Unfortunately we aren't alone. This business has been a…read morehuge asset tomy family for over 25 years. A couple years ago, the owner announced his plan to retire and sell his practice. He researched potential buyers and found what he believed to be a GREAT buyer. Well ... he missed something. This new owner was a dolt. Seriously. I felt sorry for the guy. Apparently he didn't understand he was buying a CPA office that did tax preparation. He had absolutely no clue! Worst of all ... this past February, 11 days before our scheduled appointment (made in October 2024) we got a call from the poor staff girl ... they had to cancel our appointment. We asked, "Oh, you're moving us?" She replied, "No, we're closing!" Wait! What?! You mean like for a vacation? No ... tomorrow!!! FOR GOOD!! No referral. No, Sorry! No nothing. What a horrible businessman. I can't put -5 stars ... 1 star is far too good!!

I'm giving the one star rather than zero, only because Barb of the office staff called me back. I…read morewas highly referred to them by my real estate broker, but Russ Word, who was supposed to call me back has never done so. I've been waiting a month! In that time I've made several phone calls to the office, and Barb first apologized, and then assured me I would get a call from Russ Word. He has failed to do so in nearly a month. So what resulted, is that I have no accountant to help me with a very important upcoming meeting with the IRS. If they just come straight out and told me that they don't have time for my business I would have sought another accountan. Total waste of my time; likely to cost me money going into this IRS meeting without the proper help before hand.

Keith has been my accountant for six years, he does a great job…read more Keith considers all deductions and avenues to provide the best return. He completes the tax forms quickly and efficiently.

WARNING - Do not trust Keith to do your taxes! He failed to file our taxes on time, resulting in a…read morefine from the IRS. He then failed to accept any responsibility for failing to do the job we paid him to do and failed to assist us in fixing his mistake. Instead, he screamed at me, threatened to hang up on me, and said he is closing his business and leaving California (probably in an effort to not get sued). If he is retiring, what a sad, disgraceful legacy to leave behind. He took our payment and failed to complete the job. I will be reporting him anywhere I can to keep other from getting taken advantage of by this person. This behavior is childish, unprofessional, dishonest and gross.

Poor communication. Make sure you receive an estimate for services to be provided prior to a…read morecommitment with them. You may be shocked if you do not.

From the owner: Accounting, Tax Preparation, Financial Services, Retirement Planningread more

I've Seen Mr. Word several years ago for financial advice, all went well so, I recently called AND…read moreemailed Mr. Word's office, (for retirement advice) and like other reviewers... received NO response at all! Even got ahold of the receptionist and asked for a return call and you got it... Nothing. The Small guys losses again, too small for an hour's $205 consultation fee, I assume. But not to return several inquiries??!!

I'm so grateful I found Amy! Me a numbers just don't seem to gel and I've never been a great book…read morekeeper so when I decided to find one I just knew from her Yelp reviews that I was going to love her and I was right. It is such a gift to have her taking care of my books and taxes. The stress of running a business is enough as it is and to have to wear the hat of a bookkeeper on top of everything else was just too much. She has helped this stress manager manage my own stress in a better way and anybody who's looking for some stress relief, she's your gal! Not only is she an expert in her field, she is highly professional and just a delight to work with. Such a fun, sweet, genuine, caring person. I trust her with my entire business because she is truly trustworthy. I can't say enough about Amy.

Amy is awesome! We have a construction company and a community-based non-profit and she keeps all…read moreof our books straightened out! She knows all the new technology and apps that go with QuickBooks so everything is as easy as can be! She's very reasonably priced and an absolute pleasure to work with. Amy and her team are thorough, professional, and and caring with their clients. We are extremely happy to know Slater and Associates are looking out for us!

If you want someone that's organized, concise, and intelligent doing your taxes, look no further!…read more I reached out to Luz over Yelp. Within a day she set me up on her business portal, prepared a service contract, and a tax prep worksheet so I could organize my documents and share info about my finances. When I got my tax return back, a week later, there were some cover pages with her professional recommendations to make the most of my financial situation for next year and beyond. I'm actually looking forward to tax season next year because of her professionalism and organized workflow. Thanks, Luz!

Luz is wonderful and nice to work with. She put me at ease immediately and found all kinds of…read moredeductions I would have missed.

I've been going to Roy for 3 years now. He helped me with back tax returns and current. He's fast,…read morereliable and organized. I love how personable he is also. His office is in a quiet neighborhood and he's always so helpful! Thanks for the years of hard work and the future years. He's also has GREAT prices.

I recommend Rod to do your taxes or any kind of bookkeeping moving from Southern California where…read moreI've been most of my life it was a little challenging trying to find someone to do my taxes Rod was one of the first ones to call me back Rod is very knowledgeable his customer service is out of this world thank you again Rod and definitely will see you next year

We have been going to Carmichael Accounting Services for our accounting needs for years. They have…read morealways been very professional, honest, prompt and forthcoming with future recommendations. I would highly recommend this business. The Warren family

My parents have been using the Carmichael office for decades, and they have always had great…read moreservice. Mr. Carmichael is the type of guy that will answer any of your questions and call you back in a timely manner. Taxes are done in a professional and quick manner. I would highly recommend the Carmichael office for your tax purposes. My wife and I would never go anywhere else. Fees are very reasonable and the service is A+. Give them a try and you wine be disappointed. Ron Braxton

I highly recommend William Leung Accounting Service. I have…read morebeen with him for many years, but not even for a second, I had thought of moving to another accounting service. He is definitely my life time accountant with no doubt. He is super reliable, trustworthy, helpful in any situation you are in. He helped me with audit, too. He has all the quality you are looking for in good accounting service. Especially if you are a retailer, I really recommend, because he has his own retail esperience in retail, so he knows how to help you.

From the owner: William Leung Accounting Services is a Vallejo, CA Accounting firm that takes your business…read moreseriously. We understand your financial and business needs and will work to resolve all financial problems.