I asked Kara and several other tax advisors for help regarding a potential investment. I was not…read moreaware that the tax rules are very simple. While several other advisors wanted to charge a lot of money for an hour of consultation, Kara provided all the information for free. I appreciate Kara's honesty and would be interested in working with her in the future.

From the owner: Dille & Koo, LLP (D&K) is a CPA firm that specializes in outsourced CFO work for businesses, HNW…read moreclients, family offices and nonprofits. --Firms We work with businesses that need outsourced CFOs to develop and maintain systems and operations with proper controls, integrity, timely reporting and transparency. --Families & Individuals We work with family offices and HNW individuals to assist with family office set-up, maintenance, assistance, special projects, tax, estate planning, reporting and more. --Nonprofits We are honored to specialize in nonprofits that need help setting-up controls, systems, reporting and transparency to effectively manage nonprofits in a cost effective manner.

Robin Patin is very tuned into the existing market in light of all the recent economic turmoil and…read moreknowledgeable about what investment and retirement options make sense for small business owners to help them and their employees save for retirement. Robin looks for the easiest and most cost effective solutions for her clients. I appreciated her honesty and candor when explaining whether or not an option will work or if there is an easier and cheaper solution to resolve the issue. She can provide comprehensive and holistic financial planning that includes gathering and presenting options around savings, insurance, retirement, business structures, taxes and providing valuable advice and insight that integrates all of these areas together. I wholeheartedly refer Robin to all my friends and colleagues who need help making important financial planning decisions. --David Kersten, Small Business Owner, Wide Angle Media (www.davidmkersten.com)

Robin has been great as my financial advisor. I've not been the best with money, and I'll be…read morecompletely honest about that. It's been comforting to work with her to build out a plan towards retirement. Edward Jones has a good structure in place, so I have to check in with her at certain times to review and get updates. I've also had some hard times recently. Robin was able to work with me in those situations, and that's great because it's wonderful to be able to rely on yourself when you can. A perk is when I call I get a real person and not some automated and annoying phone line. With those systems, by the time you get to a person, you're just exhausted. With Robin, I get her or her assistant. Phone trees are annoying and money can be stressful. I prefer this personal touch. I highly recommend her.

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.

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.

Ted Chen was my CPA for a few years before we moved out of state in 2019. I am STILL receiving…read morenotices from the IRS regarding forms and returns which were improperly filed for my APS in California. Needless to say, this is causing a continual headache and a lot of work for my current (more scrupuous) CPA. Find another CPA if you live in California and have a professional corportation.

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!

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

I love Maureen. She's totally helpful, makes everything maximally easy, and charges very…read morereasonably. Also, when I was starting a business, she was great at explaining how to track things. I don't dread tax season now!

Rex has been doing my taxes for well over a decade. Long ago he helped myself and my business…read morethrough a tough time and has been my accountant ever since. He brings a very human touch to his practice. I live on the opposite coast now and Rex is still doing my taxes. I can't recommend his services highly enough.

Rex Davis CPA and his staff bring a human touch to the world of finance and taxes. They saw me…read morethrough a year long IRS audit with my personal taxes and have been handling the returns for a non-profit I am director of. I highly recommend Rex and his associates.

Rochell was great! I made a tax mistake some years ago and not only did she find the mistake right…read moreaway in our free introductory call she made me feel like getting it fixed was manageable and relieved all my stress. I have been trying to find a decent accountant for forever and am so happy that I finally found someone who is kind, super on top of it, did everything in the timeline she said she would which was very fast in my opinion. Such a relief to have found Roshell.

From the owner: At Roshell Dean CPA, P.C., we believe every client deserves a financial partner who’s genuinely…read moreinvested in their success. As a boutique accounting and tax firm, we combine expert guidance with a warm, approachable style—helping individuals and small businesses feel confident, supported, and stress‑free when it comes to their finances. We specialize in accounting and tax services tailored to the needs of everyday individuals, entrepreneurs, and growing small businesses. Whether you're managing personal finances, navigating business decisions, or preparing for tax season, we provide clear, accurate, and proactive support designed to simplify your financial life and keep you on track. With Roshell Dean CPA, P.C., you get more than a service provider—you get a trusted partner who helps you understand your numbers, avoid surprises, and make informed decisions with confidence. If you value clarity, transparency, and a friendly, professional experience, you’ll feel right at home with us. Ready to take the stress out of accounting and taxes? Book your consultation today and let’s build your financial clarity together.