Claudia Villalobos Review from Google

5.0★

Claudia Villalobos's Review Sourced from Google

Cassidy and his team were able to help us clean up the mess our previous CPA had put us in. Our previous CPA advised us incorrectly on many matters. Cassidy and his team have been able to clean up, and advise us on future growth. With his help we have been able to focus more on growing our business. We have had no more tax surprises since we moved with him. We know how our business is going throughout the year, and how much in taxes we are expected to pay by the end of the year. We have taken advantage of CA tax credits that we had no knowledge existed. Cassidy and his team are extraordinary.Thanks for all your help and security you have given our business

Phillip Kliewer Review from Google

5.0★

Phillip Kliewer's Review Sourced from Google

MBS has been a fantastic partner and teammate for Nexgeneral Construction. Cassidy and the team have helped us make informed financial decisions, given us valuable leadership in the areas of taxation and corporation, and generally been a great supporter of our business. I highly recommend MBS as a partner for any business.

Brad Sears Review from Google

5.0★

Brad Sears's Review Sourced from Google

Cassidy and his team are wonderful team to work with. Wether he did my personal taxes before I owned my business and now multiple business’s. MBS is one firm you can count on having your back as your grow and need that extra eye and professional advice. I would not just recommend MBS but demand you reach out before asking for help anywhere else for your accountant needs! Great team, great support and will be my accountant for long as I am doing taxes!!

Erin Jobe Review from Google

5.0★

Erin Jobe's Review Sourced from Google

We are a non-profit that experienced rapid growth and facing an increasingly complex landscape of grant restrictions and financial reporting requirements - we were in need of an experienced consultant to support us in leveling up and streamlining our bookkeeping and finance processes. Dean connected us with Nancy from his team, and Nancy has been absolutely incredible. She not only guided us in untangling our financials but also in updating our processing and implementing best practices. She's an excellent teacher and communicator in addition to being extremely knowledgeable and unafraid of taking on complex issues. We are so relieved to be in a much stronger spot with robust systems for achieving the financial clarity and reporting that we need to make sound decisions and stay compliant with funders, thanks to Dean and Nancy.

Jim Steurnagel Review from Google

5.0★

Jim Steurnagel's Review Sourced from Google

What can I say about Barta Business Group? I work in the live events industry, and to say that the last few years have been temultuous would be an understatement. They took the mess I had made while closing one business, and opening another, and laid it all out straight. I was running on a very basic invoicing software, and they got me up to speed with something professional I can use with any bookkeeper, and my business is running so much more smoothly because of it. Thanks guys. Highly recommend!

Aimee Zygmonski Review from Google

5.0★

Aimee Zygmonski's Review Sourced from Google

We're a small, national, nonprofit member association with a cranky database and lots of internal financial quirks. Barta Business Group stepped in to clean up our books and get us on the right track. Within a few short months, Dean was able to create better systems for financial accountability, wrangle our database into clear and consistent shape so we knew where we stood on income and expenses, provide support to our nascent board treasurer, and most of all, do all of this with a great attitude. We love working with Dean and feel confident that our books are in the best of hands.

Ann Merley Review from Google

5.0★

Ann Merley's Review Sourced from Google

Our first tax season as remote clients of Conlon @Co. but it went off with only a minor glitch or two. We got the same personal, prompt, and attentive service as ever. We are grateful for Conlon!Ann and Clint Merley

Debra Honan Review from Google

5.0★

Debra Honan's Review Sourced from Google

We have done our taxes here for years and trust them to do them correctly and efficiently! We have also given their name to several friends and family who use them also. Could not ask for a better company to trust with our taxes!

Bryan Farmer Review from Google

5.0★

Bryan Farmer's Review Sourced from Google

Have used their tax services for years and highly recommended. There is usually a decent array of treats in the bowl at the reception desk.