I've just completed tax year number 2 with My Books and Taxes and intend to return next year…read more Company staff communicates quickly, keeping tax return prep moving along. Karla, Karlie, Cristina, and Luz have worked hard to earn our business, and we've recommended them to friends as a trusted service provider.

This is an excellent way to get your taxes done. They are responsive and reasonable and…read morepainstaking. It is all "virtual" with a zoom meeting to start you off. They have a "secure" portal for you to upload your documents to.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

I've had my taxes done by a few CPAs over the years and highly recommend Tony Winspear. When I…read moreneeded to get a tax return done for my mom's "estate," I was surprised to discover how hard it was to find a CPA who does these, and how much more costly they are compared to my business taxes. (For example, the CPA who does my business taxes was not gung-ho to do the return for my mom's estate and the cost was about double.) I decided to look around on Yelp and called a few CPAs. Honestly, I only called Tony Winspear because his phone number includes 1040. I am very glad I did that! The other CPAs wanted to make the situation very complicated. After hearing about what my mom's estate included, Tony was very straight-forward. The other CPAs quoted a very high price range: Tony's was much more reasonable. Whether you need a personal return, a business return, or a 1041 (estate and trust return) done I suggest giving Tony a call. I'd also like to mention how convenient his office is. Easy to get to with plenty of parking.

I had to update my review to really capture the job Tony does from year to year. This guy really…read moreknows his stuff and I really appreciate the good and honest work he does. I would highly recommend him to anyone that needs a CPA.

The person picking up the phone is not a gatekeeper, she's a brick wall. I know it is late to be…read moretrying to get help with 2025 tax return, so I asked to have an extension filed so I could have until October. I always over pay my taxes so there is no issue with owing the IRS. Obviously, I was fine with paying a retainer, but the brick wall person on the phone refused to connect me to a voicemail so I could simply leave a message. The person on the phone said I would not be able to get an extension filed with any of their staff and would not be allowed to leave a message for a tax professional. Apparently, the brick wall picking up the phone does not want the firm to have any more business for the rest of the tax season. Oh well, glad you all are doing so well that you turn away a client who will give you money now and in the fall when business is slow.

Though it has been years since I have been self employed and had complicated enough taxes to need…read morehelp -- I would still heartily, highly and without reservation recommend KeAlohoa Couch. KeAloha is a nice person. She's lovely, kind and polite. As a tax professional - she's very professional. She's thorough, organized, detail oriented and incredibly easy to work with. You are in very good hands with KeAloha - pick up the phone and give her a call!

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

I used John for years always good and fair, I need to do a few years taxes, lost my parents a…read morecouple years back , no inheritance just traumatic and dropped the ball on many things,

John has prepared my family's taxes for close to 20 years! He's really reliable and has always been…read morevery informative.

Meseret exhibits an exceptional level of professionalism, punctuality, integrity, and thoroughness…read morein her tax services. She is a dependable Certified Public Accountant.

I regret hiring Meseret. I could have calculated my own returns in less time than it took me to…read moreplead with her (unsuccessfully) to fix the ~$5000 in mistakes she made. The problems all started when I found a mistake she made in our returns, which would have cost us $4000: she hadn't claimed an exemption for us even though I told her we qualified for it. She initially refused to discuss over email, forcing me to come in person where she didn't seem to understand what I was saying, and instead inflicted a confusing lecture about how we couldn't claim it (we can). My impression is that she was not familiar with this common exemption. She seemed pridefully unwilling to admit her mistake. After many more emails in which I pled with her to fix this error detailing the exact form and line, with links to the IRS instructions, she changed her story, implying that I must have had undisclosed IRA transactions and was therefore attempting tax fraud. It seemed like she was not aware that IRA contributions can be made retroactively, and that confused her. I finally provided her with detailed month-by-month IRA account statements showing the exact dates of those transactions from a decade ago, and she relented, and recomputed our returns. As a finale performance, she unnecessarily had us claim the full amount of a lifetime exemption (first-time home buyers'), even though we only needed a portion of it. This would have eliminated our ability to use the remainder in future years (costing us maybe $600-$1000 in the future). When I asked her to fix it, she incorrectly claimed that the exemption can only be used for our first house purchase (false), and she stubbornly inflicted another infuriating lecture upon me. I finally decided to quit wasting my time and file the returns myself. I didn't pay her hundreds of dollars to spend hours trying to educate her while she accuses me of fraud and gives misinformed lecture after lecture. Meseret has a lot of good reviews from people who I'd guess haven't ever double-checked her work before - or maybe those people don't actually exist. Please double-check her work, or better yet don't hire her in the first place. It might be a costly and time-consuming mistake.

Bruce is a well boundaried individual with good communication and response times. His rates are…read morelower than we were paying at one of the bigger CPA chains and the process was easier. We have not met in person though you can stop by his office to meet the staff and drop off documents. Bruce has a sense of flow that comes from doing what needs to be done and not doing what doesn't need to be done. That is a rare quality in a person of any industry ... we look forward to returning next year.

I cannot believe I am the first person to review Bruce, my tax angel. Maybe he is a tax secret I…read moreshould keep to myself, but that just wouldn't be right. Bruce is funny and knows his stuff. What I love is that he not only knows his stuff and stays up to date, but he reads up on tax stuff that is specific to my type of business. I mean this level of personalized care should be expected right? But I can tell you from experience it isn't. And in my world, I have paid a lot for my mistakes or my tax person's mistakes. Im not a cookie cutter business and Bruce doesn't treat me that way. He looks at my business history, my business in the present, and helps me plan for the future. We talk about my goals for me, for my family, and for my future. He is a great resource to have, he has a wealth of knowledge to share, and his price is certainly reasonably considering how much you will save and learn. He works with my bookkeeper whose in the next door office, so my books are in tip top shape. Anyways, if you don't want to worry about taxes every April, tax planning with the right tax guy is totally worth every penny.

Rick has been doing our taxes for the past 5 years. He is wonderful. He also did our estate…read moreplanning for us. I trust him and highly recommend his services.

Our family came to Rick for trust and estate help after my father had passed and we realized the…read morefamily trust was sorely outdated. We have found Rick astutely capable at finding a remedy to update the trust which can be difficult while helping us avoid tax burdens both current and future. We have been beyond pleased. My 86 year old mother finds him incredibly trustworthy as well as friendly. And his legal advice and assistance has soothed her worries during a difficult transition. Our experience w Rick Naish has been nothing short of excellent and we wholeheartedly recommend him.

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.

Ted Chen was my CPA for a few years before we moved out of state in 2019. I am STILL receiving…read morenotices from the IRS regarding forms and returns which were improperly filed for my APS in California. Needless to say, this is causing a continual headache and a lot of work for my current (more scrupuous) CPA. Find another CPA if you live in California and have a professional corportation.