She is excellent. She is low-tech, but VERY up to date on tax laws, including investments and…read morerental properties. She has a strong personality but is well organized and is very reliable. She does not suffer fools well, so if you're flakey, prone to drama, have an inflated sense of your own identity or think you know the current tax code better than she does, you won't have a good experience. I think she is great.

I just ran across my old review here and I am shocked to see Susan B putting a 5 start review as…read morerecently as last year. I must admit my original review was a little bit of a lie because it wasn't my personal return I experienced this with but my clients return. Everything else was true about the situation - I just didn't want to write all the details because I didn't want her to be able to trace this back to me. But enough time has gone by so I wanted to come back and strengthen my review.... For credibility sake - I am ranked as one of the top financial advisors in the country by Forbes Magazine. I have 20 years in my industry and have always been ranked top in my industry. I have dealt with many tax preparers and many different types of client tax situations. I am also personally trained to do tax returns. So I speak from a lot of experience when I say - please understand this tax preparer is not okay. I have run into many weak tax preparers over the years...often they are mom and pop shops. But she stands out as one of the worst.

Please save yourself from Jennifer Batuyong. Worst customer service ever…read more Jennifer accepted the case on Feb 25th and again on March 1st through phone and email, then telling us she doesn't have time, 10 days before the submission deadline Phone conversation: Feb 25, she accepted the case and sent the secure link which initially didn't work and after back and forth, link sent on Feb 28 We uploaded all docs on March 3rd. No response to 4 follow up emails and 4 phone calls after that until March 25th. Finally quote came on March 25th. I Accepted on April 1st. No response again until I called them and asked for the status. on April 5th she emailed me that: "They normally don't accept clients in March and now we need to file extension because she doesn't have time" She was blaming us for answering to the quote email late!!! I couldn't believe what I saw in the email. I will add all the email screenshots to this review if this company is accusing me of providing inaccurate info.

I have been a client for almost 15 years. They help with…read moredocumentation and explanations regarding my taxes and all of my financials. Fast response and friendly. I work with Richard Limmer and his team.

I have been working with Tamara Hull since 2015. I can only say good things about Tamara - she is…read moreprofessional, patient, quick to reply, and incredibly skilled. She does pro bono work for my 501c3, and more recently started doing my small business taxes. Her prices are quite reasonable. I highly, highly recommend this firm.

As a professional I expect other professionals I work with to respond to my requests in a timely…read moremanner. I have been requesting information from this firm since October of 2017 and no one ever calls me back or responds to my emails. At all times I've acted professionally and courteously. Stephen has a partner Mary Jannisse who has ignored my requests and when I complained to Stephen he never bothered to call me to resolve the problem. Poor service and I have to wonder if they are hiding something from me. Maybe they never filed a tax return for my client and are afraid I will find out.

No return call and I have waited more than a week. The business has an answering machine that seems…read moreto always be on even during business hours.

I have had many accountants over time for my business, but Joshua has been, by far, the best. I've…read morebeen working with him for 5 years now and will only work with him. He and his staff are organized, professional, and dedicated to making your taxes as easy to do and stress-free as possible. He is awesome at maximizing deductions and his team is always on top of current tax laws. Highly recommend!

Bob is a referral, and highly recommended to negotiate a complex VA loan…read more He did his due diligence, and exceeded our expectations.

This review is somewhat overdue as Bob helped me with a home refinance over a year ago. He locked…read morein rates that couldn't be beat back then or even now. Bob's consistent communication throughout the loan process gave me the needed reassurance that all the myriad steps: disclosures, credit check, appraisal and other lender requirements were all taken care of in a timely and professional manner. His many years in the loan business--I think almost 25 years--definitely shows in the knowledge and skill in which he ushered my loan to closing, in a much shorter time than I expected it would it would take. I also have to give a positive shout-out to Bob's loan processor, Bonnie, whose upbeat personality made her a delight to work with as well. If you're thinking about doing a refinance or, for that matter, a home purchase, I highly recommend Bob as a trusted loan agent. Brian Fitzpatrick Livermore CA

Do not trust this guy to file your taxes!! Patrick did not file my parents taxes back in 2016!!…read moreAfter almost 5 years, we find out that they were never filed and can get a letter from the tax board asking for my parents taxes and having to pay penalties!!! So unprofessional!

Pat is a person of the highest integrity. He has been doing my taxes for the past five years. He…read moretakes time to explain what is necessary and answer your questions, without wasting any time. Whether you are self-employed or work for a company Pat Mitchell CPA will get the job done!

We are so appreciative of Andrei and the entire team at Alpha Wealth Management for getting us on…read morethe right track with our financial future. It feels like a huge weight has been lifted now that we have everything in place -- life insurance, a trust, and all of our investments managed together in one portfolio that actually fits our goals. We recently welcomed a baby girl, and it brings us peace of mind knowing she'll be taken care of if anything ever happens to us. The Alpha Wealth team has been incredibly patient and kind, giving us gentle reminders to get paperwork in when life got busy. They were quick to respond whenever we needed something, even same-day tax documents, and were so understanding when we made mistakes, always helping us find solutions. It's obvious they truly care about their clients and take pride in what they do. We can't recommend Alpha Wealth Management enough to anyone looking for trustworthy, compassionate, professional financial guidance

Andrei Jigalin of Alpha Wealth Management is a certified financial planner (CFP). The world is…read morethick with them. Why Andrei? I'm not a money guy. I don't read Forbes for fun. For my financial planner, I need someone I can trust without thoroughly understanding all the ins and outs, all the back story behind various investment strategies. I need someone who is patient and can speak plainly and clearly to me about the reasons for one strategy over another and the ramifications of any plan and guide me to the wisest choice. In short, I need Andrei. I have known Andrei for years, and during that time have often been impressed with his professionalism, his know-how, and his kind, patient, and friendly manner. Listening to his presentations before various groups has further nurtured my confidence. Now I have invested some of my retirement funds with Andrei, and plan to increase my investment over the next several years. I know that is one of the smartest financial decisions I have ever made.

Rebekah and her team have been wonderful to work with. We found her after our previous insurer…read moredropped our homeowners policy and are grateful to be working with someone that genuinely makes you feel like a valued client. She is very proactive at communicating regarding changes or anything that may be happening in the industry that could concern her clients. She and her team are super responsive to requests and policy questions. I would highly recommend working with her.

Rebekah has been incredible to work with over the years. She is very knowledgeable and 10/10…read morecustomer service. Her and her team are always responsive, attentive and you always feel like a valued customer. My family and I are moving out of state and we needed to get a renters policy in another state. She has been available for numerous calls helping us transition our policies but also to be a sounding board for me to ask my questions . That attentiveness is purely due to her respect and appreciation for her current and past clients. Highly recommend!