Highly recommend these guys…read more We have been using H&R Block the past two years and have owed taxes each time, as well as being charged a $500 service fee. We tried Sauve-Sheffler as a friend highly recommended. Behold! We not only got charged a lower fee, we are actually getting a return! Thanks, Jasper!

Always easy to work with and will explain things in a way that make it simple to understand.read more

Very professional financial services office east of Sonora. Convenient location. Many services…read moreavailable

Connie is wonderful! I truly appreciate her knowledge and experience, especially regarding trusts,…read moreestates, etc., and taxes in general. Things that I had no clue about. She is communicative, and responsive, and pleasant!

Since we relocated to the foothills, we were looking for someone locally to complete our taxes. We…read morefound Lauren & her staff to be efficient, knowledgeable & prompt at completing our taxes. I highly recommend SAS

She is the best, smart but kind hearted and always is pleasant and cheery that rubs off on you…read more She is a great tax preparer as well.

Everything went well he did our taxes for us in a timely manner and at a decent price we are happy!read more

Carty is an excellent CPA!! We had a tax nightmare and he handled it for us perfectly. I am so…read morefortunate to have found Carty.

Thank you so much for helping me with my tax problem when know one else wanted to!…read more H &R Block acted like it was to much trouble to help with a 2013 issue You were very gracious and solved the problem in less than a day! Thank you again! K. FIESER

Visited them at the end of November 2025 and brought all year-to-date financial info. Was told that…read morean estimate of my 2025 tax refund would be around $3,500. Had them do my taxes. Had to reschedule an appointment with my financial advisor because Carlson & Associates took 4 weeks to do my not complicated taxes (a week longer than they said it would take). And instead of a $3,500 refund, I am getting 80% less - $700. $500 of which gets paid to Carlson for their fee. NOT HAPPY.

To anyone who is considering using this company you might want to reconsider. I am new to this…read morecompany. I have been trying to work with them on multiple tax returns since Aug 2025. I provided them with all the documentation they needed to complete them. So far I got one done, which took a great deal of patience to deal with, however I can't get them to provide me with my second return. I have contacted them several times asking for updates. Weeks went by and still no response or update. Lots of apologies but no results. When I contacted them directly once again because they did not follow through on their commitment to complete the return the week of 1/5/2025, I asked the receptionist to speak to Evan(Head Guy), which she said he was unavailable to speak to me...again! I got in an argument with the receptionist about the poor quality of service. We both got short with each other. She then put me on hold, then came back on the phone in which she curtly said 'we'll send you all of your documentation, you need to go somewhere else", before abruply ending the call. It is not surprising that a company that is this unprofessional at handling accounting services now takes it out on the customer. They decided to cancel processing my last return and fired me. It seems that I am not the only one they did this to because there is another review with a similar result. Egregious customer service. Leading up to this, they were very unreliable, difficult to work with, and can't seem to meet their commitments. Their processes and services...SUCK. I can't believe this accounting firm is even in business.

Horrible company. Has had a sign on the door saying they don't have staff to open the office so my…read morecheck got stolen from the dropbox that they have sitting on the sidewalk. Or they probably forgot to cash it, sometimes they forget to send my bill. They don't respond to emails or calls.

CPAs Sam Wheeler and Kim Egger are dependable, professional and knowledgeable. They've successfully…read moremanaged our Fed & Calif tax reporting for more than 20 years! When there's a question they're right there with factfinding & answers. I advise sending your info in early; tax deadlines don't make way for latecomers!

I hired this firm to help me with corporate and personal income tax. I did file late…read more Unfortunately he did not automatically apply for extensions as my previous CPA did resulting in large penalties. He also didn't appeal the penalties. While I had established an s corp to help reduce my taxable income, he didn't achieve that or find any deductions I can see as my previous accountants did. After paying a very large tax bill and then later thousands in penalties the irs wanted to review the entire tax year he prepared, As well as set up a payment plan for still more funds for some unknown reason . Mr Ha refused to do this so I'm spending hours on the phone trying to reach the irs to find out what's gone wrong. I thought tax preparers were required to defend their work because they always have previously I don't think any of this is criminal or reaches the level of malpractice, but it's certainly the worst outcome and service I've encountered from a tax preparer in my life

Vincent is very great. He is very responsive and hard working and has done my taxes for small…read morebusiness and personal for the last few years. Would highly recommend.

I would use extreme caution in using Ms. Davis for any bookkeeping service. She failed to timely…read morefile our taxes for 2021 and 2022. She indicated that she had filed extensions for these returns, but in contacting IRS, we found that the extensions were not timely filed and rejected by IRS, resulting in significant penalties to file. The irony is that we owed no taxes, the timely filing would have resolved the issue. After the close of business, the IRS gives 5 months to file. Despite this Dgenerous time frame Ms. Davis failed to act responsibility, causing great difficulties for us that we are yet trying to resolve. She agreed that the issue was her responsibility, yet has not done anything to resolve the issue with IRS. Don G

Sherri & Michelle go above & beyond with their customer service, they do an outstanding job…read moreensuring your taxes are done correctly & on time! I highly recommend this business.