Long story short - We received notice of a special tax break that should have been included in our…read moretax returns the last 3 years. It all seemed to good to be true so, we decided to go to an expert for amending our past returns. Oh boy was that ever the correct decision! After reading the reviews I decided to call Lisa. She was well informed on our special situation and suggested I try to amend them myself as the process was fairly straight forward and we shouldn't to pay a fee for the amended returns. Her final words to me were try it and if you can't do it call me I won't leave you hanging. I made several attempts at trying to decipher the turbo tax instructions I finally called them for support, naturally, no one was available. This was too complicated for an old duffer like me and so I called Lisa back. It was as if I was drowning in a sea of tax lingo and Lisa threw me a life saver. I dropped off my copies of the last three years tax filings at her office. Lisa called back the next week and I picked up everything I needed from her. Detailed instructions, duplicate copies, mailing instructions, and even addressed envelopes for mailing the returns. It was all done so professional and very reassuring to know there was an expert standing behind the returns. Thanks for all the good nights sleep I've had since, Lisa!

I had a great experience with Lisa, who helped my husband and me complete our tax filings and…read moreplanning to keep working with her. She's incredibly responsive and an excellent communicator, which is essential when navigating complex tax rules.

I had, what I thought was a quick tax question, and called and talked to her about my situation…read more Belinda advised I contact my brokerage for the answer I needed. To my pleasant surprise, she later gave me a call back to follow up and gave me some advice. For her to look into it after my call and to follow up as a courtesy shows her level of commitment. Thank you Belinda!

Our 2022 taxes had become incredibly complicated and I didn't feel comfortable trusting my tax…read moresoftware any more. After searching for a local professional and then double checking on Yelp, I reached out to Effective Tax & Accounting Services and had the pleasure of connecting with Belinda Tarlach. From our first phone call, I knew we found the right fit. Each complicated question was smoothed out with a thoughtful conversation and next steps where needed. She has set up a great process for all our work to be done online. I was very comforted by the clear checklists, timelines, and expectations for us and her. We moved this year and the process didn't change. We wholeheartedly recommend her services. She is an excellent partner for this very stressful and unfortunately necessary task. We have trusted her for the last three tax seasons and we will continue to do so as long as she'll have us as clients.

Absolute best CPA in the area. Here's my story:…read more I recently started a business here in the Bay Area and had no idea about how taxes worked for my business. I called pretty much every CPA in the area. Everybody said they needed at least 1 month or more for to get back because it was tax season. Not only did Jing get back to me in 20 minutes, but was very flexible when I missed my appointment on Saturday. She's understanding, wise, knowledgeable, reliable and quick. She answered all of my questions and more. I will be conducting all my business with her in the future and will definitely look forward to talking to her if I have any tax questions.

Very patient person and kind. She came highly recommended to me. She took me on and that will…read morehelp me a lot next year for taxes. She appears quite detailed and direct, both qualities are commendable.

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!

Mary jumped right in and understood the numbers and where I was coming from quickly. She gave me…read moresome good ideas I hadn't thought of and recommended closing some accounts. I plan to use her for my tax return after my good impression at the first meeting. She was willing to educate me on various concepts and showed me details on my statements that I had not fully understood before. She is expensive but I think she reduced my tax burden enough to pay for the consult.

My tax returns have been handled by Annise Brokstein for over 10 years. As my finances became more…read morecomplex during that time, she was there for me with her considerable expertise and knowledge. Her prompt responses to my questions all year long (even during her busiest months) are valued and appreciated. She always responds. I look forward to our annual meetings in her office, where I never fail to learn something new. My highest praise for this woman and her firm.

I met Annise Brokstein in very difficult times when I thought everything was lost. Annise took the…read moretime to listen to me and the issues that I was facing. After my first meeting with Annise, I immediately knew that I not only came to the right office but to the right person. The way in which Annise explains things are easy to understand, you immediately know that she is well prepare and the awards and certificates on her walls speak for themselves. Before coming to Annise, I looked and talk to many CPA's but no one was really concern about my financial needs and in the situation that I was facing at the time, other than another client and many wanted large deposits in advanced. Annise took me in as a new client knowing my financial situation and the risk that she was taking with me and needless to say, I am still her client after 7 years and I look forward to many more years to come. There is no one day that goes by that I am not thankful for what she has done for me and the fact that she is my CPA and financial advisor. For what it is worth; take the time to think what your CPA is doing for you other than planning and preparing your taxes and take the time to spend 20 minutes with Annise Brokstein. The difference is in the financial and emotional results.

This is my first year filing with a profession tax person and I must say I am extremely pleased…read morewith the results. Victoria was very professional and patient with all of my questions and concerns and even made suggestions on how I can maximize my return for everyone in my household so that we can all receive the best returns possible. I would completely recommend Victoria to anyone looking for someone new to file their taxes. Will be returning next year!

Victoria has been so helpful and is so knowledgeable. She's great with tax planning in walking me…read morethrough the steps needed to get tax savings. She provided a summary report of what I can do to save on taxes and explained it clearly. I definitely recommend her and her work.

If you're looking for a reliable, trustworthy, honest CPA who always gets the job done and knows…read moreher stuff, look no further. We were looking for someone to do bookkeeping and payroll for our business and Miu is absolutely fantastic. Some places charge more and aren't nearly as responsive or efficient as Cloud n' Books. Getting taxes done is also a breeze with her. She explains things very thoroughly and we've gained great insight on all things tax related. If you're in the market for a new CPA, I highly recommend you book a consultation with Miu. You won't be disappointed.

Miu was very professional and responsive, hired Cloud n' Books to do my personal taxes, reasonable…read morerate. Would recommend.

As I have never had to deal with "contract work" before I can't begin to describe the frustration…read moreof navigating the sea of tax rules, stipulations and such. I emailed (5) five various tax "pros", within a 4 week waiting period ( taxes are still poppin off I know ) I had one response back to me. Seemed legit but his disclaimers were pages long and scared the sh^# out of me. Saw Ala book keeping, company looked legit, local, figured it was worth a shot. She is absolutely fantastic! Contacted me within hours after I submitted a request, professional, tried her best to explain in excruciating detail the matrix of calculating the different taxes and has the patience of an angel as I had to slowly take all this valuable information in. I am appreciative of her kindness, and patience and hope this review helps others know she is an EXCELLENT source if you are like me and needed someone not condescending, or impatient that knows her job very well!

we have been using ALA Bookkeeping for the past couple years. Linda and her staff have been great!…read more they are quick to respond to questions and Linda is very good at what she does. I would definitely recommend their services! - Erik