After my stepdad passed away, I found myself dealing with some complicated trust and estate…read morequestions involving an out-of-state trust. It definitely wasn't a straightforward situation, and I needed someone who could think through the nuances instead of offering a one-size-fits-all answer. Rob and his team were fantastic from the very beginning. What stood out most was that Rob took the time to truly listen and understand the details of my situation before offering advice. He asked thoughtful questions, explained the different options clearly, and helped me understand the potential outcomes of each path. His knowledge and experience were obvious, but he never made me feel rushed or overwhelmed. During a difficult and stressful time, it was incredibly reassuring to have a team that was responsive, patient, and easy to work with. They helped make a complicated process feel manageable, and that was something I genuinely appreciated. If I ever need help with a trust, estate, or will in the future, I wouldn't hesitate to work with Rob and his team again. Highly recommended.

Very prompt and also always reaches out called him about a gaze and he did his best to answer my…read morequestions and I was happy very helpful. He was spoke with Mr. Jaffe and I got what I needed to know about my case so I recommend his services.

I can't say enough good things about John Mao at Argus CPA. When our CPA unexpectedly retired and…read moreour corporate return was due on March 15, John came to the rescue. He was calm, detail-oriented, and genuinely caring about getting it right. He turned a stressful moment into a relief. I wish I could give him more than five stars!

John, you are just amazing! Our business has income tax…read moreissues and John helped us resolve them. Not only is he very knowledgeable (and you can tell from others who cannot answer your questions; they just keep on talking.), he is very kind, considerate of what our challenges are. (again; others including our recent tax attorney just reciting the tax laws that do not even apply to our conditions.) He listens, focuses on the issues, and able to answer the tax questions we have. Terrific!

Rex has been doing my taxes for well over a decade. Long ago he helped myself and my business…read morethrough a tough time and has been my accountant ever since. He brings a very human touch to his practice. I live on the opposite coast now and Rex is still doing my taxes. I can't recommend his services highly enough.

Rex Davis CPA and his staff bring a human touch to the world of finance and taxes. They saw me…read morethrough a year long IRS audit with my personal taxes and have been handling the returns for a non-profit I am director of. I highly recommend Rex and his associates.

Tony Kim helped me so much with my tax case. I owed the IRS a significant amount of money due to an…read moreerror on my part as well as some unforseen circumstances. Tony listened to me and the details of my case. He was wonderful to work with and frequently updated me on the progression of my case. Tony ultimately saved me THOUSANDS of dollars by negotiating with the IRS. On top of that, he's just a very compassionate person and really showed that each time that we spoke. I highly recommended Tony to handle any IRS case. He worked as an IRS attorney and now he represents tax payers so he really knows how to navigate the IRS for the best possible outcomes for his clients.

Tony Kim is a compassionate and communicative attorney. He expertly navigated the IRS and got them…read moreto agree that we didn't owe the large sum the IRS thought we owed. Before we got started, he told us what he was going to do, what to expect and he kept us informed every step of the way. I highly highly highly recommend him!

Alex took my case himself and helped me when I was in a huge bind with the IRS and the FTB. He is…read morevery diligent, professional and also very down to earth. He helped to get what I owed reduced and worked hard to get me on a payment plan with both the IRS and FTB. It was a long hard road to get there, but he was always available and very willing to always let me know exactly where we were in the process. I really can't say enough about him and his business. I would definitely recommend him to others who find themselves lost and scared about what might happen if they don't seek help to resolve their tax problems. He also introduced me to a new cpa that I will continue to use in the future. Thank you Alex for helping me resolve my tax issues and for your support and help.

Alex is very fast and responsive. He is intelligent, gets straight to the point, and clear with…read moreinstructions on how to get the ball rolling. Although I was not able to use his service, I highly recommend his service his professionalism and directness. Thanks Alex!

Derek helped me navigate complex real estate contract issues and provided clear, reliable guidance…read moreon landlord-tenant matters and trusts. I highly recommend him for anyone seeking trustworthy and effective legal support.

I can't thank Derek enough for his help! I called him just…read morebefore the long 4th of July weekend, during what to me was an urgent and scary situation. He returned my call within less than 2 hours. He spent a considerable amount of time on the phone with me, asking questions and providing clarity to my situation. Although the answer was not what I wanted to hear, I was very grateful for his prompt response. Given that he is a real estate broker, mediator, and attorney, I felt I received a lot of value and expertise for my free call. Derek cared enough to call back and help when other attorneys were out of town or too busy (the responses I received when I made calls to multiple attorneys). I would recommend, and use, Derek's services without reservation.

Loren Lopen is a calm, decent and compassionate man. He was…read morevery understanding in my effort to pay for his services which were already moderately priced. A good teacher, he went through my documents with me more than once to ensure I comprehended each detail and its implications. I would recommend him without reservations.

When my friend died, his estate was a mess. He had willed everything to his mother, who had…read morepreceded his death by 6 months. His family had no access to the estate and no idea what to do, plus they lived in Detroit. Loren stepped in and helped us get the funds from my friends estate to pay for his funeral and last arrangements, then helped his family with the paperwork to get the remainder of the estate. He showed a great amount of empathy and consideration at a stressful time for us all. All involved parties were happy in the end and my friend had a proper funeral and wake. He stepped in at a difficult time and helped settle the estate. Without him my friend would have been cremated by the coroner, gone into a paupers grave, and his estate would have gone to the State of California.

Bill is really patient, an EXPERT at what he does. I'm no millionaire business owner, but year…read moreafter year he gives me the attention and time and explanations of my returns of the clearest nature. I get the millionaire treatment. I get treated like a respected client. If he makes small errors, they are minor and clerical by nature, and he catches them. His prices are very reasonable too. Bill does my personal and business returns annually. He really seems to understand the fineries of IRS tax law and precedent, particularly when it comes to how it affects your business income, now, as well as planning for the future. He is very astute with regards to matters of real estate income, amortization and depreciation (which I still cannot fully wrap my head around). Highly recommended.

Bill is fantastic to work with. He is creative and patient. He asks the right questions and…read morebalances my needs for the business with my budget. Most importantly, you can talk with Bill and understand what he is talking about! Bill is honest and a member of the community in San Anselmo. You will see him biking thru town and at the local coffee shop (Marin Coffee Roasters). Bill responds to my questions quickly and handles all of my book keeping, enabling me to focus on building my business.