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.“

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“They provide an excellent service, they solved a problem for me with some wrong taxes.“

“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.“

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

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“He is always willing to take the time to answer any questions we have. He is very professional and courteous. He always does a very thourough job with our taxes. We have used him for years. I recommend him to everyone!“

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“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.“

“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.“

“I've been a client of Bess' for over 15 years. She takes care of our personal taxes as well as the taxes for my business and also my husband's business.Bess is professional, highly organized and efficient.More importantly, she helps me to understand how to interpret the tax information. In all our years of working together she has never made me feel dumb for asking clarifying questions.Prior to working with Bess, I tried four other accountants and none of them came even close to her level of professionalism and empathy.I cannot recommend her services highly enough!“

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

“George was very responsive and did a great job figuring out our rather complex returns despite receiving some documents very close to the deadline. I highly recommend him!“

“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.“

“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!“

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“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.“

“I have been using Payne Financial for years and Mark has help myself and my family with different services and situations that come up over the years. I will use Payne Financial for years to come.“

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“We have used their Notary Services a few times now and will continue to use them. Juan if very friendly but most importantly very professional, If you make an appointment a day in advance he will even stop by your office for added convenience. We highly recommend Juan for your Notary needs!“

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“Great services ! They tried their best to help me with my annual tax plans. For my business, they never missed deadlines for my business. Thx for taking care of my business! Btw, the partners are knowledgeable to provide high quality consulting services with fair price.“