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.

If I had my way, I would gift Linda Walker's services to everyone considering making the leap from…read morecorporate life to self-employment. Linda's knowledge is extensive, her ability to quickly brainstorm and problem solve is so rare in part, I believe, because she is one of the most attentive listeners I have ever met. In our first year together, Linda has coached me through the basics of shifting in mind and practice from being an employee to a sole proprietor. I can't minimize the importance of having a knowledgeable person, someone I deeply respect, trust (and just plain like) to guide me along the process of creating systems and practices to improve how I work. Linda is that rare blend of knowledgeable, professional, and tough. What I especially appreciate about Linda is how she leads by example. She comes to our meetings prepared, printed agenda in hand, having reflected on our last session and even email exchanges in between sessions, and is always ready to jump right in. I don't make public recommendations lightly and yet this is one I offer happily and without a single hesitation after working with Linda for over a year.

I need more stars to express how amazing Linda is. I had worked previously with another coach to…read morehelp my business deal with some personality clashes between critical staff members that I was hoping would be part of my succession plan as I move toward the next phase of my life and my business. The previous coach didn't feel these two individuals would ever be able to work together as a contributing part of our "team" and bring my business forward in the future. Within two meetings with each of the individuals, Linda had worked magic! They were working together and demonstrating mutual respect and helpfulness. Linda is also helping me work through what I need after building a business for 40+ years and thinking about what's next. She is truly, truly gifted!

I called David today, after going through a rough patch yesterday when my small business was…read moretemporarily banned from Mailchimp. I realized it was time for some outside assistance. I can't rely 100% on my own limited experience. David Mitroff (the man in the picture) was extremely generous with his time over the phone. I told him abt a potentially risky sales contract I was considering. He took at least 20 minutes to go over with me how I can mitigate that risk and what I should do to prepare for negotiation. He did not have to do that. But he wanted to make sure I didn't get scr3w3d over. He didn't want to see me fail. For that reason, Piedmont Avenue will be the first place I come to once I'm ready for a deeper strategic conversation and more hands-on assistance. Will update once I have more to say. Thanks David!

David has been a phenomenal resource as I have embarked on building an Executive Coaching business…read more Lots of very positive energy, helpful suggestions and strategic framing on business development and marketing. I highly recommend David for support in framing out a new business idea and ensuring that you are focusing on the right things at the start. Five stars all the way!

I'm so grateful to work with Brandy as my coach for the past few months. She has helped me…read moretransition in my early career life from Phd to industry, and deal with burnt out from covid wfh. I was struggling with the skill gap and the mindset gap between academia and industry and have been juggling too much with so little return for developing my long term passion at work. She truly listens and cares and is full of passion to connect and share. She does not avoid complications and helps me entangle and prioritize mixed lines of thoughts quickly. Super organized! Inspired by her ways and spirits of working, I have gained much more confidence and courage as well as practical skills to communicate complications and conflicts, advocate for myself (being authentic!), plan more focuses efforts around my passion and interests in the workplace. Thank you for helping me find my voice!

Seven years into my career in tech, I came to Brandy feeling stuck, unfulfilled, and genuinely lost…read moreabout what kind of move to make next. I had passions and ideas but no framework for sorting through them. That's exactly where Brandy excels. She brought structured thinking and concrete frameworks to our sessions that helped me cut through the noise and actually make decisions. Beyond being an incredibly capable and intelligent individual, Brandy is kind, funny, and understanding. The progress I've made has been remarkable. I'm now actively prototyping different career paths at once: pursuing a Master's in Art Therapy, working at a high school in San Francisco, and doing strategy & operations consulting for Planned Parenthood affiliates. I was hesitant to invest in coaching, but I no longer have any reservations about that decision. If you're feeling confused, stuck, or unsure of where you want to go, I can't recommend Brandy highly enough.

I hesitated before signing up for Flex Tax's $10,000 tax planning package because it was a big…read moreexpense. Looking back, though, it was worth it for me. They helped arrange a cost segregation study for my rental properties and walked me through an oil and gas investment strategy. Between the two, I saved over $150,000 in taxes over the past two years. The package also included preparing my tax return, including the rental properties and investments. There was a lot I didn't understand at first, but the team took the time to explain things and answer my questions. What I appreciated most was having help planning ahead and understanding how these decisions affected my taxes. It's a significant fee, but given my situation and the savings, I'm glad I went ahead with it.

I've been working with Alex and his team on my personal taxes since 2017. I work in tech, so my…read moretaxes haven't always been super straightforward with RSUs, equity, and some consulting work on the side. Alex and his team have always been great about answering my questions, catching things I wouldn't have thought about, and making sure we get a good return. My husband and I recently started a small business working with partners and manufacturers in abroad, and we reached out to Alex again to help us figure out the U.S. tax and accounting side. We had a really helpful session with him where he walked through our business and payment structure, flagged a few things we needed to think about, and gave us a much clearer direction on how to set things up. We've trusted Alex with our personal taxes for years, and now we're planning to work with his team on the business side too. Definitely recommend!

I had such a fantastic experience working with Coach Crystal. She helped me grow and become a…read morebusiness woman I am today. She offers practical steps that will help you reach your goals and also hold you accountable. She is very prompt, returns email in a matter of hours. You will always learn something new on every session with her. Crystal is an amazing person overall and it's been such a pleasure having her in my corner as a business coach. Every business person should have at least a few months worth of business consultation with Crystal. I highly recommend working with Coach Crystal and Run Right Consulting.

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

Daniel was very thorough and articulate during all of our transactions. He has a wealth of…read moreknowledge in his field and his assistance was incredibly valuable. I will be working with him again. 10/10

Daniel was extremely knowledgeable about the staffing industry and current job market. He was very…read moreresponsive and was able to help us out with the fee on our first order.

Nina Feldman's services were wonderful. We had been having a challenge finding the right…read morebookkeeper. We began working with her and within a few days we succeeded! We've had our bookkeeper for more than three months - yet he is absolutely marvelous! He is taking over many of our financial operations. Nina Feldman's services are a gift. She's kind, patient and understanding. We highly recommend her! Sincerely, Pamela Hawley CEO and Founder of UniversalGiving

Imagine that Yelp and Angie's list have morphed into human form, her name is Nina, and she is your…read morepersonal HR department, here to help you grow your business. With her magic rolodex, she connected my mother, a physician, with multiple great resources, from remote tech help, to medical administrative support, to a new and excellent accountant. She's smart, great to talk to, and what a nice change to have the human touch!