Last July I received a step increase at work. I wanted to know how this would effect my deductions…read more I was told to send them my payroll information, which I did. They never responded. I needed to talk to them at tax time and did not hear from them. They had the wrong phone number, they transposed the numbers. Not good for someone who works with numbers. But they kept leaving messages at the wrong number, and did not bother to email me when they could not get in touch with me. I get the bill for them to do my taxes, which I paid right away. But, after waiting for my refund for longer than I expected it to take, I went on line to "wheres my refund" and there is no record of my taxes being filed. I called the office (on April 15th in the morning) and I was assured that the taxes had been filed electronically. I get to work on the 16th and in my email in box, there are two receipts. One for the Fed, saying it was submitted on the 14th, and one from the state saying it was submitted at 3:55pm on the 15th. My check for their services cleared my bank two and a half weeks earlier! And, I have to pay the Feds this year. I am not sure if the number of deductions had anything to do with it, but I guess I will never know. Looking for a new service.

We were referred to Medina & Company last year when we were launching a small business in San…read moreFrancisco. After our first meeting with Carla and Debbie, we knew that they were the right professionals for the job. We could not be happier with their services and we continue to be blown away by the level of service we receive on an ongoing basis. Their capabilities far exceed accounting; they should really call themselves small business gurus because it seems there's nothing they can't do to be helpful.

Jack Harrington has been preparing my tax return for over five years. I have been very pleased with…read morehis professionalism, expertise and excellent customer service from him and his entire staff. I have called or emailed him with questions and he has responded immediately and welcomes an appointment if necessary. I trust Jack completely and if your looking for a tax accountant, give Jack a call. Best decision I made after calling several preparers.

Do not work with Jack and Franklin Management. They were a total nightmare, and even though I've…read moreswitched over to another much more professional agency, the damage they caused still lingers today. I had to cut the cord and drop them with work being unfinished with countless mistakes leftover. The new company has been going back over a year to clean up their mess. Jack's team would guess where to class your expenses and put them in the dumbest places instead of asking or doing a review. They were months behind. The months they did reconcile, they left nasty balances lingering. They were super unsafe with password storage, it was mind boggling. Payments for critical bills were not marked as paid, they were just entered as journal entries, leaving over $500k of unapplied payments. They loved doing things as journal entries with no memo instead of the correct way. Bills were not processed on time resulting in repeated late payments and penalty fees to multiple vendors. Thousands in fees for being late to some. I knew I shouldn't work with Jack the moment I met him, but he was referred to me by someone who I trusted at the time. I should have trusted my instincts and ran away.

Smith Office Solutions of Richmond Ca…read more Lynn Smith is who I worked with during a hard time in my Life concerning my Parents Estate after they passed away. Lynn took care of everything dealing with an on going process. It was so helpful in getting through this and took a lot off my mind. She handled it in a professional way. She knows her Job and Tax Laws and she makes you feel comfortable because she does her Job well and is always there to answer your questions. Thank you Lynn For all your hard work and for being there when I needed you. Rosemarie C

Never again! Can't…read morebelieve how unprofessional and emotionally driven the leadership in this organization is. SOS is EXPENSIVE and offers absolutely nothing more than you could do better for yourself using Turbo Tax. Don't waste your money.

I had insurance with this company for many many years with Dave Leslie, who is extremely good at…read moreservice when he retired this office took over. I made numerous calls and never got a response. I'm now with nationwide.

No they never call me back. I'm looking for an insurance…read morecompany that calls it's prospect clients back. I have left messages and no return call. So I am looking for a good insurance company

I I just dumped Esurance after 6 years, due to rate gouging! Cost of doing business in my area, was…read morethe "reason" for the almost doubled increase. (no new current moving violations) Beware of their cancellation process also! You have to jump though their hoops with a passive aggressive agent that will eat up your cell phone minutes. Johana is GREAT to work with! Efficient! Professional! I got better rates with her!

I couldn't be happier with this company. Jim and Joanna are always friendly when I call with…read morequestions. If he's not in I always get a call back or follow up email so Im never left in the dark. In this field, you really want someone who you can trust has your back. Time and time again these guys have proved to really be looking out for my best interest. I sincerely appreciate the little efforts that make a world of a difference for a client like me. I highly recommend working with Jim. I know I personally won't work with anyone else. Thanks for all you do!

Simply the best in the business. Lori was amazing and very helpful throughout the entire process…read more She explained everything thoroughly and in a very timely manner and went out of her way to be helpful. I highly recommend them.

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I have been working with Maria for around 10 years and she has managed the books and…read morereconciliations for all of my businesses and my personal. I continue to use her for these services. This includes a technology startup, a real estate property management company, an education non-profit, and a real estate investment fund. Maria is highly skilled in Quickbooks and especially good at setting up a new system including the chart of accounts, the classes and other variables to give me reports that allow me to interpret data to make meaningful decisions. She also handles regular data input (deposits and bills)-- she is fast and careful. She has helped me organize my workflow to make things more streamlined and filing more efficient. She also has a strong fundamental understanding of GAAP and financial accounting which is useful for data entry and proper allocation as well as for reporting, bank reconciliations, and operations. Case in point - In January we just started a new accounting system called Appfolio (not qucikbooks) that does property management and has its own accounting system. We are learning it together and she is a quick study and already has achieved a high skill level in this software. Her understanding of the accounting rules makes it easier for her to handle diverse software systems and unique situations. She is easy to work with, comes on time, doesnt overbill, and gets things done properly. She works at our office and also remotely which is sometimes more convenient for us.

I've been going to Maria for several years now, and she's always made me feel secure. She's fast,…read morefriendly and competent. Her prices are reasonable - and best of all, I get money back.

I had the pleasure of working with Allison, and I cannot recommend her highly enough. I needed…read morelegal advice on an audit related issue. She was straightforward, knowledgeable, and incredibly clear in her explanations. She took the time to understand my situation and provided practical solutions without any pressure or hidden fees. It was reassuring to know that I had someone in my corner who genuinely cared about resolving my issues. If you're looking for an attorney who is both professional and approachable, look no further!

When Allison helped us with the EDD audit at our company, she provided tremendous assistance and…read morehelped us achieve excellent results. As a small business, receiving an EDD audit notice was overwhelming, and we reached out to Allison at the last moment. Allison promptly offered professional advice and assisted us in preparing our response, instilling us with confidence. When facing the auditor, Allison communicated with them in the most effective manner and guided us in preparing the necessary documentation. Throughout the process, our communication was smooth and timely. Our audit yielded very positive results, and we are grateful to Allison for her services. We highly recommend her to anyone in need!