Jirayr and Ryan at Citrine Capital are absolute professionals that provide the highest level of…read moreservice to their clients. I am a tax accountant and work with a number of their very satisfied clients, and would not hesitate to refer Citrine Capital to anyone looking for a qualified CFP (Certified Financial Planner). From the moment you meet either one of these gentlemen you get the immediate impression that they have their clients' best interests in hearts. They are highly responsive to their clients and professionals with whom they have mutual clients. In particular, their expertise with tech professionals and other individuals with equity positions places them at the top of their field. Will absolutely be sending referrals their way.

We absolutely loved working with Jirayr and his team. Jirayr…read morehas been everything we hoped for in a financial advisor: 1. Trustworthy and transparent. 2. Approachable, kind and understanding. 3. Knowledgeable and responsible. 4. Able to think "out of the box" and accommodating for changing needs. 5. Always available. And much more. If you want to learn how to manage your assets wisely and need help with financial planning don't hesitate, Jirayr will not disappoint.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

Reached out to Robert about some questions regarding international tax laws, was very careful in…read moreunderstanding the problem and gave the appropriate feedback. Would definitely recommend and will ask again.

We did a phone consultation with Bob about a complicated business situation involving a potential…read moreshareholder agreement for a foreign company. He very rapidly pointed out the key issues that we should be focusing on, weighing the pros and cons of different options. This gave us a concrete plan for how to move forward. What he told us was extremely useful and he did this all for free! He didn't try to sell us on using him any further, quite the opposite. Bob demonstrated a very high level integrity and an encyclopedic knowledge of law related to foreign assets, corporate structure, and taxation. He's also very down to earth and easy to talk to. I strongly recommend him without any hesitation!

I've been using SFBay Financial bookkeeping services since 2018. I previously had a bookkeeper…read morewho made mistakes and was not knowledgable in my specified industry. A fellow business owner recommended SFBay and right from our initial meeting, i was put at ease and trusted I was getting into a partnership with a firm that was well versed in restaurants and bars and that all of my needs were being met. They have a great team! If you are looking for bookkeeper's who will take care of you and your business, reach out to them stat!

What can I say about SF Bay and particularly, Anne-Marie? She's wonderful-- truly a calm, assuring,…read moreknowledgeable, even Zen presence in my life. Side note- to be Zen when you are talking money is quite a feat!! The company as a whole has been professional, super easy to deal with and very helpful. I'm so glad I found them! Highly recommended!

- He lies about services he would provide - Will obstruct…read moretransfer to other accountants - Charges a lot of money, more than top accounting firms - Is rude and unresponsive. You will be delegated to someone junior. - It is a bother for him to answer any simple questions When signing me up he said that unlike other accountants he only charges once per year and everything else is included. But he won't even answer basic questions. I also caught several mistakes in their drafts, to which he'd say oh it is only a draft we were going to catch it ourselves!! Just avoid this fraud.

Jeff has been a huge help to me. A smart and professional accountant and a good business partner.read more

As a busy entrepreneur, it's essential to have expert help, and The Lee Accountancy provides…read moreprecisely that. They have been filling our taxes for the past few years, and I wish I found them earlier. They definitely know what they are doing, and they deliver every single time. I highly recommend them!

Mr. Lee and his team were excellent, professional, and responsive in the beginning. We were…read moregrateful for their help navigating some difficult tax situations. Unfortunately, after some rocky years followed by a few solid ones, they made huge mistakes on our taxes. It was a mess trying to follow up with different people as the office wound down and Mr. Lee retired. We've had to have another CPA fix everything.  And got to the IRS in person as well.

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.

If you're looking for a qualified CPA who truly knows his stuff, then Raymond Young is the one!…read more Before Raymond, I was constantly owing over $100,000 in taxes every year and knew something just wasn't right. My marketing director recommended Raymond and thank God he did! Raymond went in, completely reworked the mess I was in, and when everything was done, I only owed the IRS $8,100. I literally cried -- I knew God had led me to the right person. Raymond has been my angel! My experience has been nothing short of amazing. I just wish I had found him 10 years ago... but now he's my CPA for life. -- Robin Anthony

Raymond Young is legit. He has been preparing my taxes for the past three years. I worked as a…read moresuccessful real estate agent. I was referred to him by a colleague. He is responsive and very detail-oriented. I am now a full-time certified massage therapist at the Healing Arts Center at Cavallo Point Lodge in Sausalito, and I also have a private practice in San Francisco. When I transitioned to these careers, he still made my taxes stress-free and came in at a high return. Highly recommend!