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.

Crown-Landscape Contractor Review from Google

5.0★

Crown-Landscape Contractor's Review Sourced from Google

“Excellent CPA firm! Knowledgeable, professional, and always reliable. They handle my taxes and accounting with great attention to detail, ensuring accuracy and maximizing savings. Their expertise and responsiveness make tax season stress-free. Highly recommend for anyone seeking top-notch accounting and tax services. Truly a trusted partner in financial success!”

Lynn Donahue Review from Google

5.0★

Lynn Donahue's Review Sourced from Google

I am extremely thankful and appreciative of Chahal & Associates! I've gone in for a first consultation, in which they took the time to understand my background and future financial goals. Navjeet took the time to thoroughly answer any questions I had while breaking down complex financial concepts in a way that was easy to understand. The entire process of coming in, meeting, and discussing next steps felt simple and straightforward; a process to even look forward to!What really sets Chahal & Associates apart is their dedication to their clients. They’ve taken the time to reassure me on changes in the market and what that entails for the long-run. I’ve also appreciated their transparency and how they explain every step before making any recommendations. It’s clear they have my best interests in mind.Beyond the excellent financial guidance, the entire experience at the office is top-notch. The receptionists are incredibly welcoming and hospitable, having greeted me with a smile and making me feel at ease the moment I walked in. It’s clear that everyone at the office works together to provide an exceptional experience.I feel confident and at ease knowing that Chahal & Associates is guiding me through my financial journey. Highly recommend!

Siva Sivakumar Review from Google

5.0★

Siva Sivakumar's Review Sourced from Google

Me and my wife had our introductory meeting with Navjeet at Chahal & Associates to plan our personal income tax as a newcomer to USA. NavJeet’s knowledge and sharpness of the income tax system has been exceptional. He has given us valuable information and suggestions to plan and prepare. He has been very responsive and willing to help us through our transition process and answer our questions and concerns as we progress. We have decided to engage NavJeet at Chahal & Associates for all our income tax and accounting service in the US.