Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

Mary jumped right in and understood the numbers and where I was coming from quickly. She gave me…read moresome good ideas I hadn't thought of and recommended closing some accounts. I plan to use her for my tax return after my good impression at the first meeting. She was willing to educate me on various concepts and showed me details on my statements that I had not fully understood before. She is expensive but I think she reduced my tax burden enough to pay for the consult.

This will be the third year we have used Roy for our taxes. He knows his stuff, and gets it done…read morevery quickly. The price was also very reasonable and I am sure we got more back in returns than the cost we paid.

I used Roy's services for several years. He works quickly and I found his price reasonable…read more However, there were two issues that eventually led me to stop using his services: 1) Poor security around sensitive information: Roy doesn't use a secure portal for tax documents like many services do nowadays. Instead, you either email your documents or leave them at the cafe he owns with whatever barista happens to be behind the cash register. You also pick up and sign for your tax return at the cafe that he owns, not directly from him, but with the barista. This always made me uncomfortable but I tolerated it. The last straw was when he asked me to send my bank account information over email for direct deposit. When I said I wasn't comfortable doing that, he asked me to drop it off at the cafe (with the barista, not him), which I wasn't comfortable with either. 2) Unwillingness to research new tax law In 2025, I installed a solar system in my home, and wanted to receive the 30% solar tax credit that was going away at the end of the year. During 2025, I emailed him to ask several question about eligibility for the tax credit, leveraging my tax liability to maximize the credit, etc. He responded that he couldn't answer any of my questions because "the law could change at any time" and he wouldn't "receive the tax program until early January and solar credit won't be ready until late January." At the time, I gave him the benefit of the doubt, but now I know that the law was clear then, and he just didn't have that level of expertise. Then in 2026, when it was time to file 2025 taxes, he wouldn't answer what tax form needed to be filled out for the solar credit or what documentation I needed to provide him, despite my asking multiple times. Fortunately, I found a new tax preparer who already knows everything about the solar tax credit, knew exactly what form needed to be filed, what documentation I needed to submit, and could easily answer all the other questions I had. So in my experience, Roy has some gaps in his knowledge and is unwilling to even admit to those gaps, much less proactively go do some research to learn so he can help his clients.

If you're looking for a reliable, trustworthy, honest CPA who always gets the job done and knows…read moreher stuff, look no further. We were looking for someone to do bookkeeping and payroll for our business and Miu is absolutely fantastic. Some places charge more and aren't nearly as responsive or efficient as Cloud n' Books. Getting taxes done is also a breeze with her. She explains things very thoroughly and we've gained great insight on all things tax related. If you're in the market for a new CPA, I highly recommend you book a consultation with Miu. You won't be disappointed.

Miu was very professional and responsive, hired Cloud n' Books to do my personal taxes, reasonable…read morerate. Would recommend.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

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.

Chris is incredibly professional, responsive and thorough as a tax advisor and accountant. I've…read morebeen working with him since 2012 and he's made a huge difference in getting me through the tax season seamlessly. He is very helpful with multi state tax returns, employee stock options and other complexities such as MFJ vs MFS. He's a pleasure to work with, well organized, and always available, including on the very last day of the tax season. I've had a really good experience over the past few years and highly recommend him if you are looking for experienced and high quality tax assistance.

He didn't have the space for a new client, but answered my questions and probably spent 10 minutes…read moreon the phone helping me just to be kind. It was much appreciated.

I hesitated before signing up for Flex Tax's $10,000 tax planning package because it was a big…read moreexpense. Looking back, though, it was worth it for me. They helped arrange a cost segregation study for my rental properties and walked me through an oil and gas investment strategy. Between the two, I saved over $150,000 in taxes over the past two years. The package also included preparing my tax return, including the rental properties and investments. There was a lot I didn't understand at first, but the team took the time to explain things and answer my questions. What I appreciated most was having help planning ahead and understanding how these decisions affected my taxes. It's a significant fee, but given my situation and the savings, I'm glad I went ahead with it.

I've been working with Alex and his team on my personal taxes since 2017. I work in tech, so my…read moretaxes haven't always been super straightforward with RSUs, equity, and some consulting work on the side. Alex and his team have always been great about answering my questions, catching things I wouldn't have thought about, and making sure we get a good return. My husband and I recently started a small business working with partners and manufacturers in abroad, and we reached out to Alex again to help us figure out the U.S. tax and accounting side. We had a really helpful session with him where he walked through our business and payment structure, flagged a few things we needed to think about, and gave us a much clearer direction on how to set things up. We've trusted Alex with our personal taxes for years, and now we're planning to work with his team on the business side too. Definitely recommend!

Jesica always answered phone calls and clarified any confusions. She also asked me questions to get…read morea clear understanding of our financial situation. She made tax filing easy. She knows her business.

Jesica is extremely knowledgeable, efficient, timely and effective. Tax season is always a…read morestressful time of year for me as a self employed person but she answered all of my questions and helped me through it with ease and confidence. We were on a zoom meeting days after my initial request and done with the entire process in about a week. So grateful to have found her.

Reading Marlyce's reviews makes me laugh because I want to write the same note! She has been doing…read moremy taxes now over 20yrs and absolutely every interaction with her has been wonderful. She can get buried during tax season but she always gets it done, with a smile and with usually some creative money saving option I had not thought of even after all these years. I have my own company, kids, real estate and a relatively complicated tax footprint. She has been awesome from day one.

The most pleasant and thorough tax consultant with whom I have ever worked! She has my 10000000%…read morevote for service!

Mike & Katrina have been nothing but helpful to our firm. Through a series of unfortunate events we…read moreswitched firms twice before finally finding The Tax Pros, and we are staying for good! They have been helpful, communicative, and responsive from day 1. Mike found errors in our previous year tax filing within 30 minutes during our first meeting. Our previous CPA had made mistakes costing us over $6,000... I run a small business and couldn't recommend their services enough.

Ted Chen is knowledgeable, efficient, and helpful in preparing taxes. Have used him for many years…read moreand am very happy with my interactions and experience with Ted.

I reached out to Carol to see if she can help me set up a bookkeeping system to help track business…read moreexpenses, and she took a good 20 minutes to chat with me about how I currently work. With her insightful questions, she quickly helped me diagnose the issue which doesn't have to do with bookkeeping but is really about my needing to diligently enter all my expenditures at the point of transaction. She also walked me through how Quickbooks works and kindly helped me understand my next steps which wasn't to hire her. I can't recommend her enough to folks who do need a bookkeeper!

We have used The Balancing Act for several years. Carol and NIcole are professional, friendly and…read morevery easy to work with. Nicole always responds in a timely manner and is very knowledgeable. We highly recommend them for all your bookkeeping needs. Very reasonable rates also.