Honest and reliable methodical insightful of the tax laws. Able to respond on short notice and…read morestill being accurate.

Fantastic cpa!! Completely trustworthy and with a great team. I hear she's merging with a bigger…read morefirm but wanted to cast this vote anyway

I have been going to Compass financial for 3 years now and Zach is always so professional . The…read moreclient portal is so user friendly and Zach responds to every question. Stellar service in a timely manner !

New tax preparation client here! Had a really great experience with Aimee - transferred my tax…read moreinfo from another provider and feel like I got friendly personalized service at a really reasonable rate You want to feel confident that everything is done right and that's just how things turned out for me. Did my tax preparing via a couple of emails and uploading of my tax docs to a portal online. Easy and straightforward, and I really like the idea of using a local resource via a nameless HR Block or TurboTax helper who may well be located in another state. Recommend these folks and will use again.

Finn and Cohen are the best! I used to drop off my employers taxes here years ago. I didn't know…read morethen they do personal tax returns too. When I decided I needed a CPA I gave them a call. My CPA Mark is the best! I have worked with him for 5 years and couldn't be happier. Our return is always correct. A few years ago I got a letter from the FTB and when I contacted Mark he reviewed our return and realized it was the states error, wrote them a letter and straightened it out. To have the peace of mind of a qualified CPA is priceless. I really can't recommend them highly enough.

When I bought my business the first place I came to assist me with bookkeeping was Finn & Cohen…read more Duncan has been SO helpful and is able to easily explain things in a way that makes sense. He was able to setup my Quickbooks company so that I can efficiently record my sales and keep track of everything I need for my taxes. The peace of mind I have from knowing I am doing everything correctly is priceless.

Lori Silver has guided me through multiple trust and probate issues over more than twenty years…read more She is compassionate, skilled, and experienced in these aspects of the law. On a scale of 1 to ten she is a true 11. She is capable of of handling complicated estates and complicated personalities. I'm eternally grateful to her and her staff for all their support.

Lori Silver and her firm are exceptional - we have used her for our own estate planning and to…read moremanage the estates of my late mother-in-law and brother-in-law. Everything was handled with competency and compassion. Lori is extremely knowledgeable regarding the law and always ethical in her transactions.

Excellent personal service. Carol spends the proper amount of time helping us save so much money…read more Her many years of tax preparation and representation are immeasurable! Her estate and tax law knowledge are second to none! She takes care of our business and personal taxes, which puts our minds at ease.

Carol has been doing our taxes for years and years. She does a wonderful job. Explains everything…read moreto you, and has a very organized system that helps us prepare for our appointment. The best! Will never use anyone else...

Do NOT use this tax preparer…read more My main complaint is incompetence and rudeness. I would not recommend her to anyone who expects their taxes to be completed and filed on time. She repeatedly promised to get the job done but failed to deliver. Our tax returns were filed late every year we used her services. What made the experience even more frustrating was that if we contacted her to ask when our taxes would be completed, we were billed for the email or phone call. I felt this was never clearly disclosed upfront. Overall, I found her communication, reliability, and follow-through to be very disappointing. Based on my experience, I cannot recommend her services.

Long story short, Ms. Runkle hung up on me when I questioned her accounting service. She does the…read morebooks for our subdivision's water company and emails monthly invoice. If a member misses payment on an invoice, they have no way of knowing because she refuses to put past due amounts on invoices. I am well aware that this would be a very easy task in QuickBooks which is the software she uses. It's easy to miss a payment because until this year we were only billed every other month; now this has changed to monthly. So, even with the best intentions, one can miss a payment. She refuses to send statements also which would be the other way to alert water company members of past due amounts. None of this would be difficult for her to do in QuickBooks. So, I called her after the water company treasurer explained to me that she was being uncooperative with them. They had asked her to send letters and a current statement to those of us who had missed a payment (in my case, due to a family disaster.) Her letter was inaccurate (and quite hostile) for which she did apologize. When I began with one last question, apparently she'd had enough and hung up on me! ! An individual who has worked with Runkel tells me that doesn't "do customer service." She has blamed her poor service on the inability to hire a competent bookkeeper. (As a former bookkeeper I would expect she'd assess their skills before hiring them.) I have worked for difficult CPA's and I will definitely add her to the list of ones to avoid when possible. Please be careful.