I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

She's a lifesaver: she's not only an amazing human being, she's a highly skilled CPA. Our doctor…read morefriend recommended her. And she didn't even know she was on yelp. She doesn't take clients unless it's a referral. I think because it's a lot of work and a large commitment. She charges accordingly but in our case that we have many years of back taxes it's worth the money. Peace of mind is priceless... I appreciate that she can handle stress on another super human level. Her mind is sharp, she has a special talent, I believe she was born with a special brain, and has a gift, to crunch numbers, handle red tape, IRS, deadlines and take clients through the daunting road of taxes. Always in a great disposition. She's fearless too. She has no problem going down the rabbit holes and making calls and inquiries. She is an amazing human and a top notch CPA. And someone we can trust with our entire lives on the table. If you have work to do with an accountant you really need to feel heard and be able to trust that person. It's an intimate process. No judgement. You shouldn't ever feel ashamed. We are all human. And taxes aren't something natural to any normal human being. So to find a wonderful person that can make this process smoother. And legally work their magic. It's a blessing. I feel blessed to have been introduce to Irina Kassil.

Irina was recommended to me by my financial advisor becuase the tax professional I had goofed up my…read moretaxes in a very bad way. The first thing Irina did was spend time talking with me both on the phone and again in person to learn about my tax concerns and issues. And now she's done with my taxes for 2018 and I have been completely impressed. Her pinpoint knowledge of tax law and tax consequences is profound. Her attention to detail is outstanding. She helped get my sole proprietor deductions in line to make an audit less likely. And she managed to work in all my expenditures into my numbers so that I didn't lose a single penny. And her knowledge of COVERED CA is quite strong. Irina is wonderful and I'm relieved & grateful to be her client.

David Bott from Wilson Markle Stuckey Hardesty & Bott is THE kindest, supportive and nicest human…read more His turnaround time and support staff are just AMAZING. I've been incredibly happy with their service. If you seek a CPA with a family feel, David Bott and his team our your people! Love them so dearly and thank them for taking care of my family over the years.

We are very pleased with WMB2 in general and Shirley Chen-Blum in particular. All interactions…read morewith the firm have been prompt, clear, professional and couteous. Shirey is exceptional - warm, responsive, knowledgeable and very helpful. We highly recommend her and WMB2.

Brandon was so helpful and generous with his advice. He explained my financial situation and…read moreoptions in detail. He was very efficient and knowledgeable with his answers. Looks like I have a new CPA moving into the future! He's is wonderful! Thanks again Brandon!

Although they did a good job with my filing last year, this year has been a total disappointment…read more I contacted them by the end of January to get an early kickstart and avoid leaving this to the last minute. They asked me to send the documents as soon as they were available. After a while, when asked if they needed anything else, the answer I received in March was, "We will know when the returns are being prepared." meaning they didn't start at all. As a follow-up, I asked them if it would take some time; I could try to find someone else while there was still time. So surprisingly their response was, "Feel free to find someone else". This last response summarizes how they value their clients. I only gave them an additional star because they managed the situation better last year. If you're an individual client, avoid them at all costs.

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.

The gift that keeps on costing. We have had a terrible experience working with Georgia Rogers and…read moreher team at this organization, apparently bought by another group now. The mistakes that they made keep coming back to haunt us and cost tens of thousands of dollars. They should have been responsible to pay the fees and penalties that were a result of their blatant disregard, incompetence and just flat out sloppiness. But instead they just ignored our messages completely. Still haunting us after 5 years.

Ms. Rogers is kind and well informed. She agreed to do research for my complicated case with a…read morekind voice and support. She spent great deal of time researching my issues that had been going on since 2014. I greatly appreciate her wisdom and kindness. I recommend her highly. Thank you

Larry Lococo has been doing my taxes for over 20 years. He provided financial reports monthly for…read morethe business I owned as well as personal taxes. I really depend on his expert advice. He is up on all the latest tax rules and explains everything perfectly so I can understand. Kathy who is his wife and business partner is extremely organized and has provided excellent advice on keeping track of finances. I highly recommend this team for taking care of your finances.

I've been using Larry as my accountant for over ten years. He's a REALLY good accountant and just a…read moresolid guy. Larry has done an excellent job of keeping me up to speed on new tax laws. Not only do I use him but so does my father and my brother. I wouldn't consider using anyone else.

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!

Richard has been doing our taxes for 50 years! He is the best, need I say more?!! His daughter…read moreCecile, CPA is now working with him. It's all in the family!!

30+ years and counting, Richard and staff have offered exemplary service and partnership in meeting…read moremy family's accounting needs.

Seriously seems like a tough time for banks - let me think who has great customer service still…read more. it'd be someone much bigger than BMO and this one branch I am really questioning their problems of phone center, automation of non human service (AI) is going to keep people quitting them. I had to go in person as I had spent months trying to activate my ATM card, trying to activate from home -calling into automation, but always says, "sorry we are having difficulties right now" -the difficulties never went away! Calling into Customer Service many times~ put me in a circle of - "you do not have an ATM card for that account"-uh, yes I do! You sent it to me- I am holding it w/same number as when it was Bank of the West. Finally- called into a local physical bank-& drove to closest location. The guy was super nice but like, had to wait a bit for this one person-who solved the situation. Most people would not be this patient. The bad reviews make a lot of sense. This is people's money- and hard to consider doing business with a bank that is not staffed with enough "real personnel" on the phones & in person.

Opened account Thur. Scheduled my deposit for Mon…read more Received email Sat (all branches closed) stating I must physically bring 3 pieces of ID to branch. Online account locked. 35 minute hold time on phone. Do not recommend BMO.