Deep experience. Steady hand. One of the last excellent solo practitioners…read more I've referred quite a few clients to Ryan over the last decade... I've had no complaints.

Summary: I worked with Ryan on my 2019 taxes and he was excellent. I would highly recommend him to…read moreothers and plan on working with him again for 2020 and beyond. Context: I've been using TurboTax to do my tax returns for the past ~7 years. As our tax situation has gotten more complicated (e.g. house, kids, investment income, etc.) I've gotten less and less comfortable that I was using TurboTax correctly. Finally I decided to seek out professional help and found Ryan. He was very easy to communicate with and patient with my tax questions. And after reviewing my situation, he found tax savings that far surpassed his rate (which was $1,000 for our taxes, but will vary based on your situation). It may have been the best $1,000 I've ever spent. I will definitely be working with Ryan again.

This review is long overdue as SK accountancy has handled our taxes for businesses and personal for…read moremany years. SK's support and ability to communicate is very much appreciated. The staff is attentive and willing to meet when needed. Great job to Sam and his staff. We will see you next tax season!

Sam helped me with a tax matter related to IRAs that other's said no to when I requested help for…read moretheir services. He explained to me my options as opposed to watching videos on Youtube gave me mixed answers. I highly recommend.

We have been coming here for a few years now. Great service and a friendly environment. Highly…read morerecommended!

Really bad service làm việc không có trách nhiệm, làm sai không chịu sửa , trôn khách hàng gọi…read morekhông bắt PHONE.

Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

I came to Mary for some advice on how to best fund a large charitable contribution I am planning to…read moremake. Mary checked out my recipient to make sure they were legit. She looked over my tax return. She then gave me some very practical advice on how the taxes might or might not flow from my funding sources. She introduced me to the concept of a Qualified Charitable Contribution from my IRA - something I had never known about and which will be extremely useful in my planned charitable giving. Mary more than earned her fee for the consultation.

Quick friendly responses and lots of needed information gives me security now with my taxes and…read morebookkeeping.

E & P Financial Services were understanding when I was missing a piece of paper and freaked out…read more They are ALWAYS crazy helpful with taxes but now that I am starting my own small business they are taking it to the next level. I cannot put a price or value on their services, they gave me wonderful advice. You should use them if you are an individual or a business person. Their professionalism and patience are only topped by their knowledge base. BOTH Google AND chatGPT gave me wrong/bad info. So much for AI currently. Do what I should always do - talk to a REAL professional. Talk to the folks at E & P.

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 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.

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.

We've been having Vivian file our taxes for the past three years including this year. They are…read moreknowledgeable, responsive and helpful and we are very happy with their service and no issues with our taxes each year despite we have complicated issues, but her and her team always provide good guidance and support. We will continue to use them again.

I've been going to Vivian to file my personal taxes two years in a row now and she has been very…read moreprofessional and helpful. I was nervous to do my own taxes after my tax situation got more complicated with a house purchase and filing jointly with my wife but she expertly handled all my questions and saved me much more money than if I did the standard deductions. I don't dread the tax season anymore (as much) and it is thanks to Vivian. I went to two other CPAs for quotes when I first started looking and she charged the cheapest and fairest amount.