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Executive Office Specialists

Executive Office Specialists

3.0
(2 reviews)

We have been clients of EOS for more than 7 years. We have…read moredealt with several different people on both payroll and Quickbooks. Our experience has been at the highest level of expertise, communication and time sensitivity. We have challenged the staff with personnel issues including payroll, vacation and overtime with complete success. During Covid we witnessed several opportunities to see recovery of payroll loans that protected so many employees. When it was time to file for forgiveness Marni was right there to outline the timeframes and to guide the process. We will always be grateful for the service, thoughtfulness and attention Marni has provided. Jo Ann

Find a payroll company who is a larger, more reliable and reputable payroll company. Marni claims…read moreto be communicative and she was in the first month to earn the business, however, after a couple months her true colors started to show. She wouldn't return my calls, and would return emails two to three weeks after I had emailed her and sent several follow up emails. They also constantly got things wrong on my payroll, like sick leave and vacation leave amounts, even though I filled out their questionnaire with all of that information neatly written out in a clear, legible manner. She tried to strongly talk me out of giving my employees vacation time saying state law doesn't require you to so you shouldn't. When I told her I still wanted to, she kept telling me how I shouldn't give them vacation. I appreciate the advice but it's my business so I can give vacation if I'd like. Ultimately it's my decision and liability. It doesn't impact her in any way besides having to enter it into the system. She also went back on services she said she would provide for the monthly payroll fee and would refuse to perform them even though it was clearly listed on her service/rate sheet and if you asked her about it she would get indignant. She told me she would enter payroll hours if I sent her a screenshot of the timecard but when time came to do so, she urged me to enter the time myself into her system and run the payroll myself. She wouldn't run reports either like she said she would. She basically charges people to use her software and wants them to do all the leg work themselves - if I wanted to do that, I'd just use QuickBooks. If I had questions on the amounts they were drafting out of my account for taxes, she would get indignant with me and tell me the system generated an email that was sent to me - I don't know payroll or payroll taxes which is why I hired someone, so if I have a question about her drafting thousands of dollars out of my checking account especially when the amounts drafted don't match the amounts on the email (if I even received an email - after a couple months I no longer received the email notices), I think it's only fair that she explain to me the drafts. She would cancel meetings last minute, and one time she said it was due to COVID and her counterpart being susceptible to COVID due to her age but then a couple weeks later, wanted to set up another meeting in person (mind you, both events happened prior to the COVID vaccine becoming available). If someone doesn't want to meet due to COVID and being high risk, that's fine but then why the want to meet in person a couple weeks later? Seemed like she double booked herself a lot and would cancel her "less important" appointments with "smaller" clients. Marni and her staff are not communicative at all and fly by the seat of their pants. Save yourself the headache and go with a larger, more reputable and reliable payroll company.

Win Bookkeeping & Tax Service

Win Bookkeeping & Tax Service

5.0
(3 reviews)

I recently established permanent residency in the area after traveling for work over 5.5 years. I…read morecame to Win Bookkeeping through a referral from a co-worker at the UCD Med Center. My friend told me that Ingrid and Robin had been doing taxes for her mother and herself for many years. When you have two generations of clients who give their word on two generations of accountants, how can you not trust them? I am absolutely happy that I drove out of Sacramento to Elk Grove to meet Robin. Despite the current quarantine orders, Robin took the time to answer questions for me and explain certain tax laws and benefits. I was formerly a travel nurse and recently bought a home. I received my tax documents back perfectly organized with clear instructions and how to pay what I owed, to whom and the respective due dates. When you're busy working two jobs and are overwhelmed by doing taxes like I am (in the case of 2019 tax year, I had 3 different employers within the year), the expertise at Win Bookkeeping is invaluable. I am a client for life now.

Ingrid is GREAT!! I hate running the numbers but she seems like she really loves it. She goes out…read moreof her way to educate herself on all the recent tax laws and changes. I have moved to the Bay area but I still come back to her each and every year because I really feel she cares and knows her stuff. If you are looking for someone to do your taxes or bookkeeping I highly recommend her!!

Tactical Tax Solutions

Tactical Tax Solutions

4.6
(9 reviews)

I was drowning in my tax situation and I am glad to say I am right on track now... thanks so much!!read more

4 minutes ago New…read moreAfter reading all of the great reviews, I had high hopes for this company. Now I'm wondering if perhaps most of the reviews are fake, as they don't represent my experience at all. I run a small business and I reached out in early April to see if Stephanie was taking new clients. She said that she could help me. Things started off great, as I was promptly sent a link to upload my documents. After reviewing my files, Stephanie said that she would need the help of a colleague to complete my return. I agreed, and we filed an extension. Now, two months have passed. I've reached out to Stephanie multiple times over text and I've left voice messages. She has not returned a single one of my calls, aside from the initial one, and she waits days, to get around to responding to texts, if she responds at all. She has blamed her colleague for not reaching out to me, and takes no responsibility herself. After wasting hours uploading documents and trying to work with her, I've come to realize that she has no intention of completing my taxes. This is beyond disheartening, and has added tons of stress to an already stressful situation. I expressed my concerns to her multiple times over the past few weeks, while trying to resolve this issue, but she doesn't seem to care. Her website mentions a "hero discount." I'm a veteran, but that doesn't seem to matter. Her services mention, "small business up to corporate" but she couldn't manage to figure out how to file for my business, which is definitely a small business. The claims that are made on her website don't reflect my experience with her. Please beware that you are taking a risk if you decide to go to her for your taxes.

TrueCloud Accounting

TrueCloud Accounting

5.0
(2 reviews)

I have been working with Jenn for a few months now. We have a local service business and needed to…read moreset up a more elaborate accounting system. It seemed pretty overwhelming in the beginning, I had no idea where to begin. I wanted someone that would train me on quickbooks and help me to understand the accounting functions as we set up our new system. Jenn fit the bill! I found her through QuickBooks online and have been thrilled with her expertise and customer service. Each week I am feeling a little more confident handling our company's finances and she's been here every step of the way to help guide me and patiently answer all 8 million of my questions. I feel so relieved to have found her.

If you are looking for a reliable, prompt, and knowledgable Quickbooks and Accounting professional…read morefor your business I would highly recommend you get in touch with Jen from TrueCloud Accounting. A little over six months ago I was searching for someone who had the knowledge and professionalism to help me correct the numerous​ mistakes I had made trying to handle my businesses books. I was looking locally and that is when I found Jen. Not only did I get a call back within an hour, but I immediately​ felt comfortable sharing my business information with her. She was able to understand what I needed and was able to quickly recommend​ the services that she could provide me in order to correct my accounting problems. Not to mention, the work I needed had a really short completion deadline and she made it a priority to complete it on time for me. I am beyond thankful for all of the help Jen has provided me with over the last six months. No matter how big or small of a job/question it is, Jen has always been there to make sure my business stays up to date and informed on every accounting matter! It is safe to say working with Jen has allowed my business to be a lot​ more organized​ and accurate!

STX - bookkeepers - Updated July 2026

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