Paula did my tax return in 2023 and gave me advice on contributing to an IRA that proved to be…read moreincorrect, forcing me into hours of work and headaches to reverse and document. She charged me over $2000 and did no better than TurboTax. And to make matters worse, she never took responsibility for her work. I wasn't able to give her a review before because she disappeared online. Now she's apparently back. Oh and she was working from Hawaii at the time, although advertising as if living in Sausalito.

AVOID This INCOMPETENT CROOK. Paula refused to respond to me until after I posted my initial Yelp…read morereview with screenshots proving her wrongdoing & filed a complaint with the California Board of Accountancy. I would've preferred to resolve this privately, but some behavior is so egregious that it cannot be ignored. On October 14th, she tried extorting an additional $250 from me ahead of the October 16th CA tax deadline on top of the $3,247 I had already paid her for a rejected return that had to be corrected and re-filed hours before the deadline due to her mistakes (screenshot below). Paula refused to respond to my emails & calls, yet somehow found time to respond to my Yelp review when she should've been focused on accurately re-filing my return. She can't even refute my post because the truth speaks for itself. Instead, she resorts to gaslighting & falsely claiming that I gave her inaccurate information. Rather than apologize and make things right, she attempted to publicly blame me for her error which demonstrates her complete lack of accountability. The only thing chaotic and disorganized is her manual client intake system. (See screenshots of her 42 page "tax organizer" that you have to manually fill out unless you purchase an Adobe subscription). She thrives in chaos because it enables her to charge additional fees for exchanging back and forth emails instead of replacing her inefficient document management system. I sent Paula multiple filing status clarification emails BEFORE the tax deadline (screenshots below). She didn't "donate" any time. It's an insult to anyone's intelligence to claim such nonsense after she received $3,247 for a rejected individual tax return. To add insult to injury, she brazenly demanded another $250 to correct HER mistake. When I refused to be extorted, she backed down and made the correction she should've made all along (an admission of guilt, although someone like this never explicitly admits when they are wrong (screenshots below). The updated return was half the length of the original, and since she refused to explain the discrepancy & has forbidden me to call for clarification, I hope the new return is accurate (screenshot below of me requesting clarification & her non-response). It never should have come to this, but bullies and con artists like Paula should never be acquiesced to. Beware of this wolf in sheep's clothing who seems pleasant and polite on the surface. Charm is deceitful. When people show you who they are, believe them.

Zero response to multiple phone calls and emails. I don't think this business actually exists.read more

Lee is phenomenal. He has taken so much of the worry out of our tax preparation each year and…read morealways goes above and beyond to help us have the best tax filing experience each year. Our taxes are a bit complicated including personal and business and I fully trust him to handle both with excellence! Thank you for being great at what you do Lee!

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

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.

If you want someone smart, personable, conscientious, look to Melanie Shaw! She is all…read moreof those things and more.

I had been doing our taxes on my own for the past several years and always ended up paying assessed…read moretaxes. I scheduled an appointment with Melanie to review my prior year taxes as well as prepare our taxes for this year. After reviewing my taxes, Melanie was able to pinpoint what was causing us to owe taxes every year, saving us a large chunk for next year! On top of that, Melanie refused to charge me for the consultation, and further advised me that it's not worth the money she would charge me to prepare our taxes this time. Amazing! Melanie charges the same as H&R Block, but has a passion for the complex and ever-changing tax rules as well as a CPA background, which you may not usually find at an H&R Block (I was an H&R customer for a few years). Melanie also explains the complexities of tax rules clearly and patiently. If our tax situation ever becomes more complex, I would use Melanie and no one else! Thanks again Melanie!

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

I have worked with David Bennett for 30 years! I highly recommend himread more

From the owner: Specializing in: - Accountants-Certified Public…read more- Financial Services - Taxes-Consultants & Representatives - Accounting Services - Tax Return Preparation

I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

No one likes to do their taxes. Especially if you owe money. I reached out to Mauricio Midence tax…read morepreparation services to review my completed return. I had a great experience working with Geovanna and found her to be knowledgeable, clear and kind. I felt like we had achieved the best possible outcome and I will work with them again for future tax needs.

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.