I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

I needed help with a tax situation that I'm dealing with and had a call with Elina. She listened to…read morewhat I needed help with and patiently answered all the questions I had. She ended up telling me that she didn't feel she was right for the job and referred me to someone else who she thought could. Despite not using her services, I'm really thankful for her pointing me in the right direction, she comes off as a very kind person.

Sajida provided excellent help with my taxes. I appreciate her expertise, patience and extra care…read moreduring the process. I am lucky to have found her and the team at Liberty.

I brought some tax headaches to Sajida and her team , they processed everything in a super timely…read moremanner , given its tax season and they're super busy. Very polite and efficient run office , always able to accommodate me when I just dropped in without an appointment. I believe it's the people in the business that make it a "great" business, and I'm lucky to have found them ... they'll have a customer for life . Jim

Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

Glenn is amazing. Truly one of the nicest people I work with professionally. Equally he is…read moreincredibly knowledgeable about any and all tax situations. He always responds promptly, and gives very detailed instructions and advice. I feel perfectly confident with him handling all my tax needs

I can't say enough great things about Glenn and his responsive expertise when our annual tax chores…read morecome around. When we have any questions he gets back to us without delay. We also love the "early bird" discount which motivates us to get it all done at the beginning of the tax cycle. I highly recommend Glenn Carlson Tax Service to anyone looking for great service and expertise. Lynn Y.

I have been doing my taxes here with Giovanna the last 3 years. And I feel always great! They are…read moreso professional, she has a great attitude and their costumer service is very good too.

Horrible customer service. I called all day long and nobody answers the phone. Finally, someone…read moretexts me. It literally takes hours for them to reply via text. The person texting me tried to get me to see someone who has no experience doing taxes at all. I was unable to even get agree to an appointment after 2 days of texting back and forth. I would highly not recommend going through the same hassle.

Reliable, efficient bookkeeping with great tax guidance, strong attention to detail, and excellent…read morevalue.

Joseph is a gem - a real find. While my tax returns aren't super complex, it is so comforting to…read moreknow that Joseph treats mine like I'm a VIP client. He's professional, prompt, throrough and thoughtful in advising how I might prepare for next year's filing and how I could do to save money next year. What I appreciate most is his prompt communication and responsiveness. Thank you, Joseph!

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

We have been working with Christina for several years, and her expertise, precision, and dedication…read morecontinue to impress us. She always prepares our taxes with exceptional accuracy and a deep understanding of current tax laws, ensuring that we are always informed and fully compliant. What sets her apart is her proactive approach--constantly reviewing changes in tax regulations and explaining how these updates may impact us personally. Her attention to detail, responsiveness, and commitment to staying ahead of the curve provides us with confidence and peace of mind year after year. We highly recommend Christina to anyone seeking a knowledgeable and reliable tax professional. Thank you for always going above and beyond! - Thanks Nadeem & Sharon

I've been working with Christina since 2005 and am happy with her results. She is knowledgeable…read morewith personal and business taxes; very systematic and organized thereby making my tax records very organized, which is very helpful when I Need to access past records. Also, She helped me with back taxes and I'm so happy to be right with the IRS and FTB. Christina is also flexible and often we have worked virtually with me getting her the items at Tax time online and signing docs using HelloSign. She is great and it simplifies the whole process especially at a stressful time like Tax time! I love receiving her educational newsletters in the mail vs. email since I can keep it with my files and her list of items needed for tax preparation each year. This helps both sides to manage expectations and time well.

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.

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!