I cannot say enough wonderful things about Niya Gannon. I am SO thankful that I found her after…read moreswitching from a large CPA firm. Niya's expertise is immediately evident - she handles both our personal taxes and business bookkeeping with remarkable precision. She responds quickly to all communications, patiently answers every question (no matter how basic), and explains complex tax matters in understandable terms. Her professionalism and attention to detail give my husband and me complete peace of mind that our finances are in capable hands. If you're looking for a knowledgeable, reliable tax professional who provides personalized service, I highly recommend Gannon Tax.

My husband and I decided to enlist a tax professional a few years ago. I came across Niya on…read moreFacebook and haven't looked back. She does a great job with preparing taxes in a timely manner, working through complicated returns, maximizing deductions and breaking down changes year over year. Her services are worth me saving time and headaches.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

One of the best tax services you can get in our area. My father used this company when he was…read morealive, and they helped me with his estate filings after he passed. They are professional, on time, and extremely accurate. They found an error on a K-1 that will save us $300!!! This K-1 is from a LLC and NONE of the other accountants/tax people found the error. We are so happy that we are signed up with Madelyne, it makes what could be a very stressful filing all that much easier, and we know that she is there looking after us and has the expertise one needs to protect their clients. . No one likes filing taxes, but knowing Madelyne is working on our taxes makes the entire process smooth and quick.

In the wake of losing everything in 2017 Tubbs wildfire, our tax reporting became very complex, and…read moreour CPAs at the time did not have the experience to help us navigate the tax waters without significant loss. After paying substantial amounts in the ensuing years, we were told there would be an even greater amount to pay, which we finally took as a cue to seek other tax support. After interviewing several tax professionals, we were very fortunate to find Madelyne Cromwell, principal of Cromwell Tax & Bookkeeping (CTB). Our taxes-including those we'd already paid- took a significant turn for the better. CTB has been our tax go-to tax consultants since then. A bonus has been that Madelyne has shared with us tax programs we didn't know about that further reduce our taxes as seniors. Smart, honest, expert in Fed, state and local tax law and process, Madelyne is the consummate professional who really cares about her clients, as does her staff. They have our highest recommendation.

Allison Boone is a great communicator, organized and fairly priced. Highly recommend!read more

Allison is an accountant with empathy. She is very professional and accurate. Her fees are…read morereasonable! I highly recommend her.

Mark has been such an asset to my portfolio. I wouldn't have my money with anyone else. My family…read moresituation is very unique and mark works with us very closely and very patiently and because of his dedication, I've been able to maintain my quality of life. I am so very grateful to him for meeting our financial demands time and again. My family is very appreciative of his hard work, not just for us but for all of his clients. Mark is kind and understanding and very good at his job.He was referred to me by 2 of his clients that feel the same way. Not 1 but 2! I've never really been the trusting kind BUT I trust this man 100%. Thank you so much mark! I can never repay you for what you do for my family. Candace Freeman

I had the chance to spend some time with Mark. He's a great guy. Very knowledgeable. We talked…read moreabout starting savings for my kids college. I learned about 529's and other options available to me. I would highyl recommend Mark!

They have held my hand while helping me to decide where to invest my money best. On top of that…read morethey offer occasional sessions to try and inform us of what is going on with Medicare, taxes, and different investments.

Great team and very knowledgeable. I moved my accounts to this firm recently. Away from a large…read moreconglomerate

I've been using these guys for a few years now. Jacob is my agent and he is awesome. I feel bad…read morel, I don't think he takes a day off as my emails Or text messages are answered within in minutes, always. He goes above and beyond and I would never have been as successful as I've become if it were not for Jacobs insight.

I have been working with Judie for over 10 years. She Helped me find an insurance company for my…read morevery first motorcycle. She has also helped some of my friends and family. It has always been a pleasure working with Judie. Its nice working with a local insurance broker firm. They have that home town feel. Now being a business owner, It is a big stress reliever having an insurance agent you can trust. Judie is always on point, many many years of experience. Thank you Judie and Sherzer for your excellent customer service!

I have zero complaints on her tax service. I would never recommend her for any services except…read moretaxes.

Not only is Summar Morris an excellent CPA, but she also provides other services such health…read morecoaching, yoga, and nutrition. I have seen numerous nutritionists in Sonoma County, and I think that she is the best because she offers a simple and sustainable approach to maintaining a healthy and balanced diet. I have lost 20 pounds this year, that I would attribute my weight loss to the nutrition guidelines that she has taught. Also, she helps with time management living a relaxed and balanced lifestyle juggling work and personal interests, that is essential to having a well-rounded lifestyle. I appreciate that she helped me implement a plan to set up an online piano teaching business in Sonoma County, and she had various ideas to marketing my services virtually, that will be a dramatic and exciting change instead of teaching in person like I used to in the past.

I'm retired and loving it! I had debt and limited income. I had my doubts that it would ever…read morehappen, but thanks to Kathryn I made it. Kathryn worked with me for many years and kept me on track to do the things I needed. She sees what needs to be done and is able to communicate that in a firm but kindly manner. I found her vast knowledge comforting - and completely practical and do-able. She provided the kindly push I needed at times when I would lag behind and get lazy. Thank you, Kathryn.

My husband and I hired Andrews Financial Planning to evaluate our portfolio and advise on the…read morepurchase of a second home. Kathryn listened to our wants, clarified our goals and guided us through the process. She clearly requested the information necessary to complete the task and when received, she analyzed it in a timely and efficient manner. Kathryn is an outstanding oral and written communicator, always explaining things in an easily digestible way. She has a unique ability to evaluate a complex set of circumstances and provide practical advice with a variety of options for consideration, some of which expanded our limited thinking. Kathryn was open to all of our questions and concerns and is very well-informed on all aspects of financial planning. Her many years as a transactional attorney adds to her wealth of knowledge, and, as a fiduciary, gave us great comfort that she had our best interest in mind at every stage. We feel we received excellent value, and we will certainly use her services in the future.