Bobby and his team are outstanding - there's no one else in the Bay Area I'd recommend. Within…read moreminutes of talking to Bobby, it's clear that he is an expert in his field and then some. He's constantly up to date on the latest and greatest trends in the financial world, has a keen awareness of the market, and provides sound and educated advice for clients in a variety of financial situations. My husband and I got the white glove treatment from Bobby, who comes extremely prepared and organized. He's professional and prompt, while still being able to form personal connections with his customers. When we were in a jam and needed help with estimated payments, Bobby took us on, had our situation planned out in one 30-minute meeting, and managed to get us a refund beyond our expectations. If doing your taxes is as scary as a horror movie and you're looking for an expert to give you a quick and painless experience, you have to go to Bobby!

I've been working with Bobby and Cheri since 2017 - they are wonderful. They have saved me quite a…read morebit of money and helped navigate some tricky once-in-a-lifetime (for me) situations. My first experience was Bobby calling me back (response time 1 day) in late Dec 2017 to give advice on some RSU sales. On that call, he saved me many times his fee in CA tax with a "hey, one more thing" - advice about Trump's SALT credit cancellation. That's been the theme: when you call Bobby and Cheri, they save you money. Bobby has consistently given great advice, and handled my taxes since I outgrew Turbotax. I am the typical tech worker: income, stock options / RSU, some investments and retirement accounts... they are definitely good at that - and probably other stuff as well. I can't recommend them enough.

Trung thực và tin cậy; đồng thời cũng rất chuyên nghiệp và kiến thức rộng. Tiến cử anh ấy để chọn…read morelàm CPA

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

We enjoyed working with Martin for our small business taxes. He was very professional, thorough,…read moreand fast while taking the time to speak to us so that we felt secure, and knowledgeable about making our tax decisions. We have already referred him out. So lucky to find a CPA this responsible and reliable. Thank you Martin

I used Martin to help complete a very complex tax return this year. He was fantastic to work with…read moreand I am confident that this years return is spot on. After the initial conversation with Martin we filled out a questionnaire and then uploaded the relevant documentation he would need. After the upload, even though it was close to the filing date Martin returned our completed form quickly. We worked through a few areas and I was glad to get our tax posted ahead of schedule. As long as he has capacity I will be filing with Martin again next year.

Robert is great to work with! After having some trouble the last few years with other accountants…read moreit was refreshing to find someone that was so helpful and easy to work with. His response time and communication is great, definitely will be using him again.

It was a pleasure working with Robert on our taxes. We had him do estimates for 2019 & 2020 as well…read moreas other tax related issues. Robert was very responsive, well organized and a true professional. I would highly recommend him for all your tax needs.

Zack's wonderful. He's been doing my taxes for a few years, and has been nothing but helpful,…read moreresponsive and knowledgeable. It's tough to find someone this good - you can't go wrong with him.

Highly recommend ! My usual tax person abruptly moved out of state . I got lucky to find Frederick…read moreTax Service. Very good customer service. Good communication. I can only say good things about this company and will be going back next year . So glad I found you ! Thanh you

I was behind on my taxes and in a predicament with liens breathing down my neck and was very happy…read moreto find Surf City Tax Services. Cole made everything feel simple and not so overwhelming. I will definitely be recommending Cole and Surf City in the future.

I started a new job recently and wanted to discuss how this would affect my taxes at the end of the…read moreyear. Cole responded quickly and set up a time to chat. I admitted my lack of knowledge in taxes made me nervous, but Cole assured me that him and his team would meet me at whatever level of experience I had. I left the conversation relieved and would absolutely recommend.

Eric has handled our taxes for the last 10 years and always does a thorough, professional job. I…read morehave no hesitation recommending him for tax preparation purposes and related accounting needs.

I first met Eric Childs through his wife, Sharon. I was looking for a good CPA, liked Sharon, and…read moredecided to give Eric Childs a chance. He turned out to be dependable, honest, intelligent and very logical about all that he does. We use him to do our yearly tax returns and when we have questions during the year. He communicates well and is reliable. I have used him for probably 20 years now and I haven't been disappointed once. Everyone I have referred to him has been happy with his work. and ended up using Eric Childs as their CPA. He can handle that I work a full-time job, that I have a side business and that we own a rental too. He's great!

These folks were responsive and use this really good online software https://basecamp.com/…read moreThis enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly.

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor.

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!

As someone who uses Yelp a lot, I don't hand out 5-star reviews lightly, but Christine Teh…read moreabsolutely earned this one. I reached out because I'm working hard, but still not seeing enough in my paycheck to get ahead. Christine immediately spotted things I completely overlooked, including helping me adjust my dependents correctly, which honestly made a noticeable difference in my overall paycheck. That alone took a huge amount of stress off my shoulders. What I appreciated most was how professional and down-to-earth she was throughout the whole process. No pressure, no talking down to me, no "finance influencer" gimmicks. She explained everything clearly and gave practical advice that actually applies to real life. She also helped me focus on budgeting in a way that finally clicked for me. Not restrictive. Not unrealistic. Just smart habits and structure that made me feel more in control of my finances, rather than constantly reacting to bills and expenses. You can tell Christine genuinely cares about helping people improve their situation, not just selling a service. She's knowledgeable, patient, professional, and easy to talk to, which makes a huge difference when discussing personal finances. If you're trying to improve your finances, better organize your budget, or simply understand where your money is really going, I highly recommend hiring Christine Teh. Definitely a well-earned 5 stars from me.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.