I reached out to their office to discuss a tax situation and even though they couldn't personally…read morehelp me, they were so kind and compassionate and knowledgeable that I left the call feeling empowered. Thank you, Nikki for not rushing me. Thank you for listening and mostly thank you for your kindness.

I spoke to Niki and asked specific questions to test her competency. I asked if I could do this and…read moreshe said ok. As far as I'm concerned,she failed miserably. I do not recommend her if you need someone who really knows the intricacies of taxes. I also asked if there are any differences between an EA and CPA and her response was that both can do exactly the same things. My specific question was if I want to make absolutely sure that I am not hit with penalties, what is the sure way of doing that. I told her my assumptions was both my wife and I are retired and no W2 and AGI of over $150,000. She spoke of things but not what I was looking for which was the Safe-harbor rule of making estimated taxes of 110% of last year'sl AGI. The things she mentioned were not going to protect me of penalties. The following is my response to your response. I have given you ALL relevant information to determine safe harbor amount. I interviewed another accounting professional (CPA) and gave the same information that I gave you. First response was safe harbor rule. Hopefully, this will help you in your work with your clients.

Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough

Disappointing. Would not recommend them. Non-responsive and are currently soliciting people to file…read moreclaims for the Kwong vs IRS case and charging 30% of money they recover, plus approximately $2000 to do the filings.

Lisa was a Godsend when she was referred to me in 2015. She came highly recommended by more than a…read morefew friends of mine who are respected business professionals in the community as well as clients. Being self employed for the last 20 years, the juggle had my financial tax history in a twist. She not only sorted that out but also put me on the fast track to using QuickBooks myself to keep everything organized moving forward. I am currently in the process of a new business venture with a partner, and having Lisa to guide us in setting up our financials is very comforting. Embarking on any new business is already an enormous undertaking. Not only is Lisa the consummate professional, but she takes a genuine interest in each of her clients. Whenever I have been in her office, it's clear to see from those coming and going and on the phone that each of us feel very special to have her looking out for our best interest. She is also amazing at networking and bringing people together. If there's anything you ever need beyond the fantastic services she provides, she will likely have a contact for you...no matter what it is! Lisa is awesome!

Save your money! I worked with many tax groups in the past but upon working with this business I…read morefelt that I had the opposite experience of the person that reviewed before. I felt that I was treated very coldly and that I was rushed through the process and I also felt like my concerns were not appreciated or heard. Basically I was just so glad when it was all over!

I have been with Jeri for years and there's a reason all her ratings are 5 star. She's extremely…read moreversed with all the new tax laws and has a no nonsense personality which makes her efficient, fast turnaround and a heart as big as an elephant. I've moved out of the area but still drive over 2 hours to see her ... she can't be replaced !!!! She's helped me become more financially educated than anyone else in my life. I'm not a betting man, but if I was I'd bet my tax return that you will be as happy with her experience as I have been. Thanks so much Jeri !

Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Melissa is great. I found her after my accountant of almost 50 years retired suddenly. She was…read morealways there to answer questions, and my return was done quickly and efficiently. I loved working with her and would recommend her in a minute.

I love that 805 Accountant makes bookkeeping and taxes simple for the small business owner. Rarely…read moredo you get partner-level service from bookkeeping to tax planning/preparation services. Look no further for your financial needs!

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.

Highly recommend Jessica at Garelick Business Management!…read more I came to her very last minute and she still took on my business without hesitation. She was super attentive the whole way through and found deductions I never could have found on my own. She's also so friendly. She asked a bunch of questions to get to know me and my work, which made a big difference. You can tell she actually cares about her clients. If you're self-employed or own a small business and need help with taxes, Jessica is who you want. So glad I found her :)

I highly recommend Jessica and the team at Garelick Business Management with my tax filings and…read morebusiness management services. They have been extremely valuable to me and my business over the past 15+ years. Finding financial partners you can genuinely trust isn't easy, and they have exceeded my expectations in every situation. Michael and Jessica bring a rare combination of sharp financial expertise, proactive communication, and genuine care to everything they do. Whether navigating complex tax strategy or handling year-round business management, they make the entire process clear, organized, and stress-free. Their guidance has provided me with total peace of mind, allowing me to focus on growing my business knowing our finances are in the most capable hands. If you are an entrepreneur or business owner looking for a dedicated, trustworthy, and top-tier accounting team, Garelick Business Management is as good as it gets. Five stars all the way!

I've worked with a few accountants over the years, and he is easily the best I've dealt with. He's…read moreknowledgeable, responsive, and actually takes the time to explain things instead of just rushing through everything. Most importantly, he has saved me a lot of money by making sure everything is handled properly and by pointing out things I never would have known about on my own. I trust his advice completely and always feel like he's looking out for my best interest. If you're looking for an accountant who knows what he's doing and genuinely cares about his clients, I highly recommend him.

Edmond was a huge help to me and my relatives. Our previous accountant wasn't really up to date on…read moresome of the newer tax laws and deductions, and Edmond caught things we hadn't even considered. He took the time to explain everything clearly and helped us make much more sense of our situation. Really glad we reached out to him and will definitely be using him going forward.