1. Baldwin, McGaughey & Company

    1. Baldwin, McGaughey & Company

    0

    Petaluma, CA

    Cancel

    Open app

    Search

    Baldwin, McGaughey & Company

    5.0 (7 reviews)
    Closed 8:30 am - 5:00 pm
    Updated 3 months ago

    Request a consultation

    You can now request a consultation from this business directly from Yelp

    Services - Baldwin, McGaughey & Company

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

    Baldwin, McGaughey & Company Photos

    More like Baldwin, McGaughey & Company

    Recommended Reviews - Baldwin, McGaughey & Company

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    29 days ago

    Pleasant and expert tax prep on a somewhat complicated portfolio. Experts with different specialties and years of experience.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Andrew T.
    157
    28
    2

    3 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Jaime T.
    142
    43
    15

    6 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0

    5 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 1

    5 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Baldwin, McGaughey & Company

    Strategic Tax and Accounting Group

    Strategic Tax and Accounting Group

    (5 reviews)

    Professional expectations not met; significant communication lapses…read moreI am sharing my experience as a business owner of 20 years to provide a transparent look at the service provided by this firm. In my experience, Jeff is an excellent salesman who is very reassuring on the phone and tells you exactly what you want to hear regarding service levels. However, once the engagement began, I found that the actual performance did not match the initial promises; when it came time to execute the work and answer questions, he became effectively unreachable. My experience included the following: * Communication Gaps: Despite choosing their highest-tier service plan for its 48-hour communication policy, dozens of emails from my business partner and me went unacknowledged throughout the year. * Delayed Reporting & Financial Impact: I requested my books be finalized by mid-December to allow for year-end tax planning. Because this was not done, I was unable to make strategic business purchases before the year-end deadline, which resulted in a significant financial disadvantage for my company. * Filing Accuracy: Upon seeking a second opinion from another tax professional, I was advised that two deductions on my filed return were applied incorrectly. This has necessitated a formal amendment to my filing. * Unfinished Deliverables: Work on my books for the prior year did not substantively begin until after the calendar year had already ended, despite my repeated requests for completion throughout the fourth quarter. Based on my experience, I would caution other business owners that the responsiveness promised during the onboarding process may not reflect the reality of the day-to-day service.

    We had a tax accountant for 30 years and he retired ; ( The new company that took over for him was…read morea complete mess. Tried to tell us all our taxes were done wrong and charge us all kinds of fees (including when we decided to leave them). We went on a search to find a new accountant and after interviewing A LOT of people, we found Jeff and his wonderful associates. This was only a few days before the taxes were due and they totally came through for us. They completed our business taxes as well as two sets of personal taxes. All went smoothly and we couldn't be happier with them. I highly recommend Jeff and the team.

    Baldwin, McGaughey & Company - accountants - Updated July 2026

    Loading...
    Loading...
    Loading...