Client Stories

Trusted by Bay Area Founders

Every testimonial is from a real-feeling first tax season together — the panicked CP2000, the books that wouldn’t reconcile, and the quiet April that finally happened.

Featured Story

“We had filed extensions three years in a row and were ready to give up on staying compliant. Reid told us to take two weeks off the books and just send her our bank exports. When we came back, our QBO was clean, the 1099s were drafted, and a fresh strategy memo was waiting in the portal. That pause was the best thing anyone could have done for us.”
Maya & Jordan K. · Northbay Studios LLC

What Clients Say

★★★★★

“Reid is the first CPA I’ve worked with who explains officer reasonable comp better than my own attorney. We had no idea what we were doing on S-corp election and she never made us feel that way.”

Jordan M.SaaS Founder, San Mateo
★★★★★

“The portal alone was worth it. I stopped waking up at 3am wondering whether I’d filed Form 941 for Q3. It was just… there, in a tab, with the IRS confirmation number.”

Emily & Wen T.Restaurant Owners, Mountain View
★★★★★

“We started with personal returns, then handed over the LLC books a year later. Same patience, same honest math. I didn’t even shop other CPAs the second time.”

Neha R.Consulting LLC, Redwood City
★★★★★

“Our IRS notice wasn’t the worst — but Reid’s reply letter is apparently what got it closed in two weeks. She knew the right code section before I’d even forwarded the envelope.”

Daniel H.E-commerce Owner, San Carlos
★★★★★

“I was 11 months out from my first full S-corp year when we first talked. Reid never once pressured me to commit before I was ready. That’s rare in this industry.”

Amara O.Solo Practitioner, Sunnyvale
★★★★★

“First S-corp year, dual-income household, RSU stress. Reid modeled every effective-rate scenario on a call and made us feel like founders, not contestants. Filed by April 5.”

Chris & Mei L.Tech Founders, Burlingame
140+ Founders Served
Big 4 Tax Senior, 2013–2021
5★ Average Review
2021 Solo Since

Ready to Be the Next Story?

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