As a new first time homebuyer, the KPR team was instrumental in answering my questions and…read moreproviding me the guidance I needed to make the right financial decisions throughout my homebuying process. They were kind, courteous, followed up with me on my open asks and were able to explain all the rules and guidelines to me in an easy to understand way. I won't hesitate to come back for future help!

Ken is extremely knowledgable in the area of equity P&L/compensation and helped me navigate through…read morethe quagmire of tax implications of ISO, RSU, ESPP, and both short/long term holding implications. He helped us sort out a mess the IRS years back with relation to ISO stock and AMT (pre-Tax and Jobs Act) that we are forever grateful for and have been going to him since. From a cost perspective, KPR is reasonable for a seasoned professional in the upper level with a service touch. On the service side, Annabelle has been amazing in providing that extra care and attention to details to remind us of milestones.

David has been a phenomenal resource as I have embarked on building an Executive Coaching business…read more Lots of very positive energy, helpful suggestions and strategic framing on business development and marketing. I highly recommend David for support in framing out a new business idea and ensuring that you are focusing on the right things at the start. Five stars all the way!

I called David today, after going through a rough patch yesterday when my small business was…read moretemporarily banned from Mailchimp. I realized it was time for some outside assistance. I can't rely 100% on my own limited experience. David Mitroff (the man in the picture) was extremely generous with his time over the phone. I told him abt a potentially risky sales contract I was considering. He took at least 20 minutes to go over with me how I can mitigate that risk and what I should do to prepare for negotiation. He did not have to do that. But he wanted to make sure I didn't get scr3w3d over. He didn't want to see me fail. For that reason, Piedmont Avenue will be the first place I come to once I'm ready for a deeper strategic conversation and more hands-on assistance. Will update once I have more to say. Thanks David!

Sarah, can I just say thank you?! Muchas gracias!!! I never…read moreimagined working with someone to help me organize would make me feel so happy, I'm a Virgo, aren't I supposed to be good at this naturally? Well, what a great decision I made- zero regrets! I bought a coworker a gift and was running late to wrap it. In the past there's no way I would've been able to do it in the time that it took me to do it the other night. I wasn't stressed. I wasn't intimidated- everything was just where I knew you helped me place it. Gift wrapped, went to bed, but not before taking pictures. I know I will work with you again and I'm looking forward to it! Thank you!

Sarah has been absolutely life changing! My husband and I have collected so much over the years…read morebetween moving in together, moving houses, collecting personal items and inheriting items from family members...I finally decided I had enough. After reviewing quite a few others people on Yelp and reading more about Sarah on her website. I finally decided to make the call. After our first phone call together, any hesitations I had were totally assuaged. After the first visit, I knew that we'd be in it for the long haul. Sarah has made it easier to breathe knowing that we're able to let go of things that we don't need and has helped make our home more functional in every space she touches. If you have a need and don't know where to begin, I highly reccomend enlisting Sarah to help take some of the pressure and anxiety out of where to even start. She a consummate professional with tons of experience working with different people. She is extremely understanding of your needs and how to translate it into a practical, working strategy to keep your home organized.

our experience to-date is very mixed....awaiting responses to requested multiple communications. no…read moreresults so far which is clearly disappointing. still hopeful for a satisfactory response.

Ace Fiduciary Group rocks. I have had the pleasure of working with Elle on several occasions as a…read moreReal Estate Broker. During our transactions together, objectives were clear and concise. The team was professional, competent, thoughtful and always had the Clients' interests in mind, particularly in accounting.

Best services ever, Dave's Son talked to me over 30 minutes on the phone and reviewed my situation…read morefor forming my new entity. Highly knowledgeable and updated with new 2018 tax rules. Looking forward working with him.

From the owner: Offering personalized accounting and/or tax solutions for businesses & individuals in the Greater…read moreBay Area for nearly 50 years.

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

Are you a professional who wants to increase your profit? I have the solution for you in the form…read moreof Crystal Shanks of Run Right Consulting. Crystal is a numbers-driven CEO and Business Coach. Crystal brings 15 years of experience, sharp tech skills, and a talent for getting to the root of the problem and building systems that work. Crystal coaches businesses and executives to generate substantial revenues and maximize profit. Crystal has experience with law firms, real estate, doctors, insurance, restaurants & bars, coaches, and CPA's. If you need a coach who can help you get things to run right, think of Crystal Shanks of Run Right Consulting.

Chris is a very professional tax advisor. This is my first year work with Flex Tax and Chris…read moreprovided a professional, informative service. I will definiately work with them next year.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

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.

So I began my journey with Contractors Coach in October of '23. I had been in the remodeling…read morebusiness for 9 years and it seemed to continue to get worse. 250k in debt with a secondary lender at 20 plus percent, consistently not being able to pay my company bills on time, barely making payroll week to week, it was ugly and getting worse by the month. I knew I needed help but how the heck was I able to afford it and what did they know that I didn't after all these years in business?? But I was at the end of my business rope and getting worse so I took a gamble and called Contractors Coach. After an interview describing my issues they set me up with Tom Pearson and honestly, it changed my business life (which changed my personal life). Today is May 29, 2024 and everything has changed. I have paid my (I kid you NOT) secondary note off, have gone from negative financial numbers to a gross profit of 30%, total expenses under 14%, and a net income of over 15%. Here's a tip, if you don't understand what these numbers mean (like I didn't 6 months ago) you will continue to struggle. Among other things, Tom taught me to read my financials which helped me understand what was wrong and what was right. He immediately identified a flaw in my estimating process then week after week we tutored the financials until I could understand where my money was going and how to make the numbers work. There is no quick fix when you are in as deep as I was. But having an understanding of how to climb out of the hole and the patience to put in the right financial practices over the course of only 6 months is absolutely remarkable. Kind, witty, knowledgeable, non-judgmental, he's a wonderful balance to get you on the right road. But I have to say there is ONE huge issue with the guy, sadly, he's a 49ers fan. Thankfully I was able to overlook that fault and focus on his lessons and it changed me. God Bless you Tom Pearson. Go Lions!

I'm Loren Dougherty, the owner of Alpha Alarm & Audio, Inc. We have been in business for over 20…read moreyears. About a year ago I was struggling because my business did not have systems and there was no coherent culture in the business. When I met with the coaches at The Contractors Coach I felt they were really interested in helping me. During the coaching sessions we addressed the problems quickly. I learned how to create an effective company culture, and it helped weed out some people who were really bad employees. Our workflow is way better now, we are more efficient, and our profits are definitely up. We are twice as profitable on each job as we were a year ago. Now I'm confident we can double the size of our company over the next two years. And if you are considering growing your business - "You'd be stupid not to work with them." Loren Dougherty Owner, Alpha Alarm & Audio, Inc. Vacaville, CA

I can't say enough good things about Jade. She has just come in and helped me pick up the pieces…read more In short my books were a mess probably 2 years behind but in no time she had things up to date and current. I was worried I couldn't afford a monthly bookkeeper but the value is definitely there! The peace of mind I have about filing my business taxes now is such a weight off my shoulders.