Julie Loomis and her staff at JL Consulting have done all of the accounting functions for our…read morecompany for over twelve years. Their attention to detail and advice have been essential for our small business. We are a sales based corporation without the experience or personnel to complete the complex accounting requirements that JL Consulting provides us. We have been in business for 24 years, and previously have had other accounting firms do this work for us. We have found JL Consulting's professionalism and help with our business beyond compare. When you have a small company, a relationship like this can make all of the difference in the world for your corporation's ultimate success. Scott Harms Material Handling & Storage, Inc.

I am a small business owner and Julie Loomis has been my accountant since I started practicing 3…read moreyears ago. She is friendly, warm and patient and really puts you at ease during the stressful task of taxes. I always feel better after I've met or talked with her and she's helped to guide me in setting things up for my business as well. I appreciate Julie and the whole staff at JLConsulting and highly recommend them.

I've been working with Megan for many years, and she has been incredibly professional,…read moreknowledgeable, and responsive. She's made tax season stress-free and offered great financial advice throughout the year. I trust her completely and highly recommend her services.

Great price I've been working with my tax professional since…read more2007, and I couldn't be more grateful for the consistent, reliable service over the years. They are knowledgeable, detail-oriented, and always take the time to explain things clearly, which gives me confidence and peace of mind during tax season. What I appreciate most is their professionalism, honesty, and dedication to making sure everything is accurate and filed on time. No matter how complex my situation has been, they've handled it with expertise and care. I highly recommend their services to anyone looking for a trustworthy and experienced tax professional.

I am surprised at the fact that this place has no reviews for this location and very few reviews…read morefor the Fremont location. I have been doing my taxes with these guys for multiple years now and have had an awesome hassle-free experience every time even when we filed taxes through zoom in the pandemic year. The staff is very efficient, knowledgeable under the stellar leadership of Mr. Jay Chabbra. They are always willing to answers questions, sort out any issues that you might have and always have the correct suggestions. On top of that, they are very reasonable price-wise. I am happy to write the first review for them and will continue to work with them in the future. 5 golden stars for them!

Stella took over from my last cpa. She works hard and we came on a Saturday around noon for our…read moretax appointment. She is friendly and makes it easy to get our taxes done correctly.

Stella has helped with my taxes for the past 3 years and has taken such good care of me. I will be…read moreworking with her again for my 2025 taxes.

Don't bother! Ever since it changed owners their sub par knowledge and service will leave you…read morepaying penalties for THEIR mistakes!

An "enrolled agent" was what I was looking for, and an "enrolled agent" I FOUND!…read more When my tax guy decided to call it quits and retire after using him for a good fifteen years, it's hard to find someone you can trust. I felt lost for a bit at first, but did some research and asked all around town. And I guess by fate of me talkin' about taxes at work, a coworker had brought up Claire being an 'enrolled agent'. He had mentioned his old tax issues that needed to be looked at, and had been utilizing Claire's services to fix it. Although hesitant at first, I had set an appointment and met up with Claire. Got to know her a bit, and vice versa. ~ She seems very personable and sincere. I decided to utilize her services, and she was excellent from beginning to end. ~ She gave me pointers, and asked me tax questions I didn't really know about. State and Federal. ~ Dealt with stocks (options, espp, rsu), donations, itemization, etc. ~ Follow ups were on-point. Done via email or call, she'd leave a voicemail. ~ A bit pricy with fees, but a reasonable amount I feel. Especially with all the mind boggling crap we need to figure out for the government. I'm so glad to have found my new "Tax Guy"... well more like "Tax Lady". But I'll definitely be using her services again next year.

Admittedly, I have a complex tax situation; I have an employer, I own a business, have a rental…read moreproperty. Ray is a very kind man. I'm really hesitant to ever write poor reviews...but I will give the SPECIFICS of why I am writing this poor review. One year he filed an extension for me and vastly underestimated the taxes owed, and when filed, I ended up paying $1800 in penalties, with NO acceptance of responsibility on his part. By the third year of preparation, he seemed "over it" and essentially quit on me without any advance notice. Then, here we are in tax year 2024 and I receive notifications from tax year 2021 of improperly calculated and unpaid taxes, with an imminent lein notice forthcoming if I don't pay in two weeks. If you have a complex tax situation, The Werner Group may not be a wise choice.

I couldn't even get through their client screening software. I wanted to file an amended return,…read morebut because I had previously used Turbo tax, I was not compatible with them. I was told to use a CPA by someone else in my family who'd had to file the same paperwork I needed to add (said that the process was too complicated to entrust to a "tax prep person." I guess this is on way to do business. It definitely keeps it simple for the CPA and their support staff, but it's not very customer friendly for someone willing to pay a reasonable fee ($1000 say) just to get the darn thing done and settled. This group is probably fully competent -- other reviews say as much. Just thought others might want to be aware of this caveat.

Tom is a very professional CPA and he has lots of knowledge in personal tax. I trust him and he's…read moremy go to person for any tax related questions.

Years of ongoing relations have made me appreciate Michele Day's breadth of knowledge and talent,…read morein areas of personal and business accounting and management. Michele is an exceptional individual who would have done well in any field, because of her vast knowledge and experience. Cool and calm, she knows how to make one trust her wisdom and guidance. Contrary to accountants who play had to get, she is readily available, warm and friendly. I won't say more: she is one in a million. I have known Michele Day for easily 5 years and she has been my personal CPA for most of that time. I speak from true and lasting experience. Thank you Michele!

Michele did our taxes for 3 years. In that time, we received 5 notices from the IRS for additional…read moreamounts due. We've moved on to another tax prep person and are happy to be done with her.