Sterck Kulik O’Neill Accounting Group

Superb CPA firm! I found them in the Diamond certified business directory and called for a consultation. I was impressed by the level of care and attention provided by everybody whom I spoke with. Not only did they take the time to help me, they also made sure I completely understood everything. They are patient and very easy to work with. Highly recommended!

Charles was so good at getting to the essentials in the exceptionally complicated, difficult situation I consulted him on. He calmly, gently cut through all the irrelevancies, explained the options and what they mean, and made the best of a very trying situation. He didn’t try to sugar-​coat it, pretend that things were or could be any different than what they are, but made the choices really clear. He was charming and warm to work with, a real gentleman and interesting person while being a really good accountant. I appreciated his willingness to go the extra mile, to work on this complicated mess during the busiest time of year, and to be considerate of my time and difficulties. I trust his advice and am confident that what he told me is correct.

Excellent, knowledgeable company. Although I’m not a level in my business to retain them I opened my own business this year and needed help figuring out the business math. I knew I needed either an accountant or bookkeeper to get me on track. I found in the Diamond business directory and in online search. I got an appointment, and continued doing a little more research on what my business needs were and services offered. By the time I got to their office, between the research I’d done and reading their brochures in the reception area, I knew they were much more sophisticated than what my small store could afford.
I met with Geoffrey Kulik, immediately letting him know that I knew they were out of my range, but asking if he could point me in the right direction. He was gracious enough to spend more than an hour with me and crunching some numbers to help me understand where I was financially and directly filled in some of the blanks that I had such trouble understanding.
With 20 years experience and the services offered, I would highly recommend them to anyone looking to expand a flourishing company. And I will definitely use their services, when I get to that level in business.

Our company used the same CPA firm for over 20 years and my brother and I finally decided to shop around for a new CPA. The one we had been using never once suggested we sit down and go over our financials or discuss the future of our company. When I called him with a question, he always acted like I should have known the answer to begin with.
I read the reviews people had written about Sterck, Kulik, O’Neill and looked at their website (impressive) and decided to interview them along with several other firms. My brother and I chose Sterck Kulik over the other firms because of Charles Sterck’s enthusiasm and interest in helping us not only with our tax returns, but with operational aspects of our business as well. This is our second year working with Charles and his associates and we are very happy that we made the switch. In that time, Charles has helped us make decisions on such things as expanding our business with a warehouse and the pricing of our products. His support staff is equally knowledgeable and professional, and I always know that they will respond to my emails the same day that I send them. I am very pleased to be working with a CPA firm that I know I can call on any time and get help with tax related issues. If they don’t know the answer, they are always willing to research it for me and they respond in a timely manner. I highly recommend this company.

I have worked with Charles Sterck with Sterck Kulik and O’Neill for the last 5 years and he has always provided me with sound advice. I have bought and sold a couple of companies over the last 5 years and Charles was there with me through some very complicated tax issues for both my personal return as well as the business returns. He is very easy to talk to and always has time to discuss the minor details or to help me through my concerns… If you are looking for a good CPA firm look no further. Kind Regards.

Thank you again for doing a great job! Your attention to detail is unsurpassed. You continue to make a big difference in my financial sucess.

I have worked with accounting firms for the last year 4 years since being with Paychex and have met and worked with several different types of accountants. It’s quite diffucult to find a match that will understand your needs and actually do a good job…
However, since working with Sterck Kulik, I can honestly say they have high integrity, are highly responsive, and always follow-​up and follow-​through in their work. These are all the great factors one should expect and receive from their accountant.
Paychex has partnered with this firm for decades and they continue to provide the quality of service an individual or company should expect. On top of it all, Charles Sterck, is an accountant with personality — he won’t bore you with just numbers!
If you don’t love your accountant, something’s wrong… go see Charles.

I met Charles and Team face to face to discuss my 1040 and two corporate filings. He quoted me each at ~1000. The bill I got for my personal return alone was $ 3800. We’re talking close to 4x the verbally quoted cost. Now that’s fine if it was a lot of work to do it, but I compiled 100% of the information needed to file (all in pdf zipped and emailed, sorted by tax doc type) with a full cover letter itemizing every thing they would need to know to prep my taxes. It doesn’t get more plug and chug. I’m EXTREMELY anal and knowledgeable about this stuff, and the only reason I used an accountant was because I had two items I didn’t know how to handle myself in turbotax– legal fees for buying a property that never closed, and a loan I made to a business that went bad, and I needed to claim the deduction. Sort of atypical for lay people but bread and butter for accountants. Long and short — it took forever to get it done. ~3 months after initial submission of docs. They also took 2 conference calls to discuss «strategy», with none of what Charles recommended actually going into the Tax return, so I’m like WTF why did you bill me all the time on the phone if what you actually plugged in was no different or more tax savvy than the first draft? Came out exactly as my own dry run using turbotax plus/​minus a couple hundred bucks. Lastly, and I should have caught it (shame on me b/​c I am accountable) was that they forgot to deduct my home property tax and I submitted the damn thing without taking the deduction. Here goes another 1000 to amend it.
Benchmarking… H&R block could have done this for $ 300 right the first time. Any big sized firm would have come in under 1500 with cheaper analysts and lower partner review time. I was owed a HUGE return and basically they wanted a slice, and took me for it. What can you do once you sign that agreement. Nada. They have no conscience.
I would never on god’s green earth recommend this firm to anybody. Period. If you rated them highly, shop next year’s around. I guarantee you are getting ripped off and may need to do some self educating.
Look at my profile… I don’t really write reviews often, I don’t really have the time… but this I though needed to be shared. If I saved one or two of you out there from making the mistake I might sleep better at night. If I could rate negative stars I would.
If you do work with them sign only a fixed price contract. Otherwise nothing short of evil and untrustworthy.
PS I’d be glad to share a redacted version of my cover letter so you see the silver platter that was served up and still cost me a Fortune + email exchanges and an invoice that states 20+ hours of labor. Really? I’ll stand by every word in this review and prove it.

I highly, highly, highly recommend these guys. I am in the first year of owning my first business and I was so frightened of doing my taxes as a sole proprietor for the first time. I walked in a nervous wreck and walked out in a good mood… I didn’t think this was possible after discussing taxes but I had two very helpful and calming meetings and am no longer having nightmares that the IRS is going to come after me. Not only and they super helpful, wonderfully friendly people, they are really into helping you develop and reach your goals as a business.
Thank you guys!

Once again, awesome job. Corporate and personal taxes completed, ahead of schedule, with ease!
Through the year Charles, Richard, and the staff were there to coach me through the year to ensure a very easy tax preparation.
They’re in it with you, to win.

I haven’t even worked with these guys yet and I am so impressed with their sense of customer service.
I am an early stage start up and really needed a mentor more than a CPA. Instead of just charging me for consulting time they referred me to an organization to help me out. Remarkable service in times when most businesses are grabbing revenue at every opportunity!

Charles helped our startup business get though some fairly complicated filings. He went as far as to call my investment advisor and push them to get the paperwork completed to allow me to make a contribution as the 2010 deadline approached.
Charles has a passion for his work, and takes the time to walk through your objectives to provide financial guidance that no other firm I have worked with has offered. Above and beyond is the only way to describe the experience I have has with the Sterck Kulik O’Neill Accounting Group.

Geoff is a great accountant and a great person. I know how difficult it is to meet with an accountant and how scary it can be to realize what you owe the IRS. However, Geoff makes his clients feel comfortable, works hard to save them money in taxes, and is always there to answer questions and phone calls. It has been great working with him. Thank you Geoff.

I’m a one-​man show… a sole proprietor according to the IRS and a single member LLC in CA… no matter how you slice it, though, I’m still a solo operation, which means that things get placed on the back burner sometimes. The challenges are extraordinary — and physically draining.
I started my business several years ago, so when I met with Charles Sterck at Sterck, Kulik, & O’Neill, it wasn’t under the best of circumstances. We were dealing with nearly a decade of returns, with no documentation, no receipts, no information.
Charles reviewed my situation, and made recommendations, and proceeded to explain in a very pragmatic and straight-​forward manner, his plan for resolving passed issues, as well as some suggestions for establishing critical business systems.
Charles and his staff essentially recreated history for me, and represented my best interests in creating the most accurate financial picture for my tax records.
I’ve worked in senior management positions in manufacturing environments for many years. During that time, I interacted frequently with internal and external accountants and firms. I must say that in the short time since retaining the firm, Sterck, Kulik & O’Neill continues to impress me.
There is absolutely no question that Sterck, Kulik & O’Neill is one of the more informed, knowledgeable and professional accounting firms I’ve worked with. I’m looking forward to retaining their business development services, as well as establishing core business systems to help grow my business — and sustain existing clients.
How do you manage a successful consulting firm, market your services, create advertising, network and lead development, billing/​accounting, AND take on new projects, and actually find time to do the work? I think that’s the greatest challenge for any sole proprietor, but the answer is, «you retain Sterck, Kulik & O’Neill.»
I’d recommend this firm to any company.

I have worked with SKOCPA for many years now and am delighted by their service. Their technical expertise has saved us lots of money on our taxes. They have become much more than our accountants; they are our friends!

I contacted this office based on the reviews and I’m glad I did. The gentleman I spoke with was very helpful and referred me to another accountant since as an individual, their firm may be overkill. I appreciated his frankness and although he could have certainly taken me on as a client, he was sensitive of my budget. I bet they take good care of their business clients!

Sterck Kulik O’Neill Saved my financial life. I just got out of a Business that I was in for fifteen years. The partnership turn bad after years of good times things got bad we owed over a hundred thousand to the IRS thousands to the state of Ca. And much more. Here it is five years later I am debt free. And I owe it to hard work and a good plan. THANKS SKO