1. MC Accountancy CPA

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Burlingame, CA

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MC Accountancy CPA

5.0 (15 reviews)
Open • 10:00 am - 7:00 pm

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Services - MC Accountancy CPA

Accountants

Audit and conflict resolution support

Current year tax preparation and filing

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6 months ago

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

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Review Highlights - MC Accountancy CPA

“A couple of the others I corresponded, who were in similar price points with Ming, are EAs and not a CPA.”

Mentioned in 4 reviews

Read more highlights

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 - accountants - Updated October 2026

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