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Trike Financial

16548 Oleander Avenue, Los Gatos, CA, USA

(17)
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‘21 Certificate of Excellence, 2021

About

Currently only doing zoom only for meetings in 2021
Bookkeeping
Accounts Payable/Accounts Receivable invoicing help with Quickbooks
Everyday bookkeeping help with Quickbooks
Consulting help on Quickbooks
General Bookkeeping help when necessary

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95 hires on Bark
5 min response time

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Videos (1)

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Reviews (17)

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5/5

17 customer reviews

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verified
27 January 2023

Tax Preparation

Tony was an exceptional ally; his swift service and kind understanding of the hardships small businesses, like mine, have endured over recent years was so appreciated! I am looking forward to working with Tony on some other lingering tax issues I have. More...

verified
2 August 2022

Accounting

Tony has been very responsive.

verified
3 April 2022

Tax Preparation

Tony was very helpful in helping me with my taxes. Thanks Tony.

verified
15 July 2021

Tax Preparation

It has been a very good experience thus far! Looking forward to working with Trike!

20 May 2021

This is my third year with trike financial!!I got GREAT SPEEDY SERVICE!!!Done right!! I highly recommend try financial for your tax or financial needs Tony is great!!!

Reviewed on Yelp

verified
10 July 2020

Accounting

Great service and honesty! He was willing to do zoom calls and talk about ALL the finances to get me the best pricing.

31 March 2019

We lost our tax preparer of many years and are happy to have found Tony Bayne.  He did an excellent job for us, even finding a couple things our previous preparer had missed.  We felt he really wanted to get the best results for us.  We think it was a much better experience than a large tax prep business would have provided and we highly recommend him. More...

Reviewed on Yelp

verified
17 February 2019

Accounting

No thanks, not what was promised about knowing how to defer taxes on a property sale , absolutely no knowledge despite given assurance driving 100miles for nothing

12 February 2019

I just had tony do my taxes I HIGHLY RECOMMENDED HIM!! He even made a house call and that was amazing and so ezy!!!

Reviewed on Yelp

12 February 2019

I had tony do my taxes this year and it was great!!! He even made a house call!!! IT WAS GREAT!! I highly recommend him!!

Reviewed on Facebook

verified
5 February 2019

Business Accounting Services

Prompt response. Professional.

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10 October 2018

Bookkeeping Services

Direct, knowledgeable, willing to say he'd get an answer rather than just making one up.

8 June 2018

Tony was great to work with. He reaponded quickly to all my questions and was very professional and courteous. I not only have an " new tax guy" but I feel as though I have made a friend as well. Call this guy.people ... Hes the best!! More...

Reviewed on Yelp

verified
13 March 2018

Bookkeeping Services

Tony was incredibly helpful! A tax neophyte, I had spent the last several days tearing my hair out. Tony was knowledgable, patient and efficient at helping me solve all my problems!

6 February 2018

Trike Financial, run by Tony, is a fabulous bookkeeping and tax prep service. I moved my small business from a bigger firm a few months ago, and Tony is PERFECT for our needs. Not only is he attentive and very punctual, but he also offers sage tax and bookkeeping advice that I would not have learned from the bigger firm. His fees are very fair and I feel like he truly cares about my business and our success. He performs as though my company's success is a reflection on his own success - like we are all in it together. What else would a small business owner (like myself) need?? I strongly recommend. More...

Reviewed on Yelp

verified
22 October 2017

Tax Preparation

Quick response, very knowledgeable and met a short deadline in helping with my taxes

18 October 2017

Tony has been doing my taxes for the last few years and the work he's done has been fantastic. Tony is very thorough and has been able to identify a few deductions for me for that I didn't know I qualified for. Tony is very laid-back and down-to-earth and does a great job explaining everything to me. <br><br>If you or your business need a great financial advisor, Trike is an awesome choice. More...

Reviewed on Yelp

Q&As

Bookkeeping
Tax Preparation for
Individuals
Corporations
Sole Proprietorship
Partnerships
Foreign Reporting requirements

The importance is that when it comes time for the tax preparer to input the information into his software. Knowing the financials are in good shape means the person preparing the return can be confident knowing that the company is in good stead.

Helping customers and clients with fixing problems and getting them set up to use their own software.

My firend Lisa who also rides a trike like myself and who came up with the #teamtrike which I used to expand into my business idea. My friend Greg Ardouny who helped me design my awesome website.d

They should choose us because of our friendly, customer first attitude where we seek to provide professional, and customer friendly services to all

Services

Bookkeeping help using Quickbooks

Tax Preparation services for
Individuals
Sole Proprietorship
Partnerships
LLCs
Corporations

Help you plan for figuring out what you may owe in taxes for current year

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