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Money & Taxes

4.8 (9 reviews)
Open • 6:00 am - 6:00 pm

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50 minutes

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100%

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Current year tax preparation and filing

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Phuong La, EA

Phuong La, EA

(10 reviews)

Union Square, Financial District

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

Mary Pavellas Bookkeeping

Mary Pavellas Bookkeeping

(1 review)

West Berkeley

Mary saved me! Who enjoys going to see their accountant? I do!! Mary is so personable, a quality…read moreyou don't often find in an accountant, but for me, helped me relax and be able to identify where I was getting hung up on financial matters in my business. She's helped me through 2 tax seasons now, and her quarterly updates, very intuitive charts and spreadsheets show me exactly where my money is coming and going, and how I can improve things. I'm so glad I found her!

From the owner: Bookkeeping and Accounting services, focused on small businesses and not-for-profits in Berkeley,…read moreOakland, San Francisco and Marin. Basic or full scope, your business receives the highest level of professional attention. Most work is offsite or in the cloud, with in-person consultation as needed. Our goal is to meet your specific needs efficiently and as seamlessly as possible. Behind in your bookkeeping? We will clean up, catch up, and keep you current. QuickBooks, Xero, and others. New or growing business? At your service. We'll take on essential accounting tasks and reporting, freeing you to focus on your core business. Scope of services: Full Charge Bookkeeping, A/P, Invoicing and A/R, Bank Account and Credit Card Reconciliation, General Ledger maintenance, Financial Statements, Cash Flow Analysis, Sales Tax Returns, 1099's, Monthly, Quarterly and Year-End Review. Note: We do not prepare tax returns, but can work with your CPA or EA or, if needed, we will help match yo

Money & Taxes - taxservices - Updated October 2026

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