Pleasant and expert tax prep on a somewhat complicated portfolio. Experts with different…read morespecialties and years of experience.

I've had my Taxes done at Baldwin, McGaughey & Co. LLP for several years and Michael J. Wilmarth,…read moreCPA handles my Tax preparation. Michael Wilmarth is an excellent CPA. He handles my Tax preparation with ease, is knowledgeable, professional and personable. I highly recommend Baldwin, McGaughy & Co. LLP and especially Michael Wilmarth, CPA. I highly value the Tax Services I receive from Michael Wilmarth, CPA at Baldwin, McGaughy & Co. LLP.

I'm very glad to have hired Julie to do my taxes this year. She's extremely knowledgeable and…read moreresponsive, and is a pleasure to work with. I am confident that her work was accurate and that she spotted and incorporated all of the benefits to which we were entitled. And her pricing was both transparent and reasonable. I feel lucky to have found her will definitely continue to hire her to prepare and file our taxes in the years to come.

Would like to highly recommend Julie Blue CPA. Julie is a professional tax person who was able to…read moreassist us with our taxes. She was very knowledgeable and through in her tax preparation. Her fees were very reasonable. Looking forward to having Julie assist us with our taxes in the years to come!

I used Theresa's services for many years when I was working and had my own business. She was…read morepersonable, knowledgeable and a very helpful. There never was a problem with any of the returns she filed for me.

My wife and I have been using Theresa for our tax returns for many years…read more We are very satisfied with her services.

Very helpful, knows what they are doing. The staff were friendly and they got our accounts done…read morequickly

Nice guy -- unfortunately, for us, expensive and not enough effort/proactive guidance on…read morethresholds/ target amounts for deductions (eg, business expenses, uninsured losses).

Has been our account for over 30 years. Personable.Reliable and honest answers to any questions. Is…read moretrustworthy too.

There are a lot of CPAs in town so why this one? They are…read morethorough, fair, educated, prepared and take the time to walk you through your taxes. I would not hesitate to send any one to them for assistance. Don't hesitate. Go to them for your taxes

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

My Husband and I were in the middle of buying a retirement home when we found out our taxes had…read morebeen done completly wrong, all of our Rental income was left off! I didn't know what to do, I was referred to JoAnn Pozzi and she not only calmed me down, corrected the mistakes, but also taught me valuable lessons regarding my financials and taxes. all is well.

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

Professional expectations not met; significant communication lapses…read moreI am sharing my experience as a business owner of 20 years to provide a transparent look at the service provided by this firm. In my experience, Jeff is an excellent salesman who is very reassuring on the phone and tells you exactly what you want to hear regarding service levels. However, once the engagement began, I found that the actual performance did not match the initial promises; when it came time to execute the work and answer questions, he became effectively unreachable. My experience included the following: * Communication Gaps: Despite choosing their highest-tier service plan for its 48-hour communication policy, dozens of emails from my business partner and me went unacknowledged throughout the year. * Delayed Reporting & Financial Impact: I requested my books be finalized by mid-December to allow for year-end tax planning. Because this was not done, I was unable to make strategic business purchases before the year-end deadline, which resulted in a significant financial disadvantage for my company. * Filing Accuracy: Upon seeking a second opinion from another tax professional, I was advised that two deductions on my filed return were applied incorrectly. This has necessitated a formal amendment to my filing. * Unfinished Deliverables: Work on my books for the prior year did not substantively begin until after the calendar year had already ended, despite my repeated requests for completion throughout the fourth quarter. Based on my experience, I would caution other business owners that the responsiveness promised during the onboarding process may not reflect the reality of the day-to-day service.

We had a tax accountant for 30 years and he retired ; ( The new company that took over for him was…read morea complete mess. Tried to tell us all our taxes were done wrong and charge us all kinds of fees (including when we decided to leave them). We went on a search to find a new accountant and after interviewing A LOT of people, we found Jeff and his wonderful associates. This was only a few days before the taxes were due and they totally came through for us. They completed our business taxes as well as two sets of personal taxes. All went smoothly and we couldn't be happier with them. I highly recommend Jeff and the team.