Our company worked with KYB a while ago and while our professional relationship has technically…read morebeen over for a few years now, the benefit of having used them in our early years just keeps on giving. We started out as a boostrapped startup in SF- no easy feat! We had just enough revenue to pay ourselves with not much surplus, and not much demand for an accounting person. We used KYB a few hours a week doing payroll, A/P, and A/R. They were even kind enough to let us use their office as an official mailing address until our company had a physical office. As we grew, KYB was able to grow with us. A few hours per week turned into many hours per week and another kind, professional, and responsive KYB staffer. Eventually we outgrew KYB and brought finances in-house. The transition was graceful and they were very helpful with residual questions. We now pull in over $25MM in revenue a year and have three full time, in house finance people. The best part is this: Last month, we underwent an IRS audit of our 2010 financials (a year we were still with KYB), and just received a 'no change' report- a clean audit! I will be forever grateful to this awesome, competent, and patient set of individuals.

Oh Yelp, I knew it would happen eventually. I mean, I go to Yelp for recommendations on everything,…read moreso why not for a book keeper for my business? KYB was very highly rated and I thought I had found my solution. Boy was I wrong.... Maybe it's because I used Becky and KYB for book keeping rather than tax prep, but my experience here was most certainly NOT 5 star. Becky seemed great when I met for my initial consult, but from then on, my books were handled by an assistant, rather than Becky herself. First mistake. Then aformentioned assistant racks up huge amounts of hours without warning me and when I confronted her about it, she BLAMED ME. Now, I have been in customer service for many, many years and rule numero uno is that you never blame the freaking customer!!! Especially when I was politely asking her why my bill had quadruped with no notice. She explains that the extra time has come from me not giving her certain info that she has had to manually figure out, hence the extra time. Fair enough. From that point on, I get her the info she asks for - organize it beautifully and send it to her on time. And yet, nothing changes. She continues to bill me the maximum amount of hours she can on my account despite my efforts to make things more efficient. When I asked her and Becky about it, the response was basically that I should just get over it and expect to keep paying that amount, though there was absolutely NO evidence of her assistant doing the amount of work those bills required. There were also mistakes with them sending me other clients invoices, lost packets of my own info that never turned up and I never received ONE financial report for my business! Do yourself a favor - if you are a small biz owner like me, STAY AWAY. There are plenty of other options out there. I have a great book keeper now if you need a referral...... UPDATE: So mysteriously after my post there are several new reviews extolling the virtues of how great this place is.....all from new users with only ONE review: on KYB Bookeeping! How ironic. Look, no matter how many cheesy great reviews their friends may post, it still not going to keep them from sucking. San Francisco has TONS more bookeepers that will do a WAY better job - trust. UPDATE 2: Due to the overwhelming response by other Yelpers asking for a reference, my new book keeper is booked solid! If you want a reference, I'll see what I can do.......

As a former IRS agent, Dean Bagley was ready to fight on my behalf. He knows how the tax agency…read moreworks and was willing to go head to head against audit agents. Without going into details, I made a lot of silly mistakes using Turbo Tax. It would have been cheaper going to Dean in the first place. The mistakes I made cost me more than what I would have paid for an experienced tax professional. 40 years in business Dean is legit. A++

As the First reviewer, and my years of experience first hand with Dean, I feel it is my duty to…read moreupdate my review. My first review was almost 8 years ago. At that time I felt Dean had done wonders, even magic for me, and my family, but as time had gone by I realized he really didn't do anything much more than filing my return. This became evident a few years later when we had a one time error and owed some money, which was no big deal. He sent us our tax forms and some payment envelopes which we assumed ( yeah I know what your going to say, and I agree, NEVER ASSUME ) were for paying the amount we owed, but it was a prepayment for the following year. What the? Why would you expect a client to prepay the exact amount for a one time error? Why? This resulted in us owing penalties on top of the taxes. Okay, we thought we should have looked into it more so we let that one slide. Dean claims to be this person whom you can call any time, but the one time I called to find out want was going on with my return ( 2 days before 4/15) because I had not heard back or received anything from him, and he was just short and rude with me. Then this year I receive a notice that I owed money from a previous year. What? Come on? So upon further research it turns out that a sum of money that should have been claimed ( which I and anyone would know and claim as income) was put in the non-taxable income box. What? So I contacted Dean and faxed over my notice. After a few back and forth short phone calls he basically told me "we are done". No apology or remorse for the tax penalties, cause by him. This is when I learned that "YOU" are the one responsible for what goes on your return, and not your CPA. Imagine that, a job with no responsibility. I should have hired another CPA to review his work, I guess. So I am tired of paying tax penalties and paying a so called tax professional to create them. I am very sorry to post this one star review, but the poor customer treatment, and just overall lack of caring makes it more than true. I do not and will not recommend Dean Bagley to anyone ever.

Excellent CPA and compassionate I felt he was very…read moreknowledgeable and cared about my needs. I highly recommend him

We have been with Totah Accounting Inc. for over than 25 years. We owned two small businesses and…read morewe have been with them since we opened up our first business. That must say more than I want to say. The best of the best customer service you will ever get. Your calls and questions always answered professionally. I highly recommend them for any of your accounting needs, and tax filling.

I normally don't post reviews but Totah Accounting is one of those businesses that deserves talking…read moreabout. After moving to the Peninsula, I needed to find a new tax accountant since I didn't want to drive into the city. A friend recommended Totah Accounting. The office is rather inconspicuous and simple. If you drive too fast, you might miss it. Don't let this cover of the book fool you. The owner, Paul is very responsive and knowledgeable. In the case with my situation, I did not have a simple, straight deduction. There was no way I was able to do my taxes and risk getting audited by the IRS. Paul was able to navigate through all my documents and explain to me about the tax process. That was important to me b/c my prior tax person was not responsive and only called me when my taxes were complete. The receptionist who works the front office is great too. She was able to send me my previous documents encrypted via email. Totah Accounting is a "A+" business and gets my thumbs up! They may not be a big company like H&R Block, but I rather have the best service with a personal touch that Totah Accounting offers.

Just got my taxes done this Wednesday! I was happy with my refund!!! Very Happy! Yeah buddy! Kaazim…read moreSummerville, didn't rush me through the process at all, he explained everything to me, and took me through it step by step. Even when I didn't understand something and just stared at him with a blank stare he broke it down and made sure I understood the process. He charged me a decent amount for spending 2 hours with him that day. I didn't feel rushed like H and R Block would rush their customers, and why would I pay only $50 for a CD-rom like TaxTurbo, who can't represent you when the IRS decides to look you over? I'm just saying you get what you pay for. Kaazim made sure that we went through all the nooks and crannies of my year, to make sure we maxed out for a full refund! So worth every penny as well as the 1.5 hour drive! For those of you who doesn't want to drive all the way to see him, because you think, "It's so far!" He does stuff online (he has secure online server), and he will go over things with you over the phone as well. Yes, he will spend 4 hours with you on the phone as well!

After my first time coming here. I knew this would be my all time tax guy. Kazim is awesome! He…read moretakes his time and ask you all kinds of question to make sure you get everything back from your returns. He is really professional but also really laid back. I would highly recommend checking this place out !

I'm a one-man show... a sole proprietor according to the IRS and a single member LLC in CA.... no…read morematter how you slice it, though, I'm still a solo operation, which means that things get placed on the back burner sometimes. The challenges are extraordinary - and physically draining. I started my business several years ago, so when I met with Charles Sterck at Sterck, Kulik, & O'Neill, it wasn't under the best of circumstances. We were dealing with nearly a decade of returns, with no documentation, no receipts, no information. Charles reviewed my situation, and made recommendations, and proceeded to explain in a very pragmatic and straight-forward manner, his plan for resolving passed issues, as well as some suggestions for establishing critical business systems. Charles and his staff essentially recreated history for me, and represented my best interests in creating the most accurate financial picture for my tax records. I've worked in senior management positions in manufacturing environments for many years. During that time, I interacted frequently with internal and external accountants and firms. I must say that in the short time since retaining the firm, Sterck, Kulik & O'Neill continues to impress me. There is absolutely no question that Sterck, Kulik & O'Neill is one of the more informed, knowledgeable and professional accounting firms I've worked with. I'm looking forward to retaining their business development services, as well as establishing core business systems to help grow my business - and sustain existing clients. How do you manage a successful consulting firm, market your services, create advertising, network and lead development, billing/accounting, AND take on new projects, and actually find time to do the work? I think that's the greatest challenge for any sole proprietor, but the answer is, "you retain Sterck, Kulik & O'Neill." I'd recommend this firm to any company.

These people met in 2018. They were very professional…read more We have some international aspects to our business and language was 1 issue.

Even though I have a degree in Accounting & Finance, I opted for the first time ever to pay someone…read moreelse to prepare my returns because I had a fair amount of more complex events that took place for me in 2020; after the experience I had with Howes Tax, I realize that I should have just sucked it up and spent the time to do the research and file my own returns (or should have found someone else more reliable for the job.) While there were certain things that affected the practice that were outside of their control, there were still many issues that should have caused me to jump ship well before they completed the work: - I did not have my return completed and available for review until Friday, October 15th (the very last day for taxpayers on extension), despite the fact that we first engaged in February of 2021 and they had the majority of my documents in the first week of March, giving them more than seven months to complete the work. - With less than 10 hours to review and file my fairly complex returns before the midnight deadline, I discovered a pretty significant error in their calculations that overstated a gain on sale and therefore unnecessarily increased my combined federal/state tax liability by several thousand dollars. - Their preliminary estimate was that I would owe a combined $90K between federal and state income taxes; naturally, I freaked out, told them that this was a HUGE leap from the amount I was expecting to owe based on my own quick math, and that a tax bill of that size would put me in financial ruin. This news was delivered to me on May 17th (the last day to make payments for 2020 tax liabilities); instead of working to get a more accurate / reasonable number, I was simply told to "pay what I can" in order to minimize penalties/interest. [At the end of the day, I ended up with a net *refund* of about $5K, nearly a $100K difference from what they told me I should have paid up front!) - In the two days leading up to the filing deadline, the estimated liability total that I was given kept fluctuating several thousands of dollars at a time, and when I asked for clarification for the drastic swings, I was told "I wish I had to explain tax law at the last hour but I unfortunately don't." - Messages often went weeks (or even months) without being responded to, leaving me in a huge cloud of uncertainty with my financial future. - I was asked multiple times to provide documents that I had already uploaded several months ago (when originally requested.) - Not only was I charged over $1,400 for this "service" that amounted to a crazy level of stress and frustration, I am now likely having to file an amendment on the returns that they prepared because they insisted on revisiting a calculation I made on my prior year return that didn't need to be touched. Having never hired someone to do my own taxes before, I had no real-life basis for comparison, but after having gone through this fiasco (and reading the other reviews from people who have had a similar experience) I am now pretty convinced that my experience was a particularly horrendous one; needless to say, I will not be returning to Howes Tax.

Mark did my taxes but charged a large amount. I only stayed with him one year and found someone…read moremuch less expensive. It was obvious that I got a much better return after leaving Mark. I don't recommend his services.

Excellent services and communication and work with Dominique and his team. Been repeat clients…read moreyearly and look forward to keeping up efforts in the future.

Dominic Massoni has been preparing my taxes for over 15 years. The entire team is amazing!! It's a…read morevery professional and experienced group of people who know what they're doing and get the job done well and on time. They're always busy during tax season and yet they prepare my taxes in a couple of days and electronically file them. For the level of service you receive, the rates are very competitive. Every year they mail you a tax preparation packet. You can either mail in, or drop off your tax information. They also prepare the quarterly estimates for the coming year, which I find very helpful. Great location on Van Ness with lots of metered parking. I can't recommend them highly enough. I've been a loyal customer for 15+ years and referred friends to them.