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Morfin Financial Services

3.4 (13 reviews)

Services - Morfin Financial Services

Current year tax preparation and filing

Past year(s) tax preparation and filing

Payroll services

2 More Services

Audit and conflict resolution support

Tax planning

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Recommended Reviews - Morfin Financial Services

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7 years ago

Peter and his team are truly incredible. Thoughtful, competent, kind, responsive. Can not recommend highly enough.

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7 years ago

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6 years ago

Referred by a mutual friend about 25 years ago and have alway felt well taken care of.

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13 years ago

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13 years ago

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6 years ago

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10 years ago

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9 years ago

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Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

Flex Tax and Consulting Group

(165 reviews)

North Beach/Telegraph Hill

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.

SmallBizMaven

SmallBizMaven

(14 reviews)

Grand Lake, Lower Hills

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.

Phuong La, EA

Phuong La, EA

(9 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!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

Mauricio Midence Tax Preparation & Financial Services - Mauricio Midence - CEO, Tax Professional

Mauricio Midence Tax Preparation & Financial Services

(75 reviews)

I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

No one likes to do their taxes. Especially if you owe money. I reached out to Mauricio Midence tax…read morepreparation services to review my completed return. I had a great experience working with Geovanna and found her to be knowledgeable, clear and kind. I felt like we had achieved the best possible outcome and I will work with them again for future tax needs.

Meseret Y Zeleke, CPA

Meseret Y Zeleke, CPA

(31 reviews)

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.

Morfin Financial Services - payroll - Updated May 2026

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