Working with Eric Imbuelten has honestly made the transition to retirement easy. He knowledgeably…read moregot my taxes, estate planning, and investments all working together smoothly, which is what finally made it possible for me to step away from teaching at 59. Because of Eric, I have layers to my portfolio that were designed to fit my current and future needs. If you've got some savings put away and are starting to seriously look at retirement, his advice is gold--he really knows his stuff well, so the transition is less mysterious, and he is very approachable.

My dealing with Eric is wonderful. He helped me through a sticky tax situation. He listened to what…read moreI asked for and helped me immensely. Ed Rabara

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.

I had Mr Mares do my personal tax return. He seemed organized and focused. When I returned to pick…read moreup my documents I noticed a discrepancy and asked about it. Mr Mares took a look at the papers and said he forgot to enter my healthcare expenses which qualified me for an additional $500 refund. Mr Mares made the change but was unapologetic and nonchalant about the error. I do not recommend.

Great customer service, clean office space , and most importantly efficient work and delivery of…read moreservices.

So fast and professional they have been doing my taxes for years and I've never had any problems. I…read morejust had my taxes filed on Tuesday and they are already in my bank account and it's Friday both California and the Fed. I can't believe it. Thank you I highly highly recommend.

Very good tax consultant. I 'd been his customer for the last 15 years.read more

Diane was so amazing and very helpful for signing up my 2nd car! She explained everything very…read morecarefully and was very patient!

I love this agency in Cotati, California. I love dealing with Paul Netl who originally set me up…read morewith State Farm and offered me a much better deal than Mercury Insurance who I had previously. Today Jennifer in the Cotati office helped me with a change with my Auto Policy. I love State Farm & would recommend anyone seeking great insurance to sign up immediately & quit dealing with car insurance like Mercury that require a large sum of money to renew every 6 months. Thanks Cotati office of State Farm, S. Jeffries

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.

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 my car, house, earthquake and life insurance with Jared. Always very polite and great follow…read moreup, highly recommend!

Very upset with this insurance never had an insurance that raises up there prices by 30$ each…read morerenewal. When I call they tell me it's not them it's the state. But after comparing my rate with State Farm's with my family my brother having progressive and my sister having gaico and my friend having Allstate they confirm they haven't had an increase in the past 3 years and it just weird that on me with state farm only gets an increase each time please do no sign up with them and I will be cancelling my insurance with them as well. Got a quote with progressive for 90$ for the same coverage and I'm paying 138 now ! Ridiculous