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Folsom & Associate

5.0 (1 review)

Services - Folsom & Associate

Accountants

Bookkeepers

Current year tax preparation and filing

3 More Services

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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Recommended Reviews - Folsom & Associate

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4 months ago

I have used this accountancy firm - and its predecessor L.S. Davis, annualy for decades, and have been extremely well satisfied.

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Axis Bookkeeping Services

Axis Bookkeeping Services

(3 reviews)

Glad to see this guy has put a sign up and is open for the rest of you to hire him. He's going to…read moresave you a TON of headaches and the good stuff $$$$ MOOLA I was lucky to find Keith, many years ago. I run my own business and he set me up to create and distribute invoices, collections, and everything that it takes to get my billing done. I mean it was a revelation for me to get everything in order and know where it's all going - and More Importantly - where it's coming in from!! Right. They did my taxes and saved me a bunch of money - and listen, I have an undergrad in accounting with a concentration in taxes (4.0 in this area) but I gotta admit - it is / it was and always will be CONFUSING! (Confucius say use Axis to save yourself aches and pains). Okay, maybe too corny. A HUGE Blessing to have these guys really take the time - be extremely patient (I wouldn't be that patient) and take me through the steps of doing my own day to day accounting. At first they did it for me - and then they weaned me out of it by helping me through the steps numerous times. I wanted to do it after a few years when my business became easier. Point is - Contact Axis with Keith - you will Love this guy. He's too easy to deal with and he has a personality. Some accountants you don't know what they're thinking like it's some kind of mystery. Not so with these guys - straight up, reliable, and get the job done by knowing all the angles. INTEGRITY

My books were a disaster. My previous bookkeeper completely messed all my records up and to be…read morefrank: had no idea what he was doing. I had 55k in uncategorized expenses...what??? And then, the stars aligned. I had previously worked with Keith and Alissa in my past life. They were highly regarded throughout the company and were known to get it done. Keith randomly reached out to me asking if I needed help with my books. I jumped out of my chair and said I needed him 6 months ago!! I would hire him as my CFO if I could afford him (I still plan on doing so when I can ;)). I now actually have books that are properly categorized and inventory that is actually booked properly! It's freaking amazing. I can not recommend this firm more to people that are in need of accounting/bookkeeping services!

Mauricio Midence Tax Preparation & Financial Services - Mauricio Midence - CEO, Tax Professional

Mauricio Midence Tax Preparation & Financial Services

(75 reviews)

I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

No one likes to do their taxes. Especially if you owe money. I reached out to Mauricio Midence tax…read morepreparation services to review my completed return. I had a great experience working with Geovanna and found her to be knowledgeable, clear and kind. I felt like we had achieved the best possible outcome and I will work with them again for future tax needs.

Phuong La, EA

Phuong La, EA

(9 reviews)

Union Square, Financial District

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!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

Shannon Doyle - Reverence for the Earth can help us find peace..

Shannon Doyle

(55 reviews)

Shannon is a wise and sensitive soul…read more My doctor referred me to Shannon to help me better handle life with a chronic medical condition. From our first session, Shannon approached me with kindness and genuine curiosity. During our time together, she guided me into the inner reaches of my body and mind with patience, openness, and compassion. I had never tried hypnotherapy before my sessions with Shannon. In fact, I went in as a skeptic, but I found Shannon's approach to be powerful and grounded in deep truths. More insights were revealed to me in my couple of months with Shannon than I'd uncovered in the combined years of talk therapy that I've done in the past. Forget what you think you know about hypnotherapy, and take the leap. With Shannon, you're in good hands.

I initially went to Shannon with the intention of working through the physical, mental, and…read moreemotional challenges that come with Long Covid and chronic fatigue. This was my first time doing hypnotherapy so I was a bit nervous to start, but Shannon did a great job explaining to me the process of hypnotherapy and listened intently to what I wanted to work on. After doing a series of sessions with her, I have noticed myself feeling less weighed down by the feelings of sadness and frustration that were so constant for me, and instead moving towards happiness and living the life I want to live. I feel happier day-to-day and more resilient on my hard days. Ultimately, working with Shannon has changed my perspective on life and allowed me to connect with parts of myself I was not even aware of. Shannon is the real deal!

Folsom & Associate - accountants - Updated May 2026

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