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 brought Tammy in to work with my elderly mother when she needed help with managing her personal…read morefinances, and Tammy has met and exceeded all my expectations. Tammy is professional, trustworthy, responsive, and easy to work with. She is very efficient with her time, and follows up on all loose ends; the value and time-saving I've received from having her on board has been tremendous. Tammy has the skill to be friendly and accommodating with seniors while still taking care of all their business quickly during her appointments. My mother can be a very tough critic, and even she had praise for Tammy's work and came to consider her a friend as well as a professional service provider. I highly recommend Tammy to anyone needing assistance with their or their loved one's personal day-to-day finances.

From the owner: Daily Money Management Services (DMMS) provides professional in-home bill paying, budgeting and…read morerecordkeeping for individuals who have difficulty or lack of time to manage their day-to-day financial matters. Our clients consist of senior citizens and their caregivers, frequent travelers, busy professional, those dealing with temporary or permanent disabilities and who are newly divorced or widowed. We provide services to clients in Sonoma County, CA: Windsor, Healdsburg, Cloverdale, Santa Rosa, Rohnert Park, Petaluma and other surrounding areas. DMMS is a proud member of the American Association of Daily Money Managers (AADMM) and maintains its high standards of practice and code of ethics. There are many benefits to the services we provide including, but not limited to, protecting credit ratings, avoiding late fee and bank charges, prolonging independence for seniors, organization of financial records, preparing tax information for your accountant and review of credit card/bank statements to help identify theft and fraud issues. We customize our services to fit your individual needs and charge an affordable, hourly rate. The amount and time needed depends on your unique circumstances. Services are provided at your home or office.

I love my current CPA, but I am switching to Mengali because of how easy it is to work with Janine…read moreJohnson. Today I had been scrambling to figure out how to do my 1099s and my old CPA is on vacation so Janine showed me how to file it on my own in a couple of simple steps. How amazing is it to have someone just show you how to do something and there goes all the stress in like 5 minutes. It would have helped if my old CPA had done the same, but little tips like this to help enrich my knowledge and help earn my business. Thank you Janine, your help is greatly appreciated.

Janine is an excellent CPA. I cannot recommend her enough, her hourly rate is reasonable. She is…read moreprompt to return calls & emails and really knows her stuff. She really helped me pull through my taxes and helped me maximize my return all while saving me money. Who on earth would e-file when they could go see Janine!!!

Over the phone consult w Mike. He is informative, respectful, and helpful…read more He provided specific crucial actions to take now and in the future relative to a significant causality loss and timely filing of taxes.

Linkenheimer LLP have been our CPA firm for now almost 2 years. They are a great team to work for,…read morehave lots of knowledge and a great resource when making business decisions. Matt Melchiori is our go to guy and always extremely helpful. Thanks!

Get my taxes done here every year. Very helpful and organized. Staff is very nice and he is…read morereasonable. I've recommended other people to this business.

New location 475 aviation blvd- not wikiup…read more The first time Meeting Steve, he was professional, fun, and really smart, i left feeling way more educated then i ever have in 12 years of being self employed. Im starting to think ive been wasting my time&money these years and created bad habits, im looking forward to organizing my business the right way, this is how a cpa should be! Also he mentioned to check in throughout the year incase of any changes or to just prep For anything long before The year end- smart, my old Cpa didnt care to mention these things! Thank you Steve! Cant wait for the next visit.

Amazing, attentive, reliable, informed, proactive.. We highly recommend Karen, she's the best…read moreaccountant.

My business is a one-man graphic design shop based in Santa Rosa. Karen has done my taxes, both…read morebusiness and personal, for at least 10 years. She is conscientious, thorough and reasonably priced. She helped us with Federal rebates for our solar panels. Her work has always been right the first time. I highly recommend her.

I was in dire need of Quickbooks assistance. After calling various companies, with little or no…read moreluck, I received a recommendation for David at Eagle Bookkeeping. I cannot tell you what a God sent he's been. He called me back immediately, and we scheduled an appointment for the latter part of the week. I found him to be knowledgable, reliable, and is easy to work with (which makes it fun). I knew little about how to troubleshoot Quickbooks, and David is a pro! His rates are reasonable and you truly get more than your money's worth. I highly recommend him for any Quickbooks needs. He's outstanding! For more information, here's his website: www.eaglebookkeeping.com

Dave was extremely responsive and helpful... and even patient with some of my basic questions! As…read morea new business owner, the help I received from David really put me at ease with accounting and bookkeeping!

Great responsive experiences professional tax accountant…read more I have worked with hi several years and recommended him to friends with good results.

We went to Randy after our previous CPA of many years retired. He did our taxes for a few years…read moreand, not paying much attention (busy professionals as we are), we later found out that many of the deductions we should have been taking were not being applied to our taxes. This year we spoke with several other CPAs, all of whom confirmed this for us. We decided to pay a second CPA to prepare our taxes this year after asking Randy if he could apply the deductions for us. Although the cost of paying two CPAs was not insignificant, our savings still exceeded the added expense. Nevertheless, Randy was surprisingly angry and rude when we gently told him we would be using a different tax preparer. Later, his online payment system went down. He notified us that we would have to pay him with a paper check this year. And so we wrote and mailed the check to him. Very shortly thereafter, apparently not having received the check, Randy went straight to threatening us with small claims court over the "late payment". In our process of asking around about tax advice we heard from a number of people that they too had either directly or indirectly found Randy to be angry, vindictive, and to have been inflexible with their tax preparation. Ordinarily, we would not wish to spread negative vibes on the internet, but having received numerous threatening communications from someone we have paid to do work we ended up not using, we felt we should caution others in our community.