By the book tax accounting is a great resource for me. I've utilized their tax filing and working…read moresessions to ensure my taxes are all in order. They're very reliable and knowledgeable. I'd highly recommend to any folks that have real estate in their portfolios and are active investors. They always provide a cover letter with very digestable advice on upcoming tax years that help optimize realizing benefits of these type of assets.

I have worked with three different tax firms (and several CPA's within one of those firms) over the…read morepast 5 years (including one local and one suggested in a group with a bunch of wealthy investors) and Joseph at By the Book Tax and Accounting is the best by far. First, it is a pleasure to work with a single CPA from start to finish. Second, he has a system to help you organize your taxes and identify areas of taxes savings. Lastly, he is timely in his communication. My returns for this year are looking far better than expected and I look forward to hearing about the areas of further tax savings that he has identified

We have been coming to see Sharon every year for the past 15 tax seasons. She is always very nice…read moreand attentive to any question or concern we may have. Whenever we call her office, we always get a call back promptly if we cannot reach her right away. She is extremely knowledgeable and all her staff are very friendly. Making our tax time much less painful.

She's a responsible, reliable, responsive, conservative, professional CPA. I've used her for…read moreseveral years to prepare my taxes.

"Working with Martha was an excellent experience. She is professional diligent and there to speak…read moreup for you during negotiations. She always has her client's best interest at heart. Communicates and responds right away. She makes herself available to help in any way she can. Purchasing a home was a very personal experience for myself and my husband. It is a home where we hope to raise our children entertain family and be a sate place for us and our family. Our financial information and budget are not easily shared with anyone. But Martha made us feel at ease and that our information was secure private and protected. Martha listened to us and understood our needs and wants when purchasing a home. She worked hard to ensure we found and were able to purchase a home that met all our needs and wants. The home we purchased with Martha's help was a competitive situation with various bargaining aspects. Martha very professionally ensured we got the best deal And were not taken advantage of.

Martha has been an absolute pleasure to work with! My husband and I started working with her about…read morea year ago just to see what houses were out there and narrow down the areas. Because of Martha we just purchased our first home! She's incredibly responsive, reliable, and will go above and beyond for her clients. She was with us at every open house, reaching out to brokers, neighbors, and every contact she had to see if there was a house coming on the market that would be the right fit for us. We had very specific criteria and she not only found us the perfect house but was creative to ensure we had the best chance of getting our offer selected. She will educate and champion you along the entire way! Thank you so much Martha for your patience with us and helping us secure our first home! We appreciate everything you've done and your guidance throughout the process.

The person who had been preparing my taxes the past decade wasn't available, so I submitted a quote…read moreto S3K and a few other tax preps. Portia responded quickly and gave me her price, which was reasonable. She was very responsive since I'm a new customer and we needed to ensure the details were accurate. I uploaded my forms using a secure portal she provided and had my return soon after. She also guided me through submitting my 1040 payment online. Her process was simple and she was very professional. I definitely saved a lot of time with Portia and S3K.

This is my second year working with Portia for my taxes. Her services are timely and very thorough…read more I would highly recommend her if you are looking for someone to do your taxes.

I had a very good tax-preparation experience with Debra Simmons. I was a new customer this year,…read morehaving my 2015 taxes done by her. Things happened very promptly, and as promised. I had a fairly complicated tax situation this year, and Debra spent time on the phone with me and we communicated through email getting things squared away and helping me get prepared and organized. She spent time making sure I understood my situation and how she planned to file my return. She had good follow-up and answers questions promptly via email. If you are a person who prefers a face to face meeting with your tax preparer, Debra may not be your person. I never met her in person, and worked with her through email, telephone, and by dropping off and picking up paperwork at her mailbox location. She did things promptly and efficiently, and I got a favorable result. I would recommend her if you're OK with dropping off forms and working without face-to-face contact.

Debbie is the only reason I have survived the last seven tax years with my sanity intact! She takes…read morethe time to explain the intricacies of my business returns every year, makes good suggestions on how to best prepare, and helps us prep for the year to come with confidence. Having her as my CPA has been nothing short of a blessing. Thank you Debbie!

Very thorough and attentive service, with clear communication and strong customer service skills.read more

I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.

My family has been filing with this office for years! I also began filing with them once I was…read moreindependent! The team is incredibly kind and quick to respond. Their price for filing is reasonable and I have continued filing with them despite being out of state for a few years now. Their family values shine through what they stand for!

I've been a customer since 2021. Very reliable, I have nothing to worry about filing income tax…read moreanymore. The CPA responds and gets job done quickly. Service charge also seems fair.

Great local service. Very convenient and helpful. Great price and services offered. Great at…read moreworking with the local community.

Xavier is extremely professional and timely with his work. He helped me prepare my taxes last year…read morefor my accountant. I was so overwhelmed because it isn't my forte at all and because I forgot to make an appointment with my accountant until the very last minute. I gave him everything he needed and he had my information perfectly organized for my accountant 2 days. He has also helped manage my books for my business and taken the burden off my shoulders. I highly recommend him over a large account firm because he is personable, responds quickly and gets the job done in a timely manner.