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Oakland, CA

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Merchants Accounting Services

3.5 (13 reviews)
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Services - Merchants Accounting Services

Accountants

Audit and conflict resolution support

Current year tax preparation and filing

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Dimov Tax Specialists - George Dimov, C.P.A.

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I've used Dimov Tax for 5 years (since 2021), and I'd like to say I'm happy with the service I have…read morereceived. The reason I went to them: I needed someone who could handle out-of-state rental property taxes (I'm in California and have a rental property in Indiana). Filing Process: They request documents long before April so that they can work on my tax return before the April rush. I send my tax documents and business statements via their secure portal. They reach out with any questions or anything that looks odd, as well as reminders for potential documents I may have missed. After they have worked on my taxes, the team reviews my filing with me and helps me with planning for the next year. They point out opportunities and areas to improve on, as well as projections for next year and areas I want to be mindful of. Extra: The Dimov Tax team sends out reminders throughout the year for important things to keep in mind such as: dates, tax strategies, changes in local tax law, changes in federal tax law and changes in government policy. Customer Service: The team has always been responsive and available to help whenever I had a small question or needed an extended discussion for particular issues. I can reach out by phone or email and they typically get back to me within a few minutes or hours and at most a few days.

Dimov Tax has been my CPA for the last 5 years. This year (TY2026), as a paying customer, we've had…read morean all-around ABSOLUTELY TERRIBLE CUSTOMER EXPERIENCE WITH DIMOV TAX and would URGE THAT NO ONE WORK WITH DIMOV TAX. Here's what happened: Dimov Tax mistakenly double counted and estimated the taxes we owed was 2x the correct amount Dimov Tax told us 3 days before April 15th that an extension was being filed, but did not share the amount owed nor the detailed tax filing. This could have resulted in us owing the IRS a significant amount of money, that would be 50x+ what we paid Dimox Upon sending us the incorrect tax filing, no CPA walked through the filing or addressed our concerns Despite chasing Dimov Tax repeatedly, we only received generic email messages from an administrative assistant As paying customers, we had to spend time and money to cross-check Dimov Tax's work across many DIY tax softwares

Cathy Root & Associates CPA

Cathy Root & Associates CPA

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Uptown

I have a spouse who has an LLC partnership. I have been together with said spouse for a decade…read more This review is my story. Each spring, said spouse would begin to carry the world weariness of someone who is paying an accountant, but then secretly having to fact-check the accountant so much that he winds up doing his own taxes. To be fair, these are not easy taxes - LLC, multiple states, multiple employees, etc. - but still. Disappointment was frequent: try as they might, accountants simply couldn't get it right. I grew concerned. Surely - SURELY - there was someone out there who might be the right fit? We had outgrown folks who do this part-time, but weren't big enough for some of the fancy agencies. A search led me to Cathy Root. A quick call with her immediately got my spouse on board. And then... peace! Blissful, competent, brilliant PEACE! Spring 2021 found hope creeping back into our lives so many ways: vaccinations, of course... but also, for the first time ever, an amazing experience working with an incredibly talented, dazzlingly skilled professional. Friends, our taxes are DONE. It's early March. And not only are they done; Cathy has been outstanding every step of the way. We, too, have clients; Cathy treated us the way we hope we treat others - and that's the highest aspirational compliment I can give. I daresay, we will actually look forward to doing taxes next year.

Cathy Root is a highly skilled, experienced and responsive Oakland-based CPA and tax advisor…read more Definitely 5 Stars.

SmallBizMaven

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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.

Merchants Accounting Services - accountants - Updated October 2026

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