Had some concerns in regards to my annual taxes. Zula was so kind and understanding. Nabil was…read morequick and overall gave a great experience. I plan to use them for any future needs and refer friends . Thank you EBA!

Terra and East Bay Accounting are caring and professional in every respect. I had a difficult…read morepayroll situation with immediate deadlines, and Terra stepped in and did an amazing job. I can easily tell she cares about her clients and is able to navigate through any problem - especially in difficult situations. I have no hesitation in recommending Terra and her team for your taxes, bookkeeping, and payroll. 5 stars!

Mike is a great accountant. You will be very satisfied with his service…read more As a longtime Real Estate Broker who gives out lots of referrals Mike is always at the top of my list

We have been with Mike Steele and team for the past 3yrs. They are always there to help, provide…read morefantastic service and have helped us through challenging tax situations. I highly recommend Mike Steele's firm to handle your tax needs (business and personal).

more than a cpa, phil understands financial situtations and gives great advice. whether you are a…read morenew business or an individual, phil is the man you should call, dr. jac

We contacted Mr. Andrews on the advice and referral of our (new) financial advisor. After the…read moreinitial e-mail consult, Mr. Andrews informed that we were able to handle the tax situation on our own. We truly appreciate Mr. Andrews honesty. Although we will not be using his services this time, we will definitely keep his number should a future need for a CPA arise.

Admittedly, I have a complex tax situation; I have an employer, I own a business, have a rental…read moreproperty. Ray is a very kind man. I'm really hesitant to ever write poor reviews...but I will give the SPECIFICS of why I am writing this poor review. One year he filed an extension for me and vastly underestimated the taxes owed, and when filed, I ended up paying $1800 in penalties, with NO acceptance of responsibility on his part. By the third year of preparation, he seemed "over it" and essentially quit on me without any advance notice. Then, here we are in tax year 2024 and I receive notifications from tax year 2021 of improperly calculated and unpaid taxes, with an imminent lein notice forthcoming if I don't pay in two weeks. If you have a complex tax situation, The Werner Group may not be a wise choice.

I couldn't even get through their client screening software. I wanted to file an amended return,…read morebut because I had previously used Turbo tax, I was not compatible with them. I was told to use a CPA by someone else in my family who'd had to file the same paperwork I needed to add (said that the process was too complicated to entrust to a "tax prep person." I guess this is on way to do business. It definitely keeps it simple for the CPA and their support staff, but it's not very customer friendly for someone willing to pay a reasonable fee ($1000 say) just to get the darn thing done and settled. This group is probably fully competent -- other reviews say as much. Just thought others might want to be aware of this caveat.

I have worked with Bob Leyman and his team for many years and I remain extremely grateful for his…read moreexpert guidance for both personal and business tax preparation. His extensive knowledge and experience ensure reliable and timely information for what are often complex and ever-changing rules.

Bob Lehman and his team is always available to answer questions, very patient, Proffesional and…read morewhat I like the most available for face to face meetings. Bob has many years of experience behind him, he has a strong follow up process and very particular with all details. He has solved some tax complex problems both for me and people I work with. Highly recommend him and his company

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

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.

I of the Good Guys of Accounting !! Tom O'Rourke is highly educated when it comes to your taxation…read more When U know the rules of our fine government complicated rules & regulations you are a Winner. Tom & his Crew are the winning Group. Highly recommend this Firm for All of your wants & needs in our Taxation world.

The BEST CPA on the planet! We moved to SanJuan Capistrano and still use him. Our friends who…read moremoved to South Carolina still use him too. He's that good.

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!

Very very quick to respond and answer all my questions. No slight of hand no double talk . Straight…read moreup prompt , straight forward pricing.

Eric was very prompt and knowledgeable. He gave me good action steps to follow for working…read morethrough tax issues. Definitely recommend his service.

I've been working with Bob for our Corporation and personal taxes for over 10 years and through the…read moreyears he has provided me and my company excellent advice for tax savings and financial planning. More recently, I think my accounting records have some errors and Bob has so generously offered to help me clean up any discrepancies. Bob has integrity, he is extremely knowledgeable and always displays the utmost professionalism. I highly recommend Bob and his team for financial advising and taxes.

From the owner: Our primary service is Wealth Management. We also provide our clients with Retirement Planning and…read moreTax planning & preparation. We are conveniently located in downtown Danville, CA. We serve individuals and small business clients. One stop for your most important financial needs.