Ivan with Rivera Tax & Finance is great. He is always looking out for my best interests when it…read morecomes to my taxes as well as my books. Ivan is second to none at what he does and I highly recommend him.

I paid Ivan Rivera $400 to file my 2022 taxes. Come to find out the paperwork that he issued was…read morefaulty and the IRS rejected the 2022 returns. He claims that he helped me but he won't refund me the money and now he's cussing me out and threatening me via text and email . He's using very derogatory terms and slang that I can't mention on this platform. Never have I met such an unprofessional accountant. His attitude is very poor towards his clients that paid him hard-earned cash. He says he will call the IRS tomorrow but I don't believe him.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

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.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

I'm retired and loving it! I had debt and limited income. I had my doubts that it would ever…read morehappen, but thanks to Kathryn I made it. Kathryn worked with me for many years and kept me on track to do the things I needed. She sees what needs to be done and is able to communicate that in a firm but kindly manner. I found her vast knowledge comforting - and completely practical and do-able. She provided the kindly push I needed at times when I would lag behind and get lazy. Thank you, Kathryn.

My husband and I hired Andrews Financial Planning to evaluate our portfolio and advise on the…read morepurchase of a second home. Kathryn listened to our wants, clarified our goals and guided us through the process. She clearly requested the information necessary to complete the task and when received, she analyzed it in a timely and efficient manner. Kathryn is an outstanding oral and written communicator, always explaining things in an easily digestible way. She has a unique ability to evaluate a complex set of circumstances and provide practical advice with a variety of options for consideration, some of which expanded our limited thinking. Kathryn was open to all of our questions and concerns and is very well-informed on all aspects of financial planning. Her many years as a transactional attorney adds to her wealth of knowledge, and, as a fiduciary, gave us great comfort that she had our best interest in mind at every stage. We feel we received excellent value, and we will certainly use her services in the future.

Glad to see this guy has put a sign up and is open for the rest of you to hire him. He's going to…read moresave you a TON of headaches and the good stuff $$$$ MOOLA I was lucky to find Keith, many years ago. I run my own business and he set me up to create and distribute invoices, collections, and everything that it takes to get my billing done. I mean it was a revelation for me to get everything in order and know where it's all going - and More Importantly - where it's coming in from!! Right. They did my taxes and saved me a bunch of money - and listen, I have an undergrad in accounting with a concentration in taxes (4.0 in this area) but I gotta admit - it is / it was and always will be CONFUSING! (Confucius say use Axis to save yourself aches and pains). Okay, maybe too corny. A HUGE Blessing to have these guys really take the time - be extremely patient (I wouldn't be that patient) and take me through the steps of doing my own day to day accounting. At first they did it for me - and then they weaned me out of it by helping me through the steps numerous times. I wanted to do it after a few years when my business became easier. Point is - Contact Axis with Keith - you will Love this guy. He's too easy to deal with and he has a personality. Some accountants you don't know what they're thinking like it's some kind of mystery. Not so with these guys - straight up, reliable, and get the job done by knowing all the angles. INTEGRITY

My books were a disaster. My previous bookkeeper completely messed all my records up and to be…read morefrank: had no idea what he was doing. I had 55k in uncategorized expenses...what??? And then, the stars aligned. I had previously worked with Keith and Alissa in my past life. They were highly regarded throughout the company and were known to get it done. Keith randomly reached out to me asking if I needed help with my books. I jumped out of my chair and said I needed him 6 months ago!! I would hire him as my CFO if I could afford him (I still plan on doing so when I can ;)). I now actually have books that are properly categorized and inventory that is actually booked properly! It's freaking amazing. I can not recommend this firm more to people that are in need of accounting/bookkeeping services!

DeMar Consulting Group got back with me right away and set me up with one of their…read moreconsultants/advisors. The associate was very knowledgeable, professional, and answered all of my questions regarding retirement investments, income, tax, social security, and which type of investment works best for which situation. Glad I talked to them. It'll save me thousands in taxes doing things the right way and I'm the right timing. I recommend them for your investment, retirement, social security and tax consultant needs.

I hired DeMar Consulting Group for accounting and bookkeeping services (Service Requested)…read more Overall, the work was completed, but the process was not as smooth as I expected. The quality of the consultation was average: I received answers to basic questions, but for more specific issues I had to follow up several times. Deadlines were met, but the response time to messages was sometimes slow. The cost of services felt a bit high compared to the level of support provided. In the end, I would describe the experience as just "okay," but not excellent. The company could improve by providing faster communication and clearer explanations of the details.

I came to Mauricio after I felt like my last accountant wasn't up to par. Mauricio literally saved…read morethe day and was so accommodating to my last minute requests. He did my taxes within 1 day and saved me more money than the last accountant could. Great same day service and I would highly recommend to anyone who is lost and needs direction to get their taxes back in line where they need to be.

Mauricio was great! Needed him to deal with Oakland Tax Officers. Contacted him on a Thursday…read more Got a quote on Friday. Two weeks later, all paperwork in and done. Highly Recommended