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

I had such a fantastic experience working with Coach Crystal. She helped me grow and become a…read morebusiness woman I am today. She offers practical steps that will help you reach your goals and also hold you accountable. She is very prompt, returns email in a matter of hours. You will always learn something new on every session with her. Crystal is an amazing person overall and it's been such a pleasure having her in my corner as a business coach. Every business person should have at least a few months worth of business consultation with Crystal. I highly recommend working with Coach Crystal and Run Right Consulting.

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.

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.

Ryan and his team have helped my team immensely. From questions about entity formation to security…read morebreaches, they've been able to offer sage advice quickly, and often, have made recommendations that resulted is less work for them than they could have. Knowledgeable, reliable, and trustworthy; I'm grateful to have them in our corner.

Finding a good lawyer is like trying to find a good partner in a relationship. You are starting a…read morenew journey in starting a business, and you want someone who can support you along the way. I took a leap of faith in SPZ Legal because I was looking for someone in the bay area to be closer to my business operation. Hash took his time to answer my pre-incorporation questions, and offers to help the whole process should I choose to proceed. The whole process from SPZ Legal from start to incorporation was seamless. Hash will keep in communication with you from the beginning of the process to the end. He will provide resources and answer any questions that you have in any step of the process. SPZ also charges reasonable fees for your incorporation process. As a new business starting out all costs and benefits are a very important thing to look at. I am for sure going to continue my business relationship with SPZ Legas as my business grows.

Are you an inventor? Or perhaps you work for a company which develops new products? Whatever it is…read moreyou have, and you need a name with marketablity, go to the people at Catchword. They help people come up with names for their products and some of their clients include: Safeway (Rancher's Reserve Beef), Dreyers (Dreamery Ice Cream), Pepsi (Pepsi Blue -- which is now no longer) and more! The principals are a unique blend of cultures with impressive credentials: Stanford and Harvard grads!

From the owner: Product, Service, and Company Brand Naming.read more

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!

My books were resurrected from the dead and neglected. Blythe came, conducted a thorough interview…read moreto really try to understand my small but complicated venture, forced me to supply and organize all kinds of important historical docs, set up a brand new streamlined bookkeeping flow, and most importantly got my quickbooks to a point where I can actually open it and obtain actionable information. She will make you do your homework. But it will be worth it.

Blythe IS THE SMALL BUSINESS MAVEN!!! For those of you who are great at creating business and doing…read moredeals and making things happen, but whose brains do not do well with the minutiae of managing your accounts, receipts, subscriptions and bills (but also don't know who to trust to help you with this), Blythe will come to the rescue. Having previously hired a bookkeeper who gave me tasks to complete then ignored me if I did not do them (and was happy to take a fee anyway), Blythe comes as a refreshing antidote. Blythe will figure out what YOU need to get the job done, and she will support you with patience and without judgment. She will clean up any messes, put systems in place, and look at ways to streamline. She has a special gift for working with small business owners who are in growth mode, and she will help you in the here and now as well as help you plan for the future. She also really CARES, has the highest integrity and wants to see you thrive and succeed! She takes her fiduciary role as seriously as I take mine, and I have tremendous respect for her work ethic and humanity. If she has time in her schedule for you, take advantage it! She will save you time and money, and she will help you get more of your life back.

If you're looking for someone to help with your ergonomic setup, Allen is the person to call…read more From the moment you meet him, you'll notice how kind and approachable he is. What really stands out is how he takes the time to understand you--how you work, how you sit, how you type--before offering any suggestions. It truly feels like you're talking to a friend who happens to be an expert in ergonomics. He doesn't just make changes; he walks you through the why behind every adjustment. I first worked with Allen when I was experiencing neck pain, and he helped me optimize my home office setup. The difference was immediate. Now that I'm back working in an office, I had him come in again, and in his same thoughtful and easygoing manner, he made a few key tweaks that made a big impact. He's also great at recommending enhancements to your existing setup without pushing unnecessary products. Just solid, helpful guidance. Highly recommend Allen for anyone looking to work more comfortably and prevent strain. You'll be glad you did.

I needed an ergonomic evaluation for my home office and my corporate office workstation because I…read morewas suffering from neck and vision issues. I needed to know how to equip my desk for best posture. I spent a lot of time staring at my screen and developed a change in my vision abilities that makes it so my screen feels difficult to look at (feels like there are a lot of artifacts). I have already gone to the ophthalmologist and optometrist so my glasses and prescription are tuned. Allen got me scheduled within the week and after about 10 days I already noticed a difference in the changes we made. Definitely worth it, especially after seemingly exhausting all of the medical resources.