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October 2023 by M carr
Cathy Root CPA has been handling my international accounting transactions for some time with my business in Asia. She has extensive expertise in Federal Tax for filing in the USA for both personal and Company having saved me considerable what would have otherwise been considerable high costs due to her proven knowledge and tax affairs handling.
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September 2023 by Frank Chan
I recently worked with Cathy on my 2022business and personal tax returns. A friend recommended her to me five years ago when our business was expanding, and we needed expert tax planning and accounting advice. Cathy reviewed our past years' returns, financial statements, and my personal returns. She quickly identified areas needing improvement and provided guidance on implementation. Her advice on optimizing tax benefits through careful planning has been invaluable. Over the years, Cathy has consistently demonstrated exceptional accounting skills and tax knowledge. She's confident in her work and a pleasure to collaborate with. I am grateful to have Cathy overseeing my businesses' finances
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August 2023 by Garrett K.
Cathy and her team are friendly, responsive, easy to work with, and efficient. Highly recommend.
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July 2023 by Sandi S.
Highly recommend Cathy! I have googled and consulted multiple CPAs to amend my stupid but costly mistakes for the past few years before coming to Cathy. Most of the CPAs out there have no experience on the area of my need. I found Cathy and she said she had dealt with situations similar to mine a few times and had confidence that she could help me to get my large refund from IRS. I had doubts in the beginning, but soon Cathy's expertise and professionalism convinced me that she is THE best you can hire to do complicated taxes! I got my refund in a just few month from IRS smoothly. I was so lucky to have found Cathy and she saved me a lot of money! Highly recommend!
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July 2023 by Stoyan Panayotov
Cathy Root is a trusted, knowledgeable and experienced CPA with an outstanding commitment in helping her clients with tax filing and planning. Cathy takes her time to understand her clients needs and offers solutions. I have been working with her for several years and highly recommend her services.
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April 2023 by Helen T.
We were so lucky to find Cathy Root when we started our LLC last year. Simply put, she knows the regulations, she responds quickly and is a pleasure to work with. Highly recommend.
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December 2022 by Panco Info
SHE IS PROFEESIONAL AND GOOD SERVICE FOR EACH TIME.
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October 2022 by Noam Ben-Ami
Truly an awful, exhausting experience. Paid thousands of dollars for her to help me file an amended tax return. After waiting 9 months, the IRS rejected the request and she refused to get on the phone to help me understand what went wrong. Just...avoid at all costs.To refute to the owner's response below:1. The IRS did not explicitly request any documents. They simply indicated that her filing still reported massively higher income than actually happened.2. Cathy refused to get on the phone to help me understand the issue OR respond to email questions asking for explanation of how I might track this document down - e.g. what company they might be from, or what year.3. Cathy has never been able or willing to explain what the actual issue was, leaving me to scrabble around for an explanation. Instead, when I try to articulate my understanding her response was, literally: "I do not think you understand taxes."
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September 2022 by Mr. T.
Truly an awful, exhausting experience. Paid thousands of dollars for her to help me file an amended tax return. After waiting 9 months, the IRS rejected the request and she refused to get on the phone to help me understand what went wrong. Just...avoid at all costs.
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September 2022 by Eric D.
From Cathy on 9/20/2022: "We have limited capacity to take on new clients, plus I am traveling internationally and difficult to arrange introductory call for you. I think it's better that you find another CPA to handle your taxes. Let me know what you think."
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November 2021 by AJ S.
Cathy handled my complex needs on short notice with excellent communication and professionalism. Would happily work with her again.
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May 2021 by Everbright Sales team 2
My client introduced Cathy to my company. She is professional and an easy communicator. She is very kind and with great ownership. She did a great job. She also gave some awesome ideas on the planning. Very lucky to get Cathy's help.
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May 2021 by Sarah Hogan
Cathy is a skilled professional and a splendid communicator. She's also a people-person and a pleasure to work with. As a licensed California Real Estate Broker with a lifetime of experience in business, I feel that Cathy is as good as it gets.
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May 2021 by Christian Clifford
I had a great session with Cathy. She was very kind and understanding and helped educate me on various topics.
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March 2021 by Anna H.
I have a spouse who has an LLC partnership. I have been together with said spouse for a decade. This review is my story. Each spring, said spouse would begin to carry the world weariness of someone who is paying an accountant, but then secretly having to fact-check the accountant so much that he winds up doing his own taxes. To be fair, these are not easy taxes - LLC, multiple states, multiple employees, etc. - but still. Disappointment was frequent: try as they might, accountants simply couldn't get it right. I grew concerned. Surely - SURELY - there was someone out there who might be the right fit? We had outgrown folks who do this part-time, but weren't big enough for some of the fancy agencies. A search led me to Cathy Root. A quick call with her immediately got my spouse on board. And then... peace! Blissful, competent, brilliant PEACE! Spring 2021 found hope creeping back into our lives so many ways: vaccinations, of course... but also, for the first time ever, an amazing experience working with an incredibly talented, dazzlingly skilled professional. Friends, our taxes are DONE. It's early March. And not only are they done; Cathy has been outstanding every step of the way. We, too, have clients; Cathy treated us the way we hope we treat others - and that's the highest aspirational compliment I can give. I daresay, we will actually look forward to doing taxes next year.
