I'm very glad to have hired Julie to do my taxes this year. She's extremely knowledgeable and…read moreresponsive, and is a pleasure to work with. I am confident that her work was accurate and that she spotted and incorporated all of the benefits to which we were entitled. And her pricing was both transparent and reasonable. I feel lucky to have found her will definitely continue to hire her to prepare and file our taxes in the years to come.

Would like to highly recommend Julie Blue CPA. Julie is a professional tax person who was able to…read moreassist us with our taxes. She was very knowledgeable and through in her tax preparation. Her fees were very reasonable. Looking forward to having Julie assist us with our taxes in the years to come!

One of the most professional people I know. Has always let me know what forms will incur which…read moreprice, and has always been upfront about her schedule, and when she'll be able to take care of my return. She's extremely good at keeping up with all the new tax laws and changes that come up, and implementing them correctly. I have had excellent and timely service with her every year for the last 7, anytime there's been a lag it has invariably been because I still have documents to provide; which she always details ahead of time during our appointment. I cannot possibly believe the user who left one star. Natasha would never treat a client like that, pregnancy or not. She didn't treat me that way, or the people I referred to her last year. She's an excellent preparer, and I'll be coming to her for the foreseeable future! Thanks for everything, Natasha. :)

Natasha is such a sweet, kind and helpful women. She helped me fill out some forms that I just…read morecouldn't grasp understanding. She effortlessly aided me and made me feel light after my visit with her. Natasha is an great communicator and highly skilled in what she does. Her pricing is Extremely reasonable and did not change from the first time I spoke with her on the phone. She is covid conscious and following all safety precautions. The location has a lot of parking and a great front view of the water. I would highly recommend her to anyone looking for help. Thank you so much.

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

I've had my Taxes done at Baldwin, McGaughey & Co. LLP for several years and Michael J. Wilmarth,…read moreCPA handles my Tax preparation. Michael Wilmarth is an excellent CPA. He handles my Tax preparation with ease, is knowledgeable, professional and personable. I highly recommend Baldwin, McGaughy & Co. LLP and especially Michael Wilmarth, CPA. I highly value the Tax Services I receive from Michael Wilmarth, CPA at Baldwin, McGaughy & Co. LLP.

I used Theresa's services for many years when I was working and had my own business. She was…read morepersonable, knowledgeable and a very helpful. There never was a problem with any of the returns she filed for me.

My wife and I have been using Theresa for our tax returns for many years…read more We are very satisfied with her services.

Gloria and her team work so hard for me and my family. She has prepared our taxes for over 25…read moreyears, originally recommended to me by my uncle. As my family and my responsibilities have grown, so have my taxes. So grateful I have her to entrust them to.

Great people! very professional yet also personable. They really take the time to explain…read moreeverything to you. I highly recommend these folks. Family run business. Love it! Bob C

Has been our account for over 30 years. Personable.Reliable and honest answers to any questions. Is…read moretrustworthy too.

There are a lot of CPAs in town so why this one? They are…read morethorough, fair, educated, prepared and take the time to walk you through your taxes. I would not hesitate to send any one to them for assistance. Don't hesitate. Go to them for your taxes

best tax experience i have ever had. highly recommend. in and out quickly. i wish everything was…read morethis easy.

Deanna completely flaked in preparing my tax return. She was unresponsive to calls, texts and…read moreemails for weeks. The job was time sensitive and she promised to work diligently on it. When I showed up at her house to pick up my papers, she lied that she returned a text message and didn't even apologize. My new tax preparers found significant mistakes within 5 minutes including no paperwork included for my LLC. Her house is dirty. cluttered (almost hoarder status) and smells. I strongly recommend that you look for someone else given her unprofessional behavior, lack of follow through, and substandard work.

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.

Very helpful, knows what they are doing. The staff were friendly and they got our accounts done…read morequickly

Nice guy -- unfortunately, for us, expensive and not enough effort/proactive guidance on…read morethresholds/ target amounts for deductions (eg, business expenses, uninsured losses).

Louise had prepared my taxes for almost 28 years now. She is an expert in what she does, very…read morereliable and has a great reputation with the IRS as one who does it right. I have never been disappointed with the service she has provided for all these years and can highly recommend her. Steve Giganti Petaluma

From the owner: 30 years of Experience Specializing in Clergy Taxes, Individuals, Estates and Trusts.read more