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Oakland, CA

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TMB & Associates

4.1 (9 reviews)
Open • 9:00 am - 4:30 pm

Services - TMB & Associates

Payroll services

Accountants

Audit and conflict resolution support

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Tax Ninja

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Outstanding organization and tax preparation service. My wife and I worked with Mike Karatov and…read morethis was, hands down, the best tax preparation process I've ever dealt with. He actually made it enjoyable with his sense of humor, easygoing nature, his experience and knowledge, as well as his preparation before we sat down to complete the filing. For me, Mike's legal and accounting background really made a difference for us. Between selling a house, getting married, and different jobs we had a lot to go through, and Mike was both very patient and helpful along the way and I feel helped maximize our return this year (which is always a great outcome when doing taxes). We will definitely be using Tax Ninja next year as well. I highly recommend their services!

I am extremely disappointed with my experience with TaxCounsel. When I first contacted the firm, I…read morewas quoted a fee range of $2000-2500. I made it clear that I could not afford anything higher and that I needed to be notified if the work was ever going to exceed that amount. I was never warned of any increase and no clear communication was given as the bill grew. Their hourly rate of $275 per hour was not properly explained to me. My final bill ended up FAR!!! beyond the original estimate and the total was shocking If I had known the real cost or how many hours they would charge for basic communication and corrections, I would have never hired this firm. This experience has caused me significant financial stress and I cannot recommend their services based on what I went through. They did not honour their orginal quote. DO NOT trust these people. awful awful awful.

Cathy Root & Associates CPA

Cathy Root & Associates CPA

(16 reviews)

Uptown

I have a spouse who has an LLC partnership. I have been together with said spouse for a decade…read more This review is my story. Each spring, said spouse would begin to carry the world weariness of someone who is paying an accountant, but then secretly having to fact-check the accountant so much that he winds up doing his own taxes. To be fair, these are not easy taxes - LLC, multiple states, multiple employees, etc. - but still. Disappointment was frequent: try as they might, accountants simply couldn't get it right. I grew concerned. Surely - SURELY - there was someone out there who might be the right fit? We had outgrown folks who do this part-time, but weren't big enough for some of the fancy agencies. A search led me to Cathy Root. A quick call with her immediately got my spouse on board. And then... peace! Blissful, competent, brilliant PEACE! Spring 2021 found hope creeping back into our lives so many ways: vaccinations, of course... but also, for the first time ever, an amazing experience working with an incredibly talented, dazzlingly skilled professional. Friends, our taxes are DONE. It's early March. And not only are they done; Cathy has been outstanding every step of the way. We, too, have clients; Cathy treated us the way we hope we treat others - and that's the highest aspirational compliment I can give. I daresay, we will actually look forward to doing taxes next year.

Cathy Root is a highly skilled, experienced and responsive Oakland-based CPA and tax advisor…read more Definitely 5 Stars.

Jerry Sung CPA & Associates - Reception area

Jerry Sung CPA & Associates

(70 reviews)

I did one of the worst things you could ever do with your taxes, I Hesitated and waited six years…read morebefore I filed them. You're probably wondering why would I do such a stupid thing, well I have no excuse other than a host of problems that Plague me everything from losing my job going through a divorce losing half of everything I owned and then a little more. Moving to another city and losing my mother. After all of this I became very depressed for a while. I know I had to make some changes Starting with my taxes but I was way in Over my head, Not capable of doing them on my own especially after letting so many years go bye I was afraid if I did them I would miss a lot of things that would probably have given me a break on my taxes I was way in over my head in some of the worst tax debt, I happened to search through yelp and found several CPA's in Oakland. The first 2 CPA's I didn't even get out of the car to visit with them because they had no parking and the parking they had was too far away this was a problem for me because I couldn't walk so well after some minor surgery, I then came across Jerry Sung CPA and associates they have parking right in front of their building I gave them a call made an appointment but didn't make it there in time so I had to reschedule I finally got there the next day expecting just anybody there to take care of my taxes I actually met with Jerry Song, he got six years of taxes done In under Three hours he even got my stimulus check payment added to my 2021 taxes (All 3 payments) by the time I left I knew I had gone to the right place next year going to do my taxes super early because I now know where to go so you've heard my story if your problems are smaller he can get your taxes done even quicker I highly recommend Jerry sung CPA and associates and by the way I didn't have enough money to pay six years of taxes all at once so Jerry worked out A payment plan so now that problem in my life has been straightened out the others seems so much smaller so if you're looking for a good CPA think Jerry song Maybe he can take some of the tax weight off your shoulders like he did for me

I am very satisfied with how carefully and kindly my tax return was handled. The staff are also…read morefriendly, which is why I go back every year.

TMB & Associates - payroll - Updated October 2026

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