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.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

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.

An absolutely profound experience working with Megan. Her treatments are comprehensive and…read moresupportive. Without having to say much, she really understood what I needed and helped navigate spaces that were blind spots and barriers in my growth. Highly recommend working with her!

From the owner: My name is Dr. Megan Sweet. My work is rooted in a simple belief: healing begins when we slow down…read moreand listen to ourselves. I created this space for people who are ready to feel more at ease — in their bodies, in their hearts, and in their work. With a blend of support for both your personal and professional lives, I offer a steady presence to help you navigate change, release what no longer serves you, and reconnect with your inner wisdom. ​ My approach is practical and compassionate. Together, we’ll work intentionally, honoring both your story and your strength.

Ryan and his team have helped my team immensely. From questions about entity formation to security…read morebreaches, they've been able to offer sage advice quickly, and often, have made recommendations that resulted is less work for them than they could have. Knowledgeable, reliable, and trustworthy; I'm grateful to have them in our corner.

Finding a good lawyer is like trying to find a good partner in a relationship. You are starting a…read morenew journey in starting a business, and you want someone who can support you along the way. I took a leap of faith in SPZ Legal because I was looking for someone in the bay area to be closer to my business operation. Hash took his time to answer my pre-incorporation questions, and offers to help the whole process should I choose to proceed. The whole process from SPZ Legal from start to incorporation was seamless. Hash will keep in communication with you from the beginning of the process to the end. He will provide resources and answer any questions that you have in any step of the process. SPZ also charges reasonable fees for your incorporation process. As a new business starting out all costs and benefits are a very important thing to look at. I am for sure going to continue my business relationship with SPZ Legas as my business grows.

I had such a fantastic experience working with Coach Crystal. She helped me grow and become a…read morebusiness woman I am today. She offers practical steps that will help you reach your goals and also hold you accountable. She is very prompt, returns email in a matter of hours. You will always learn something new on every session with her. Crystal is an amazing person overall and it's been such a pleasure having her in my corner as a business coach. Every business person should have at least a few months worth of business consultation with Crystal. I highly recommend working with Coach Crystal and Run Right Consulting.

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.

My books were resurrected from the dead and neglected. Blythe came, conducted a thorough interview…read moreto really try to understand my small but complicated venture, forced me to supply and organize all kinds of important historical docs, set up a brand new streamlined bookkeeping flow, and most importantly got my quickbooks to a point where I can actually open it and obtain actionable information. She will make you do your homework. But it will be worth it.

Blythe IS THE SMALL BUSINESS MAVEN!!! For those of you who are great at creating business and doing…read moredeals and making things happen, but whose brains do not do well with the minutiae of managing your accounts, receipts, subscriptions and bills (but also don't know who to trust to help you with this), Blythe will come to the rescue. Having previously hired a bookkeeper who gave me tasks to complete then ignored me if I did not do them (and was happy to take a fee anyway), Blythe comes as a refreshing antidote. Blythe will figure out what YOU need to get the job done, and she will support you with patience and without judgment. She will clean up any messes, put systems in place, and look at ways to streamline. She has a special gift for working with small business owners who are in growth mode, and she will help you in the here and now as well as help you plan for the future. She also really CARES, has the highest integrity and wants to see you thrive and succeed! She takes her fiduciary role as seriously as I take mine, and I have tremendous respect for her work ethic and humanity. If she has time in her schedule for you, take advantage it! She will save you time and money, and she will help you get more of your life back.

Ted Chen is knowledgeable, efficient, and helpful in preparing taxes. Have used him for many years…read moreand am very happy with my interactions and experience with Ted.

Ted Chen was my CPA for a few years before we moved out of state in 2019. I am STILL receiving…read morenotices from the IRS regarding forms and returns which were improperly filed for my APS in California. Needless to say, this is causing a continual headache and a lot of work for my current (more scrupuous) CPA. Find another CPA if you live in California and have a professional corportation.

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!