I used to be locked into a dysfunctional relationship with a tax preparer who embodied everything you wouldn't want your tax preparer to be: late, non-responsive, foggy-headed, and sometimes flat-out wrong. Why it took me so many years to break away is a question for my therapist. When I finally decided to go to a REAL professional I found myself here, in the amazingly capable hands of Jackie Thomson. It was like the storm broke, the Jesus rays shone down from the heavens, the sky cleared, and it was a cloudless-still-74-degree-day. And that's the way it's been ever since. Hallelujah. Jackie answers e-mail in a flash, gets the job done on time, exhibits work ethic excellence, is reliable, trustworthy, organized, and timely. Basically, she's the consummate professional and I'm left looking for her replica in every other service business I patronize. So, there you have it. Why you'd go anywhere else can remain your little secret but once you switch to Jackie (and Anspach) you'll want to blab it all over the place just like me. read more

The people who work there are pompous jerks who overcharge for the little work they do and file unreliable tax information. Find some other group who will treat you with better respect. They seem nice the one year we worked with them but in the past we have never had to pay both State and Fed... this group has no clue how to work any kind of tax law that will get you benefits and they charge 2xs as much as other offices. They would not see us in person because they were "too busy". But my sister in law called the same day and ( and it's not even St. Patrick's day in March) got an appointment within the same week.... they play favorites and if you are new and don't have more than 3 apartment buildings and lots of money you are a poor s-o-b who they don't have time for. Plus did I say we only worked with them through emails last year because they "didn't have time" to see us in person and never really got us as clients - they just charged over priced cost $$$$ and we had to pay for the first time in a long time where I don't think we had to. Save ur money and find someone who will work with you personally - these people suck! They are jerks over the phone and will not even let you talk to the person you want to talk to! They suck!!!! read more

AFG is organized, technical, and responsive. As a CPA who opted out of the tax world, I have high standards for competence from someone preparing my taxes. I feel very confident having them sign my return despite a high degree of complexity. Their 4 partners all bring different perspectives and technical specialties. It's nice to know that if my accountant (Adam) doesn't know the answer, he has 3 other pros next to him who likely will and you can tell they work effectively together. read more

I was referred to Susan Harper, EA at Anspach Financial Group and I could not be more pleased. It was worth the trip over to Marin to meet with her. Anspach handles all types of tax related and financial planning matters, and Susan specializes in the self-employed. She really knows her stuff. She takes the time to get to know you, your business, and your particular tax-related situation and is totally non-judgmental. Susan has a wonderful warm personality giving you the feeling that you're in capable hands. The service was fast, professional and reasonably priced. read more

I had given my business to Gary Anspach for several years and liked him on a personal level, but some recent disappointments convinced me to take my business elsewhere. The last straw was when I called them a few months ago to ask what additional services I would need after incorporating and what the cost would be. They sent me a curt reply saying that I needed to make an appointment to find out and that their hourly rate is $XX'! Now, I don't mind at all paying when I actually receive a service, but I couldn't believe they wanted to charge me hundreds of dollars, not to provide any tax advice or guidance, but JUST to tell me what additional services I would need to buy from them. This, after years of paying Gary Anspach well over a thousand dollars a year in fees! I had also noticed an increase in their tendency to nickel and dime me the last couple of years (including charging for 15 minutes of time)! Anyway, to me , this is not how you treat a long term client. I've dropped Anspach and gone to a CPA who provides me much better service at lower cost. You may not care Gary, but here's one customer you lost for good. read more

Anspach Financial Group is a true paradox for me. I'm very uncomfortable with math and numbers and taxes... However, I'm so at ease with this group of superb number crunchers and tax wizards! They've helped my business tremendously, all the while being utterly lovely people to work with; lots of patience, expertise and care at work all the time. Highly recommended if you are looking for help with your taxes or business finances. Jackie and Adam have been helping me and I've really come to appreciate their communication and professionalism. Thanks! read more

Anspach is great, if you are a new customer. But after you use them for a couple of years they relegate you to the minions of online filings, amd ZERO personal customer service. Once they have you, and your records, if anything goes sideways (due to their mishhaps on filings) you're screwed and stuck with them and their "online services". Anspach have seemingly relegated their customer service, which was previously really good, to online services, that are cumbersome, provide little to no detail, and totally SUCK. I can see this happening with a big Tax firm, but not with a small business in San Rafael. I originally went to Anspach, for personal customer service. But apparenty they think they are the same as the big tax firms and can shove their customers into online, imperssonal communications, without so much as a phone call, or Email. Sad to see this happen with a small business. If you are seeking tax services in Marin, from a sincere company that provides real personal cusomer service, I suggest you look elsewhere. Really sad. Anspach was great when I used them in years past, but in my opinion they have not figured out a way to integrate their online tools with real customer service and customer communications: something that is vital, when considering one's taxes. Sadly, H&R Block will give you tthe same (or better) service for less $ and the same "guarantee". So sad to see a local business stoop to this realm of crappy customer service read more

Gary, Jackie, Susan, and Adam are the most reliable, trust worthy, hard-working professionals I've ever come across. There is no situation, challenge, or unique case that they cannot handle and take care of in a timely matter. Adam prepares my personal and business returns, and does it all flawlessly. I'd recommend all four members of Anspach Financial Group to anyone and everyone who wants the most knowledgeable, friendly, and intelligent individuals handling their finances. read more

We own a business. We used to have an accountant in the San Francisco financial district in a fancy high rise, a big firm. We live in Marin and decided to go with someone local. The big firm's work wasn't impressive and was expensive. We have used Susan Harper of Anspach Financial for years and couldn't be happier! She is always available. Great service. Great work. Great price. Enough said. read more

My husband and I have crazy complicated taxes. Probably somewhere between 30 different documents worth of stuff. However, working with Jackie, it's a breeze compared to previous CPA's and finally feel like I have someone who is doing my taxes ethically, is responsive and is forward thinking. Great service. read more

What a disappointment. We trusted them to do a professional job. After paying them hundreds of dollars...the reality is Turbo tax would have been better. Anspach quoted us a return of $1769...it was only $69...there were more mistakes made as well!! We went out of our way to hire a small specialized firm, paid $425 and suffered because of it. We paid for a service that we expected to be done correctly- Not even close and then Adam barely apologized. They refused to offer a refund or a partial refund- but admitted they screwed up! Who does that???..They took advantage of us!! Even Turbo Tax guarantees. Steer clear from Anspach!!! read more

Great work on quick time frame at a reasonable price! We are procrastinators; filed an extension and waited until it was a week from due to try to find a tax preparer in the off-season. Within a minute of picking up the phone to call, I was speaking to Adam and getting started on our return. We met him in the office 2 days later and everything was completed on time, after getting some additional paperwork from our end to him a couple days later. He was very thorough and professional. I would highly recommend using their services. read more

Susan is the best, I unfortunately didn't file my taxes with this company, but she helped me a lot, she answered a lot of my questions and showed me the proper way to file my taxes. I know for sure that I will do my taxes in near future with her. Thank again a lot and highly recommended. read more