My only regret over hiring Megan is that I did not hire her sooner. My business's financials were…read moreout of control from a bookkeeping perspective as we had more income and expenses than we had the time to successfully track. I wasn't able to complete my business or personal taxes on time for years. Megan changed everything. She got our Quickbooks in order, and helped us run more efficiently. This year, we completed our taxes nearly two months early, and that was almost entirely due to Megan's tireless efforts to get our books in order. We will be depending on her for years to come.

From the owner: How can I help? Bookkeeping is vital to properly managing…read moreyour business resources and tax liabilities. Whether you DIY or hire someone to keep track of everything, understanding the basics of bookkeeping is crucial to your success. I can help you setup up your bookkeeping records and teach you how to DIY or I can manage everything for you. My bookkeeping services are available when you need them, as often as you need them, be it once a week, once a month, or even once a year! My Services Include: Bookkeeping General Ledger Bank and Credit Card Reconciliation Accounts Payable and Receivable Financial Statements Sales Tax Filing New Business Set-Up Quickbooks Setup Quickbooks Training Full Service Payroll Time Tracking Software Quarterly and Annual Form filing Liaison with your CPA

I am grateful for them. Friendly people which was helpful in a very stressful time.read more

From the owner: Tax, Accounting and…read moreBusiness Advisors in Davis, CA

Alma was super responsive. I booked online. She was professional and has lots of experience with…read moreNotary and legal document signing. She was thorough, but quick. We'd highly recommend Alma. She comes to you, it couldn't be easier! Thanks Alma!

A really nice job, very efficient and easy to schedule with. Alma was accommodating to the…read morechallenges related to coordination. I iwll use her again for sure.

I have nothing else but praises for Steven Willhoff at Carbahal…read more The first impression was very engaging and pleasant. Steven was very professional in every steps of the process to get my tax done. The result is just outstanding. I don't know how he's done it, but I'm very impressed... Good Job!

Absolutely the best professional tax services in the Davis/Sacramento area. We've referred…read morecountless clients to Carbahal and have used their services for many years. I highly recommend Carbahal.

I have been a client of Jamie's for over 10 years now and I can tell you that not only is she…read moreincredibly intelligent and professional, but she is also very kind and understanding. I trust Jamie and her companies services so much that I have referred her to many family members and friends who have also been clients for many years. I will recommend Jamie Baker & Company time and time again!

Our company has used Jamie Baker for many years. Her company is professional, helpful, honest and…read morereasonable!! We trust her completely!

I had a tax question and was going to set up an appointment, but Betsy took my call over the phone…read more(it's too busy a tax time for in person appointments) and she spent about 10 mins answering my questions and giving me good advice. She definitely knows her stuff and seems like she cared 110% about where my money went. And I was just asking over the phone! Nice lady and if I need a CPA I'd go to her!

I have owned and operated a business in Davis for the past 15 years. During 13 of those years, I…read morehad tried no fewer than five different payroll companies. While they varied in quality from awful to quite good it is the payroll service that Andrew Newman offers that has met all of my expectations. For a fraction of the cost that I used to pay, I get to set up my own payroll service via web, and then use it as I see fit; no more phone call and long waits. If I am going on a vacation, I simply set up a payroll in advance and the system takes care of everything. It simple and simply perfect and I could not recommend it more!!!

I had been searching for a financial planner for some time -- specifically a fee-only Certified…read moreFinancial Planner. They don't have anything to sell, other than their advice, thereby avoiding having various things thrown at you that are really designed to make them as much money as possible. Through an odd circumstance, I came across Symphony Financial Planning. All I can say is, WOW! This is how financial planning should be. First off, it's not some corporate building with lots of granite and glass -- it's a very inviting environment that's in what appears to be a small home. You'll feel comfortable right away -- not like a corporate prisoner. The most important part of course are the people. A better group you will never meet. They are super nice, especially Taylor, who worked with me. She made me feel completely comfortable, and explained things in a non-condescending manner. She never made me feel stupid, which is something I can't say about other people I've talked to. In the end, she gave me some great ideas about how to maximize my retirement savings, and sold me nothing in the process. Perfect! And because they are fee-only, you only pay for the time you need -- they won't latch onto your accounts and start pulling out commissions or other fees. They don't even have access to your accounts -- all they can do it give you advice about how to manage what you've got, to meet your goals. If you are looking for financial planning and are anywhere in the vicinity of Davis, you owe it to yourself to give Symphony a try. You won't be disappointed!

From the owner: Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive,…read morestrategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in our clients' best interests. All our advisors are non-commissioned, experienced financial professionals. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Our specialty is retirement and pre-retirement financial planning, retirement income, and asset management with an emphasis on tax reduction. Whether you're nearing retirement, in retirement, had a life-altering event or need investment advice, our fee-only fiduciary financial advisor team will help craft an investment strategy and retirement plan based on the best interest of your financial goals.

What I want from my tax expert and financial coach is experience, knowledge, ideas, curiosity,…read morethoroughness, accountability, keeping up to date on the constantly changing rules and regulations, international financial background, gentle, empathetic coaching; tech savvy, good communicator/listener, and trust. While this is indeed a demanding list, 'D Christine Krieger' is all this and more. She is gracious, accommodating and stunningly hard working. You won't find a more accomplished, enjoyable person to work with on the financial parts of life many of us find tedious and bewildering. I'm over-the-moon Christine is so very good at everything she does. You will be too.