Stay a million miles away from them…read more They missed many things on 2 consecutive years of reporting. The IRS always has a lag so I had no idea how sloppy they were. The partner i had been working with left to start his own company, but Armanino take no responsibiilty for their own work or helping me for those years filings with the IRS, even though i paid them for their services for those years.

Just to give you a taste of how they would talk to you…read more "We're here if you need us, but I believe we are likely too qualified and costly for what you believe you are looking for." "As such, we are withdrawing ourselves from your consideration."

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!

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.

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.

Had some concerns in regards to my annual taxes. Zula was so kind and understanding. Nabil was…read morequick and overall gave a great experience. I plan to use them for any future needs and refer friends . Thank you EBA!

They've been doing my taxes for a few years, I only go to them now because they make life so much…read moreeasier!! Such great attention to detail, I don't have to worry or stress that I messed something up anymore because they truly take care of you. The best and easiest experience with taxes you could ask for. Highly recommend for others seeking someone trustworthy and reliable. Five stars and thank you!!!

I worked with Surina for a number of years. What started out as "presentation training" evolved…read moreinto so much more than that; I would call it "executive training." Surina took the time to get to know me and my teammates well. She was able to understand our individual perspectives and how they effected our development as executives. She was able to help us understand how our words, mannerisms and tone combine to create an image that supports or detracts the message we want to impart to our audience. She was well prepared with new insights in each session. She was honest and thorough with feedback. I feel that my time with Surina helped to significantly enhance my interactions with clients, boards of directors, teammates and direct reports. Working with Surina was a great benefit to my career development.

Because of Surina's various audiences, she brings more than one perspective to the table. This is…read morehelpful not just for interviews, but for client pitches, crisis management and the lot. I can't say enough good things about Surina. She runs a professional shop with institutional quality yet puts her personal attention and touch to it. Well done. I recommend Dynamically Speaking with zero hesitation.

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.

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 am beyond grateful that I was referred to Suzanne. The difference between working with her and my…read moreprevious CPA firm is truly night and day. She's responsive, incredibly knowledgeable, and thorough in everything she does. Saying she is knowledgeable is quite the understatement. Suzanne has an exceptional understanding of the tax system and can explain complex topics in a clear, approachable way. She makes the entire process feel easy and stress-free. In additional to her professionalism and expertise, Suzanne is an absolute joy to work with. I always look forward to our calls and meetings--she brings such positivity, enthusiasm, and genuine care to every interaction. She has invested so much into our working relationship, and for that I am very grateful. I couldn't recommend Suzanne more highly and I look forward to working with her for years to come.

Working with Suzanne Eikel was the worst professional experience we have endured. She was…read morereasonable to start and then became frazzled, unorganized and is a terrible communicator. It routinely takes several phone messages, texts or emails to get her to respond. She puts everything off to the last minute. She ignored critical information we gave her and this resulted in a massive balance due and thousands of dollars in penalties. This is the opposite of tax preparation, it was more like tax panic working with Suzanne.

Denise is a knowledgeable and professional CPA. She is able to work through our most complex…read moretransactions in QuickBooks. Transactions that are stressful to me, but she thinks these challenges through with ease and confidence - resulting in accurate documentation of the records in their proper accounts. She is friendly and easy to work with!

From the owner: Experienced CPA (active license) and Quickbooks Certified ProAdvisor offering Bookkeeping,…read moreAccounting, and Consulting services to the Tri-Valley area. Sorry, I do NOT provide Tax services. Remote customers accepted. Memberships: AICPA, CalCPA, San Ramon Chamber of Commerce You may also contact me directly via email.

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!