act like unbothered when she finally responds. . Our small business now owes 20k in taxes because she failed to do an adequate job at listing our expenses. Til this day she has not responded to my various emails and has not confirmed filing our taxes from MONTHS ago which will cost us in late fees and interest. Please consider someone else with your taxes.