Jeff is the best accountant I know. He has been doing my taxes for almost 20 years. I highly…read morerecommend him!

Jeffrey M. Dreyer helped me a few years ago with settling my mother's estate. He and his staff were…read morewonderful. They completed the paperwork (which was complicated) on time and with no mistakes. They're also pleasant and honest, and the fee they charged was fair.

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

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.

Squeezed me in last Minute and did a great job, and taught…read moreme I had been doing everything wrong.

The tax preparers I'd used since moving back to CA in 2017 closed up shop after tax season last…read moreyear, and so 2025 was the year to finally stop driving to Vacaville, since I hadn't lived near there in 5 years, and find someone closer to do my taxes. I listened around town and checked reviews, and settled on Taxpertise. I was not disappointed: Susan made the new client intake process very straightforward, and Ed answered my questions and had my tax returns completed in a more than reasonable timeframe. I'm planning to return to them again next year, as I very much appreciate a professional, hiccup-free process, on which they delivered.

Joe's easy style of interacting couples perfectly with his deep understanding of the tax codes…read more I've used multiple CPA's and accounting fiorms in my 47 years in business and he and his team rank amongst the best!

Joe and his team continue to blow me away with great customer service. Joe has been doing my taxes…read morefor past few years and whenever I reach out he gets back to me quickly with a thoughtful and accurate answer. I am so happy I found these guys!!

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 have used Lipton Tax Service for several years and think they are highly competent and thorough…read more I receive an electronic tax organizer each year so I have plenty of time to get my tax records organized, complete the organizer and submit everything including backup documents electronically all from the comfort of my home. I'm a highly organized and detail oriented person myself so it is a good working relationship and I am confident that my returns are accurate.

Worst tax experience I have ever had. I was shorted over $400 on my return. Your better off using…read moreturbo tax than using this company.

amazing, intelligent, honest. and they do what they say. and not overpriced. what more could i ask…read morefor as a small biz owner i felt very taken care of.

Two years of tax prep. Efficient office. Responsive staff. Don't make me sit there making small…read moretalk while they do the calculations. Drop off. They call if they have questions. Taxes were completed ontime. Fees seemed fair. Will go back.