Mary M. Geong, CPA, EA, MBA

Mary has been doing my taxes and offering me investment advice for over 12 years She is highly qualified and has a great deal of experience under her belt. What I like about Mary is that she takes the time to work with you to make sure that you are making the right choices while keeping you on the straight and narrow with Uncle Sam.
I have a great deal of faith in her judgment. You can’t go wrong if you are looking for a great advisor.
Jackie Bynoe

I adore Mary, she is a totally no BS tax person and she will always give you her best advice while helping you save money and do what is right by the tax laws. She is awesome.

Just got a notice from IRS that the new information I provided them had been processed and my tax bill was now reduced from almost $ 12K to less than $ 1K! And no penalties, just interest! This is a tax bill I can live with, and all thanks to Mary Geong. We fought the IRS and WE WON!!! It can be done with Mary Geong on your side.

This is my 2^nd year getting taxes prepared through Mary, though I waited THIS LONG to write a review? Why is that? Selfishness, that’s why! Mary is a retired auditor for the FTB & has more certifications under her belt than you can shake a stick at (yes, I most certainly did just reference a quote from the 1800’s), but she’s just THAT Damn Good…
Mary is not just a preparer, but provides guidance & scolding’s (when warranted) should you not follow through w/​«The Plan» that was proposed to you. She’s not just filing taxes; she’s genuinely trying her best to save you money. My Wife & I had an uncomfortable conversation w/​her my last visit btw… She noticed I had not changed my withholdings from the year before…
Conversation went as follows:
Mary: I noticed you didn’t change your withholdings like we discussed… Why is that?
Me: Well, uhmm…, I didn’t get around to it…
Mary: You… Didn’t…Get…Around to it? I FILLED OUT THE FORM… Would you like me to mail it for you next time?
Me: I’m…uhh…sorry… I’ll change it manually once I get in front of a computer… (which I did as a result)
Tough love is what it is, but very well received & justified… If it wasn’t for Mary, I’d still be carrying on my merry way, as-​is… A day before I wrote this review up, I received an email from Mary w/​my tax liabilities (Thank GOD it was close to what I’d already anticipated/​estimated) w/​a note stating «I strongly suggest you change your tax withholdings to Single 0 so that you don’t owe a big tax liability in 2015…» Received Loud & clear Mary & THANK YOU FOR EVERYTHING…
I hope this review doesn’t bite me in the ass… I’m already having a tough enough time as it is getting an appointment. Regardless, she deserves whatever influx of jobs that come in as she is by far the best Tax preparer I’ve filed through to-​date… This is why I drive from San Ramon all-​the-​way to Piedmont & shall continue to do so for as long as she decides to remain in business… (hopefully forever?)