I have been using CapForge for about 4 years. I started a side gig selling on Amazon and did not…read morehave the capacity to handle my own accounting alongside my full time job. CapForge are definitely Amazon experts and my accounts are always up to date. On top of their 5 star expertise, they offer incredible value compared to other CPAs or agencies out there. I have an accounting background so I am not talking from a perspective of ignorance, these guys are great! On top of my side gig, I am now using them a for a new start up entity and so far everything has been a breeze. Melissa and Elaine are the 2 bookkeepers I have dealt with and they are accurate, fast and really great to work with. Matt, the owner is also always available to jump on a call and discuss more complex issues. Highly recommend!!!

I worked with CapFoege to organize our financials and numbers in 2018. We got off to a very rocky…read morestart as Matt their founder totally ignored all the data and information that I gave them to help them organize and get things categorized correctly. After numerous emails and calls they eventually got it right but created a lot of extra work for themselves and myself. When I followed up last week about organizing the most recent numbers the first email was ignored and the second one took them 6 days to get me a quote for something that should have been a quick email response. When I showed them the lack of correspondence via email they called and apologized but couldn't understand the accounting task and quoted an unreasonable number for the job. We agreed to part ways as my gut was telling me if were already having this many issues than it's not going to be a good fit.

20 years and going strong!…read more We have been with Motherlode for nearly 20 years. It's like going to a friend's house. Warm and cozy and oh yeah, they take care of Mama's money! I don't make a move without them! Thanks James & Co!

Jessica is amazing! She is so attentive and prompt. I need a little handholding with this type of…read morestuff haha, but she takes all the stress away. Richard has been great too. I also love the small town feel of a local office. I can always drop in with questions and they welcome it.

I am a small business owner, I have little financial background with this type of stuff, I just run…read morethe business and know whether or not I'm in the green or not. Josh at CFO Next Door helped me walk away with more clarity and confidence with my business, he offered a structured and understandable approach that helped me understand the intimidating parts of finance. Josh went over a Pulse Check, he showed me key health metrics for my specific business and showed me where I was strong and where I was vulnerable. He also went over a Pricing and Ops Analysis. I always wondered where my pricing stands amongst other businesses and what would it look like if I adjusted prices on services at my business. He provided just that and gave me the file to play around with the numbers. Extremely helpful in my case. He also didn't just stop at analyzing my past spending, ye helped me build a realistic, actionable budget for the upcoming months and provided a financial roadmap if I play around with my pricing. All of this was explained in plain English, no complex financial jargon, he is both incredibly professional and genuinely personable. I could tell he cares for my business' success. I don't have a bookkeeper yet, but when things get busier at my business, I know where to look.

Evan and team were referred to me by a close friend as I was seeking a new team after years with…read moresomeone else. I really didn't know what good Customer Service (Cs) and Customer Experience (Cx) until I met Evan and his Team. I am so pleased with their Bookkeeping Services (Cathy and Team) and the Tax Preparation Services, (Evan and Cynthia etal). Very pleased!

10/10 reliable 10/10 sound tax advise…read more 10/10 customer service 10/10 office staff 10/10 intelligent Mr Evan is rock solid, back in the office - everyone's amazing. So surprisingly reliable like no other, great value and great knowledge base. Knowledge of unique situations in personal and organizational taxes is rooted in firm knowledge, experience and reliability. We have been with Filipovitch and Co for over 5 years.

As a small business owner, it is imperative to have books that are up to date! I struggled for…read moreyears to find a bookkeeper that was reliable, honest, knowledgeable, and responsive! The last bookkeeper I had billed me monthly for work she did not do! I was very upset to find out that she had not entered anything into my Quickbooks for months. I needed to get my taxes filed, and my books reconciled. Melinda was recommended by my accountant of more than 10 years. She is amazing. She is professional, efficient and got my books up to date in a week! Six months of untouched reconciling, in one week! The stress of owning a business can be overwhelming, during a pandemic even worse! Having a bookkeeper who has your back is imperative! Melinda helped me apply for PPP, and grants that were lifelines for my business. She is the best of the best. I can't recommend enough!

I originally found de Vries online and was attracted by the all 5 star yelp reviews. While I was…read moreleery at first, I can clearly see now why Darren and his company continues to receive a perfect 'Yelp' rating. I had been doing my own taxes (with the help of turbotax) for the past decade and finally this year I reached out to Darren for some assistance on my 2013 taxes. I recently purchased an investment property and started a LLC and he was very thorough and knowledgeable assisting with tax advice. On top of his expertise, he's a very friendly and understanding person and I know his business will thrive in years to come. Darren is very trustworthy and seasoned as a tax professional and I'm looking forward to working with him again next tax season (or sooner)!! Mahalo!

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Excellent One on One Quickbooks Training!…read more Had Treva stop by the house to help me setup my Quickbooks, and taught me what I need to know to get off the ground in two hours! With the added consultation of accounting principles applied to my venture, I decided to bring her aboard as our accountant! Excellent service, mountains of patience, and professionalism is what you should expect from Treva.

Treva is a pleasure to work with. She is very responsive, always shows up prepared. It's clear…read morethat her burning desire is to help others, help her clients be successful. She can help small business people start out on the right foot by getting their finances set up to prepare them to scale up successfully.

We paid $275 for a 30 minute tax consultation to get professional guidance on whether my wife and I…read moreshould file jointly or separately. I provided documents in advance and we came prepared with specific questions. Unfortunately, we left the consultation without any calculations, estimates, or information that was meaningfully different from what we had already been able to find through our own research. We requested an adjustment to the fee but was told no refunds. I understand tax professionals charge for their expertise but I wanted to share my experience to advise prospective clients to clarify the cost and what is and isn't included in the consult before scheduling.

We had our 2025 tax preparations completed at Pacific Pro Tax Solutions by Laura Freytag. She is…read moreknowledgable and her ability to complete our taxes in a timely manner with great accuracy and at a reasonable charge was greatly appreciated. Highly recommend!