We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

It was late in the tax season and I was looking for an Accountant to do my taxes, it had become…read moremore complicated. I called Amin after reading several excellent reviews he received on Yelp. Although he was probably busy, he responded to my phone call and was able to meet with me the same day. My tax returns were ready in five days. The returns were prepared faster and more accurately than if I attempted to do them myself. He responded to my phone calls promptly and kept me informed on the status of my tax returns. He provides excellent service and recommend him if looking for a CPA.

Amin had been doing our taxes before we moved overseas and then we came right back to him. The…read moretrust from years ago is a strong bond. Amin is very professional and efficient. I highly recommend

Professional, responsive and communicative. The office has a good safety protocol and like how…read moreeverything can be done virtually.

I highly recommend MC Accountancy to all small business owners…read more As a customer for over 5 years, we can attest to their friendly and knowledgeable service. My wife is a realtor and her business tax filings and our personal tax filings have always been difficult to sort out in a timely manner. Ming has been a great team to help us sort out tax season without the stress. But where Ming and his team really shine is how they help us manage our accounting needs for the business and our personal investments. Ming and his team have been incredibly helpful in organizing our expenses, managing payroll, and providing valuable tax strategies. Ming is very detail oriented and he's able to catch when we've made oversights. For example, one year, he was able to spot that there were two tax forms accidentally missing in our submission when he compared it to the prior year's submission. Ming continually keeps up with changes in the tax code, advising us on options that are now available that may possibly benefit both our personal filings as well as my wife's real estate business. We also like the app that he uses to allow us to review documents, upload documents, and send us notifications in a secure and centralized way. We can always log in and look at the history of our interaction. Thanks to their expertise, we've been able to maximize tax strategies and optimize our finances both for our personal finances and for my wife's business. MC Accountancy exceeds expectations and is a reliable financial partner for any business.

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!

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.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

We have been with Totah Accounting Inc. for over than 25 years. We owned two small businesses and…read morewe have been with them since we opened up our first business. That must say more than I want to say. The best of the best customer service you will ever get. Your calls and questions always answered professionally. I highly recommend them for any of your accounting needs, and tax filling.

I normally don't post reviews but Totah Accounting is one of those businesses that deserves talking…read moreabout. After moving to the Peninsula, I needed to find a new tax accountant since I didn't want to drive into the city. A friend recommended Totah Accounting. The office is rather inconspicuous and simple. If you drive too fast, you might miss it. Don't let this cover of the book fool you. The owner, Paul is very responsive and knowledgeable. In the case with my situation, I did not have a simple, straight deduction. There was no way I was able to do my taxes and risk getting audited by the IRS. Paul was able to navigate through all my documents and explain to me about the tax process. That was important to me b/c my prior tax person was not responsive and only called me when my taxes were complete. The receptionist who works the front office is great too. She was able to send me my previous documents encrypted via email. Totah Accounting is a "A+" business and gets my thumbs up! They may not be a big company like H&R Block, but I rather have the best service with a personal touch that Totah Accounting offers.

I can sum up in a very simple sentence what George has provided ever since we switched to GS…read moreAccounting Consultants: he has given us peace of mind. He has provided top quality, accurate accounting and tax services, and our money has not gone into a bottomless pit of hours billed for fake services rendered. His knowledge, skill, professionalism, and integrity are among the highest we have ever found. We wish we had found him sooner. He listened carefully and patiently when we explained our needs and described the business situations confronting us. He offered numerous ideas and solutions and very clearly and carefully explained the pros and cons of each one. He has a very pleasant yet professional personality and shows that he truly cares about providing the best service he can. He is very responsive when we reach out to him with questions. The tax returns and other business documents he prepares are top quality. I give GS Accounting Consultants my highest recommendation.

Best service been using them over 20 years ! I highly recommend them , specially George is friendly…read moreand very professional, they are fast always on time

Michael has done our personal taxes and my mom's estimated taxes for the last 5 years and has done…read morea great job. He is very efficient and easy to work with. We would highly recommend him

Excellent, experienced, honest, reliable. I feel fortunate to work with Michael Sulpizio and highly…read morerecommend his services.