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“I have been getting my taxes prepared by Schwartz Platz & Associates for almost a decade. Their team is extremely helpful, professional and efficient! Kathy prepares my taxes and is very informative about strategies for managing my investments. The front office staff is always extremely welcoming, offering water upon my arrival.
I recently met with Kathy to discuss how to successfully leverage my rental property asset. She educated me (in layman’s terms) about the benefits & drawbacks to starting a 1031 Exchange vs paying taxes on my profit, thereby liquifying funds. I was referred to Swartz Platz by my brother & now refer everyone I know to them, as well. I couldn’t ask for a more helpful, knowledgeable, kind and personable CPA!”
“I've been with California tax boutique for about 6 years, I have never had any issues, very wonderful people to work with. If you need help they are there for you and very knowledgeable. I recommend their services.”
9AM - 5PM
3175 Sunset Blvd #102, Rocklin
Bookkeepers
“Great place for bookkeeping Consulting and tax services. Garrick It’s very knowledgeable and professional. Catherine is always kind and professional. I highly recommend South Placer tax and bookkeeping services.”
“She's always very helpful and patient. I'm glad to have found her.She's been a huge help in cleaning up my books and correcting categories is that in the long run will save me money. Thanks, Marina.”
“Genevieve and her team are fantastic. They are responsive, diligent and meticulous with the all of our tax needs. We use them for both business and personal every year and every time it’s smooth and I can breathe a sigh of relief that it will be taken care of right, and on time. Five stars, all the way.”
“Jolanta at Accounting Avenue is my person! She's very very caring & helpful!She's experienced in all things accounting & more & fast!Her intelligence is out the roof & she makes every visit fun, not stressful.”
“Been working with Pam for the past 2 years as a bookkeeper. She's very objective and clear on the task that she's given to me and very reasonable on the timeline. She always want to give the best output for every projects.”
“Balanced Books Plus is an extremely consistent and personalized service. If you're looking for a new company, look no further. PLUS - In this crazy time of Covid-19, a HUGE thanks to Cheryl for going out of her way after hours to get us docs we needed for Disaster Relief!! The saying goes: "We're all in this together" and BBP is the epitome of that spirit!! THANK YOU”
9AM - 4:30PM
333 University Ave Suite 200, Sacramento
Bookkeepers
“We are new customers to Eric and so far he has save us quite a lot of money on our taxes. We continue to work with him to develop the best tax strategy to minimize our tax liability. We really enjoy working with Eric and look forward to continued savings. We are also working with BusyBee book keeping and feel it's the best combination to ensure the books are right all year long thus making tax preparation easier and more efficient. So far we are big fans of Eric, what he saved us in one year alone was amazing, I actually thought it had to be in error but he assures me it's not. Kudo's to Eric.”
“Very friendly, knowledgeable, understanding of my situation, patient, excellent customer service, and help me sort out the huge mess and that I've had due to my situation.”
8:30 AM - 5:00 PM
8821 Central Ave, Orangevale
Bookkeepers
“Best Bookeeping/Tax Business West of the Mississippi. Monte and his team of experts do an outstanding job! They take time to listen to you, offer sound advice and provide excellent results in a timely manner. Give them a try, you won't regret it.”
“I have been contacting this tax agent for 2 years now and every time I remain very satisfied. This time I came to calculate my tax, everything went quickly, clearly and clearly. The specialist explained all the calculations in detail, answered questions and helped to understand all the nuances. A professional approach and attentive attitude inspire confidence. Great service that really makes life easier!?”
10AM - 5PM
2110 K St # 115, Sacramento
Bookkeepers
“Finding a competent and friendly accountant is harder than it should be… not a worry with Books to Scale! I’ve been working with Juan since 2021, I’m a small business owner and I was very concerned about finding a good accountant after mine was retiring. Every year I seem to throw some
complication into the mix and Juan sorts it out with ease and knowledge. I appreciate his care in explaining our filing every year and his responsiveness to any query I have. Thanks Juan and Books to Scale!!”
“Heidi Scanlan is not only a wonderful person, but she has been meticulous and highly reliable on our taxes, and on every encounter we have had with her. Highly recommend Heidi and her tax and financial services.”
“I have worked with Katja for nearly a decade as a small business owner. Professional, hard working and kind, Katja does thorough work in a timely manner. She is a great resource of information and is always willing to answer any and all questions. Furthermore, Katja has incredible communication ethic and keeps her clients’ best interest in mind with her services.”
“I can’t recommend Jill Jacob’s CPA services highly enough. From my very first consultation, Jill impressed me with her genuine warmth and her ability to explain complex tax concepts in a way that made sense to me. She took the time to understand my specific financial situation and goals, rather than offering a one-size-fits-all solution.
What really sets Jill apart is her attention to detail and her proactive approach. She didn’t just prepare my taxes—she looked for opportunities to help me save money and plan for the future. I appreciated her prompt communication and her willingness to answer all my questions, no matter how small.
Working with Jill has given me peace of mind, knowing my finances are in capable hands. If you’re looking for a CPA who combines expertise with a personal touch”
“I had major tax issues and spent outrageous amount of money without getting a thing accomplished! Jacque and her team was able to resolve my taxes from years back 10-12 years being corrected. Went from owing $150k to getting $$$ back. I can sleep and live stress free knowing there many options to get back on track. Thank you and I will refer as many people family and friends! 3 hr drive is worth it!! Now starting an S-Corp with all the help from Taxes N Books. I would highly recommend them to anyone who may have any type of challenges.”
“Look no further for tax and accounting services! From start to finish, the staff was knowledgeable, responsive and detail oriented. The prices are very competitive. John's expertise has saved me time and money. I won't go anywhere else.”
“Cassi has been such a pleasure to work with. She has helped streamline our entire AR/AP side of our business and get all our books in order. We don't know where we would be without her.”
10:00 AM - 7:00 PM
500 Royer St, Roseville
Bookkeepers
“Erica and her staff were very friendly and knowledgeable. I had a lot of questions and they were all answered promptly. Erica is very friendly and takes the time to really go over everything with you. I will definitely be returning next year. Oh and they have the cutest mascot named Rusty, he is the sweetest doggie!!”
“1️⃣DMV Service: Mohammed's expertise in navigating the often complex and time-consuming processes at the DMV is unparalleled. He has a deep understanding of the requirements and procedures, ensuring that his clients experience a smooth and hassle-free experience every time.
2️⃣Tax Returns: Mohammed's proficiency in tax preparation and filing is truly impressive. He goes above and beyond to maximize returns while ensuring compliance with all relevant tax laws and regulations. His attention to detail and dedication to accuracy instill confidence in his clients, knowing that their financial matters are in capable hands.
✔️Overall, Mohammed's exceptional skills, attention to detail, and commitment to customer satisfaction make him a true asset to the community. I am highly grateful for his professional support.
Thank you, Mohammed, for your dedication and professionalism!?”
8:30AM - 5:30PM
2233 Watt Ave #290, Sacramento
Bookkeepers
“I started using Glenn Malkasian as my Accountant because my dad uses Gary Malkasian as his CPA for our small business, and I will never go to anyone else! He is delightful, quick, and knows everything about taxes and what to do with money. I go in once a year for 30 mins (sometimes it doesn’t even take that long for him to finish) and he tells me exactly how much I will get back from state and federal, and within a couple weeks the money shows up in my account. I don’t normally write google reviews, but I am because I genuinely feel he deserves it.”
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“Robert and the OIC Tax team went above and beyond with the service they've provided. The process of addressing all of my tax issues has not been easy, but they were able to work with me throughout. I would suggest them to anyone.”