Paula did my tax return in 2023 and gave me advice on contributing to an IRA that proved to be incorrect, forcing me into hours of work and headaches to reverse and document. She charged me over $2000 and did no better than TurboTax. And to make matters worse, she never took responsibility for her work. I wasn't able to give her a review before because she disappeared online. Now she's apparently back. Oh and she was working from Hawaii at the time, although advertising as if living in Sausalito. read more

AVOID This INCOMPETENT CROOK. Paula refused to respond to me until after I posted my initial Yelp review with screenshots proving her wrongdoing & filed a complaint with the California Board of Accountancy. I would've preferred to resolve this privately, but some behavior is so egregious that it cannot be ignored. On October 14th, she tried extorting an additional $250 from me ahead of the October 16th CA tax deadline on top of the $3,247 I had already paid her for a rejected return that had to be corrected and re-filed hours before the deadline due to her mistakes (screenshot below). Paula refused to respond to my emails & calls, yet somehow found time to respond to my Yelp review when she should've been focused on accurately re-filing my return. She can't even refute my post because the truth speaks for itself. Instead, she resorts to gaslighting & falsely claiming that I gave her inaccurate information. Rather than apologize and make things right, she attempted to publicly blame me for her error which demonstrates her complete lack of accountability. The only thing chaotic and disorganized is her manual client intake system. (See screenshots of her 42 page "tax organizer" that you have to manually fill out unless you purchase an Adobe subscription). She thrives in chaos because it enables her to charge additional fees for exchanging back and forth emails instead of replacing her inefficient document management system. I sent Paula multiple filing status clarification emails BEFORE the tax deadline (screenshots below). She didn't "donate" any time. It's an insult to anyone's intelligence to claim such nonsense after she received $3,247 for a rejected individual tax return. To add insult to injury, she brazenly demanded another $250 to correct HER mistake. When I refused to be extorted, she backed down and made the correction she should've made all along (an admission of guilt, although someone like this never explicitly admits when they are wrong (screenshots below). The updated return was half the length of the original, and since she refused to explain the discrepancy & has forbidden me to call for clarification, I hope the new return is accurate (screenshot below of me requesting clarification & her non-response). It never should have come to this, but bullies and con artists like Paula should never be acquiesced to. Beware of this wolf in sheep's clothing who seems pleasant and polite on the surface. Charm is deceitful. When people show you who they are, believe them. read more

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This review is extremely overdue. Paula M. Bruce is a very empathetic, kind and understanding accountant. Last tax season, I was her last client of the year. She could have spurned me and said "no new clients," but she still took me on as a first time client and helped me with my personal tax return. I am a young professional, new to Sausalito, and still new to the concept of doing my taxes, so I deeply appreciated her detailed work. When I made a crucial mistake on my intake form, which resulted in an error on the tax return, she took time to help correct the mistake. This was past the tax submission deadline after she thought all the work was done and thought she could celebrate! Any tax professional would be frustrated and done at that point, but she really came through and worked to help fix the mistake. I got my corrected return, and a really amazing refund, which was much better than last year when I did it myself using TurboTax... I am really impressed with her work and her career is a testament to her professionalism. Thank you Ms Bruce, I will never forget you! read more

Excellent experience with Paula! COVID caused massive changes for me as a new business owner and keeping my career, I'm 100% more confident now which is such a relief. Stumbling into billing clients can make you but it can also break you don't know what you're doing. Paula has gotten my business on track financially and given me a road map for the new future. Absolutely recommended for any creative professionals, gig-work, all of it. Anyone maxed out working but and trying their best to be positive for friends and family will appreciate Paula's help. Trust. read more

I highly recommended Paula for your financial needs. She has been doing my taxes for a number of years, very professional and extremely thorough. Paula guided me through an IRS audit and a messy divorce. You can trust she will be there with the right answers. read more

To whom it may concern: Paula Bruce has done our Bus.Tax work for the last 4 years. We are totally pleased with her professional work. All the work has been done on time and we saved lot's of $ thanks to her detailed presentation of all our Tax returns. I can highly recommend her for any tax work and Investment strategies. Thank you. read more

I had the opportunity to spend some time on the phone with Paula today. She is a dedicated professional who gives back to her community and seeks complete satisfaction for her clients. The tax code is simply to confusing to go it alone, let Paula assist you in your tax planning. read more

Please, please, please, check her credentials before using her to handle your personal finances and document every interaction you have. She suggested that I falsify documents to attain financial compensation, a CPA should never do that. Ever. read more

Paula Marie Bruce CPA is a consummate professional of immense integrity and extraordinary expertise in her field. As a new client, she carefully went over all of my materials with great patience and a very keen eye, discovering numerous errors committed by a previous accountant. This resulted in not only a revision of past returns in which I was owed more money, but she also managed to get for me the best and most thorough return I have ever received. I will continue to use her for all of my tax and accounting needs, and recommend her very highly! read more

Paula Marie Bruce CPA is the most down-to-earth CPA that I've ever had the pleasure with which to work. She is great for both personal taxes and business taxes. I had some exceedingly difficult taxes which required a highly detailed, analytical touch. Paula did that and then some! We worked through all of my issues over the course of five months and she even got me money back from multiple past returns. Also, Paula is a work-from-home professional, like myself, so I highly appreciate that she was always quick-to-respond and communicative to my needs. You definitely pay for you get with Paula! I highly recommend her services to anyone! read more

Very professional CPA, and they do work very efficiently too. Will come to them next year also! Highly recommended!

After 13 years as a client of major tax consultant, I was looking for a more local solution that had the demonstrated credentials to manage complex tax solutions, provide clarity through simplicity and demonstrate a high level of responsiveness. After some research I found Paula Marie Bruce whose resume stood out and after my first tax cycle with her in 2018 she has exceeded my expectations. She removed layers of forms from legacy tax years that were not required. She responded immediately at all hours to emailed questions with concise information. She is a high integrity person that executes to a high standard of customer satisfaction. I look forward to continuing as a client in coming tax years. read more

Paula Marie Bruce, CPA is an excellent CPA. She is both intelligent and dependable. Our taxes this year were extremely complicated. She was able to finish them in a timely manner. Paula has excellent communication skills. There was a meeting where my husband became a bit testy, and she did a wonderful job talking with him. I love it that she has a Master's degree in tax law. She was also an auditor for ten years with quite a few fortune five hundred firms as well as smaller CPA firms. She was an auditor for Price- Waterhouse. I highly recommend Paula. read more

I've had 3 accountants in the past 12 years, so I know when I've found a great one, and Paula Marie Bruce is far & away the best! She's professional, knowledgeable, and efficient in tax review and preparation. Finally, I can relax in knowing that I've got the right CPA working for my best interests. She has prepared complex corporate and personal tax filings for me. I wouldn't go anywhere else! read more

Ms. Paula has been doing my taxes for 2 years now. I am a very picky person when it comes to having someone handle my taxes or financial info because I don't want any mistakes,and trust is a huge factor to me. I did a substantial amount of research and even met with three other CPA's and I decided on Ms. Paula because she has impeccable credentials, she's knowledgeable, trustworthy, professional, very nice, and she makes me feel very comfortable. I am confident in trusting her to do my taxes. I am very happy and satisfied with her work. Everything has been done in a timely manner to emails and getting back to me promptly when I have questions. I am so glad I chose her. I will continue to have her do my taxes every year. You won't be disappointed with Ms. Paula, she is absolutely the best! read more

Paula is amazing. I have very messy taxes and she was able to make sense of everything. I have worked with other CPAs and felt less than confident. Paula called me with questions and I was able to reach her any time with questions. She was incredibly accommodating to my schedule to meet and discuss and also reviewed my previous years tax return and found I was missing deductions. Highly recommend! It's nice to file and know that everything is in line! read more

I have used Paula Marie Bruce for over three years now great detail, on time and always follows up..reminds me months inadvance to get papers in order..one year it was near deadline, she was sick and still helped me over the phone at 11.30 at night..very dedicated. I grew up with a father who was a senior partner with a major CPA firm in San Fancisco and since he passed Paula has been doing my taxes, he would be very proud of her returns. read more