Keith has been my accountant for six years, he does a great job…read more Keith considers all deductions and avenues to provide the best return. He completes the tax forms quickly and efficiently.

WARNING - Do not trust Keith to do your taxes! He failed to file our taxes on time, resulting in a…read morefine from the IRS. He then failed to accept any responsibility for failing to do the job we paid him to do and failed to assist us in fixing his mistake. Instead, he screamed at me, threatened to hang up on me, and said he is closing his business and leaving California (probably in an effort to not get sued). If he is retiring, what a sad, disgraceful legacy to leave behind. He took our payment and failed to complete the job. I will be reporting him anywhere I can to keep other from getting taken advantage of by this person. This behavior is childish, unprofessional, dishonest and gross.

Poor communication. Make sure you receive an estimate for services to be provided prior to a…read morecommitment with them. You may be shocked if you do not.

From the owner: Accounting, Tax Preparation, Financial Services, Retirement Planningread more

I've Seen Mr. Word several years ago for financial advice, all went well so, I recently called AND…read moreemailed Mr. Word's office, (for retirement advice) and like other reviewers... received NO response at all! Even got ahold of the receptionist and asked for a return call and you got it... Nothing. The Small guys losses again, too small for an hour's $205 consultation fee, I assume. But not to return several inquiries??!!

I'm so grateful I found Amy! Me a numbers just don't seem to gel and I've never been a great book…read morekeeper so when I decided to find one I just knew from her Yelp reviews that I was going to love her and I was right. It is such a gift to have her taking care of my books and taxes. The stress of running a business is enough as it is and to have to wear the hat of a bookkeeper on top of everything else was just too much. She has helped this stress manager manage my own stress in a better way and anybody who's looking for some stress relief, she's your gal! Not only is she an expert in her field, she is highly professional and just a delight to work with. Such a fun, sweet, genuine, caring person. I trust her with my entire business because she is truly trustworthy. I can't say enough about Amy.

Amy is awesome! We have a construction company and a community-based non-profit and she keeps all…read moreof our books straightened out! She knows all the new technology and apps that go with QuickBooks so everything is as easy as can be! She's very reasonably priced and an absolute pleasure to work with. Amy and her team are thorough, professional, and and caring with their clients. We are extremely happy to know Slater and Associates are looking out for us!

If you want someone that's organized, concise, and intelligent doing your taxes, look no further!…read more I reached out to Luz over Yelp. Within a day she set me up on her business portal, prepared a service contract, and a tax prep worksheet so I could organize my documents and share info about my finances. When I got my tax return back, a week later, there were some cover pages with her professional recommendations to make the most of my financial situation for next year and beyond. I'm actually looking forward to tax season next year because of her professionalism and organized workflow. Thanks, Luz!

Luz is wonderful and nice to work with. She put me at ease immediately and found all kinds of…read moredeductions I would have missed.

I've been going to Roy for 3 years now. He helped me with back tax returns and current. He's fast,…read morereliable and organized. I love how personable he is also. His office is in a quiet neighborhood and he's always so helpful! Thanks for the years of hard work and the future years. He's also has GREAT prices.

I recommend Rod to do your taxes or any kind of bookkeeping moving from Southern California where…read moreI've been most of my life it was a little challenging trying to find someone to do my taxes Rod was one of the first ones to call me back Rod is very knowledgeable his customer service is out of this world thank you again Rod and definitely will see you next year