1. The Henry Levy Group

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    Oakland, CA

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    The Henry Levy Group

    3.6 (14 reviews)
    Closed • 9:00 am - 5:00 pm

    Services - The Henry Levy Group

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    12 years ago

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    10 years ago

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    8 years ago

    Best accountant I have ever worked with. Fast, fair and always responsive to our needs.

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    Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

    Flex Tax and Consulting Group

    (168 reviews)

    North Beach/Telegraph Hill

    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.

    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.

    Berkeley Tax Service - Registered Tax Preparer

    Berkeley Tax Service

    (16 reviews)

    Gourmet Ghetto, Downtown Berkeley

    I used Roy's services for several years. He works quickly and I found his price reasonable…read more However, there were two issues that eventually led me to stop using his services: 1) Poor security around sensitive information: Roy doesn't use a secure portal for tax documents like many services do nowadays. Instead, you either email your documents or leave them at the cafe he owns with whatever barista happens to be behind the cash register. You also pick up and sign for your tax return at the cafe that he owns, not directly from him, but with the barista. This always made me uncomfortable but I tolerated it. The last straw was when he asked me to send my bank account information over email for direct deposit. When I said I wasn't comfortable doing that, he asked me to drop it off at the cafe (with the barista, not him), which I wasn't comfortable with either. 2) Unwillingness to research new tax law In 2025, I installed a solar system in my home, and wanted to receive the 30% solar tax credit that was going away at the end of the year. During 2025, I emailed him to ask several question about eligibility for the tax credit, leveraging my tax liability to maximize the credit, etc. He responded that he couldn't answer any of my questions because "the law could change at any time" and he wouldn't "receive the tax program until early January and solar credit won't be ready until late January." At the time, I gave him the benefit of the doubt, but now I know that the law was clear then, and he just didn't have that level of expertise. Then in 2026, when it was time to file 2025 taxes, he wouldn't answer what tax form needed to be filled out for the solar credit or what documentation I needed to provide him, despite my asking multiple times. Fortunately, I found a new tax preparer who already knows everything about the solar tax credit, knew exactly what form needed to be filed, what documentation I needed to submit, and could easily answer all the other questions I had. So in my experience, Roy has some gaps in his knowledge and is unwilling to even admit to those gaps, much less proactively go do some research to learn so he can help his clients.

    Great service, highly recommended. Roy is straightforward, very easy to work with, and quick too…read more There's nothing not to like here!

    The Henry Levy Group - accountants - Updated October 2026

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