Our 2022 taxes had become incredibly complicated and I didn't feel comfortable trusting my tax…read moresoftware any more. After searching for a local professional and then double checking on Yelp, I reached out to Effective Tax & Accounting Services and had the pleasure of connecting with Belinda Tarlach. From our first phone call, I knew we found the right fit. Each complicated question was smoothed out with a thoughtful conversation and next steps where needed. She has set up a great process for all our work to be done online. I was very comforted by the clear checklists, timelines, and expectations for us and her. We moved this year and the process didn't change. We wholeheartedly recommend her services. She is an excellent partner for this very stressful and unfortunately necessary task. We have trusted her for the last three tax seasons and we will continue to do so as long as she'll have us as clients.

I had, what I thought was a quick tax question, and called and talked to her about my situation…read more Belinda advised I contact my brokerage for the answer I needed. To my pleasant surprise, she later gave me a call back to follow up and gave me some advice. For her to look into it after my call and to follow up as a courtesy shows her level of commitment. Thank you Belinda!

Jene helped me at the last minute. She was super easy to work with, and she has already started…read moretalking to me about the next year. I plan to come to her in the future. Great local and family owned tax professionals.

I have been coming to Jegan and Jordan for almost 12 years. Tom was my life saver as it related to…read moremy taxes. When he retired I was nervous to say the least. But Teresa, who stepped in when Tom left has been an absolute DREAM! She has put my mind at ease, spent time explaining things as I learn how to wisely structure and grow my business and she is so kind. I absolutely trust her and she is generous with sharing her knowledge. Her communication is excellent which is so important when having someone support you with big financial decisions. Thank you Teresa!

we have been using ALA Bookkeeping for the past couple years. Linda and her staff have been great!…read more they are quick to respond to questions and Linda is very good at what she does. I would definitely recommend their services! - Erik

DO NOT USE THIS BOOKKEEPING/ACCOUNTING SERVICE. Owner Linda is not properly registered with the…read moreCalifornia Department of Consumer Affairs (DCA) as an accountant. Linda is rude, talks over you when you are trying to tell her something. The whole experience was a disaster. I asked for a refund, she refused.

My family and I have been working with CPA Michelle Matlin for 5 years and cannot say enough about…read morehow how she has helped us through a very difficult Trust since my parents passed away. She is knowledgeable, competent and encouraging, and saved us money with her expertise---which is extensive! I feel so fortunate to have found her. She is a professional and cares deeply about her clients. I would recommend her to anyone needing an excellent CPA. Many thanks, Michelle!! Debbie and Les Tong

Awful experience, does not communicate timely, does not complete task timely, and conflicting…read moreinformation given by Michelle when asked for updates. I would never recommend Michelle.

Sad to report they are not accepting new clients currently. Did not offer any referrals. Just an…read moreemail from the office manager notifying me that they are not accepting new clients.

Impressive! Mr. Koch was very helpful and courteous to me while preparing my return with out…read moremaking me feel like an idiot for not being a CPA and knowing all of the ins and outs of our complicated tax system. He asked lots of questions to make sure I was maximizing my refund and receiving all that I was entitled to. Thank goodness. Who doesn't look forward to free money these days? Good sense of humor and easy to talk to...not dry like your normal accountant/auditor/tax prep person...You know who I am talking about...the green visor staring at you from behind thick round glasses all the while pounding a ten key! If you are looking for a CPA to effectively, efficiently, and most importantly affordably complete your tax returns for current or prior years, Mr. Koch is and will continue to be my tax man for years to come!

Sharon Rubens has been my tax accountant at 3 different midsized companies since 1996. She is…read moreamong the best professionals that I've ever worked with. Her work is impeccable and reasonably priced. Most importantly, her counsel is invaluable. She's very clear in explaining tax implications and is always ready to be a helpful sounding board on any issue. Her and her team have my highest recommendation.

Mark Hawkes gas retired, and Jessica Steffensen took on my account. She is great about returning…read morecalls and emails, and gets my taxes done in a positive, professional manner. Great Work, Jessica!

We have used Hawkes Hastings and Aaron Accountancy for many years as a C corporation, as well as…read morefor personal taxes. They are the best. They are honest and interested in circumstances. They provide excellent services as well as welcome advice. Above and beyond....

Called, spoke to Susan, when I said I was looking for a new accountant, she laughed and said "why…read moreare you looking for one now". I explained my previous accountant went out of business, she still thought that was funny. I was so disappointed in her response , unprofessional and obviously does not want new clients. Even stranger she said she needed to see my last year's taxes to determine if I was a good fit for her company. I have never been treated in such an unkind by any Lafayette business in the 20 years I have lived here.

Recently I had a question about my mother's taxes. Although I am a client of Sues my mom's is not…read morea client . Sue was very nice to take a look at my mom's paperwork and made me feel comfortable about what I needed to know and I could advise my mom without worry.