San Francisco's best-kept secret. No website, even-- only listings elsewhere on the Internet…read more For the past decade their their Enrolled Agents have taken excellent care of my small business taxes. Turning over every rock and stone to legitimately reduce my tax bill. Carol, the Founder, set me up initially. Then Robbin took over, teaching me better record-keeping skills in the process. So, my returns go smoother by the year. Then this year, Darrin stepped in for my 2022 returns. All top-notch! Gerte, at the front desk, is the glue for visitors. Warm. caring, meticulous. Two friends I referred-- one a tech consultant / homeowner, the other a General Contractor / commercial fisherman-- have been happy with them too. Worth every penny! Really-- I tried to do my own biz taxes a few times, so I know.

They are quite knowledgeable and friendly. Been going to…read morethem for many years. Carol and Darren are very accommodating.

I have been a client of Jutta and Reyna for about 10 years. I may have found her thru Yelp, lol. My…read moreprevious tax accountant retired a bit over 10 years ago and I needed someone with international experience. Jutta has been a pleasure to work with. She and her team are very knowledgeable in international tax laws, and they are always responsive and cordial. Several of my immediately family members have been utilizing her firm. Highly recommended.

Jutta and Reyna have been preparing my personal taxes for the last 10+ years. They have been…read moreaccurate, efficient, and on time ever since we started working together. I appreciate their knowledge, expertise, and suggestions on how to be most prudent with my tax liability. I highly recommend them to anyone looking for a reliable and knowledgeable professional.

I switched to Stern & Associates and have been extremely happy with their service, communication,…read moreand attention to detail. Their fees are less than half what I was paying my previous preparer. I wanted to be sure my preparer had plenty of experience with LLCs and independent consulting practices; they've shown they really understand those issues.

I strongly caution anyone considering Stern and Associates for tax services. Our experience with…read moreCarol Fullam and Amy were awful and involved months of communication delays, unfulfilled commitments, and ultimately being dropped as clients on Tax Day itself. My husband worked with this firm for 6 months to assist with what seemed to be a complicated tax scenario (but was handled in less than a week by a new CPA). Communication was unreliable throughout, including repeated instances where they claimed to have sent questions or requests that were never delivered. In February, my husband introduced me so we could file jointly, as my individual return is very straightforward. Despite this, simple questions regarding their fee structure, required documents, and basic filing steps routinely took over a week to answer. When I called Amy directly for clarity, she appeared distracted and admitted she had left my emails unanswered because she didn't know the answers, telling me to contact Carol instead. I followed up politely asking for Carol's guidance via phone or email, noting that I had been waiting 1.5 months just to understand how to proceed and pay them. Carol refused phone calls, so I asked if they were simply at capacity so I could look elsewhere. Carol's immediate response was to drop me as a client. Following this, I asked for written confirmation that my uploaded sensitive tax records would be deleted from their portal. Amy claimed they were purged, but I logged in and found my documents were still active. When I followed up requesting screenshot verification, they ignored me entirely, leaving serious data privacy concerns unresolved. Two weeks later--on the actual day of the tax filing deadline--the firm contacted my husband out of the blue and dropped him as well, claiming they felt uncomfortable because my polite and easy administrative inquiries were "too much" (their words, not mine). Wasting six months of work and abandoning a client on the deadline is completely unprofessional. Avoid this firm if you need reliable communication and secure handling of your financial records. They have no idea what they are doing. If my experience doesn't convince you, just look at the business owner's responses to other negative reviews. They routinely expose private, personal client financial data and tax histories just to get the last word. This public retaliation is completely unethical, violates strict CPA confidentiality rules, and can result in severe legal fines. Wonder if anyone has reported this yet..

It's been over a decade that Anne Liang and her team have been handling my tax returns…read more What I like the most is that she doesn't just prepare taxes--she genuinely cares about you and every dollar you earn. While you may be focused on the present time, she offers thoughtful advice to help you save and build a better life for retirement. She is detail-oriented, highly knowledgeable, and always up to date on current regulations.

A long-time client of Anne Liang CPA, I can confidently say she delivers…read moreexceptional service for complex tax situations common in high-tech and consulting fields. Anne expertly manages everything from standard tax filing to intricate planning--especially maximizing savings on work-related equity. Her proactive approach ensures accuracy without requiring constant oversight. She also introduced me to sophisticated retirement strategies like Roth IRA conversions that effectively reduce my overall tax liability. Highly recommended for professionals seeking knowledgeable, reliable, and results-driven accounting support.

I feel sick even clicking on 1 Star. These guys have no tact when owning up to mistakes made by…read moretheir own office. Due to opening up a big fitness facility last year, and starting a new business, I decided to go on monthly installments for some taxes owed. To make a very long story short, Tim told me specifically he would "Take care of this" as in setting up the Installment plan. I signed the paperwork and THEN, He NEVER even sent the application in which I did not discover until months later. I did see some warning letters which I brought to his attention and then due to being busy as hell unintelligently trusted him remedy the situation. I say unintelligently because he also let me know he would "take care of" sending in a payment to affirm my LLC Status. A check which he held on to for 6 months and never sent in. Well, I have learned my lesson now and will always just call the IRS myself from now on to get the story straight. All I can say is NEVER trust T&D Taxes to "take care of" anything for you. I have never seen a business be in such denial and refusing to own up about a MAJOR mistake they made and I am seriously disgusted by this.

I've used a fair bit of tax folks in my day and I'm glad Tim and Deerrik are now my tax people…read more As an estate planning attorney, I had the opportunity to work with them on a number of my clients' matters. They're well respected in the LGBT community for knowing the tax stuff and about half my clients were gay and lesbian. So, when I needed an accountant to take over for my business, I gave Tim a call. I'll be honest in saying that I really didn't want to work with someone I had a professional relationship with. I didn't need him seeing my nasty bits and pieces. But, Tim and Derrick were incredibly professional and made me feel good about working with them. I can highly recommend T & D Tax Service.

The first time I met Tracy, I knew that she was the perfect tax and business advisor for me. Tracy…read moreis knowledgeable, engaging, and very straightforward. She listened to my concerns, what I want to build, and then created a priority list that made it all digestible. Her personality and down-to- earth demeanor make her relatable and feel like you are talking to a family member who wants the best for you. I look forward to working and learning with Tracy.

Tracy is very knowledgeable. She did a great job filling our personal and business taxes. She is…read moreresponsive and reliable. She also has deep knowledge of how taxes work and stays up to date regarding changes. I will definitely be returning to her! Thank you Tracy!

Best tax service in the bay area. Jackson went above and beyond to understand my tax situation such…read moreas multiple income sources, joint filing. and helped me maximize my returns. He is very knowledgable and always promptly responds to calls and texts. I would definitely recommend.

Wow, Topline Tax Solutions is simply amazing. They provided me with prompt, efficient, and reliable…read moreservices. Jackson is a great guy who is patient and will work directly with you to explain any confusion that you may have in regards to everything tax related. He has helped me tremendously with getting the most out of my tax returns($) and provided me information that I never once knew. Do not hesitate to work with Topline Tax Solutions, it has been a great decision for me thus far!

I have trusted Millie with my taxes for several years now and...thank goodness for that!…read more Whether you're experiencing good times or bad, Millie is super efficient, knowledgeable, and she really cares about helping you achieve the best outcome. I've tried to do taxes on my own, but the problem is, if you're not working in this area daily, you don't know all the questions you should be asking yourself. It can even feel embarrassing to ask certain questions. Except with Millie. She makes you feel empowered and grateful at the same time. I only wish we could clone her so that there's a Millie in every city!

Millie is great! Very friendly, knowledgeable, and accommodating. Best part, she's right in the…read moreneighborhood. I'll most definitely will be using her services from here on out!