“Kat Harris at Perotti and Carrade is totally awesome! She is a knowledgeable, prompt, responsive accountant. I had a question about my last year's tax organizer, and she responded within a few hours with all the answers and supporting documents (password protected). She is thorough and works with our best interests at heart. I agree with the other reviewer that if you ask her a question about something you are considering, she will lay out the pros and cons clearly. I've never been happier with our accountant!“
“Patrick is always available to answer questions, picks up his phone consistently, a good tax strategist who is generous with his time and tax planning.“
“Ying is the best. She's detailed, great at communication and patient. Would highly recommend for anyone seeking a CPA.“
“Samy and his team have been with us since we have opened our business to the public. We had the good fortune to have him and his team be our guiding light in navigating our small business finances. They have been nothing but kind, patient and understanding of our concerns, supportive in our decisions and great advisors when we needed direction. His team is very knowledgeable, helpful and they truly want the best for their clients. All the stars are definitely well deserved!!“
“Will was fantastic for help with an private individual tax amendment after some large mistakes were made on my tax returns a few years ago. He's thorough, extremely patient, and dots all his i's and crosses all his t's. I'll definitely returning for more services down the line. Thank you Will!“
“Mr. Challberg has to be one of the finest professionals I've had the pleasure of working with. It can be tough in this day and age to find a CPA that can give you personalized attention. But look no further, because Ed can deliver! His firm is quite possibly the most the most through accounting organization I've ever worked with. The attention to detail put into my accounting has been meticulous. I'm someone who is very particular about how I like things done. I used to do my taxes myself, until things began to get a bit too complicated for me. That's when I reached out to Ed to help carry the burden. And it has been a fantastic experience ever since!“
“Working with you, Ralph Carico has been an absolute blessing. Your signals and strategies have consistently yielded profitable trades, all without any withdrawal fees. I can't express enough gratitude, Ralph, and I wholeheartedly recommend your legitimate and trustworthy services to others. Don't hesitate to add Ralph Carico to your trading network.“
“Steve has done our taxes for 3 years now. We just follow the guidelines he sends us each year and return the file. It's easy as pie!!!“
“I receive company stock options at my new job and they are a nightmare when it comes to taxes. RMJR Tax and Accounting knows all about them and helps me take a more proactive approach each year so there are no surprises when we file.“
“Franka and her team at Pacific Crest Group are professionals who serve clients at a high level. I had the pleasure of speaking with her and was impressed with her service offering. If you're seeking a solid resource in outsourced CFO and HR services, considering working with Pacific Crest Group.“
“a/o 2023-08-26. Ed has done our now 66-page (Fed. State is more.) taxes for over 20 years. Yes, he has a Boston accent. Yes he has been sick with prostate issues and can be hard to reach. He handled an audit against us with skill. In office. We did not have to appear as the young pup new (Obama era) hire auditor asked and asked and asked for more information. Ed later made a call and the instruction from higher-ups was "just settle". So we settled. Done and done. Ed took care of us. I do not think we could have done better. But at his age, he probably only deals with old, long-term clients. Who are hapy to pay. He is expensive but you get what you pay for. Right?“
“Paul Shen and his associates are amazingly fast and efficient at handling income tax accounting. They know what they are doing!“
“We've had our taxes done by Scott Porter's team for several years and we are always very happy with them.“
“Art and his staff are incredibly knowlegdable. I am a corporate lawyer with a deep understanding of tax and I can tell you that their technical skill is extremely high. Also, Art is very clear where the line is between being aggressive and being stupid in deciding what deductions to take.“
“I don't think there is anyone more competent than Steve Herbstman. To say that he is a lifesaver is an understatement. He can handle the most complex filing with ease. He's also a boxed canyon: what goes in, won't come out. Trust him. He's the best.“
“This small accounting firm is a winner! Totally thorough in all aspects of their service from providing planning materials to asking the right questions that result in generating the best legally eligible deductions possible for each client. They don't t miss a step on your behalf. I hear the office is moving to Marin County sometime before the end of 2017. That will be a benefit for residents of this Bay Area county!“
“Kat Harris at Perotti and Carrade is totally awesome! She is a knowledgeable, prompt, responsive accountant. I had a question about my last year's tax organizer, and she responded within a few hours with all the answers and supporting documents (password protected). She is thorough and works with our best interests at heart. I agree with the other reviewer that if you ask her a question about something you are considering, she will lay out the pros and cons clearly. I've never been happier with our accountant!“