Jesica always answered phone calls and clarified any confusions. She also asked me questions to get…read morea clear understanding of our financial situation. She made tax filing easy. She knows her business.

Jesica is extremely knowledgeable, efficient, timely and effective. Tax season is always a…read morestressful time of year for me as a self employed person but she answered all of my questions and helped me through it with ease and confidence. We were on a zoom meeting days after my initial request and done with the entire process in about a week. So grateful to have found her.

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.

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.

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!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

Beth has been my bookkeeper and business manager for eleven years and I don't know what I would do…read morewithout her! Here are some of the many projects she's helped me with: --Bookkeeping and tax prep for my dog walking and bookkeeping business --Transition from contractors to employees for that business (I currently have 25 employees) --Interviewed and and vetted various consultants needed for the business --Found and applied for loans/grants during early Covid, including two PPP loans that were forgiven --Evaluated payroll software programs and managed switch to PayChex --Helped me establish HR policies and procedures for our staff that are legal and progressive --Helped me get paperwork together to do several real estate transactions. Beth is great. She gets my highest recommendation if you need help with a small business or non-profit.

Beth is fantastic! I'm just starting my business, and I was getting overwhelmed with quickbooks…read more She taught me how to use it properly, set up and understand my profits/losses, categorize each expense, and create a balance sheet. And it only took two meetings. My business isn't big enough to hire a book keeper, but she set me up to be able to continue on my own. After each meeting, my stress melted away. I highly recommend her!

He was creepy, disrespectful and spoke negatively to me about my lacking qualities for no reason…read more(rude psychology freak), and cheated me out of my money. He overcharged and asks inappropriate questions not related to the tax service. Do not trust him. Find a different tax preparer that will not cheat you out of your money. I am not stupid....I paid because I am an innocent person, HIS horrible character and service says a lot about HIM as a person. Please do not use his service.

I had an excellent experience with my tax preparer. He was patient, knowledgeable, and made the…read moreentire process easy to understand. He answered all my questions clearly, double checked everything, and made sure I felt confident about my return. His professionalism and attention to detail really stood out. I highly recommend his services to anyone looking for reliable and stress-free tax preparation.

Mary saved me! Who enjoys going to see their accountant? I do!! Mary is so personable, a quality…read moreyou don't often find in an accountant, but for me, helped me relax and be able to identify where I was getting hung up on financial matters in my business. She's helped me through 2 tax seasons now, and her quarterly updates, very intuitive charts and spreadsheets show me exactly where my money is coming and going, and how I can improve things. I'm so glad I found her!

From the owner: Bookkeeping and Accounting services, focused on small businesses and not-for-profits in Berkeley,…read moreOakland, San Francisco and Marin. Basic or full scope, your business receives the highest level of professional attention. Most work is offsite or in the cloud, with in-person consultation as needed. Our goal is to meet your specific needs efficiently and as seamlessly as possible. Behind in your bookkeeping? We will clean up, catch up, and keep you current. QuickBooks, Xero, and others. New or growing business? At your service. We'll take on essential accounting tasks and reporting, freeing you to focus on your core business. Scope of services: Full Charge Bookkeeping, A/P, Invoicing and A/R, Bank Account and Credit Card Reconciliation, General Ledger maintenance, Financial Statements, Cash Flow Analysis, Sales Tax Returns, 1099's, Monthly, Quarterly and Year-End Review. Note: We do not prepare tax returns, but can work with your CPA or EA or, if needed, we will help match yo

With the perfect combination of no-nonsense business and deep personal care, Neville and his team…read moretake care of all your HR needs. HIGHLY recommend!

Neville help was absolutely invaluable when I was dealing with a number of HR situations, I really…read morecant recommend his services enough

I have been working with Elisabeth Valin of Inside Out Accounting for more than 4 years. Her work,…read morekeeping my books accurate and up to date, is just exceptional. Her work is always timely and she or Brion are available in a pinch to answer questions that may come up. I highly recommend this firm.

Inside Out Accounting LLC serves the needs of a small business with large aspirations…read more Inside Out understands the complexities of running a business - large or small - and provides ready solutions for all accounting issues. I have served as an administrator in the business world for over 30 years, coordinating bookkeeping and other functions for a variety of proprietors. Inside Out has out-performed all other accounting/bookkeeping consultants I've worked with. Generosity of spirit plus hard-headed and efficient problem solving are this firm's hallmarks. Reasonable fees and ease of communication are also integral to Inside Out's user-friendly approach.