I did not like the service I (did not) receive at this business. Newly retired, I needed help…read moreunderstanding the changes that would have to take place on my taxes. I was told the first year I picked up my completed taxes there, if nothing changed I could expect to pay the same amount in taxes for the next year. It was a manageable amount. "If nothing changed" was not explained. As a result, this year I had to pay $7000 in taxes. Nothing was explained to me. What may be obvious to them was not obvious to me. I went to a CPA for that reason. In the end, this year, I went to the office, had a brief talk with Roberts, learned nothing, paid my bill in full before I left - nearly $600, basically, for entering last year's information into their computer. There is nothing complicated about my taxes. I had not received the answers to my questions or information I needed. Roberts was not helpful. Two days later, I received another bill for $50. I was surprised, and I was insulted. I had paid my bill before I left his office that day. No one mentioned that a brief discussion with Roberts would cost another $50. And, when I got home, after trying several times to pay my taxes online, I figured out why I was having trouble, my address was wrong. The prior year they had entered the wrong zip code on my taxes. As far as I'm concerned, I ended up paying, paying, paying. I really do hate wasting my hard earned money. Sincerely, Obviously unhappy customer.

Michael Ocensak is fairly new to Roberts & Company, and they are lucky to have him on staff…read more Michael is always responsive, explains scenarios, responds to my questions, and always gets my returns completed in an expeditious fashion. I believe that great companies are made up by great people, and Michael is definitely contributing positively for the reputation of Roberts & Company as a trusted advisor when it comes to accountancy and taxes.

Kevin is the very best! After years of going to H&R Block and other local CPAs with more than just…read morea W2 (owned my own businesses, worked as a freelancer, etc.) I went to Kevin in hopes that he could help demystify my tax situation. He did that in more. For the past 5 years or so, filing taxes have been seamless regardless of the complexities on my side. Kevin has found a great balance between implementing systems that speed up the process (like their document management platform) and giving a personal touch to helping you fully understand your tax situation. This year, I came to Kevin with a corporate return for a C-Corp that I started, and he handled it with more speed and care than a prestigious SF based firm I used in previous years. His prices were far more reasonable as well!

We have been working with Kevin for many, many years. I highly recommend Kevin. I like his…read moreknowledge, work ethic and professionalism. I agree with the other reviewers who mention that he is friendly and easy to work with and his preparation is prompt. I have recommended some friends to Kevin and they are very pleased with his professionalism as well. He is the best tax accountant that I have ever worked with throughout the years. His office staff are very helpful and courteous.

A coworker referred us to Vincent and he was kind enough to fit us into his workload despite not…read moretaking new clients currently. It was our first time going somewhere besides a major chain so we were unsure about the process. It was extremely simple to upload our documents to the online tax portal. From reaching out for a quote to filing our taxes, it was only 3 days! We were so impressed with his efficiency and so happy to find a new go-to person for our taxes. We definitely plan to return to Vincent again next year.

Vincent Ha has been handling our tax needs for a while now, and he's outstanding. He's quick to…read morerespond whenever I have questions or need updates, always gets back promptly, and does excellent work--thorough, accurate, and tailored to our situation. No surprises, just reliable service that saves us time and stress during tax season. If you're looking for a responsive and skilled CPA in the area, Vincent is the one to go with!

I came in this year a little bit late this and David completed my tax returns just in time. I had…read morean appointment and he didn't leave me waiting; this is important to me. I highly recommend David's services.

From the owner: Certified Public Accountant Tax Preparationread more

I have used Greg for a number of years. I find that he is not only very ethical, but he goes above…read moreand beyond to provide the very best service. Elizabeth Saint Ives

From the owner: Individual and Business Income Tax Planning. Financial…read morePlanning and Investment Advisory service for individuals and small businesses.

We are a small business, and over the years we've had several different people manage our books,…read moreeach with their own approach. This left things a bit tangled, but Nabi and Tracie at California Tax Boutique have done an outstanding job straightening everything out. They are extremely knowledgeable, detailed, and committed to keeping our books in order. Beyond their expertise, they keep us well-informed, communicate clearly, and are genuinely kind people to work with. Their professionalism and dedication have been a huge blessing to our business. We truly appreciate them and highly recommend California Tax Boutique.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

I have consulted with Carothers and Associates for my taxes and accounting questions for many…read moreyears. I have consistently received knowledgeable, helpful and insightful advice. Charlie Carothers and the staff are always kind, patience and knowledgeable. Highly recommend them.

Carothers & Associates, Charles B. IF you are looking for a…read morehighly competent tax accountant with integrity, honesty, detail oriented, a great listener and knowledgeable of the tax code, Charles B. is the tax accountant for you. We really enjoyed meeting with Charles.

Best accountant ever end of story enough said! Patient and so helpful! Terrie and her staff second…read moreto none! Thank you

Since we relocated to the foothills, we were looking for someone locally to complete our taxes. We…read morefound Lauren & her staff to be efficient, knowledgeable & prompt at completing our taxes. I highly recommend SAS

She is the best, smart but kind hearted and always is pleasant and cheery that rubs off on you…read more She is a great tax preparer as well.

From the start, Kathy was very attentive, informative and responsive. She communicated quickly via…read moreemail and texts. She was so accommodating and willing to make an in person appt at her home office to discuss things with us. She was able to file back taxes and current taxes for us in a flash! Her pricing is very affordable as well. Thanks to her, we are going to be receiving a surprisingly large return, especially since we planned to pay taxes instead. Ty Kathy for your help. Highly recommend!!

I'm so pleased with how easy Kathryn made doing taxes this year. I sent everything she needed via…read moreemail attachment and she messaged me if she had any questions. She's very knowledgeable and thorough and reasonably priced.