Accountants near Belmont

“I've gone to Merrill for tax preparation for nearly 20 years and have never had an issue with the outcome personally or with fed/state. The office is joyous, the work professional, and friendly. Highly recommended.“

“We have been working with the firm of Fisher & Bagley for over 30 years and they have not only delivered highly efficient accounting and Tax planning services but have saved us 10's of thousands of dollars. Dean Bagley was a former IRS agent and has knowledge on both sides of the return. Dean started me out with emphasizing the character of money, deductions and business expenses and understanding deductible uses of money. They guided us into incorporating and building a full corporate shield as a business owner to limit liability and minimize our tax liability.We were given guidance with pension plans and ,self directed IRAs and then creating a 401 k program for our employees. They were able at a high level help maximize the back end of accounting,Tax and financial needs. Its been a wonderful relationship and they were protectors of our money and kept our taxes to lowest possible under the tax law. As the tax laws have changed they have help us adjust our planning. We are involved with Real Estate Rental income properties and have extensive knowledge or income properties from a tax point of view and an investor point of view. They are very successful investors besides being great Tax people. We have had 2 audits over the 30 + years and they aggressively represented our interests and back the auditors down to a reasonable solution for us. Additionally our business grew dramatically and George Fisher took over our accounting and 5 companies that we had running. He would work directly with our head company comptroller on a monthly weekly basis and deliver excellent customer service to a very tough accounting head. George became very familiar with all of our accounting needs and kept us on reporting times for the s-corp,c-corp, LLCs, and partnership agreements. Over the years we have referred many of our employees and agents to the Fisher & Bagley firm and they have had excellent results and continue to use their fine services. Good people with a deep knowledge of the tax law fighting to get you the most deductions allowable. Professorial services delivered in a confident manner. Great for anybody looking for great consistent tax work. John F.“

“Glenn is an awesome tax preparer. We have been using his services for years! He is also a very fun person. Love his wit!“

“The phone number has been disconnected 650 637 9554 as of 02/08/2024. Not sure why this hasn't been disclosed on Yelp.“

“We have been with Totah Accounting Inc. for over than 25 years. We owned two small businesses and we 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.“

“Absolute professionalism. Crystal clear and knowledgeable. Even offers advice! Got audited by IRS and Imad handled everything smoothly, and got refunds back. Highly recommend! My company has this list of recommended CPA's compiled by coworkers - ones they have personally used and recommends, and that's where I found him. So he's vouched for by people I know already and my experience justifies this!“

“Pelzner associates. The quintessential family team Jewish accountants. I cannot speak highly enough to do justice of how much admiration I have for David and Lawrance pelzner. They are the quintessential accounting team you want for personal business business accounting needs. They are personable, available, fair and more than anything incredibly competent. I've worked with many accountants through my years of owning various businesses. This team is by far the most accomplished and nicest people to work with. Pelzner and associates has more work than they know what to do with. Customers never leave once they've gotten a taste for how business should be done. Everyone should look to this business as a role model for how small business should be run. Thank you for many years of excellent service. Your hard work has saved me thousands and for that I am immensely grateful.“

“I have been doing my taxes with Cesar for 25+ years and he is always straightforward, provides advice that can help you, and gets taxes done pretty quickly. His staff is great and always checks in to remind you once tax season is upon you.“

“We have been working with RMJR Tax for the last 3 years. They are very responsive… anytime I’ve had a question you’ll hear back in a timely manner, even if it’s not during tax season. Highly recommended.“

“I met Chris through my neighbor when I was complaining that my tax situation was exceeding the capabilities of my accountant. He said that there's nothing Chris can't do. And that has proven to be true. Beyond just a guy to do annual taxes, he's really an advisor to assist in a whole range of financial matters. His experience with a very wide range of clients and complex situations has made him extremely well versed in many different situations. When we have any complex questions, he's on speed dial.“

“Usually my taxes are not complicated. However this year I had few tax related questions on which I really needed a professional opinion. I was looking for different CPA near my area on yelp and that's when I ran into Proctor Charles. I just wrote him a quick email asking if he can provide quick tax consultation. I was surprised at how quickly not only he acknowledged my email but also provided answers to my questions over the email. I didn't have to go anywhere to get my questions answered. If in future I have to look for a CPA to get my taxes done I will definitely go to Charlie.“

“Jefferson & Gross were the first accountants I used after starting my own business. They're responsive, organized and professional. They made me comfortable right away putting my finances in someone else's hands. I think they specialize in working with small businesses; at least it felt that way. I'd definitely recommend them to a friend, as they were recommended to me.“

“I’ve been seeing Jim Pilch for 2 decades. He does my yearly taxes (they’re a bit complex) with great efficiency and thoroughness. He’s friendly, helpful with my tax and personal questions. If you want personalized service, he’s your guy.“