I needed to find a new CPA for the 2025 tax year and decided to retain Ameer N. Khan, CPA, A…read moreProfessional Corporation. I chose this firm because their website was professional, their fees were clearly outlined, and all communication is handled through a secure client portal -- something I really appreciate. They also had excellent reviews and are local. From my first contact with the office through securely uploading our documents, the quick turnaround, and the electronic filing of our return, everything was handled with professionalism and efficiency. I had a couple of questions during the process and was pleasantly surprised to receive answers on a Sunday afternoon -- far beyond what I expected. Six months after filing, we received a letter from the FTB claiming our refund was issued in error and demanding repayment within 30 days. I reached out to the CPA office, and within two days they had investigated the issue, contacted multiple departments at the FTB, and confirmed the notice was sent in error. They even double‑checked both spouse Social Security numbers as an added precaution. This level of thoroughness and care was incredibly reassuring. I highly recommend this firm for both individual and business returns. Professional, fair pricing, and truly exceptional service.

I appreciate that he's prompt in assessing whether he can help me & gave me recommendations of…read moreother professionals who are more suitable. Thank you so much.

From my point of view, Anne Griffith Tax & Financial Service should be recommended to anyone that…read morewants to LEGITIMATELY handle their taxes. No tricks, no scams. Anne's greatest strengths are an in-depth knowledge of the tax code, an amazing work ethic, and a genuine desire to help people. We could not be happier with Anne. We brought some extremely complicated and difficult tax issues to her, and from the very beginning we knew she was the right person for the job. The best thing about working with Anne is how well she demonstrates her knowledge of the tax laws and procedures, and how you can trust that she will follow the letter of the law exactly and still find legitimate ways to ensure you get the highest possible return. When we walked into Anne's office, we were sure we would be owing a huge sum of money to both the IRS and the state. Anne and her amazing assistant Kristen were able to sort out the enormous mess of paperwork we gave them, organize all of the documents, and ultimately get us to a break even situation between all of the taxes we had already paid and the taxes we owed. Fantastic work!

Talk about a tax preparer who not only listens to you but really takes the time to do a very…read morethorough job. She takes the time to make sure you get the best customer service and as first time clients she treated us as long time friends. She amended last years returns and found out we overpaid the government by a whomping 3000. dollars. Our last years preparer was in a hurry and didn't listen that we were not business owners and we owed 4,000 to IRS. Yikes. Won't be back to that Walnut Creek office. Anne is great and got us both filings in a very timely matter and her fees are very reasonable. I highly recommend Anne.

I hired Jennifer to represent my uncle. At first, she sounded promising. Stold us the job would…read moretake "about 12 hours," welcomed my help as his niece, and even asked my profession (I told her I'm in accounting). She said, "Good, now I know who I'm dealing with." I organized and prepared all his documents, condensed everything into simple summaries to save time and money, and expected a professional, efficient process. Unfortunately, that's not how things went. * Missed deadlines and ignored emails: For about two months, she said she would send the proposal to the opposing party but never did. I had to follow up weekly, and when she finally replied, we were billed for those communications. * Clerical errors billed to us: She made repeated clerical mistakes in filings and correspondence, which we then had to correct, yet we were charged for her time fixing those errors. * Avoiding responsibility instead of correcting issues: When we pointed out inconsistencies and errors, she began emailing about withdrawing as counsel rather than addressing our concerns. * Poor preparation for court: She never briefed my uncle before his hearing and instead texted me during the hearing with instructions on what to tell him, such as "STFU". English is his second language yet once the concerns were raised she insisted she would only meet with him alone and refused to allow me to interpret, making communication nearly impossible, which is ILLEGAL. * Communication breakdown after we raised issues: Once we brought up her mistakes, she stopped dealing with me directly, even though she had previously approved my involvement and told me she was glad someone detail-oriented was helping. Because of these issues, we now have to hire a new attorney to get caught up and fix the mess left behind. This caused unnecessary delays, stress, and extra expense. We plan to file a complaint with the State Bar regarding our experience. I'm sharing this review so others can make an informed decision, get every promise in writing, confirm timelines and billing in advance, and read other reviews carefully before hiring. (Once we decided to change attorneys, I reviewed and questioned several overbilled or inconsistent charges, and as a result, I received a partial refund.)

I first started with Patricia Crumpley about 6-7 years ago. I was referred to her from a co-worker…read moreat the time. Straight away she told me the facts. Being a man, I had a long uphill battle ahead of me. She advised me when to fight and when to take a loss. In the end, I got 50% custody of both my kids, barely paid spousal support and paid child support per CA guidelines. A few years went by and I needed further assistance with my case. This time, Jennifer Crumpley took my case. She was no different. She was a go getting and fought for me every which way she could. Because of "life," I had to give up my 50% timeshare of my kids. Well, Jennifer I got back my 50% back and supported me getting my head out of my a**. I have finally finished things again and I can confidently say, these two woman have saved me from losing my kids and also helped me keep my sanity. I do not care how much the have cost me financially. They are worth every cent of every minute. All lawyers are expensive, get over it. These two are 100% worth it and they will fight for you. They are strong, fierce, dedicated, and HONEST!!!! I can go on and on. I have referred them to several people. Everyone who hired Crumpley and Crumpley are very happy with my recommendation. Patricia and Jennifer, thank you so much for everything you have helped me with in my life. I am forever grateful and thankful!

Highly recommend Jenny. Very quick to respond and took time to address all my questions and…read moreconcerns. I will definitely come back for her services.

10/10 she definitely knows her stuff. I was using turbotax before finding her. Safe to say i will…read morebe going through her indefinitely

Top notch! My mother's CPA does not do estate or trust taxes, so I needed to locate someone who…read moredid. After asking around, I found that Tim specializes in these type of taxes. I called, and his receptionist took my information and said appointments for 2012 taxes would be made at the first of the year. I gave it to her, and expected a call early 2013. Much to my surprise, I received a call a few hours later after my initial call, and Tim wanted to book in appointment with me before 2013 arrived. The office found time for me to come in, and gave me a detailed list of documents to bring, to be proactive when it is time to prepare the return. Estate/Trust taxes are uncharted waters for me, and I am grateful for the extra attention and guidance. I feel really good about taking my mom's taxes to someone local, and who has been operating in business for years & years. Not to mention what a bonus it is when you feel your needs are the office's top priority.

Christian is honestly incredible. As a small business owner of a start-up, there is so much work…read morethat it can feel overwhelming. I am so grateful that Christian takes all of the stress away when it comes to my taxes. He has helped out my small business with kindness and generosity as I continue to learn how to grow my business. Not only is he great at what he does, him and his team are super on top of their clients' needs. Just like Henry mentioned, they filed extensions for me without me even asking which just takes even more stress off. The process is super clear and he is very thorough, ensuring the follow up with anything I might have missed when providing documents or information. On top of all that, his services include your personal taxes along with your business. Someone who is reliable, trustworthy, intelligent, knowledgeable, and overall a good person, is well worth the money. If you need help with your taxes, Christian and Impact Complex Financials is the way to go - you won't be disappointed!

100% 5 stars. I've been using impact for the past few years, and they always take care of me. The…read morelast couple of years I was a bit late on submitting my taxes and they filed an extension on my behalf with me even asking. If you're looking for a tax guy that you can rely on- Christian and is team are the goats. I'm sure I'll still be with them when I'm old and gray.

Bookkeeping Management Systems has been doing American Glass and Glazing book keeping since 2018…read more Candice is hard working and talented person with excellent communication skills, teamwork, experience in different industries, specially construction. Candice is doing all our P&L, balance sheet, monthly project costing, union hours report and etc. Candice, has extensive knowledge and has been very resourceful. Additionally, she takes a personal interest in our business. I highly recommend her. Omid Arjumand President/CEO American Glass

We have used this company for a little less than one year now and could not be more pleased with…read moretheir services. We have been working with Candice and it has been a pleasure to work with her and her team. Her attention to detail and making sure all the numbers balance out is out of this world as well as the communication. We have found that most book keeping services only care about the numbers balancing out at the very end and truly don't care if your chart of accounts numbers are correct or not. Thank you so much Candice!!!

A great work environment! Very friendly staff and a responsive customer service. Would highly…read morerecommend.

From the owner: Workforce Inc. in Livermore specializes in temporary Accounting and IT staffing solutions in the…read moreSan Francisco Bay Area and beyond. Whether your needs are entry level or expert, Workforce Inc. will match you with a qualified candidate at an affordable and competitive rate!

Andrew is very thorough, knowledgeable and takes the time to explain and go over your return with…read moreyou. He answers questions in a timely fashion and is easy to get a hold of!! We highly recommend Andrew at Allied Tax Planners.

Professional, friendly, quickly respond to questions throughout the year, available in person,…read morephone, email and online. They make taxes so easy!

I'm so happy to be writing this review!…read more After posting my original review, I was immediately contacted by Hajira. I could tell she was genuinely distressed to hear about my experience. We scheduled a meeting for today to go over my 2022 return and my 2023 forecast. She spent 2-hours going over everything in detail. She did such a great job of it! I feel completely informed and so much more confident. Prior to our doing that, she also took the time to address my Yelp comments. She'd definitely took my comments to heart and used them as an opportunity to improve how she will interact with new clients. I was very impressed by her transparency and her eagerness to discuss this. I'm now completely onboard and plan to be a long term client. As I've said before, NEVER UNDERESTIMATE THE POWER OF A YELP REVIEW.

Awesome!! Been going there for years. Professional- on top of it and the best !! My taxes are done…read morecorrectly and promptly. Highly recommend. Please give it a try if u need a tax person .