Chris is incredibly professional, responsive and thorough as a tax advisor and accountant. I've…read morebeen working with him since 2012 and he's made a huge difference in getting me through the tax season seamlessly. He is very helpful with multi state tax returns, employee stock options and other complexities such as MFJ vs MFS. He's a pleasure to work with, well organized, and always available, including on the very last day of the tax season. I've had a really good experience over the past few years and highly recommend him if you are looking for experienced and high quality tax assistance.

He didn't have the space for a new client, but answered my questions and probably spent 10 minutes…read moreon the phone helping me just to be kind. It was much appreciated.

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.

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.

I was a case of being extremally financially successful at a very young age and with that came many…read morelearning curves. 15 years ago, I was searching for a CPA to assist me with getting my taxes on track after business success and physical illness. I did not know where to start, so I searched for someone that would be in my neighborhood. My search led to Kealoha and a lengthy discussion and dissection of my finances and tax situation. She gave me hope and I felt the up most trust with her, daughter Isabel and team. Unfortunately, my tax status hindered me with so many life opportunities due to the IRS's relentlessness but with Kealoha working with me continuously I did not feel doomed. Long story short, the extensive knowledge, seasoned experience, and true advocation of Isabel and Kealoha on my complex tax scenario was resolved. Every year I continue to use the team for my tax prep, and every year I am grateful for Kealoha and Isabel who really helped put that piece of my life back together. I speak to any small business owner, hard worker or corporate company that this firm has the tools, experience and professionalism to exceed your expectations.

Len has been massively helpful during the process of planning for my first home purchase. He…read moreanswered all my questions and got me set in the right direction. I highly recommend him if you're looking for someone who is a real estate tax expert - he's worth every penny. Thanks Len!

A few years ago I needed complicated tax preparation help/hope. Although the owner Len was busy he…read morekindly referred me to an enrolled agent in another town who was able to help me for the next two years. As I've gotten busier Len has been nice enough to help me with my increasingly advanced tax needs. You can't go wrong using Len. He might be ADD a bit or whatever it's fashionable to call insanely detailed / smart people these days but he knows tax law cold. I'm surprised Len isn't already reviewed on here so I'm adding to review for him.

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.

Will at Flex Tax has been my advisor for 2024 y tax return and ongoing bookkeeping this year, and I…read morecouldn't be happier with the results. From the very first consultation, they were professional, patient, and incredibly knowledgeable. They took the time to understand my specific situation. He answered all of my questions clearly, whether communication was on the phone or through email. My return was filed accurately and on time. I definitely will be returning for future tax returns!

We've been having Vivian file our taxes for the past three years including this year. They are…read moreknowledgeable, responsive and helpful and we are very happy with their service and no issues with our taxes each year despite we have complicated issues, but her and her team always provide good guidance and support. We will continue to use them again.

I've been going to Vivian to file my personal taxes two years in a row now and she has been very…read moreprofessional and helpful. I was nervous to do my own taxes after my tax situation got more complicated with a house purchase and filing jointly with my wife but she expertly handled all my questions and saved me much more money than if I did the standard deductions. I don't dread the tax season anymore (as much) and it is thanks to Vivian. I went to two other CPAs for quotes when I first started looking and she charged the cheapest and fairest amount.

Mike & Katrina have been nothing but helpful to our firm. Through a series of unfortunate events we…read moreswitched firms twice before finally finding The Tax Pros, and we are staying for good! They have been helpful, communicative, and responsive from day 1. Mike found errors in our previous year tax filing within 30 minutes during our first meeting. Our previous CPA had made mistakes costing us over $6,000... I run a small business and couldn't recommend their services enough.

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.

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!

This company, and the accountant employee named Kosty, are the BEST! They fixed our 990 woes and…read moregot our 990 filed quickly and correct! So grateful to them! I'm definitely going to have our nonprofit use this company every year. THANK YOU KOSTY!!!!

Kosty has been communicative, responsive, straightforward, and accommodating in preparing 990s for…read moreour small nonprofit at a competitive rate for the past couple years. I am so grateful to have found this firm! I expect they will be my go-to for many years to come.

I have a spouse who has an LLC partnership. I have been together with said spouse for a decade…read more This review is my story. Each spring, said spouse would begin to carry the world weariness of someone who is paying an accountant, but then secretly having to fact-check the accountant so much that he winds up doing his own taxes. To be fair, these are not easy taxes - LLC, multiple states, multiple employees, etc. - but still. Disappointment was frequent: try as they might, accountants simply couldn't get it right. I grew concerned. Surely - SURELY - there was someone out there who might be the right fit? We had outgrown folks who do this part-time, but weren't big enough for some of the fancy agencies. A search led me to Cathy Root. A quick call with her immediately got my spouse on board. And then... peace! Blissful, competent, brilliant PEACE! Spring 2021 found hope creeping back into our lives so many ways: vaccinations, of course... but also, for the first time ever, an amazing experience working with an incredibly talented, dazzlingly skilled professional. Friends, our taxes are DONE. It's early March. And not only are they done; Cathy has been outstanding every step of the way. We, too, have clients; Cathy treated us the way we hope we treat others - and that's the highest aspirational compliment I can give. I daresay, we will actually look forward to doing taxes next year.

Cathy Root is a highly skilled, experienced and responsive Oakland-based CPA and tax advisor…read more Definitely 5 Stars.