From my point of view, Anne Griffith Tax & Financial Service should be recommended to anyone that…read morewants to LEGITIMATELY handle their taxes. No tricks, no scams. Anne's greatest strengths are an in-depth knowledge of the tax code, an amazing work ethic, and a genuine desire to help people. We could not be happier with Anne. We brought some extremely complicated and difficult tax issues to her, and from the very beginning we knew she was the right person for the job. The best thing about working with Anne is how well she demonstrates her knowledge of the tax laws and procedures, and how you can trust that she will follow the letter of the law exactly and still find legitimate ways to ensure you get the highest possible return. When we walked into Anne's office, we were sure we would be owing a huge sum of money to both the IRS and the state. Anne and her amazing assistant Kristen were able to sort out the enormous mess of paperwork we gave them, organize all of the documents, and ultimately get us to a break even situation between all of the taxes we had already paid and the taxes we owed. Fantastic work!

Talk about a tax preparer who not only listens to you but really takes the time to do a very…read morethorough job. She takes the time to make sure you get the best customer service and as first time clients she treated us as long time friends. She amended last years returns and found out we overpaid the government by a whomping 3000. dollars. Our last years preparer was in a hurry and didn't listen that we were not business owners and we owed 4,000 to IRS. Yikes. Won't be back to that Walnut Creek office. Anne is great and got us both filings in a very timely matter and her fees are very reasonable. I highly recommend Anne.

I hired Jennifer to represent my uncle. At first, she sounded promising. Stold us the job would…read moretake "about 12 hours," welcomed my help as his niece, and even asked my profession (I told her I'm in accounting). She said, "Good, now I know who I'm dealing with." I organized and prepared all his documents, condensed everything into simple summaries to save time and money, and expected a professional, efficient process. Unfortunately, that's not how things went. * Missed deadlines and ignored emails: For about two months, she said she would send the proposal to the opposing party but never did. I had to follow up weekly, and when she finally replied, we were billed for those communications. * Clerical errors billed to us: She made repeated clerical mistakes in filings and correspondence, which we then had to correct, yet we were charged for her time fixing those errors. * Avoiding responsibility instead of correcting issues: When we pointed out inconsistencies and errors, she began emailing about withdrawing as counsel rather than addressing our concerns. * Poor preparation for court: She never briefed my uncle before his hearing and instead texted me during the hearing with instructions on what to tell him, such as "STFU". English is his second language yet once the concerns were raised she insisted she would only meet with him alone and refused to allow me to interpret, making communication nearly impossible, which is ILLEGAL. * Communication breakdown after we raised issues: Once we brought up her mistakes, she stopped dealing with me directly, even though she had previously approved my involvement and told me she was glad someone detail-oriented was helping. Because of these issues, we now have to hire a new attorney to get caught up and fix the mess left behind. This caused unnecessary delays, stress, and extra expense. We plan to file a complaint with the State Bar regarding our experience. I'm sharing this review so others can make an informed decision, get every promise in writing, confirm timelines and billing in advance, and read other reviews carefully before hiring. (Once we decided to change attorneys, I reviewed and questioned several overbilled or inconsistent charges, and as a result, I received a partial refund.)

I first started with Patricia Crumpley about 6-7 years ago. I was referred to her from a co-worker…read moreat the time. Straight away she told me the facts. Being a man, I had a long uphill battle ahead of me. She advised me when to fight and when to take a loss. In the end, I got 50% custody of both my kids, barely paid spousal support and paid child support per CA guidelines. A few years went by and I needed further assistance with my case. This time, Jennifer Crumpley took my case. She was no different. She was a go getting and fought for me every which way she could. Because of "life," I had to give up my 50% timeshare of my kids. Well, Jennifer I got back my 50% back and supported me getting my head out of my a**. I have finally finished things again and I can confidently say, these two woman have saved me from losing my kids and also helped me keep my sanity. I do not care how much the have cost me financially. They are worth every cent of every minute. All lawyers are expensive, get over it. These two are 100% worth it and they will fight for you. They are strong, fierce, dedicated, and HONEST!!!! I can go on and on. I have referred them to several people. Everyone who hired Crumpley and Crumpley are very happy with my recommendation. Patricia and Jennifer, thank you so much for everything you have helped me with in my life. I am forever grateful and thankful!

Highly recommend Jenny. Very quick to respond and took time to address all my questions and…read moreconcerns. I will definitely come back for her services.

10/10 she definitely knows her stuff. I was using turbotax before finding her. Safe to say i will…read morebe going through her indefinitely

Top notch! My mother's CPA does not do estate or trust taxes, so I needed to locate someone who…read moredid. After asking around, I found that Tim specializes in these type of taxes. I called, and his receptionist took my information and said appointments for 2012 taxes would be made at the first of the year. I gave it to her, and expected a call early 2013. Much to my surprise, I received a call a few hours later after my initial call, and Tim wanted to book in appointment with me before 2013 arrived. The office found time for me to come in, and gave me a detailed list of documents to bring, to be proactive when it is time to prepare the return. Estate/Trust taxes are uncharted waters for me, and I am grateful for the extra attention and guidance. I feel really good about taking my mom's taxes to someone local, and who has been operating in business for years & years. Not to mention what a bonus it is when you feel your needs are the office's top priority.

100% 5 stars. I've been using impact for the past few years, and they always take care of me. The…read morelast couple of years I was a bit late on submitting my taxes and they filed an extension on my behalf with me even asking. If you're looking for a tax guy that you can rely on- Christian and is team are the goats. I'm sure I'll still be with them when I'm old and gray.

6 out of 5 STARS ***** 11 out of 10 STARS *****…read more This guy is GOLD!!! Mahalo Christian for all the answers I was looking for... I've been struggling to find answers for my tax situation. I've been doing my taxes for the last few years, but will eventually need to create a new tax structure to accommodate growth and eventually find a tax firm to take over when time is becomes more of a premium. I found Impact Complex Financials on Yelp along with a 5 other tax firms. I picked the top 5 highest rated businesses in my area and reached out to all of them. Only one had clear and concise communication with a follow up and did not charge ridiculous fees...take a guess who was the clear winner = Christian from Impact Complex Financials Christian is a sharp young gent; punctual, professional, well spoken, knowledgeable and most of all honest. That gut feeling when you run into a good, decent human... According to his website he is a Certified Management Accountant and an Enrolled Agent as well...brilliant! I had a new client consultation with him and he answered all the questions I had without hesitation and also gave me an honest breakdown of my situation. I will most definitely be referring people his way. Be sure to visit his site. https://www.impactcomplex.com/ Also be sure to check him out on Instagram, so many useful and educational videos. https://www.instagram.com/chrisedoria/ Cheers!

Bookkeeping Management Systems has been doing American Glass and Glazing book keeping since 2018…read more Candice is hard working and talented person with excellent communication skills, teamwork, experience in different industries, specially construction. Candice is doing all our P&L, balance sheet, monthly project costing, union hours report and etc. Candice, has extensive knowledge and has been very resourceful. Additionally, she takes a personal interest in our business. I highly recommend her. Omid Arjumand President/CEO American Glass

We have used this company for a little less than one year now and could not be more pleased with…read moretheir services. We have been working with Candice and it has been a pleasure to work with her and her team. Her attention to detail and making sure all the numbers balance out is out of this world as well as the communication. We have found that most book keeping services only care about the numbers balancing out at the very end and truly don't care if your chart of accounts numbers are correct or not. Thank you so much Candice!!!

A great work environment! Very friendly staff and a responsive customer service. Would highly…read morerecommend.

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Professional, friendly, quickly respond to questions throughout the year, available in person,…read morephone, email and online. They make taxes so easy!

Have been using Bryan Haupt from ATP for 3 years now and he he has always been prompt,…read moreprofessional, and responssive. He had no problems with our relatively complext return and has answered questions about issues we were unsure about