Jeff is great. This was my first year using him and I'm very pleased. He got me in and out in a…read moretimely manner. He is very thorough in his answers and always answers the phone if you have questions. His wife is also a very wonderful lady. I will continue to come back and send referrals.

Jeffery Rondini is very rude. I called his office explaining I was trying to upload my father's…read moretaxes to the portal. I simply followed all instructions to register for an account. The next step was to wait, to receive an email with further instructions. I never received the email, so I decided to call. He was rude from the start. I simply told him sir I did everything I was suppose to do. He was very adamant that I had to a mistake which I didn't. He didn't even try to look into the problem or see who I was filling for. I'm going to make sure my father save his $400 dollars from now on!

Jie Wang is a very knowledgeable, responsive and diligent CPA. Each year for the past several…read moreyears, Jie has helped me prepare and file our org.'s annual Federal and State returns. Jie she makes it relatively easy for me to "fill in the blanks" for additional, necessary information that isn't available from our accounting software. Jie's rate is also quite reasonable for the work involved. I have nothing but high praise for Jie Wang's professionalism and integrity!

From the owner: JW Finance and Accounting Services is dedicated to serving all of your bookkeeping, accounting and…read moretax needs. Serving non-profits, small businesses and start-ups, we combine the expertise of a certified financial accountant with the precision of a bookkeeper. Instead of charging an hourly rate, our clients pay a monthly retainer. We will answer all your questions without you worrying about incurring extra fees. We keep our services affordable, so you can be more profitable. We care about all financial aspects of a non-profit or small business. As your business or organization grows, we are able to provide additional services and grow with you.

Mons Cederccreutz is a true tax preparation professional. He has extensive business and real estate…read moreexperience and has given me great strategic tax advice. He is extremely smart and easy to talk to, a combo rarely found. I enjoy interacting with him- he is thorough, knowledgeable and always available to answer questions--throughout the year. He is very easy to work with and informed - I highly recommend him!

Mons was super helpful in filing unexpected S-Corporation taxes this year prior to starting my…read morebusiness. I strongly recommend him.

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

I asked Kara and several other tax advisors for help regarding a potential investment. I was not…read moreaware that the tax rules are very simple. While several other advisors wanted to charge a lot of money for an hour of consultation, Kara provided all the information for free. I appreciate Kara's honesty and would be interested in working with her in the future.

From the owner: Dille & Koo, LLP (D&K) is a CPA firm that specializes in outsourced CFO work for businesses, HNW…read moreclients, family offices and nonprofits. --Firms We work with businesses that need outsourced CFOs to develop and maintain systems and operations with proper controls, integrity, timely reporting and transparency. --Families & Individuals We work with family offices and HNW individuals to assist with family office set-up, maintenance, assistance, special projects, tax, estate planning, reporting and more. --Nonprofits We are honored to specialize in nonprofits that need help setting-up controls, systems, reporting and transparency to effectively manage nonprofits in a cost effective manner.

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.

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 had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy