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.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

I had such a fantastic experience working with Coach Crystal. She helped me grow and become a…read morebusiness woman I am today. She offers practical steps that will help you reach your goals and also hold you accountable. She is very prompt, returns email in a matter of hours. You will always learn something new on every session with her. Crystal is an amazing person overall and it's been such a pleasure having her in my corner as a business coach. Every business person should have at least a few months worth of business consultation with Crystal. I highly recommend working with Coach Crystal and Run Right Consulting.

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

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.

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.

Seven years into my career in tech, I came to Brandy feeling stuck, unfulfilled, and genuinely lost…read moreabout what kind of move to make next. I had passions and ideas but no framework for sorting through them. That's exactly where Brandy excels. She brought structured thinking and concrete frameworks to our sessions that helped me cut through the noise and actually make decisions. Beyond being an incredibly capable and intelligent individual, Brandy is kind, funny, and understanding. The progress I've made has been remarkable. I'm now actively prototyping different career paths at once: pursuing a Master's in Art Therapy, working at a high school in San Francisco, and doing strategy & operations consulting for Planned Parenthood affiliates. I was hesitant to invest in coaching, but I no longer have any reservations about that decision. If you're feeling confused, stuck, or unsure of where you want to go, I can't recommend Brandy highly enough.

I've been entrenched in a years-long rut and reached out to Brandy to help me get unstuck. Just ten…read moreweeks after my first session with her, I've already made huge strides toward a life that is more intentional and in alignment with my values. I'm all around feeling more ease and infinitely less stress and anxiety, even knowing that there are still some difficult decisions ahead. Brandy has given me practical and actionable advice with equal parts encouragement and nudging me toward what I want for myself. I look forward to our sessions - they tend to lead me down a path that I wasn't expecting, in the best way possible. She's empowering, smart, intuitive, and organized. I highly recommend Brandy if you want to move toward a more intentional life that reflects what you want for yourself and need a coach and cheerleader encouraging you along the way.

Laurie is a hub of surreal experiences. Her methodology is decidedly not the run of the mill career…read morecoaching of Silicon Valley. Her results, if you are willing to throw yourself into the work, are decidedly undeniable. I have been working with Laurie for just under a year now, and she managed to get me to not only pick up my guitar again, but to discover a writer within me that I had long discarded. I started surfing. I tasted honey at farmers markets. I made big life changes that reminded me of who I truly am inside, instead of trying to satisfy the external pressures of Silicon Valley. "Not just a coder are we, no, we are artists, adventurers, explorers of the unknown," to borrow a line from a famous rat cartoon. If you decide to work with Laurie, and allow yourself to do what she asks of you, and persist, there is no doubt that your life will improve significantly. It isn't about getting the job of your dreams. It's about getting the life you were meant to live. Escape the Borg. Let Laurie breathe your humanity back into you! America deserves a breath of fresh free air again.

A while back, I attended a workshop offered by Laurie on managing transitions. I found it to be…read morehelpful and fun. Laurie has a beautiful gift for storytelling and humor. As a coach myself, I was deeply grateful for the opportunity to be a learner. I attended this workshop with my partner, who rarely agrees to attend these sorts of engagements, and he too got a lot out of the experience! Recently, I went back to the notes I took on this session and found some value gems and concrete strategies for navigating the many transitions in my life. Thank you, Laurie for your enthusiasm, kindness, and genuine love for the people in our community.

Ryan and his team have helped my team immensely. From questions about entity formation to security…read morebreaches, they've been able to offer sage advice quickly, and often, have made recommendations that resulted is less work for them than they could have. Knowledgeable, reliable, and trustworthy; I'm grateful to have them in our corner.

Finding a good lawyer is like trying to find a good partner in a relationship. You are starting a…read morenew journey in starting a business, and you want someone who can support you along the way. I took a leap of faith in SPZ Legal because I was looking for someone in the bay area to be closer to my business operation. Hash took his time to answer my pre-incorporation questions, and offers to help the whole process should I choose to proceed. The whole process from SPZ Legal from start to incorporation was seamless. Hash will keep in communication with you from the beginning of the process to the end. He will provide resources and answer any questions that you have in any step of the process. SPZ also charges reasonable fees for your incorporation process. As a new business starting out all costs and benefits are a very important thing to look at. I am for sure going to continue my business relationship with SPZ Legas as my business grows.

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!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

I need more stars to express how amazing Linda is. I had worked previously with another coach to…read morehelp my business deal with some personality clashes between critical staff members that I was hoping would be part of my succession plan as I move toward the next phase of my life and my business. The previous coach didn't feel these two individuals would ever be able to work together as a contributing part of our "team" and bring my business forward in the future. Within two meetings with each of the individuals, Linda had worked magic! They were working together and demonstrating mutual respect and helpfulness. Linda is also helping me work through what I need after building a business for 40+ years and thinking about what's next. She is truly, truly gifted!

If I had my way, I would gift Linda Walker's services to everyone considering making the leap from…read morecorporate life to self-employment. Linda's knowledge is extensive, her ability to quickly brainstorm and problem solve is so rare in part, I believe, because she is one of the most attentive listeners I have ever met. In our first year together, Linda has coached me through the basics of shifting in mind and practice from being an employee to a sole proprietor. I can't minimize the importance of having a knowledgeable person, someone I deeply respect, trust (and just plain like) to guide me along the process of creating systems and practices to improve how I work. Linda is that rare blend of knowledgeable, professional, and tough. What I especially appreciate about Linda is how she leads by example. She comes to our meetings prepared, printed agenda in hand, having reflected on our last session and even email exchanges in between sessions, and is always ready to jump right in. I don't make public recommendations lightly and yet this is one I offer happily and without a single hesitation after working with Linda for over a year.