As a former IRS agent, Dean Bagley was ready to fight on my behalf. He knows how the tax agency…read moreworks and was willing to go head to head against audit agents. Without going into details, I made a lot of silly mistakes using Turbo Tax. It would have been cheaper going to Dean in the first place. The mistakes I made cost me more than what I would have paid for an experienced tax professional. 40 years in business Dean is legit. A++

I had a very poor experience with this service provider. I…read morewas ignored, in effect lied to, my emails were not responded to, calls were not returned, sensitive, only copy of personal docs were put into the US mail instead of giving me the option to pick up, no interview was done of my changes in status, they never bothered to get my current phone and address and so mailed the return to the wrong address, and the return they created and submitted to me was wrong and illegal. They took illegal deductions and ignored legal ones. If I had actually filed it I, no, THEY, would have been liable for penalties and interest and possibly an audit. While promises were made about work to be performed in conversation, commitments were not kept and were changed without notifying me. Overall gave me a feeling like I didn't really matter to the firm. I got this same feeling from the office staff. Who were singularly unfriendly and unhelpful in almost all interactions. Add to this the fact the office looks like something out of the 50s and is cluttered and messy and their prices are high for value received and the fact the other reviews are over 2 years old, My STRONG suggestion is to AVOID this firm. Use Totah or even HR Block. Yes, HR Block, I used them and they were fast, kept me informed, did the return correctly and were a pleasure to work with. Perhaps this firm was great at one time, but perhaps that time has passed. Do what you want, of course, but when you have a poor experience here, just remember: You've Been Warned. I would give 0 stars if possible.

Our company worked with KYB a while ago and while our professional relationship has technically…read morebeen over for a few years now, the benefit of having used them in our early years just keeps on giving. We started out as a boostrapped startup in SF- no easy feat! We had just enough revenue to pay ourselves with not much surplus, and not much demand for an accounting person. We used KYB a few hours a week doing payroll, A/P, and A/R. They were even kind enough to let us use their office as an official mailing address until our company had a physical office. As we grew, KYB was able to grow with us. A few hours per week turned into many hours per week and another kind, professional, and responsive KYB staffer. Eventually we outgrew KYB and brought finances in-house. The transition was graceful and they were very helpful with residual questions. We now pull in over $25MM in revenue a year and have three full time, in house finance people. The best part is this: Last month, we underwent an IRS audit of our 2010 financials (a year we were still with KYB), and just received a 'no change' report- a clean audit! I will be forever grateful to this awesome, competent, and patient set of individuals.

Oh Yelp, I knew it would happen eventually. I mean, I go to Yelp for recommendations on everything,…read moreso why not for a book keeper for my business? KYB was very highly rated and I thought I had found my solution. Boy was I wrong.... Maybe it's because I used Becky and KYB for book keeping rather than tax prep, but my experience here was most certainly NOT 5 star. Becky seemed great when I met for my initial consult, but from then on, my books were handled by an assistant, rather than Becky herself. First mistake. Then aformentioned assistant racks up huge amounts of hours without warning me and when I confronted her about it, she BLAMED ME. Now, I have been in customer service for many, many years and rule numero uno is that you never blame the freaking customer!!! Especially when I was politely asking her why my bill had quadruped with no notice. She explains that the extra time has come from me not giving her certain info that she has had to manually figure out, hence the extra time. Fair enough. From that point on, I get her the info she asks for - organize it beautifully and send it to her on time. And yet, nothing changes. She continues to bill me the maximum amount of hours she can on my account despite my efforts to make things more efficient. When I asked her and Becky about it, the response was basically that I should just get over it and expect to keep paying that amount, though there was absolutely NO evidence of her assistant doing the amount of work those bills required. There were also mistakes with them sending me other clients invoices, lost packets of my own info that never turned up and I never received ONE financial report for my business! Do yourself a favor - if you are a small biz owner like me, STAY AWAY. There are plenty of other options out there. I have a great book keeper now if you need a referral...... UPDATE: So mysteriously after my post there are several new reviews extolling the virtues of how great this place is.....all from new users with only ONE review: on KYB Bookeeping! How ironic. Look, no matter how many cheesy great reviews their friends may post, it still not going to keep them from sucking. San Francisco has TONS more bookeepers that will do a WAY better job - trust. UPDATE 2: Due to the overwhelming response by other Yelpers asking for a reference, my new book keeper is booked solid! If you want a reference, I'll see what I can do.......

I am lazy. Which is funny given that 70 hrs/wk is light work for me. TMB & Associates did our…read moretaxes in Feb, I filed Apr 15th and now that it is nearly June I am getting around to writing a review. TMB and Associates was a smart move by my family and will be for yours. We had two W-2's, a 1099 and lots of deductible expenses. I thought I had everything together and organized. I was so wrong and am so glad I went straight to a professional. Tamika saved me money every step of the way. She found and was aware of deductions I had not even considered. She also gave us a sweet and discounted flat rate. Do not be afraid to tip your CPA folks. Especially when they help keep your hard earned money out of the hands of evil and greedy men. Also, I think it is worth mentioning how in the midst of this professionalism I was put at my ease. Such a positive and friendly environment. I look forward to using this service every year and my only regret is not posting sooner.

Good service with a smile. Caught me up on my taxes and took a load off my shoulders when my son…read morecould no longer help me. Tamika Smith was fast and professional. I will come to her again.

I had used 3 different financial advisors over the prior 30 years and while the returns were fair,…read morethe planning and review was poor, but the administrative support was superb. Whenever I needed something these former advisors were right on it. 5 years ago I met Gage Hauser, a partner at Hutchinson Capital. I liked his philosophy and he was easy to talk to. I own a bookkeeping company and we started working with one of Gage's elderly clients to track their finances. The level of care & support that he gave them not just as clients, but as people was truly moving. I finally came to the realization that I had been accepting mediocrity from my past advisors and made the switch to Gage & Hutchinson. We started with some very in depth planning for what our goals are, what our current holdings are, risk tolerance etc. Gage and team came back with our probability for success in reaching our goals. He provided a holistic overview with recommendations on everything in our financial picture, not just our investments. He included my wife in conversations, and has even spoken with my young adult children to help them along. He and his team maintain regular contact with me about opportunities to for both my business and my family to save more and take advantages of changes in tax and other laws that even my CPA didn't notify me of. If you are looking for a team that doesn't just look at you as a paycheck I would HIGHLY recommend you reach out to Gage and his team at Hutchinson Capital!

My husband and I began using Brian Damiani of Wealth Management Associates as our financial planner…read moreapproximately one year ago. In that time, I have been thoroughly impressed by him and his entire team's professionalism, thoroughness and unbiased advice. His up-to-the-minute take on the market combined with his kind and sensible approach have helped us feel comfortable and in good hands. It can be unnerving to choose a financial planner (especially in these trying economic times) but we've found Wealth Management Associates to be top notch. Thank you for helping shape our financial future! We know we are in great hands.

My husband and I transferred all our financial services to Brian Damiani and Wealth Management in…read more2012. We initially met with Brian and allocated our money based on our risk tolerance. We meet with him twice a year and review our portfolio. They are great about calling us to remind us that it's time to meet. Brian is very knowledgeable about all the financial markets and explains them in language that we understand. We have dealt with other employees, too, and the customer service from everyone has been excellent. Brian and Wealth Management are very involved in the local community, too. Highly recommended!

I had a incredible experience working with Karen Trepte to get myself and my family indexed…read moreuniversal life insurance (iul)She was patient, genuine and knowledgable and educated us on the different options available. She helped us select the best possible product that would benefit us the best. We specifically wanted life insurance but also wanted long term care coverage. The indexed universal life plan was the best solution for us and we were thrilled to discover that all of our earnings and investments inside of our iul are guaranteed never to go down and are accumulating interest tax free (unlike our 401k plans!) We also have a young baby so we were able to get her set up under the million dollar baby plan! Karen is definitely the go to person if you are looking to invest your money and support yourself and family with life insurance!

My last review was 9 years ago and it has not changed. This is the best team you can ask for when…read moreit comes to property and casualty coverage for your home or business. Thank you Harjeet, Becky, and Jessica!

Harjeet Ghuman is an awesome insurance agent! He and Becky have taken care of my insurance needs…read morefor 39 years, always with promptness and a positive attitude. They take care of their clients as they would their own family and friends. Here is the latest example: I needed a new policy while securing a property loan, and I received the declarations page in my email in 129 minutes! Thank you Harjeet and Becky for providing excellent service!

Sebastián has provided us with great accounting services for our company, trustworthy,…read moreresponsiveness and has business development strategies that have benefited us. We definitely recommend ST Accurate Books!