Clarity in numbers, guidance in tax and finance.
B.O.L. Global, Inc. in San Francisco delivers accounting, finance, and consulting services from 2830 Geary Blvd. Clients praise friendly, knowledgeable advisors—Jameson, Mynn, Gary, Ling, and Simon—and an easy online portal that reduces in-person visits. Reviews note fast tax filing and peace of mind, though some concerns about communication and accuracy, with one update signaling an amicable resolution.
2830 Geary Blvd, San Francisco, CA 94118, USA
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Professional preparation and filing of individual and business tax returns, ensuring accuracy and compliance.
Comprehensive bookkeeping to manage financial records, track expenses, and maintain organized accounts.
Strategic advice on tax planning, financial management, and business growth tailored to client needs.
Secure digital platform for easy document sharing, communication, and streamlined service processes.
Guidance on regulatory compliance, audit preparation, and resolving tax-related issues.
Overall rating
NED
Highly recommend finding any other firm to do your taxes. Terrible communication skills and would not put your finances in their hands. Also received the same feedback from multiple people I have spoken to since working with them. Looking into filing a formal complaint with California Board of Accounting and BBB.
Derek Hanneman
Terrible experience with BOL overall. Avoid at all costs. This firm boasts they are the best in the business in The Bay. I have a long list of the horrible, mediocre, unprofessional, disrespectful actions and behavior I experienced with this firm from the very beginning of our time working together; -Lack of communication from first week working together -From the beginning- after signing on with them, paying a large sum up front and the monthly fee, I didnt hear anything from them for days and had to hound them with multiple emails to even start work on my books -Errors in books and tax returns, no explanation, no consultation. -Assumptions made about my preferences and decisions for my books and taxes without asking me. -My tax returns were done wrong- with significant errors 2 years in a row. -In April 2024, I could not reach my book keeper and tax preparer in the weeks leading up to April 15, he did not let me see my return before filing it. The return had mistakes. -Said first book keeper left the firm, without any notice. Left my books unattended for months. Didn’t hear anything from them to notify me. -I had to reach out multiple times to get a new book keeper to take over my books. -New bookkeeper took over, tried to fix the gap in my books from where the previous one left it several months prior, leading to mistakes and unclear large numbers in my books that BOL would not explain or clarify -When it came to tax time in 2024, the book keeper let me see my return, which i showed my expert family tax preparer who discovered many errors, missing items that said book keeper assured me would be included in return. Had the return been filed as was, it wouldve led to me overpaying in taxes by nearly $8k. I was afraid for my financial stability and ability to continue affording to carry on my business. -BOL sent me an invoice for 2024 tax return preperation when it was stated in my contract that I had two years of return preperation included- 2023 and 2024. I also went over this with the account manager at the beginning of the year. -I had to have 2024 return entirely redone as the books were unsuable -I am having my books for 2025 redone by my book keeper -Terminated working with relationship with BOL in April, they did not respond what so ever or provide any clarification for their mistakes and decisions made about my books, return and numbers. -proceeded to auto charge me in May anyway, despite end of work together in prior month -BOL will not provide most of the documents I and my new book keeper requested -They did not offer to do any monthly or quarterly reviews of my books. I had to ask if this was possible. -Irresponsive to most of my email and calls. -Emotional and mental and stress distress due to all of the above -rudeness, unrespnsiveness and unproffesional behavior towards me almost throughout -made me feel like an unimportant, unvalued client, a small fish, a second class client- not worthy of their time and attention for majority of the time working together. It only got a little better, in regards to communication, in the last few months they did work for me. *Update: The firm and I have resolved things amicably.
Tina You
I had a fantastic experience with B.O.L. Global from my first phone call to inquire about services to their filing my individual tax return. Their advisors are friendly, knowledgeable, and responsive. I communicated specifically with Jameson and Mynn, and both were great. I learned a lot from the process - Jameson addressed all my questions thoroughly and kindly on a Zoom call. Their online portal also makes the whole process so easy; you never have to step in an office or sign papers in person. I would recommend them to anybody!
Ian
B.O.L. Global is a fantastic place to go if you have any questions regarding your financial situation. I work with Gary and he is fantastically knowledgeable in all of the ins and outs of the tax and finance world. I had some concerns regarding my evolving tax complexity, and he was able to immediately lay out a plan to address all of my concerns, as well as point out things that I hadn’t even considered. 10/10 would recommend!
praveen sinha
I've worked with Ling and Simon for over a decade, and they have helped me out of years of back taxes filing. They both do great work - they've been extremely fast, knowledgeable, and hardworking. They made my filings easy and were very patient with my questions and if I needed changes. Every time I work with them, I feel a deep sense of mental peace and very taken care of. I recommend Ling and Simon to all my friends that need taxes filed!
