Cathy Root, CPA & Associates 1970 Broadway, Oakland, CA 94612
About the Business
Cathy Root, CPA & Associates is a reputable accounting and finance institution located at 1970 Broadway in Oakland, California, United States. With a team of experienced CPAs and financial experts, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Our dedication to accuracy, integrity, and personalized service sets us apart from other firms. Contact us today for all your accounting and financial needs.
Photos
Location & Phone number
1970 Broadway Suite 525, Oakland, CA 94612, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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"
"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."
"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. I ended up turning to a friend's CPA, who charged me less than half of what she did, walked me patiently through the issues, and got the work done. 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.""
"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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