Kermit is not only an amazing CPA, but a great human being in general to boot. If you are looking…read morefor your stereotypical green visor CPA with an oxford shirt and tie - Kermit & Key Financial Solutions might not be the place for you. If you are looking for somebody with an immense depth of tax knowledge who can explain things to you in plain English - Kermit is your accountant. He is knowledgeable, personable, and just a joy to be around who helps regular people navigate our insane tax code in a cost effective, professional, and helpful way. No frills, just quality honest work.

Last year was looking for some help with tax return as there were a few elements that left me less…read morecomfortable self filing like I normally do. Kermit seemed like a good price. However there was little to no communication past a short round of information gathering, and April turned into June, Kermit told me that they needed some information and that I should call his assistant Sarah to provide. Info was provided, and the line went dead. Emails are almost never replied to and phone calls are almost always either to voice mail or a "He's / I'm Busy can he call you back soon?" -- And are also never returned. I called / emailed every couple of weeks through till August when I was told that he had most of it done but still needed info from the state of Hawaii. At that time I paid a 20k estimated tax (still no taxes filed) to feds (nothing to state?) at his suggestion. Now it's Feb. 2019, and my taxes still aren't filed. I've been calling / emailing to get something out of Kermit and Co consistently now for 8 months. Maybe he'll see this?

I highly reccomend Kerry Bradford for your yearly tax service, ESPECIALLY if you have anything that…read moremay make your IRS/State Tax Return more complicated than just reading your W2 or 1099. If you own real-estate, are doing stock transactions (especially restricted stock or ESPP trades) he's a must! I've seen a couple collegues try to do taxes themselves or with cheap software and end up in a big mess and the couple of dollars they saved turned into a much bigger headache than it had to. Kerry is excellent about answering questions you may have and giving responsible advice on how properly manage you tax filings. And you get a nifty book to keep for your records. 5 stars! Plus its convienetly located University Ave in Downtown Palo Alto - so when you go to drop off your paper work you can grab an afternoon pick-me-up at Cafe Del Doge (BEST ESPRESSO EVER)

Kerry has prepared tax returns for my elderly parents' for 15 years and has been an absolute…read moregodsend to me as their executor and trustee. He is utterly trustworthy, reliable, and kind. He is in total command of the tax code and operates with the highest integrity. I have never written a single review before, but I would recommend Kerry to anyone without reservation.

Reliable, efficient bookkeeping with great tax guidance, strong attention to detail, and excellent…read morevalue.

Joseph is a gem - a real find. While my tax returns aren't super complex, it is so comforting to…read moreknow that Joseph treats mine like I'm a VIP client. He's professional, prompt, throrough and thoughtful in advising how I might prepare for next year's filing and how I could do to save money next year. What I appreciate most is his prompt communication and responsiveness. Thank you, Joseph!

Before I learned to do my own taxes, I came here. Giving this a two star review not for the job…read morethat was done, but the service I got. Made an appointment, walked in and was made to wait 30 minutes. After reviewing my files and papers and the type of taxes I wanted to get done, everything I said was being ignored or responded to in a condescending way. Was made to sit there and enter the values into the computer, essentially doing my own taxes myself. Lesson learned; do your own taxes if you don't want to deal with crappy service.

I just finished reviewing my 2018 taxes. I brought my paperwork in a bit late this year (my bad!)…read moreand was grateful that they turned it around so fast. I've been taking my taxes to Vikkie and her team for about 5 years. I've always had good experiences. They take the pain out of tax season! They are accurate, efficient, respectful and kind overall.

Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

I got ghosted! Just like a bunch of others on here. He is VERY difficult to get a response from and…read morehas communications issues. I contacted him to do my 2019 taxes and he responded that it wouldn't be an issue at all (if it was I would have just done them myself via TurboTax)! If he was too busy to do it he should just be open and honest and tell me and that would have been OK. Trust is SUPER important when dealing with personal financials... I had to practically chase Robert down on multiple occasions/channels (via text, cell, AND email....) to find out if he did my taxes and submitted them for me. He assured me that he submitted them for me electronically and would send me a confirmation. This was in early October 2020. I contacted him in late October 2020, no response. I contacted in him in November 2020, no response. I contacted him in December 2020, no response.... you see the pattern here. I followed up with the IRS and found that my taxes were NEVER submitted. Contacted Robert again... no response (are you surprised?). I ended up having to do my taxes myself (via TurboTax) in December 2020. It is now February 2021 and the IRS is still processing mail-in returns due to COVID delays. Basically, due to Robert's lack of communication and lack of accuracy my 2019 tax returns still have yet to be filed by the IRS. Thanks Robert!... Once again, if you were just open and honest from the start I could have had this all taken care of electronically and be done with it. Work on your communication skills, do what you say you will do, and improve your accuracy and then maybe you can keep your clients....

DO NOT USE ROBERT'S TAX SERVICE, or use his service if you have zero interest in your taxes…read moreactually getting filed. Robert talks a big game but when it comes time to actually doing his job, he's nowhere to be found. I guess you can say he's a liar and a scam artist? Pretends he's doing the job, but you never get confirmation he actually submitted your taxes, and then he ghosts you. My attorney reported him to the IRS and we filed a complaint with the Turbo Tax verification dept who said there is a process to get him decertified, but it will happen. DO NOT USE ROBERT'S TAX SERVICE.

I'm consistently pleased with the work Peter does for me each year…read more My tax returns are somewhat complex, involving income from a trust (which requires its own separate tax returns) as well as reporting on an in-state and an out-of-state rental property. I strongly dislike doing the necessary prep work for my tax returns each year, but Peter makes the process of gathering the information and getting organized as straightforward and as painless as can be reasonably expected. The things that I dislike about doing this prep work are the fault of the US and CA tax codes, and definitely not the fault of Peter. To the contrary, he makes this annual obligation easier, more bearable, and more doable. Plus, Peter is a genuinely nice guy -- friendly, responsive, professional, etc. Finally, I'm skeptical of Nicole L's negative review posted here from 2019. Her experience is not my experience with Peter. Not at all in fact.

My husband and I just had our taxes done by Peter Diaz, CPA and we are very satisfied. I first met…read morewith Peter when I was getting ready to open my own small business. He was very informative and his pricing was and is fair. Peter was also able to help me with estimated payments in 2019 even before we were officially signed on as tax clients. Every interaction we've had has been smooth. Within a week of meeting in person for our 2019 taxes, Peter was nearly done preparing the returns. Once we gave him the rest of our information he finished very fast! Not all CPA's are this responsive and thorough and we really appreciate that. We'll be returning next year!

Wow! It's said that there is nothing certain, but death and taxes; but one other certainty is that…read moreI will always use Sam Dorrance as my tax man, and my personal financial advisor! I have done my taxes with companies, and personal financial services both over the years, and never have I felt more comfortable, and well taken care of when preparing to get punched by the government. Sam followed up with me consistently and answered ALL of my questions, with patience, and wisdom. Truly remarkable!! I have already referred friends, and business associates!

Great service and very affordable pricing, plus a quick turnaround for the work I needed. Also has…read morea convenient private online account for uploading and storing documents, which is nice. Highly recommended for bookkeeping and taxes!

I work with people affected by wildfires, mostly in California. They often find themselves in…read moreconfusing and new financial situations. When I had clients asking about to do with their insurance payouts, Will stepped up and helped educate several families affected by recent wildfires. My clients who heard him speak really appreciated his insights and it has helped them navigate a troubling period in their life. His demeanor and approachability combined with his knowledge make him someone I was very thankful to connect with. He did a good enough job I am writing my first Yelp review ever.

I can't say enough good things about my experiences with Will. From his expertise to his patience…read moreto his business model, Will is solid and reliable.

I met Chris through my neighbor when I was complaining that my tax situation was exceeding the…read morecapabilities of my accountant. He said that there's nothing Chris can't do. And that has proven to be true. Beyond just a guy to do annual taxes, he's really an advisor to assist in a whole range of financial matters. His experience with a very wide range of clients and complex situations has made him extremely well versed in many different situations. When we have any complex questions, he's on speed dial.

My husband and I found ourselves in a big tax mess. Chris did a mountains worth of work getting it…read moreall sorted out for us and his guidance and advice was amazing. This was an extremely stressful situation for me and my husband and Chris's exceptional professionalism and expert advice really made the process so much easier and less terrifying. I don't know what we would have done without him our situation could have been badly bungled in the wrong hands. He is our tax guy forever now! Highly recommend this company. A+++++