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.

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!

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.

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 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!

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.

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.

Are you a professional who wants to increase your profit? I have the solution for you in the form…read moreof Crystal Shanks of Run Right Consulting. Crystal is a numbers-driven CEO and Business Coach. Crystal brings 15 years of experience, sharp tech skills, and a talent for getting to the root of the problem and building systems that work. Crystal coaches businesses and executives to generate substantial revenues and maximize profit. Crystal has experience with law firms, real estate, doctors, insurance, restaurants & bars, coaches, and CPA's. If you need a coach who can help you get things to run right, think of Crystal Shanks of Run Right Consulting.

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!

The experts and IGC helped me understand the risks associated with my business and devised…read morestrategies, and various solutions to better manage the uncertainty of life. The service I received was personalized to my exact needs. The price I paid for peace of mind, and security was a bargain for my particular situation. I highly recommend for any business owner. If you're a small business owner like myself, do yourself a favor and take a step in protecting your business, your assets, and employees.

From the owner: Comprehensive evaluations to identify potential hazards, and implement preventative measures. by…read moreinvestigating workplace incidents to develop strategies for future prevention. Our team provides expert guidance and attention to detail, ensuring that all matters are handled with precision and care. We have a proven track record of delivering the highest quality of advisory services that are sure to exceed expectations. We Service the state of California

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.

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!

I can highly recommend Nina Feldman Connections from the point of view of a service provider who…read morehas been referred to many clients over the past 15 years. Nina is impeccably careful about making sure our skills match the needs of people who come to her for help. Nina applies her depth of experience and knowledge of the services a client might need, whether office-related, web-based, graphic production or editorial. Based on her preliminary descriptions to members of her network, it is clear that she listens carefully to clients to grasp the essence of what they hope to accomplish. Then she makes an appropriate choice among the wide-ranging network of professionals she has developed. Almost no matter what kind of service you need, Nina is the one person to call for a referral to someone you can trust to get the job done.

Justin really gets you results. He is a fantastic life coach…read moreand counselor! I was battling with a 'sense of failure' as a father/husband/person due to what I thought was from financial pressures and a lack of empathy, accountability with my was breaking down my relationship with my wife. His counseling experience and deep knowledge of behavioral therapy issues related to 'Complex Relational trauma response' disorder that which induced my own defensiveness reactions and anger helped me dramatically. He provided me with my own personal tools to deploy on a regular basis. These helped me be nice to myself and appreciate my purpose and that I was actually doing my best to improve myself and provide love most importantly. Some of those solutions and tools such as meditation, mindfulness, self awareness/development created personal behavioral changes and coping strategies I now feel better about myself . A relationship tools I really liked was his own self developed 'Oh-Five-X Repair Framework' ( a one page document) which has provided us ability to create a safe place for trust, healing, and recovering from past trauma and experiences in our relationship and personal pasts. I've developed a deeper understanding and awareness of myself and Justin's actionable tools and strategies are much more than what most other life coaches or counselors can deliver. Its his ability to land these strategies/tools on point and get you to understand how to employ them to get better/improve/develop yourself With this guidance I've noticed I've become more empathetic, less reactive and more self caring so my family can continue to heal, and our relationship and welfare of ourselves benefits our family. Justin gets change happening and you get great value for your time and while gaining a true caring friend and an exceptional life coach in your corner.

Justin has been a wonderful guide for me in my life journey for the past couple years. I initially…read morereached out to Choose Heart while in the midst of complete uncertainty and anxiety about my lite, in pretty much every way. Over these years, I have gained so much confidence and have learned to trust myself and my intuition more than ever before. I am so very grateful for the diligent effort from Justin to help me confidently take control of my life's path.