Todd was so wonderful to work with! He is a very clear communicator, very efficient, explains everything within the return and very trustworthy. Thank you for all of your help this year, Todd! Highly highly recommend.

Todd helped me do my individual and business tax returns including some slight nuances with a conversion! He was super responsive, knowledgable, and easy to work with! I've had issues with accountants in the past and I can confidently say this was the first time everything was super smooth sailing! Will be working with Todd again!!

Todd has been an excellent partner, and I look forward to working with him for years to come. He brings a level of client service that I find uncommon when compared to previous CPAs that I've worked with. He took the time to learn about my tax situation and made actionable recommendations that saved me time, money, and countless headaches. I have since recommended his services to multiple friends and colleagues.

Todd helped my girlfriend out immensely. We were recommended to him by my financial planner Jimmy at Gerber Kawasaki and, I have to say, I was impressed. Between helping her set up an S-Corp and taking her incredibly complex tax situation and making it seem so simple, Todd is a superhero. If you're looking for someone to help you with taxes or business formation, you need to hit up Todd.

My business worked with Todd and CPA for our 2025 tax filings and had an excellent experience. All steps in the process were easy to follow and track via their platform and Todd was super prompt and professional in all communications. It was the perfect level of support for us as business owners 2-3 years in to the company who are still getting used to all the nuances. Thank you Todd!