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.

Hannah is not just my tax preparer, but she has helped me keep track of my financial life after…read moredivorce, and while trying to raise three kids. I'd say she is crucial to me. And she makes house calls---at least for me! :-) I highly recommend her as your tax preparer.

She's nice and engaging. Good mother of kids. She lives eight blocks away, so convenient…read more But she filed my return on April 15 even though she had the data in mid-March and she did not file the data for my 4-year-old nephew until April 16. Franchise Tax Board demanded penalty and interest for her delinquency. No explanation or apology or recompense from Hannah.

I used Roy's services for several years. He works quickly and I found his price reasonable…read more However, there were two issues that eventually led me to stop using his services: 1) Poor security around sensitive information: Roy doesn't use a secure portal for tax documents like many services do nowadays. Instead, you either email your documents or leave them at the cafe he owns with whatever barista happens to be behind the cash register. You also pick up and sign for your tax return at the cafe that he owns, not directly from him, but with the barista. This always made me uncomfortable but I tolerated it. The last straw was when he asked me to send my bank account information over email for direct deposit. When I said I wasn't comfortable doing that, he asked me to drop it off at the cafe (with the barista, not him), which I wasn't comfortable with either. 2) Unwillingness to research new tax law In 2025, I installed a solar system in my home, and wanted to receive the 30% solar tax credit that was going away at the end of the year. During 2025, I emailed him to ask several question about eligibility for the tax credit, leveraging my tax liability to maximize the credit, etc. He responded that he couldn't answer any of my questions because "the law could change at any time" and he wouldn't "receive the tax program until early January and solar credit won't be ready until late January." At the time, I gave him the benefit of the doubt, but now I know that the law was clear then, and he just didn't have that level of expertise. Then in 2026, when it was time to file 2025 taxes, he wouldn't answer what tax form needed to be filled out for the solar credit or what documentation I needed to provide him, despite my asking multiple times. Fortunately, I found a new tax preparer who already knows everything about the solar tax credit, knew exactly what form needed to be filed, what documentation I needed to submit, and could easily answer all the other questions I had. So in my experience, Roy has some gaps in his knowledge and is unwilling to even admit to those gaps, much less proactively go do some research to learn so he can help his clients.

Great service, highly recommended. Roy is straightforward, very easy to work with, and quick too…read more There's nothing not to like here!

This is a follow-up review after my initial review! After filing a complaint with California Board…read moreof Accountancy, I was told that Lina is not even licensed as a CPA with the CBA! Again another red flag! Be extra cautious and don't get fooled guys!

Lina is nice, and seemed to handle my taxes well, but a lack of attention to detail and…read moreinconsistent communication marred my particular experience. First, it is worth noting that Lina is pleasant and reasonable. She seems to have a good command on tax rules. While I didn't always follow 100% of what she says, this seems true of most financial professionals I've interacted with (translating between the tax code and plain English isn't easy). My main complaints are that (1) Lina charged me much more than what she originally verbally quoted for tax preparation (2) she had my taxes ready 8 days after the filing deadline. My tax bill was higher than expected, so it took me another week to make funds available. Because of this combination of events, I had to pay ~$500 in fees and penalties. Lina covered about $100 worth and offered a 30% discount on next year's preparation. I don't think this would have happened with another tax preparer. I got Lina my tax information 3-4 weeks ahead of the filing deadline, as soon as all of my forms were available. Knowing tax season was busy, I said I was okay if she needed to file an extension, but also asked if there was anything I could do to facilitate it. If Lina had communicated (1) a rough estimate of tax bill ahead of time or (2) warned me that a major penalty would kick in for paying after May 1st, I might have been able to do something differently.

He was creepy, disrespectful and spoke negatively to me about my lacking qualities for no reason…read more(rude psychology freak), and cheated me out of my money. He overcharged and asks inappropriate questions not related to the tax service. Do not trust him. Find a different tax preparer that will not cheat you out of your money. I am not stupid....I paid because I am an innocent person, HIS horrible character and service says a lot about HIM as a person. Please do not use his service.

I had an excellent experience with my tax preparer. He was patient, knowledgeable, and made the…read moreentire process easy to understand. He answered all my questions clearly, double checked everything, and made sure I felt confident about my return. His professionalism and attention to detail really stood out. I highly recommend his services to anyone looking for reliable and stress-free tax preparation.

I've been coming here since 2016. They have always been very helpful and friendly. I have always…read moregotten back something back and not owed anything back. My husband and I will continue to come here as long as we can.

They are amazing , thanks again ‼ Very very helpful and…read moresuch great customer service and professionalism

Miu was very professional and responsive, hired Cloud n' Books to do my personal taxes, reasonable…read morerate. Would recommend.

If you're looking for a reliable, trustworthy, honest CPA who always gets the job done and knows…read moreher stuff, look no further. We were looking for someone to do bookkeeping and payroll for our business and Miu is absolutely fantastic. Some places charge more and aren't nearly as responsive or efficient as Cloud n' Books. Getting taxes done is also a breeze with her. She explains things very thoroughly and we've gained great insight on all things tax related. If you're in the market for a new CPA, I highly recommend you book a consultation with Miu. You won't be disappointed.

Jesica always answered phone calls and clarified any confusions. She also asked me questions to get…read morea clear understanding of our financial situation. She made tax filing easy. She knows her business.

Jesica is extremely knowledgeable, efficient, timely and effective. Tax season is always a…read morestressful time of year for me as a self employed person but she answered all of my questions and helped me through it with ease and confidence. We were on a zoom meeting days after my initial request and done with the entire process in about a week. So grateful to have found her.

I am very satisfied with how carefully and kindly my tax return was handled. The staff are also…read morefriendly, which is why I go back every year.

I've been coming here for years! He is very knowledgeable and works fast. I wouldn't go anywhere…read moreelse. He also helped me handle an audit and it went very smoothly.