Resa has the prefect blend of down-to-earth style and non-nonsense financial guidance. I was…read moretransitioning away from full time work to open my own creative business while my husband already had his own small business. We needed help navigating this new financial paradigm with what we feared would be a seasonal feast-or-famine rollercoaster. She taught us new habits, how to speak openly and clearly about our financial goals and worries. She was patient and caring but also held us accountable. We continue to use the tools we learned and are on our way to financial stability and freedom.

Working with Resa was one of the best (and most cost-effective) investments I've ever made. In a…read moreshort time, she helped me get a crystal-clear picture of my expenses and goals, and taught me practical, easy-to-implement methods to stay on top of both. I left our sessions with a written plan, a concrete goal in mind, and most importantly - a huge sense of relief from the clarity she gave me. What I really appreciate most about Resa is that she understood that I, like many of her clients, am already juggling a ton of professional and personal life details as it is, and made my next steps extremely doable and extremely clear. Plus, she's an absolute professional, and a delight to talk to. If you're thinking of sharpening up your budget, automating money flow, changing careers, merging finances with a partner, or planning for a big life event, Resa is 100% your go-to counselor. Highly recommended!

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

The first human to answer the phone on the list of recommended tax professionals…read more Answered my call and informed me immediately they were not taking on any new clients but proceeded to have a very informative 5 minute chat about my situation and how to go about meeting my needs. A true professional with great customer service, coming from one small business owner to another I salute you. If she's taking clients, well worth it!

Tamara has been a life saver! She has been our CPA for quite a few years now. She is always very…read moreprompt when responding to our concerns and makes very thoughtful recommendations. We highly recommend her if you are looking for a professional, honest and just all around good person.

I recently took a class offered by this company through Santa Rosa Junior College. No sales pitch,…read more fully transparent, just out to teach people a little about investing in later years . Boy, do they know their stuff, I learned so much about retirement strategies in this class. Really knowledgeable honest people.

My wife and I own a business and some real estate and want to retire in a few years. Brian and his…read moreteam met with us and quickly shifted these investments down to the key metrics to help chart a course to retire at our present lifestyle. There were no strings attached...Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk. Very impressive...plan to make them part of our professional advisors.

This is our Tax experts!! We love them!!…read more Very precise and accurate when dealing with hard questions. This Company is more of a 'family' vibe. They explain everything very well. I would not recommend anyone else when it comes to Estate Taxes. Our family has used their services for our business Taxes and also our Estate Taxes. Our family ran into a HUGE PROBLEM when my BIL passed away, he hadn't paid taxes for over 10 years. His Estate was HUGE MESS. I will tell you that Jana and her staff took care of our problems with the best care and comfort ever. So WE THANK THEM PUBLICLY!! Michelle McDonald

Awesome wealth manager! Zack is the best! He is very diligent and understanding with everything. I…read morewould highly recommend.

Navigating through retirement & having to make big decisions is both scary & difficult. But Zack…read moreSwad of Swad Wealth Management made that process easy. His unique approach to financial planning is refreshing! Zack, has a way of making you feel at ease & is very knowledgeable. I would highly recommend Swad Wealth Management for any of the services that he provides. We're so glad that we found him to assist us with our needs!

Amanda has always found great deductions that i didn't know about. She is very efficient and I…read moretrust her.

Amanda had been very helpful getting my business off the ground, and the first year of tax…read moreresponsibility over!! We had to do this all over the phone this year which is even more amazing!

We've been using Bev about five years. 1st first year -…read moreBusiness Taxes had errors. The corrections had to be made, and she charged for the corrections that were her errors. Mistakes Happen ! Second year, she forgot to add deductions for minors. Oops, she forgot ! Businesss taxes had errors again . IRS made the corrections. We get it mistakes happen. 3 rd year-Bev filed our taxes with an old business address. In Northern California, how she made this mistake is beyond us. She also forgot to add the minors once again as deductions. We received notification from the IRS that the taxes were incorrect AGAIN. They made corrections for us. Once again, we get it mistakes can happen. I guess we should've learned by this year, but sometimes it's just easier to continue with who you're working with. Our mistake. 4th year, she sent reminder notice to my husband and his ex-wife. Oops once again mistakes happen. I decided to have Bev do taxes anyway. Surprisingly, there were no mistakes last year other than sending me the wrong reminder card. However, while sitting there getting our taxes completed ..... I had made a joke that I was frustrated with my husband and that I should have a yard sale and sell his stuff. She was the only individual I told this to. It was a joke. I felt that we had a nice conversation while she did my taxes, and I also felt like I had turned a leaf with her because normally when we would go into her office, she often rolls her eyes and makes comments while doing taxes. We even talked about all her little frogs and how she came about to collecting frogs it was actually I believe her mother who originally collected frogs. Sadly, I heard from three separate individuals asking me if I had really had gotten rid of all my husbands belongings at a yard sale. ( Confirmed they heard it directly from you) Boy oh boy did you run with that! Bev, it seems that you like to converse and gossip and it's not appreciated. What you did I believe was unprofessional & it was actually damaging. You should be ashamed of yourself. You are not a nice person. We put up with years of you making errors on our taxes. We continued to go to you out of convenience since we live locally in Napa. As well as being small business owners ourselves, we want to support other small businesses. I guess we should've stop using you the very first year. We will not be using your services this year so when you're waiting for us at 12 noon tomorrow, go to lunch instead. Happy tax season and next time don't gossip about your clients. Be professional! Learn from this.

Bev is a true professional. She understands Taxes and helps keep you on track. It also helps that…read moreshe was a bookkeeper for years prior.