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Brenner Financial Services

Brenner Financial Services

Reviews Summary

Overwhelmingly positive reviews highlight Brenner Financial's exceptional service, with consistent praise for their knowledgeable, responsive, and professional team. Clients appreciate their expertise in taxes, including complex cases like crypto or business filings, and commend their patience, reliability, and willingness to go above and beyond. Many long-term clients emphasize trustworthiness and seamless electronic processes, strongly recommending them for personal and business needs. A single negative review cites high costs, but the vast majority describe stress-free experiences and outstanding customer care.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice
CPA License
In-person Support

Contact Information

Address

475 Alberto Way # 110

Los Gatos, California 95032

Visit Website Call Now Get Directions

Customer Reviews

Horst has been preparing our personal and business taxes for Vintage Wings & Wheels for over 25+ years. He always has been and continues to be helpful, knowledgeable and professional. Horst also has helped me to establish my own bookkeeping business by his referrals. Both Horst, Sonja Freeman and his entire staff are always ready to help with any questions that come up with reliable and knowledgeable responses, and that in a very prompt manner. This has been helpful not only to me but also to my clients.

Horst Brenner and the whole team at Brenner Financial are fantastic! They have provided great tax advice and services for us for years. We didn?t want to change even after moving away to another state -and we continue to feel very fortunate as continuing clients. We could not ask for more or thank them enough!

As a fist time Business owner, the Brenner team has guided me through with patience and clarity. Sonja was amazing and sweet to work with, she is knowledgeable and answered all my questions. All in all Brenner Financial was great to work with and will definitely use their business next tax year.

The entire team at Brenner Financial has been a trusted partner for Amar? Real Estate since our founding. They are always very responsive when I have questions and have guided us wisely. Thank you for being awesome Brenner Financial family!

Cannot recommend Brenner Financial Services enough. Trustworthy and knowledgeable team that is always responsive and helpful with any questions or needs I might have. I can't speak highly enough of Horst, Sonja and the whole team!

Been using Brenner Financial to do my taxes for years now and couldn?t imagine going anywhere else. Never any issues, always able to reach someone when I have questions, and easy to work with. Brenner Financial cares about their client?s financial well-being and always goes the extra mile.

I've used Brenner Financial for the last few years for our taxes. They are very prompt and answer emails even on weekends when the office is closed. They do everything electronically and have a very hassle free experience. Beyond satisfied with their customer service

brenner financial services is the best in the bay area. Their whole team is amazing and friendly! Would definitely recommend to anyone who needs help with crypto gains and losses or just need a great tax office. Thanks Brenner!!!

Horst has been doing family and business taxes for us for many years. He is always amazingly patient and helpful about all the documents we need to provide to him, and is always available to provide explanations and assistance. He has especially been helping me with my mother's affairs, since she got dementia - handling someone else's affairs could be very complicated, but Horst makes it easy. I could not ask for better financial services.

I highly recommend working with the team at Brenner Financial Services. They are experienced and knowledgeable and easy to work with. I would trust any of the folks here to work on my taxes.

I would recommend these guys to anyone needing their taxes done. Horst provided a great service to me. Everyone in the office very responsive and are very professional

My daughter recommended me to go with Horst after having issues with my previous CPA. He is a great and funny guy.

My first time going there , they were well equipped and professional . I was helped by a young lady Yareli and helped me with my questions and well manner . I asked for business cards because I really believe this is the place to go for my co workers.

The best CPA you could ever ask for. Responsive and knowledgable beyond belief. I recommend Sonja and Horst to everyone I possibly can.

I must say I am impressed I rarely leave good reviews but the ease of getting my personal taxes done here stress free professional friendly staff deemed this review a must! Thank you so much for your help I appreciate this office 100 % recommended

This office provided great services to me and my family. Everyone is very responsive and knowledgeable , I will definitely recommend this company to friends and family.

Couldn't ask for a better group of individuals to work with! They're kind, patient, and always willing to go the extra mile. Can't recommend them highly enough.

Wonderful service and great communication. I would recommend for any tax needs you may have

Very attentive staff. They are always reliable and helpful to our needs!

Been working with BFS for years. Always great service.

Came recommended. Knowledgeable and responsive.

Great help from great employees!

Poor service at very high price

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.