My business tax accountant is shocked at how complex the finances are for my digital marketing…read morecompany. The business drives millions of dollars in sales for my clients. We spend their money on media, so we bill huge amounts. Even the invoices to our clients involve forecasts and reconciliations! After all the costs, my net profits are low, compared to the amount of money that passes through my business. Of course, cash flow needs to be watched with eagle eyes. There is plenty of potential for mistakes and my accounting was a mess. I'd been through 2 accountants, who couldn't keep things together. I was super stressed out for a long time because I never knew how much the profits were. In steps The Numbers Girl. Regina was willing to role her sleeves up and figure things out for me. She audited my books and set up systems that checked on each other. She continues to provide all the accounting services customized to my unique and specific needs. Most importantly, she has provided me with piece of mind. I sleep much better now thanks to her work. On top of highly competent services, Regina is a pleasure to work with. She is very communicative, which is rare for numbers people if you ask me. She is proactive, explains things and even pushes me nicely to do things to increase profitibility. Regina understands that human relationships underpin business services. She has an easy, casual demeanor - even though the work she does for me is intense! Her rates are reasonable, and she has earned my complete trust and confidence.

Wow! I rarely write Yelp reviews but I needed to write something about The Numbers Girl. Regina…read morehelped me transition from our old payroll company to Gusto! She is kind, awesome and communicates well! A+ She is worth the price. Thank you Regina! Im glad I found someone so intelligent and helpful.

I first found Josh through Yelp and he has proved to be an excellent CPA. He is honorable,…read moredependable, informed, and helpful. I think he is perfect for individual tax returns or a small business. Highly recommend!

I came across Josh on Yelp and decided to reach out to him to see if he could help me file an…read moreamendment for a prior year as well as file my current personal taxes. Josh was very helpful and forthcoming with advice in the discussions we had, and although we didn't end up working together (I decided to prepare/file my taxes myself) I wouldn't hesitate to work with Josh if I needed a CPA.

This year was the 3rd year we have used their services... I…read moremust say once again how thankful and pleased we are with Jeff Restivo... The best!!! We highly recommend him for ALL your tax needs... Extremely honest...helpful... knowledgeable.. trustworthy.. and he truly cares about his clients.. I wish I could give him MORE than 5 stars.. He helped us so much with our long form taxes for our small business. Thank you once again Jeff! Irene S

Amazing experience with CPA Jeff…read more He is very efficient, friendly, and skilled at what he does. He has helped me ensure that I am maximizing my tax return. Probably my favorite thing about him is that he doesn't seem to give his clients the "you're wasting my time" uptight vibe that I'm sure many of you have experienced with other accountants. The overall process with him has been extremely simple and cost-effective. I highly recommend Jeff as a business accountant and as a personal income tax accountant.

Called in and they said they are not taking new clients right now. However, they answered my…read morequestions free of charge . B&F Contact me if a slot opens up.

I contacted them a new customer looking to do personal income taxes. Jeremy was super fast to…read morerespond and after review of my past taxes and a quick discussion confirmed they have availability and sent over a quote. I think the fee for service was very reasonable. They were able to provide me a way to securely upload my documents for processing. They prepared our taxes quickly and called for clarifications prior to sending them to us for approval. I was super impressed with everyone and this company and how quickly they worked. I did contact them early and filing late February probably helped. I would definitely recommend contacting them if considering a CPA or Tax preparation service. Thanks!!

As our lives continue to grow more complex with taxes, businesses, real estate, and 1031 exchanges,…read morewe know we can rely on the team at Nasif, Hicks, and Harris. They not only ensure our filings are completed accurately and on time, but also help us plan ahead, stay informed about timelines and deadlines, and manage our overall tax strategy. We truly consider them part of our team and highly recommend them!

This firm is top notch, hands down. I had a consultation with one of their CPA's Michael Macias who…read moregreatly helped me understand a very complicated tax situation regarding a trust. His expertise gave me much-needed peace of mind. As they say, knowledge is power. Their services are expensive, but well worth it IMHO.

Happy 2024! Tax season is here once again. got my appointment with Susie. I am a person who is…read moreloyal to services that take care of me and my interests. Susie fits that description to a T. Highly recommend Susie and her Tax skills. She will take care of your issues. She will explain options and reasons from a informative no nonsense approach. What else could you ask for? Cheers, elliott

I have been using Susie for at least 7 years and she has always been the best. She gets to know her…read moreclient, she is easy to talk to and get the job done on time. I recommend her.

I wish there was a zero rating, 1 is too good. They're incompetent, rude, even lied about services…read morethey don't provide.

I called this firm looking for some guidance for a tax situation my Grandpa needs help with. It's a…read moresituation I personally don't have experience with, so to me it is a "complicated tax situation" the rep who answered the phone today at 11 am on 3/23/2021 assumed that their services where to expensive for me and referred me to WalpoleCPA because they'd be less expensive. I told her assuming I couldn't afford $2500 to file my taxes rubbed me the wrong way because I am obviously looking to hire and pay someone for their expertise and services! She replied with they deal with more complicated tax situations like someone with multiple businesses and/or corporations..... Sorry my situation isn't really "complicated" yet she has no idea what a "offer in compromise" form/process was. Being the receptionist she should just do her job, take a message and refer potential clients to the professionals and let them decide if it is or isn't something they can take on before referring business to another firm. By the way I do own multiple businesses and I would have been happy to bring my business over to your firm but she rather refer business elsewhere. I ended going with a the "Law office of Rafael M. Amezaga Jr" at 805-569-2825 they actually were more than happy to help me out with our situation.

My wife and I and several of our clients have worked with this reputable, honest, efficient, and…read moreprofessional accounting form for many years. Their CPA's are contentious and do a great job preparing taxes or planning for the future. We have been very pleased by their knowledge and guidance through the years. We love Carola as a person and a professional.

Ken was doing my taxes for my business and noticed that when Nicholson and Schwartz were now owned…read moreby someone else, the charges went way up. Told Ken that was too excessive and would be going elsewhere next year. He said he understood, and that he was losing a lot of his customers. I've since retired and had to go to Ken for a previous business year adjustment that he was familiar with. He said the new owners realized they were losing customers and adjusted their pricing. So, I decided to go back for my retirement taxes, Ken knows his stuff. Well, they went back to their old pricing. I was charged me nearly double from the previous year. They won't see me again.

John and his team doing amazing job for me on my taxes and bookkeeping. He and his team handle a…read moremultitude of my businesses. He is always available for questions and is very responsive. I would highly recommend him to anyone looking for a CPA.

John was amazing to work with. Timely and proactive, straight to the point. As I am a small…read morebusiness owner with no idea what I'm doing and a bunch of tangled wires involving previously filed LLC taxes, John quickly assured me with patience of the best path forward and got me there quickly, at a good price. I would absolutely recommend John and his team to anyone looking for a kind, helpful, responsive and overwhelmingly great CPA.

Hands down the best CPA around! His staff is very…read moreprofessional and always available to answer questions.

Our family accountant for over 35 years and going strong!…read moreHe's been our trusted tax preparer, business account and IRS/EDD troubleshooter through thick and thin. He's amazingly available and highly reliable; a rock!