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.

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!

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!

A lack of customer service . And Timely follow through and completion of jobs as promised.read more

From the owner: We are a boutique accounting and tax firm focused on bringing the financial management skills of…read morethe big companies to Bay Area businesses and clarity to individuals wanting to understand how our complicated tax laws affect them. Located in Sausalito, California, we serve individuals and businesses in the Marin County and surrounding areas. Our services include income tax preparation (individual and business), CFO consulting services and general accounting services. For more information about our services, feel free to visit our website.

There are so many positive things I could say about Allie as a consultant. She exudes…read morethoughtfulness, dedication, professionalism, creativity and passion. Her structured, genuine and enthusiastic approach makes working with her an enjoyable experience. It's without hesitation, that I highly recommend Allie to anyone seeking a guiding light and support beam in professional and wellness pursuits.

Allie helped turn my business around! she has so many great ideas and on top of that she's just an…read moreawesome, genuine person! I highly recommend her if you need any operating or marketing help.

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.

Chris is a very professional tax advisor. This is my first year work with Flex Tax and Chris…read moreprovided a professional, informative service. I will definiately work with them next year.

I've been working with Alex and his team on my personal taxes since 2017. I work in tech, so my…read moretaxes haven't always been super straightforward with RSUs, equity, and some consulting work on the side. Alex and his team have always been great about answering my questions, catching things I wouldn't have thought about, and making sure we get a good return. My husband and I recently started a small business working with partners and manufacturers in abroad, and we reached out to Alex again to help us figure out the U.S. tax and accounting side. We had a really helpful session with him where he walked through our business and payment structure, flagged a few things we needed to think about, and gave us a much clearer direction on how to set things up. We've trusted Alex with our personal taxes for years, and now we're planning to work with his team on the business side too. Definitely recommend!

Daniel was very thorough and articulate during all of our transactions. He has a wealth of…read moreknowledge in his field and his assistance was incredibly valuable. I will be working with him again. 10/10

Daniel was extremely knowledgeable about the staffing industry and current job market. He was very…read moreresponsive and was able to help us out with the fee on our first order.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

I was first referred to Sasha back in January of 2017 upon the recommendation of my acupuncturist…read more I was in a life transition, nothing seemed to be working out, I felt blocked. I scheduled an appointment with Sasha for BaZi, Chinese astrology. The session was not only eye opening, but confirmed some things I suspected about myself. She gave me information about my past, my future path, characteristics unique to me, areas to focus on, and more. I found her to be approachable and extremely knowledgeable about BaZi and Feng Shui as well. She gave me "homework", which I followed diligently! To say that it was life changing would be an understatement! Months later, I was finding that my apartment just did not feel right. Something was off, some things dissatisfying. So I called Sasha to schedule a classical Feng Shui session. She now only worked with what she knew about me from our BaZi session, but did Feng Shui on my apartment itself, and it revealed amazing information about where I live. As it turns out, it is a great place for me to be. She spent 3 hours with me, focusing on auspicious areas and how to best use them for their intended Feng Shui purposes. I received concrete and user-friendly ideas on furniture placement , decorating, and how to maximize the potential I have here. I have found Sasha to be an expert in her field, and an incredibly knowledgeable and enthusiastic practitioner. She is so friendly and approachable, and I have the utmost respect for her. I see how diligent her practice is, and how much she loves what she does. I look forward to working with her every year!

What the feng? This lady puts the shui in my life's feng shui. I've used previous feng shui…read moreconsultants before her but she was the one who resonated with me the most. The amount of time that she takes to analyze and speak to you about your life and goals are priceless beads of information that she will discuss in your consulatation. Since I consulted with Sasha Lee in 2015 for my parents' home, she mirrored a lot of my concerns about that house. We set up a plan of action then that got me results, so when I changed residence, I knew I needed to consult with her again. She brought Finola with her again (on a crazy rainy and windy day!!) and they analyzed my home...asked me what my goals were and what problems may occur...and gave suggestions. Listening to these wonderful ladies and their suggestions, kept my head busy as far as the short term and long term goals and plans. Don't get me wrong, there is no magic wand that can zap away life's issues. However, if there was some sort of insight you could receive in improving your life's circumstances, why not try feng shui? There are some things you'd have to invest in such as self motivation, being open minded, time, money, and patience to see results. But if you're looking to try classical feng shui...because there is a difference between Western and Classical and I have tried both (I'd go with Classical personally), do an in person consult with her. I have tried to wing it myself and she pointed out on our very first meeting that I probably had a rough month since I placed my fountain in the wrong area...she was right. =) Sometimes there are things in life you can't change and other things you can. Why not change the things that you have control over?