he is great totally recommend him to somebody looking for a good priced, nice and easy to work with…read moreaccountant

Daniel has been doing our taxes for years. Packet helps us to organize for taxes and understand the…read moreprocess. Great advice with every decision we have had to make. He took over this business from a guy we had used for over 10 years and he will always be our accountant and financial advisor.

Used Dan and his office for about 15 years. Generally we were very pleased. In the last few years…read morethere was less Dan and more "other" people in the office. Communications bogged down, they were late on addressing 1 year's taxes and after they completed the taxes late, they then sent a Termination letter in January of the following year. No explanation. By the time we got the letter, couldn't find anyone else local. Dan 5 stars. The "others" in the office and the weird termination of a long relationship without explanation then knocks it down to 3

Dan and his team have been doing my taxes for over 10 years. He always does them on time, always…read moreprovides free accounting advice throughout the year via email, and he has never increased the amount he charges us - even though our tax situation has gotten more complicated as the years go on. Highly, highly recommended.

Michael has been my CPA for years and has always given my wife and I great advice and great…read moreservice. He's friendly and always makes sure your needs are met and are satisfied with his expertise.

Excellent accountant. Genuinely nice person. He has helped me manage my business accounts for…read moreseveral years. I have had several accountants in the past, and he has been my favorite by far.

Brendon has been my personal CPA and company CPA for many years now. He's not the CPA who is going…read moreto lie to the IRS so you can get a few extra bucks but the CPA who will tell you what you need to do how you need to do it and when you need to do it so it's does in an ethical manner. I highly recommend him as your CPA easy to talk to and has a fast response time. His right hand woman Bristol is extremely knowledgable and if Brendon can't get to you in a timely manner she will.

A consummate professional, Kyle always goes above and beyond to help me with my taxes. I've been…read moreworking with him for several years now, even after moving out of state from the Bay Area, and I'm always blown away by his generosity of spirit and good-natured attitude. He readily provides thoughtful feedback and guidance - his responses are always insightful and well-considered, with actionable options that reduce decision fatigue (or number overwhelm!). He's unflinchingly tackled it all: determining final taxes owed during an LLC closure; wrangling both W-2 and business/1099 income and expenses, including an obnoxious number of ever-changing home-office calculations due to mid-year moves; maximizing deductions after a home purchase; prepping complex returns for multiple states; making sure I know how to stay on track with my quarterly estimate taxes; the list goes on. He even snagged an extra tax credit for me that would have otherwise gone overlooked, if not for his exhaustive research. If that weren't enough already, his fee is beyond reasonable for the immense value he provides, and he maintains excellent communication practices so you never wonder what's next or when you'll hear back. If you're looking for someone kind and trustworthy who truly cares about his customers (and all the little details!), this is your guy. So grateful to get to work with him!

Kyle Hagemann is a dedicated advocate and stellar business professional. I really like working…read morewith him. He is very sharp and efficient, and his prices are reasonable. He has also given me lots of much-needed advice, and isn't afraid to go research questions and come up with the best information if he doesn't have it right off the top of his head. Bottom line is that he has fine work ethics and I trust him. He has worked for my family for years.. Even though I'm located in Oakland, I would never use anyone else.

Joe's easy style of interacting couples perfectly with his deep understanding of the tax codes…read more I've used multiple CPA's and accounting fiorms in my 47 years in business and he and his team rank amongst the best!

Joe and his team continue to blow me away with great customer service. Joe has been doing my taxes…read morefor past few years and whenever I reach out he gets back to me quickly with a thoughtful and accurate answer. I am so happy I found these guys!!

I would highly recommend John Schloetter. Extremely efficient, honest and provides thoughtful…read morestrategies. John is someone you can trust and you can feel confident that you're making informed decisions based on his recommendations. Aside from helping my wife and I for our taxes, John also made sure we understood the potential ramifications of our investments and what that means for our future.

If you're looking for a smart, incredibly talented CPA who can identify every tax deduction legally…read moreallowed, plus help plan a strategy and calm the night terrors of an audit by the IRS, John Schloetter is your man. John is joined by associates who complement his expertise, and cover every financial need you have. Trust is in short supply lately, but I trust John completely. NB - they moved to 1383 N McDowell Blvd #170, Petaluma CA 94954

What can I add that hasn't already been said about David Fisher's practice? My mom had been using…read moreDavid's firm's services for over 10 years for both trust and personal taxes. When my father passed away, my mom struggled to pick up the pieces. Between filing for her own health insurance, preparing paperwork for his pension, and figuring out things she'd never had to figure out before, she was beside herself. She was diagnosed with a neurological condition and subsequently had a stroke. She was struggling to live and went into skilled nursing for a month so was unreachable. I contacted David's office since there had been an extension in filing date granted due to COVID, but wanted to also make sure I could pick things up in the meantime. I noted that there was a note saying my mom had used an incorrect TIN for one of the pieces of paperwork, and according to my mom, she'd been in the process of rectifying that problem. Finally, when she was out of skilled nursing and, thankfully, alive, in the process of engaging attorneys to establish DPOA and a trust (and figure out how to keep her home up, pay caregivers, and manage her health), I went to David's office to sign the submittals and pay for her taxes. I inquired as to why filing her personal taxes was double the cost of previous years and was told that the trouble of the incorrect TIN had "made a mess" of things and cost several hours. I'm an engineer, not a CPA, but I do know that correcting an error in a spreadsheet and communicating that to a client does not double the effort of the service. Additionally, my mom was on a fixed income, burdened with sudden insane caregiving costs, and was mourning her husband. Surely, a firm who had been preparing her taxes for over ten years would provide some reprieve and not charge her ~$1000 for her personal taxes consisting largely of a pension and social security - after all, as a family owned business, they have some discretion over what they charge clients. David emerged from his office as this discussion was happening with his wife, and subsequently asserted that if my mom was cognitively impaired and overwhelmed with grief that I should have taken over her finances earlier. My mother was a bookkeeper and fiercely independent. Additionally, I was grieving too. The absolute lack of compassion took me aback. They subsequently offered to reduce our bill if we agreed to not come back as a client, like many of the other reviewers here who have faced their rage when they challenge them. I accepted, and they offered to efile. A few days later, I received a letter and email regarding the termination of services with their firm and that they had changed their minds regarding filing our taxes - this was less than a week before the filing deadline. They also stipulated that we were not to use their work for filing, leaving a grief-stricken overwhelmed family scrambling to find a CPA all because we were "very displeased" with their services and associated lack of discretion in billing. I've attached a letter I sent back to their office that has names of their personnel and my family redacted. Only after this letter did the firm reverse their decision and opt to file. As an aside, I hired a CPA to independently review the submittals and several errors were identified; we had to file addendums/corrections after the submittal. I strongly recommend going elsewhere. I've had very few encounters with such petulant professionals in my life.

Absolutely the best CPA I have ever used. David is thorough and knowledgeable. I will never use…read moreanyone else. I have been with him for over 15 years and have never had a problem. Highly recommended.