I never realized the need of finding a legitimate tax guy until now. I've been going to some clown…read morein Vallejo for the last three years and finally figured out that every single calculation he wrote down was straight from Turbo Tax along with his manual filing system that prolonged me getting my tax returns last year. My dad recommended The Werner Group since he and I were both screwed over last year and we were both in search for a Tax company. On the first day we met Ray, the elevator doors weren't working and my father wasn't physically capable of walking three flights of stairs. Since it was a Monday with a holiday, there really wasn't anyone to contact about this issue, so Ray was more than happy to walk down stairs and hold our meeting in the lobby. He was very adamant about making sure our tax files were correct when we receive them (which I was pretty surprised to hear from a tax guy). A few weeks later he e-mailed me to let me know my taxes were able to be picked up. Nice binded folder with an introductory letter as the cover letter and the following were all my forms - nice and organized. I appreciate his help and would recommend him!

I'm a small businessman and hired Ray to do my books and help with biz strategy. He was great on…read moreboth fronts. He's a straight shooter and does what the says. Commitments to quality, scope and price are always kept. Need a great financial mind who will also do the mundane tax work too? Hire Ray.

Unfortunately we aren't alone. This business has been a…read morehuge asset tomy family for over 25 years. A couple years ago, the owner announced his plan to retire and sell his practice. He researched potential buyers and found what he believed to be a GREAT buyer. Well ... he missed something. This new owner was a dolt. Seriously. I felt sorry for the guy. Apparently he didn't understand he was buying a CPA office that did tax preparation. He had absolutely no clue! Worst of all ... this past February, 11 days before our scheduled appointment (made in October 2024) we got a call from the poor staff girl ... they had to cancel our appointment. We asked, "Oh, you're moving us?" She replied, "No, we're closing!" Wait! What?! You mean like for a vacation? No ... tomorrow!!! FOR GOOD!! No referral. No, Sorry! No nothing. What a horrible businessman. I can't put -5 stars ... 1 star is far too good!!

I'm giving the one star rather than zero, only because Barb of the office staff called me back. I…read morewas highly referred to them by my real estate broker, but Russ Word, who was supposed to call me back has never done so. I've been waiting a month! In that time I've made several phone calls to the office, and Barb first apologized, and then assured me I would get a call from Russ Word. He has failed to do so in nearly a month. So what resulted, is that I have no accountant to help me with a very important upcoming meeting with the IRS. If they just come straight out and told me that they don't have time for my business I would have sought another accountan. Total waste of my time; likely to cost me money going into this IRS meeting without the proper help before hand.

Had a great experience creating our trust. They are a well oiled machine with the process of…read moregetting this done. Extremely knowledgeable and they educate you on all the ways you are covered. I highly recommend Jason Buckingham and will be referring all my clients to them so they can experience the same level of service. He made something not so fun seamless.

I had been looking for a trust attorney for a few years, dreading the cost and complexity of a…read moretrust. I came across Jason Buckingham, and he put all that at ease. I highly recommend his services. Jason and Samantha are very professional, sincere, compassionate and have many years of experience, which made it a seamless process. They also offer the best pricing for estate planning. Their services could be priced much higher, but they chose not to, so it can be affordable to people. That speaks volumes about them and their passion for helping people. Thank you Jason and Samantha Buckingham, you truly are a 5 star service! Ann Marie C.

I'm so grateful I found Amy! Me a numbers just don't seem to gel and I've never been a great book…read morekeeper so when I decided to find one I just knew from her Yelp reviews that I was going to love her and I was right. It is such a gift to have her taking care of my books and taxes. The stress of running a business is enough as it is and to have to wear the hat of a bookkeeper on top of everything else was just too much. She has helped this stress manager manage my own stress in a better way and anybody who's looking for some stress relief, she's your gal! Not only is she an expert in her field, she is highly professional and just a delight to work with. Such a fun, sweet, genuine, caring person. I trust her with my entire business because she is truly trustworthy. I can't say enough about Amy.

Amy is awesome! We have a construction company and a community-based non-profit and she keeps all…read moreof our books straightened out! She knows all the new technology and apps that go with QuickBooks so everything is as easy as can be! She's very reasonably priced and an absolute pleasure to work with. Amy and her team are thorough, professional, and and caring with their clients. We are extremely happy to know Slater and Associates are looking out for us!

I cannot overstate how destructive and damaging my experience has been with Thomas K. Porta as…read moretrustee. He has failed in nearly every fiduciary duty required of him and has treated my trust as though it were his personal property. For months, he has deliberately withheld my rightful distributions, leaving me without access to the funds I rely on for basic living expenses. This is not only unconscionable, but a direct violation of the duties of loyalty, impartiality, and prudent administration required of a trustee under California Probate Code. Instead of protecting my inheritance, Mr. Porta has threatened me by openly stating that he will use my own trust funds to pay for lawyers against me -- essentially weaponizing my assets to silence me. He unilaterally invested the entirety of my inheritance (approximately $93,000 from my father's estate) into E*TRADE without my knowledge or consent, a reckless and unauthorized action that has put my financial security at risk. His conflicts of interest are undeniable. He is personally connected to my deceased grandmother's husband and has even notarized documents that raise serious questions of legality and impartiality. A trustee must avoid self-dealing and even the appearance of impropriety, yet Mr. Porta has operated in the shadows, making secretive and harmful decisions while refusing to provide clear communication or accounting. He has shown callous disregard for my learning disabilities, expecting me to "just know" complex legal and financial matters that he has a legal obligation to explain. Instead of acting with transparency and compassion, he has chosen intimidation, stonewalling, and abuse of power. In my view, Mr. Porta is not only unfit to act as a trustee -- he is dangerous in that role. He has caused me severe emotional distress, jeopardized my financial stability, and abused his position of trust in ways that no beneficiary should ever have to endure. For anyone considering him as a trustee, fiduciary, or financial manager: avoid him at all costs. He is the epitome of conflict of interest, negligence, and bad faith. Thomas K. Porta is the worst trustee imaginable. He has withheld my rightful distributions for months, threatened to use my own trust funds against me, and invested my inheritance without consent. He has blatant conflicts of interest, zero transparency, and has completely failed his fiduciary duties under California law. Avoid him at all costs.

I've had Patrice do my taxes for the last Three years and she has always been reasonable, very,…read morevery friendly and communicative, such a caring individual and she is great with doing taxes. She's very professional and works hard and will get you the most money back possible that you deserve. Worth every penny spent. I won't go to anyone else to do my taxes

Mr Healy gave me good solid advice for a probate issue. I would definitely recommend Mr Healy for…read moreProbate advice

I've used Tom for 2 family matters, one of which was somewhat drawn out and he has done a great…read morejob. Always easy to talk to and explains things as he goes along. I would heartedly recommend him without any reservation.

Ivan with Rivera Tax & Finance is great. He is always looking out for my best interests when it…read morecomes to my taxes as well as my books. Ivan is second to none at what he does and I highly recommend him.

I paid Ivan Rivera $400 to file my 2022 taxes. Come to find out the paperwork that he issued was…read morefaulty and the IRS rejected the 2022 returns. He claims that he helped me but he won't refund me the money and now he's cussing me out and threatening me via text and email . He's using very derogatory terms and slang that I can't mention on this platform. Never have I met such an unprofessional accountant. His attitude is very poor towards his clients that paid him hard-earned cash. He says he will call the IRS tomorrow but I don't believe him.

I have been working with Premier Bookkeeping for six years now. They have handled everything from…read moremy books, payroll and HR to property and sales tax. They are always professional and efficient and quick to respond to my calls with questions. Highly recommend!