1. E&P Financial Solutions

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Oakland, CA

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E&P Financial Solutions

4.8 (106 reviews)
Closed • 9:30 am - 6:00 pm

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Services - E&P Financial Solutions

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Recommended Reviews - E&P Financial Solutions

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4 years ago

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7 months ago

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

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2 years ago

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8 years ago

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6 years ago

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4 years ago

I highly recommend. Very professional, honest and thorough. Will be using again next year.

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3 years ago

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5 years ago

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4 years ago

Very professional and knowledgeable. They have been helping with my taxes for more than 5 years now. Highly recommended.

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7 years ago

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6 years ago

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4 years ago

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4 years ago

I've been going to Vinnie for years. He's really good. Always get something back on my taxes. Highly recommend him.

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6 years ago

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7 years ago

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7 years ago

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Review Highlights - E&P Financial Solutions

“I had a wonderful experience working with Vinnie and Paul at E&P tax group for filing our income tax return.”

Mentioned in 51 reviews

Read more highlights

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I have a spouse who has an LLC partnership. I have been together with said spouse for a decade…read more This review is my story. Each spring, said spouse would begin to carry the world weariness of someone who is paying an accountant, but then secretly having to fact-check the accountant so much that he winds up doing his own taxes. To be fair, these are not easy taxes - LLC, multiple states, multiple employees, etc. - but still. Disappointment was frequent: try as they might, accountants simply couldn't get it right. I grew concerned. Surely - SURELY - there was someone out there who might be the right fit? We had outgrown folks who do this part-time, but weren't big enough for some of the fancy agencies. A search led me to Cathy Root. A quick call with her immediately got my spouse on board. And then... peace! Blissful, competent, brilliant PEACE! Spring 2021 found hope creeping back into our lives so many ways: vaccinations, of course... but also, for the first time ever, an amazing experience working with an incredibly talented, dazzlingly skilled professional. Friends, our taxes are DONE. It's early March. And not only are they done; Cathy has been outstanding every step of the way. We, too, have clients; Cathy treated us the way we hope we treat others - and that's the highest aspirational compliment I can give. I daresay, we will actually look forward to doing taxes next year.

Cathy Root is a highly skilled, experienced and responsive Oakland-based CPA and tax advisor…read more Definitely 5 Stars.

Jerry Sung CPA & Associates - Reception area

Jerry Sung CPA & Associates

(70 reviews)

I did one of the worst things you could ever do with your taxes, I Hesitated and waited six years…read morebefore I filed them. You're probably wondering why would I do such a stupid thing, well I have no excuse other than a host of problems that Plague me everything from losing my job going through a divorce losing half of everything I owned and then a little more. Moving to another city and losing my mother. After all of this I became very depressed for a while. I know I had to make some changes Starting with my taxes but I was way in Over my head, Not capable of doing them on my own especially after letting so many years go bye I was afraid if I did them I would miss a lot of things that would probably have given me a break on my taxes I was way in over my head in some of the worst tax debt, I happened to search through yelp and found several CPA's in Oakland. The first 2 CPA's I didn't even get out of the car to visit with them because they had no parking and the parking they had was too far away this was a problem for me because I couldn't walk so well after some minor surgery, I then came across Jerry Sung CPA and associates they have parking right in front of their building I gave them a call made an appointment but didn't make it there in time so I had to reschedule I finally got there the next day expecting just anybody there to take care of my taxes I actually met with Jerry Song, he got six years of taxes done In under Three hours he even got my stimulus check payment added to my 2021 taxes (All 3 payments) by the time I left I knew I had gone to the right place next year going to do my taxes super early because I now know where to go so you've heard my story if your problems are smaller he can get your taxes done even quicker I highly recommend Jerry sung CPA and associates and by the way I didn't have enough money to pay six years of taxes all at once so Jerry worked out A payment plan so now that problem in my life has been straightened out the others seems so much smaller so if you're looking for a good CPA think Jerry song Maybe he can take some of the tax weight off your shoulders like he did for me

I am very satisfied with how carefully and kindly my tax return was handled. The staff are also…read morefriendly, which is why I go back every year.

E&P Financial Solutions - taxservices - Updated October 2026

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