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!!

Liam Nickerson Review from Google

5.0★

Liam Nickerson's Review Sourced from Google

I've been working with Heidi & Terry at Allen Street Consulting for eight years on a range of matters from budgeting and accounting to taxes. They not only see every project through to its end, but also take the necessary time to explain nuances that have helped me improve my business in ways I had not foreseen. A wonderful, caring pair of individuals...we need more of them in our business community.

Brena Newell Review from Google

5.0★

Brena Newell's Review Sourced from Google

I love Allen Street! I barely think about my payroll anymore thanks to the setup and support they provided. Highly recommend!Brena - Cafe Taza

Andrea Bill Review from Google

5.0★

Andrea Bill's Review Sourced from Google

Logan Pradon is professional, intelligent, and a wonderful person to work with. He helped us assist a company in filing two Voluntary Disclosure Agreements by which they received forgiveness. I especially appreciated Logan's thoughtfulness, patience, and willingness to research complex tax questions. He even helped the company install a new Avalara software program. This was above and beyond what we would have expected. Thank you, Logan and PMBA!

Alex Tonelli Review from Google

2.0★

Alex Tonelli's Review Sourced from Google

Found a highly misleading advertisement for promising to sell NOLs and R&D credits "up to 95% of the value" when what they were really trying to do was lead gen for doing R&D work (because the former isn't really possible). After I inquired, they spammed a phone number they found rather than communicated back to my email. To their credit, after I expressed my displeasure, they did write a more detailed reply.

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.

Claude Corrik Review from Google

5.0★

Claude Corrik's Review Sourced from Google

The best place to get Your problem with the IRS done and be happy with the out come.

Miguel Alvaro Sarmiento A. Review from Google

5.0★

Miguel Alvaro Sarmiento A.'s Review Sourced from Google

Christina went above and beyond the call. She followed through every call, every e-mail and all the correspondence I received from the IRS. She always took the time to explain each step. Can't thank you guys enough!

Ricky Pack Review from Google

5.0★

Ricky Pack's Review Sourced from Google

I have PTSD, bipolar and depression all of which I am being treated for. Your people seem patient with me.

Lanordo Adamson Review from Google

5.0★

Lanordo Adamson's Review Sourced from Google

We had an outstanding experience working with Jackie at Robert Hall & Associates! His depth of tax knowledge is truly remarkable, and he approaches every question with clarity and confidence. Jackie not only guided us through complex tax scenarios with ease but also provided insightful strategies that gave us peace of mind and a clear path forward.What impressed us the most was his ability to break down complicated tax matters into simple, actionable steps. He went above and beyond to ensure we fully understood our options, and we walked away feeling empowered and well-prepared. If you’re looking for someone who combines expert tax knowledge with genuine care for his clients, Jackie is the one you want on your side.We highly recommend Jackie and the team at Robert Hall & Associates for anyone seeking top-tier tax consulting and reliable guidance.

Sari Medina Review from Google

5.0★

Sari Medina's Review Sourced from Google

Phil Duncan and the team at Robert Hall and Associates was able to help me process my clients business and personal taxes in a timely manner. He is knowledgeable in tax code, audit representation and complex tax situations. I highly recommend him and his team to take care of your tax situation.

Peter DiVito Review from Google

5.0★

Peter DiVito's Review Sourced from Google

Tony Watson is my tax preparer and he is the absolute BEST! He is not only a fantastic human he is also a wizard when it comes to preparing my taxes. So grateful for him and his team. They are always a pleasure to work with. I have heard great things about other preparers here as well. They really have the special sauce at Robert Hall & Assoc. Many thanks and my deepest gratitude for all you do.