1. M Bess Kane CPA

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San Mateo, CA

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M Bess Kane CPA

3.3 (17 reviews)
Open • 9:00 am - 3:00 pm

Services - M Bess Kane CPA

Accountants

Audit and conflict resolution support

Current year tax preparation and filing

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10 years ago

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4 months ago

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6 years ago

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6 years ago

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14 years ago

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12 years ago

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15 years ago

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11 years ago

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Review Highlights - M Bess Kane CPA

“I was almost frazzled enough to do this, when I decided to call Bess, whose name I got off the Internet.”

Mentioned in 3 reviews

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Tessara Wealth - Kimberly Keesler Herrera, MBA - Financial Planning Resident

Tessara Wealth

(27 reviews)

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!

MC Accountancy CPA

MC Accountancy CPA

(15 reviews)

Professional, responsive and communicative. The office has a good safety protocol and like how…read moreeverything can be done virtually.

I highly recommend MC Accountancy to all small business owners…read more As a customer for over 5 years, we can attest to their friendly and knowledgeable service. My wife is a realtor and her business tax filings and our personal tax filings have always been difficult to sort out in a timely manner. Ming has been a great team to help us sort out tax season without the stress. But where Ming and his team really shine is how they help us manage our accounting needs for the business and our personal investments. Ming and his team have been incredibly helpful in organizing our expenses, managing payroll, and providing valuable tax strategies. Ming is very detail oriented and he's able to catch when we've made oversights. For example, one year, he was able to spot that there were two tax forms accidentally missing in our submission when he compared it to the prior year's submission. Ming continually keeps up with changes in the tax code, advising us on options that are now available that may possibly benefit both our personal filings as well as my wife's real estate business. We also like the app that he uses to allow us to review documents, upload documents, and send us notifications in a secure and centralized way. We can always log in and look at the history of our interaction. Thanks to their expertise, we've been able to maximize tax strategies and optimize our finances both for our personal finances and for my wife's business. MC Accountancy exceeds expectations and is a reliable financial partner for any business.

Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

Flex Tax and Consulting Group

(170 reviews)

North Beach/Telegraph Hill

I hesitated before signing up for Flex Tax's $10,000 tax planning package because it was a big…read moreexpense. Looking back, though, it was worth it for me. They helped arrange a cost segregation study for my rental properties and walked me through an oil and gas investment strategy. Between the two, I saved over $150,000 in taxes over the past two years. The package also included preparing my tax return, including the rental properties and investments. There was a lot I didn't understand at first, but the team took the time to explain things and answer my questions. What I appreciated most was having help planning ahead and understanding how these decisions affected my taxes. It's a significant fee, but given my situation and the savings, I'm glad I went ahead with it.

I've been working with Alex and his team on my personal taxes since 2017. I work in tech, so my…read moretaxes haven't always been super straightforward with RSUs, equity, and some consulting work on the side. Alex and his team have always been great about answering my questions, catching things I wouldn't have thought about, and making sure we get a good return. My husband and I recently started a small business working with partners and manufacturers in abroad, and we reached out to Alex again to help us figure out the U.S. tax and accounting side. We had a really helpful session with him where he walked through our business and payment structure, flagged a few things we needed to think about, and gave us a much clearer direction on how to set things up. We've trusted Alex with our personal taxes for years, and now we're planning to work with his team on the business side too. Definitely recommend!

ELLIOTT TAX SERVICE

ELLIOTT TAX SERVICE

(29 reviews)

This will be my 3rd year doing taxes with Elliott tax services. Since moving to the bay area I…read morewasn't sure where to go. I actually found this place through a referral. Because my friend referred me, she got $20 off her tax prep. so the next yr I decided to refer a friend of mine, and I got the $20 discount. :) Even though the space may be a little small, they get everything done thoroughly and efficiently. They do get pretty busy at times but the wait isn't too long. This place is definitely less expensive then any other tax places i've been to and would come back again.

BE AWARE! Giovana, I…read moream writing to address the major errors in my taxes for the second consecutive year. I am very disappointed that these issues were blamed entirely on the system, with no acknowledgment or apology. She actually told me to take it as savings! I am talking about thousands of dollars that I overpaid the IRS. I knew something was wrong, and I asked her to triple-check them. She did, and she couldn't find the mistake until I called the IRS, and they told me I have 3 years to file an amendment and get my tax credit back. On top of that, we had to file twice for the 2025 taxes, and on the second time she didn't include the payment plan! I ended up doing everything myself online and calling the IRS many times to solve this. I will find someone else to prepare my taxes next year! They do not want to reimburse for the services!!!! Always check your taxes! Hi Jim, That is not how it happened, and I have the amendment here with me. Even the IRS lady suggested that I find another tax preparer. You can call me anytime; instead, you hung up the phone on me today. Apologize, and give me my money back for those 2 years. I am extremely dissapointed of how this has been handled. I am the one who needs to wait now 16 weeks to get back my thousands of dollars from 2024 and 2025 because your system made an error, and I caught it a year later! Money that I should've never paid in the first place, and I could've spent on things I need instead of paying with credit cards plus their interest! Does everyone notice how they are asking other people to write 5-star reviews after this bad review 4 days ago!!!! Instead, they could've handled my situation more professionally instead of just saying to take it as savings money! An apology and my refund is all I was asking, and I think that's the least they should've done. I mean, it is thousands of dollars! I am still paying tax money thats is owe to the IRS until they review the amendment in 4 months.

M Bess Kane CPA - accountants - Updated October 2026

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