I brought Tammy in to work with my elderly mother when she needed help with managing her personal…read morefinances, and Tammy has met and exceeded all my expectations. Tammy is professional, trustworthy, responsive, and easy to work with. She is very efficient with her time, and follows up on all loose ends; the value and time-saving I've received from having her on board has been tremendous. Tammy has the skill to be friendly and accommodating with seniors while still taking care of all their business quickly during her appointments. My mother can be a very tough critic, and even she had praise for Tammy's work and came to consider her a friend as well as a professional service provider. I highly recommend Tammy to anyone needing assistance with their or their loved one's personal day-to-day finances.

From the owner: Daily Money Management Services (DMMS) provides professional in-home bill paying, budgeting and…read morerecordkeeping for individuals who have difficulty or lack of time to manage their day-to-day financial matters. Our clients consist of senior citizens and their caregivers, frequent travelers, busy professional, those dealing with temporary or permanent disabilities and who are newly divorced or widowed. We provide services to clients in Sonoma County, CA: Windsor, Healdsburg, Cloverdale, Santa Rosa, Rohnert Park, Petaluma and other surrounding areas. DMMS is a proud member of the American Association of Daily Money Managers (AADMM) and maintains its high standards of practice and code of ethics. There are many benefits to the services we provide including, but not limited to, protecting credit ratings, avoiding late fee and bank charges, prolonging independence for seniors, organization of financial records, preparing tax information for your accountant and review of credit card/bank statements to help identify theft and fraud issues. We customize our services to fit your individual needs and charge an affordable, hourly rate. The amount and time needed depends on your unique circumstances. Services are provided at your home or office.

Linda and I had some glitches in getting all the paperwork together...my bad. She hung in there in…read morespite of the slow progress. I love that she has a drop box where I could leave paperwork safely at my convenience. We ended up with a decent return way ahead of the deadline. She did a good job with excellent communication and follow up. I recommend her and will be back next year.

Had an appointment with Linda this afternoon to establish new tax professional. I texted to…read morereconfirm appointment. No response. Left work early to make appointment and she was a no show. Left message but no response. This is not how you treat people wanting your services.

I don't usually rate anything five stars, but this was a no-brainer... which is great because I do…read morenot have the brain for things like this. Things like what, you ask? Well, taxes, to start. But they've also been able to point me in the right direction on a variety of other things - most recently regarding the purchase of a home. For other stuff that is not strictly related to taxes, they know the area and the people in it well. I can't say enough good things about them.

Over priced and did not help me save money went to H & R Block and got a better deal !!!read more

Janet has done my taxes for several years now. She sends out forms that make the process of…read moregathering information easy and... well, I was going to say "fun" - but that would be a stretch wouldn't it? Taxes are painful, but Janet does what she can to take the pain out of it. When she is done, I get a packet with instructions on sending off my payments. Other information you should know? - Janet is friendly - Janet answers her email promptly - Janet returns phone calls - Janet is a local independant business woman who lives in our community - Each year, she sends a nifty yearly planner book that people can use to write stuff down in... I give it to Sofie and she loves it!

I have an account which was a type of 401k. Left the company awhile back; have been trying for…read more15+/- years to get a distribution. Today, Joe Sobolewsky called me to tell me he found a way! Miraculously, I have a check in the mail!! And, this wasn't even an account he handled. Many thanks to Joe; can't believe this long ordeal is over.

I cannot say enough about Don Williamson! As a small business owner, migrating tax laws and…read moreregulations can be difficult at best. Don's expertise combined with his calm, articulate demeanor has made even the most challenging situations understandable. No question is left unanswered, his follow through impeccable. It is with highest regard we recommend Don Williamson for all your tax and estate planning needs.

From the owner: individual income tax, business income tax, fiduciary income tax, estate tax, irs audit…read morerepresentation, ftb audit representation