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    RT Bookkeeping

    5.0 (2 reviews)
    Closed 7:00 am - 5:30 pm

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    AD Bookkeeping Services - Professional Bookkeeping Services

    AD Bookkeeping Services

    (14 reviews)

    I've worked with Amira for several years and she's been a huge help in keeping our books organized…read moreand accurate. Professional, reliable, and easy to work with. I'd highly recommend her to any small business owner out there!

    I own my own business now (for 3 years), and as we grew, the paperwork was becoming overwhelming. I…read moreknow Amira from her previous bookkeeping work (before starting her own business), and already had a high opinion of her work ethic.. and that still turned out to be underselling her value to my business. Just to get an idea of what she had to deal with, I included a picture of (one of three) piles of transactions that needed to be digitalized.  Trust is also a major factor for me when it comes to sharing financial information, and even though I know her from before, she still had no issue/wasn't offended by my asking to provide references, which was appreciated, and the references couldn't stop raving about her professional bookekeeping skills.  With her help, my books are perfectly neat, and it's easy to pay our bills on time. I also finally have a handle on our budget and an overall view of our expenses via her easy to interpret reports. I also appreciate the quick responses to all of my calls and texts. With the easy-to-interpret monthly reports, I've already saved a good deal of money and time, no longer confuse personal and business expenses, and taxes are a breeze. The mental burden lifted from not feeling all the paperwork hanging over my head is also priceless.. and I don't have to be afraid of getting yelled at by my CPA come tax-time. Thank you for the peace of mind, I've enjoyed all my interactions Amira, and would recommend her bookkeeping services for any small/meduim size growing business!

    NuGlobal Consultants - NGC TAX FIRM LOGO

    NuGlobal Consultants

    (3 reviews)

    Looking back, there were many red-flags that I wish I had noticed from the start of my professional…read moreengagement with Nisha. For instance, her website is incredibly misleading. She claims to be an expert tax advisory firm who has "a team" that works specifically with therapists. Unfortunately, I learned that this team is completely made up of AI responses and only Nisha herself. What upset me most was that I expected Nisha to be the expert and instead found myself having to correct her work and insist that she re-evaluate her recommendation so that it would be in accordance with CA state law. In all, I did not feel comfortable moving forward at the end of the year and terminated my working relationship with Nisha. Upon, working with another organization I also found out that the quarterly estimates that I was provided were incorrect and I ended up also owing underpayment fees. Nisha herself was responsive and may have been doing her best. However, it was poor quality work and led to a lot of unnecessary stress. If you are a private practice owner like myself, I know your practice is your baby. Therefore, I'd look elsewhere for support with your business to ensure that you are being taken care of with the utmost expertise and support.

    Just finalized my tax return thanks to Nisha Nugent for the 2nd year in a row! She is great for…read moreindividuals & business owners looking to maximize their deductions and take the stress out of tax season. She makes the process simple, and straightforward and has excellent communication. NuGlobal Consultants ! Thanks for helping me think ahead for 2024 as well!

    Best Team Tax

    Best Team Tax

    (61 reviews)

    Love Best Team Tax! This is our second year working with Suzanne and she is amazing. Always has our…read morebest interest in mind. She is very knowledgeable and personable. We were in and out very quickly this year. (It helps streamline things when you have all your documents in order!). Her prices are very reasonable given how much she helps us save in taxes. We have been recommending her to our friends and family.

    For the past four years, my spouse and I have used Sue's tax services and have been very…read morepleased--up until this year. For the past two years, we've worked with her remotely after moving a few hours away. Unfortunately, this year was a completely different experience. Despite reaching out over a month before the tax deadline and providing all requested documents, nothing on our file was completed or even reviewed. Given that our returns are very similar year to year, this should have been a straightforward, turn-key process of updating numbers. Instead, we were repeatedly told our file was being worked on when it clearly was not. Her office also does not provide a secure portal or method for sending documents, so we created our own secure Google Drive to share everything. Based on activity, it appeared the documents were never even accessed, which prompted our patient but repeated check-ins, along with periodic emails that were ignored and never replied to. If email communication is not a strong suit, a phone call would have been appreciated--but we never received one and always had to initiate contact ourselves. During one of those calls, we even asked if we should come in person, and were assured it was not necessary and that she regularly handles remote clients. As the deadline approached, we were told an extension would be filed due to timing and the lack of completion due to how overwhelmed they were, however no one reached out to tell us this, we assumed ours would be completed on time. On April 14th, after being on hold for over 30 minutes, Sue finally told us the day before deadline that she was filing the extension while on the phone, collected our personal and banking information, and said she would confirm once it was submitted. That confirmation never came. The following morning (tax deadline), we called to follow up since we had not heard from her as promised. During that call, her admin staff placed my spouse on hold to check with Sue on the status of the extension. While on hold, the line was not muted and we overheard Sue say, "those effing people are a pain in my a**," clearly referring to us. When she came on the phone moments later, her tone was completely different. We were honestly shocked and confused--especially since we had simply been trying to confirm whether our extension had actually been filed after not receiving the promised confirmation the day before tax deadline. She then acted as if she didn't even know we had spoken the day before and told us we were simply on her "extension list." No extension had been filed, and no payment had been processed. On tax deadline, my spouse and I had to take it in our own hands and call the IRS to request the extension and give a best guess payment. Communication throughout this process with Best Team Tax was extremely poor. Emails went unanswered, calls were not returned, and we had to repeatedly follow up just to get vague or inconsistent updates. Staff were polite but unable to provide clear or accurate information. We are genuinely surprised by this experience, given how positive prior years have been. However, due to the lack of communication, follow-through with completing what we were told was being done, and lack of professionalism (cussing in the background, etc) we will no longer be using or recommending these services. Respectfully, we were once happy clients but after this year we are done and now are left to find someone else to do them for us at the last minute. We would have preferred transparency up front, if you didn't have the time or ability to complete.

    RT Bookkeeping - bookkeepers - Updated May 2026

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