1. Smith Lawrence CPA

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    San Rafael, CA

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    5.0
    (3 reviews)
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    Responds in about 20 mins
    5.0
    (40 reviews)
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    6 years ago

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    14 years ago

    This is an excellant firm I have used them for at least 13 years. Carol

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    Frederiksen-Crawford

    Frederiksen-Crawford

    4.6
    (22 reviews)

    I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

    Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

    Flex Tax and Consulting Group

    Flex Tax and Consulting Group

    4.7
    (166 reviews)

    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.

    Mauricio Midence Tax Preparation & Financial Services

    Mauricio Midence Tax Preparation & Financial Services

    4.6
    (77 reviews)

    I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

    I normally do my own taxes however I needed a tax amendment and I wasn't sure how to add the…read moreadditional form, so I looked for tax professionals in my area and saw that this one was rated 5.0 so I gave Mauricio a try. I came in for my appointment at 2pm and even though he saw me, he kept talking on the phone for another 20 min!! How RUDE! Finally after waiting on him he called me to his desk but gave me a BUNCH of WRONG information and how I'm going to owe taxes etc when I knew that was incorrect, he proceeded to act like he was in a rush and trying to get rid of me!! I had to open my phone and show him my research on HOW TO FILE THE ADDITIONAL FORM! What's up with that!??? You're supposed to be the tax professional!! After I told him how it should be filed, he said that will be $400 after his employee Daisy had quoted me $300-350 which is still WAY too HIGH! I was SO MAD AND FELT ABSOLUTELY NO CONFIDENCE IN THIS MAN, so I decided to bring my husband with me when it was time to pick up my amended taxes. When Mauricio saw me come in with my husband, he IMMEDIATELY jumped up from his desk even though he was sitting with 2 clients and spoke to me like he was this nice professional!! WOW!! So that's how he treats women huh?!! I paid with my CC and got charged an additional 4% ($14)!! Highway Robbery!! I called later and asked to speak with him (because obviously I wasn't happy with my experience with him) and I was told he still had clients but that he would call me right back. The office closed for the day and I got no call back. So now here is your review Mauricio. You need to do better with your customer service and read up on what you should already know! Lastly stop trying to cheat people out of their money! After this horrible experience, I DO NOT RECOMMEND THIS PLACE!

    Smith Lawrence CPA - accountants - Updated July 2026

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