Used these guys under Tom Phillips for 10+ years to do my tax returns; not only do they do a good…read morejob on that for a reasonable price, but they're always available throughout the year for any questions. A couple of years ago, I got a long letter from the IRS telling me I owed them an additional $8K. I was somewhat shocked. I forwarded the letter to Tom, he read it, and said "No, the IRS is wrong here", and he drafted a detailed letter back saying why they had it wrong, and that fixed the problem.

As the CEO of Marin's largest real estate company, our clients often ask us to recommend a CPA. I…read moreregularly refer Tom Phillips to my best clients and I have never been let down. Tom is a true professional. If you need help with tax planning, call Tom he and his team will help you.

A few years back, we were looking for a new insurance company to do business with. We had been with…read moreFarmers for thirty years. I had a guy hit me from behind at a stop sign. Tried to get my agent to help me with the claim. My first car accident. They wouldn't even return my calls and they raised their voice at me when I went to their office. Enough with those guys. I found an insurance agency in Napa called Compass of California. They took their time and went through my vehicles and then our home. After talking to Her, we found out that our home was under insured. Thank goodness we hadn't had a huge claim and lost our home. We would have had some serious problems getting paid. Now every year, we go over the coverages and make sure that if we lose our home to the wildfires , we will be able to build it back. We live in Sonoma County which is the wildfire capital of California these days. We've been evacuated almost every year since 2017. Our homeowners went up this past year due to the wildfires. I had number of calls with Compass and they got a cheaper quote but they recommended I stay with my current insurer because they felt like the cheaper company may be dropping Northern California because of the fires, in a year or maybe two. I know that they spent time checking my coverages and I feel like we are doing the right thing. We are really glad that we can still get homeowners insurance. Donald Batbie

I have been with Compass of California Insurance for well over 12 years now and am very pleased…read morewith both the coverage offered, the competitve rates but most of all the excellent professional and sincerely friendly personal service given by Kevin and Jessica and their staff to both me and my family who also uses them for our insurance needs. More than once, they have been there to help with billing issues, and when needed, absolutely outstanding claims assistance and truly passionate regard for me and my families insurance needs and services. I wholeheartily reccomend them to my friends, family and business contacts and to anyone looking for prompt, effecient and good old fashioned, down home friendly customer service! Kevin and Jessica are simply the best ! Bill W

They are fast and friendly people working for you...... and they got me a great rate on my…read moreinsurance. They Thank you

Excellent ! I've utilized the agency for personal, residential rentals , commerical…read morerentals and auto insurance. My 35 years plus with AAA ended after several inept and unresolved issues. It's been my pleasure to be with Carolyn & family and crew for over 5 years.

The BEST! I have been working with Derrick for over 10 years. He has provided me with the most…read morepersonable service ever. I feel like I am his only customer at times. If you are looking for the best quote and wonderful rates please contact him today. What are you waiting for? Why haven't you called him already :)

Derrick gave me a better understanding (the non insurance language) so that I can understand the…read morevalue of life insurance. He handled our policies well and took the time to ask questions to ensure that we had the right coverage for my property etc. Very pleased with Derrick love his straight forward.

A- Didn't provide prices up-front, or at all really till I…read moreasked, which I found very unprofessional. B- Comes across as smug and arrogant, likes to hear himself talk. Brings up political topics for no reason. Unsolicited career advice too.. meant well I guess, but not exactly a guru. C- With that said, hey he's competent at his actual work of accounting.

Bob is amazing. I lost my husband unexpectedly, no finances in order. My husband had handled all…read moreour finances for the 35 years we were married, so I was so lost when I had to figure it all out. Such a mess! Bob has been our accountant for about 15 years. The help he supplied when I needed it most was priceless, and he charged such a reasonable rate. He has always had my families best interest at heart and has become one of my most trusted financial advisors. And he has worked magic with my taxes. I couldn't be more grateful. Thank you Bob

Debbie James of FATC is a rock star. She was so professional and accommodating. Every time I sell…read moreor buy a house I will use her. In fact, I just sold a house and my counter offer only stated I wanted Debbie. It was a pleasure doing business with her and FATC. I cannot recommend high enough. I just read the other review and the reviewer could not be any further from the truth. I would say that person may be is projecting as Debbie could not be nicer. Side note, I do NOT know Debbie outside of her being my escrow officer.

Ryan Reyes is as good as they get. If your looking for auto, home, life, renters, commercial,…read moreworkers comp, anything insurance, you should strongly consider giving him a call for a quote. I've had agents that do the bare minimum, making sure to keep my policy in force just to keep their income flowing while receiving absolutely no customer service what-so-ever. I've had insurance agents I've actually never even met before. Ryan is incredibly personable, promt and passionate about his career. He is great about follow ups and farmers friendly reviews. He makes sure to understand each and every client before tackling their needs. Like Mandy said, "you'll have peace of mind knowing he'll be looking out for you." Sums it up pretty perfectly.

After I got married, my husband and I decided to shop around for new auto and home owner's…read moreinsurance. By luck I stumbled across Ryan Reyes. I don't think I am a high maintenance client. All I want is to have one person to work with, someone who is easy to reach, and to save some dough. I have found out the hard way that all these qualities are not always easy to come by when dealing with other agents and companies. However, Ryan has never disappointed! Every time my husband or I have had a question (some of them minor), filed a claim or needed some documentation, Ryan is either reachable immediately or gets back to us in no time either via email or phone. We also saved money even after expanding our coverage. In addition, he adds a personal touch and makes me feel like a valued client. I have been so pleased and cannot recommend him more!

Gary is a scam. Did my returns wrong. Then wanted another 1,000 to fix his mistake. He doesn't care…read moreabout accurate returns he cares about getting them submitted as fast as possible.

If you are considering hiring Gary Winston, CPA, I urge you to read this first…read more My family hired Mr. Winston to assist with estate tax filings and financial oversight while my father was suffering from dementia. What followed was not just unprofessional--it was catastrophic. Over time, Mr. Winston submitted questionable tax filings, including a false 1099-MISC claiming over $1 million had been invested in my business. The truth? The actual amount was less than $150,000, and even that was over several years. Based on this false return, the IRS was paid over $237,000 from my father's accounts. He also advised my father to send misleading letters to the IRS--letters that contradicted facts, concealed who actually controlled the money, and protected Winston's position. When I began asking questions, Gary stopped responding altogether. No answers. No accountability. Meanwhile, my father's multimillion-dollar trust was drained. Funds vanished through suspicious payments, and to this day, Gary Winston has refused to explain his role or provide documentation to justify his filings. His former bookkeeper was involved in questionable practices, and there is strong reason to believe that others were acting in concert with him. This wasn't just negligence. This was manipulation of an elderly man with cognitive decline, and it destroyed our family's finances. We're now working with federal and state authorities to investigate, but the damage is already done. I'm writing this not out of anger--but to protect others from going through the same thing. If you have an elderly family member, if you're dealing with trusts or estate taxes, please be extremely cautious. In our case, trusting Gary Winston was a tragic mistake.