I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

Ultimately didn't go with a tax professional - but really appreciated the quick response and…read moreback-and-forth on email to get a few questions answered while determining next steps. Quick to respond to questions and very-Yelp friendly. If in the future we need a pro, we'll be going here. Thank you!

I hired Winter Pine last minute for taxes after having felt my last accountant seemed to just go…read morethru the motions. I had the opposite experience with Murad. From my first inquiry to filing, he was prompt, professional, but most important, proactive. He asked for clarification on things, discussed ways to get my wife and I a better return. And in the end, he came thru. Rare find nowadays, and highly recommend.

Monica is very knowledgeable, kind, nice & sweet lady! She did an excellent job doing our income…read moretaxes & has reasonable prices. Thank you Monica

Sunset on Lyons exceeded my expectations from start to finish. Their staff went above and beyond to…read moremake sure all of my questions and concerns were fully addressed. Everyone I interacted with was kind, approachable, and clearly very knowledgeable in their field. They made the entire tax process feel easy, organized, and far less stressful than I anticipated. The office is also absolutely gorgeous and has a peaceful, comfortable vibe. I'll definitely be returning and would recommend them to anyone looking for quality service.

Lance bookkeeping has been doing the books for my business for 2 years. They are wonderful to work…read morewith and professional.

Although I had personally managed our books for many years, I have never been particularly good at…read moreit and I have sometimes neglected the task for months at a time. Even though we are a small firm, our accounting has some inherent complexities and I was apprehensive to train someone to manage our books. Jessica (Rose) came highly recommended and took over our bookkeeping at a point where we were about six months behind. After taking the time to understand our process, she systematically cleaned up our data entry and remedied inconsistencies between our tracking system and Quickbooks Online. I used to feel guilty if I took off time during the weekend; knowing that I was neglecting our books. Now our office is on cruise control and I no longer have to worry about our books being up to date. Jessica works diligently, asks questions if she is unsure of something, and we consider her to be a valuable asset to our team. Jason F. Chief Valuation Officer Appraisal Evaluations, Inc.

Chinonso is my tax queen and my ride or die when it comes to filing. She's perfect for filing…read morepersonal taxes , she files my S-corp taxes for my business and I couldn't give her services a bigger co-sign. She's amazing, flexible and easy to talk to. Solid accounting and she knows her stuff very well. She'll definitely ease your nerves when it comes to this stressful stuff she's very knowledgeable. Next time you need to file during the dreadful tax season, give her a call you WON'T be disappointed.

Amazing service! I love that we can do everything over the phone! She is so amazing and helpful!…read moreShe did everything I needed! Great price! $160! Always gets me a refund! Thank you so much for your help!

Truly amazing service…read more Second year coming and will be coming back for life. My mother came last year and will ALSO come back this year

I came to Parviz with a complicated tax matter involving correction of a multi-year error created…read moreby a previous tax preparer. Before finding him, I contacted several other businesses and none had the experience or knowledge to handle this type of correction. Parviz approached the situation with professionalism, clarity, and strong technical expertise. He explained the process, stayed organized, and followed through. His pricing was also reasonable. If you're dealing with a complicated tax issue and need someone who actually understands how to fix it, I highly recommend this business. Parviz is excellent at what he does.

I was with this firm for years. How it ended is why I'm writing this…read more My LLC's 2024 California return had errors in the ownership percentages that threw off the PTE tax allocation. I found them, not him. I asked him to fix it, he amended the return, and then never sent me a copy of it. So the only 2024 return I ever had in hand showed an overpayment of about $3,600. The actual corrected number was about $1,400. When I brought on a new accountant, I gave him the outdated one, because it was the only one that existed as far as I knew. That wrong credit carried into the next year and I got a state notice for roughly $2,500 plus penalties and interest, all because of Sam's mistake. That's fine. People make mistakes. I raised the issue with Sam on June 6. To his credit he owned it at first. June 18 he wrote that he wasn't going to pass the blame and that he'd get the notices and cover the penalties and interest "as I always do for other clients." Then again on July 1: "I am willing to work for the notice to reduce the penalty. I will take the responsibility for that." Then he went quiet for a month. Emails ignored. Two messages left with his office, never returned once. Nothing filed. Penalties running on MY account the entire time. August 5 he finally wrote back, and only because I'd given him a deadline. Not to file anything. But instead to demand more money. He said: "I told you that the open invoice should be paid first. It is very clear. That is my condition." He would not file the abatement unless I first paid him $1,010. That invoice is its own story. He billed me for the 2024 tax return when it was originally completed, I paid it in full the day it came in. Months later he told me the number was wrong and said i need to pay more, on the same return work that had to get amended for his errors. I said no then and we both closed it. He dug it back up 17 months later to get out of something he'd already committed to twice in writing. I ended up filing with the FTB myself. So here's where I landed after years of paying this firm - Sam cares more about collecting every dollar he can than about doing the work or keeping his word. A few hundred dollars of his own mistake wasn't worth an hour of his time. $1,010 was worth two months of mine and lies. Get yourself an honest CPA with integrity. Sam, unfortunately, has shown that he is not that.

Sam has become a very trusted accountant and friend. He and his staff are fantastic! We have…read morerecommended many friends and most of our family to MYBL!

We started doing my taxes with Ohnstad, Kiledjian & Kush recently, and they are a great,…read morefamily-friendly business. We worked with Keese, and he was really educational when it came to preparing our tax return. As our family is growing, it's nice to know they will do their best to keep us informed about any potential credits we can get. It was a busy season for them, but if you want to sit down with someone, Keese was incredibly knowledgeable and friendly. They are pricey, though. It really depends on the value you're getting and whether you can afford their rates, so definitely take a look at their engagement letter for prices depending on the service you need. Overall, I recommend them if you want a long-term relationship. Because it's an investment, I predict the value will only increase as we continue to work with their team in the long run.

I've been using this team for years to help me with my businesses. Kees, Ara, and the extended…read moreteam have been a key element to my success, and I'm grateful for all they contribute. Through their advanced tax planning and business services, I have been able to scale my business with confidence. I've used many firms but I've kept this team, and will continue to leverage their services, no matter where I am in the world. They are incredible accountants and strategists. I wouldn't be where I am without them! A sincere thank you to the team.

Scott's knowledge and professionalism has kept us with Credo from the beginning of launching our…read morenon-profit in 2010 until this day. As someone who has very little time and ability to keep up to date on our tax filing deadlines and reporting, Credo has been an invaluable partner. I would highly recommend them to anyone with small or complex accounting needs. As our cash flow has changed over the years, they have helped us to streamline and only charge us for what we really need. Very satisfied client!

Scott Jette, of The Credo Solution, has been a critical member of our team for over six years…read more Scott's readily available; comprehensive and easy-to-understand reports ensure both my business and personal bookkeeping stay in order and on point. Scott's calm demeanor and strategic counsel ensure we keep focus on the 'bigger' picture while we move toward achieving our goals. Without hesitation, I offer my five star recommendations any business or individual looking for quality bookkeeping service professionals.

I was looking for a new tax place and was recommended " Prep Tax Smart" by a friend. From the…read moremoment I met Kate, I was very impressed how professional, knowledgeable and personal she was, and what an amazing service I got! I will recommend this place for everyone with accounting needs.

I had a great experience with Kate, a very personable service. She's a true professional and has a…read morelot of knowledge in this space. Will definitely be using her again!