Matt Reese is a great CPA!…read more We had to amend a few returns when a mortgage underwriter discovered a seemingly small error. Matt was quick to reply to our yelp message and made himself available on a Friday night to alleviate our concerns. Its much better to do taxes right the first time and not use a service like HR Block, intuit, where employees lack knowledge and skill on complicated deductions. Pay the money to have a cpa do it right the first time! Matt is awesome and comes highly recommended!

I'm a startup and it took me several months to find the right, CPA. Matt is such an asset to me and…read moreanyone needing accounting services. He is a wealth of knowledge, passionate, straight-shooter, proactive, humble and kind-hearted. I whole heartedly recommend him. No need to look any further, he's what you need.

I left a one-star review because I couldn't leave a review any lower. Bill and his team and this…read moremost unprofessional, and incompetent people that I have ever had to work with. We had hired a different tax prep company, but in January 2019 we got a notice from them that they had outsourced a bunch of clients to Bill's company. By then I was wrapped up in a major project for a client, so I went with the recommendation. Let's start with our corporate taxes. I had our corporate taxes ready to go on January 23rd, 2019 and I added Sean from Bill's office to our QuickBooks account. I asked for status updates every couple of weeks and never got back a single email. Sean also never accepted the request from QuickBooks to be added to it, so I could see that nothing was being done. The first time I actually heard from Sean is after I called the company that I hired to find out what was going on, this was on April 8th. I heard from Sean twice that day and nothing else. We had several payments that clients had made for work that hadn't been started yet, so we needed to make sure that income was deferred corrected into 2019. I sent that information to Bill multiple times and he never seemed to understand what he needed to do with this information. Our business taxes were eventually done on April 14th after many phone calls and emails to get status updates. I had to assume they were done correctly, as there was no time to double check the work. On our personal taxes; our information was gathered up and sent over on March 8th, 2019. As we had 73 files which had a total size of 36 Megs, I couldn't email the data over, so I uploaded the information to One Drive and had One Drive create a link for the folder, which I sent over to Sean (from Bill's team). Again, I heard nothing when I asked for status updates. When we finally got an email from Bill about what was going on (this was April 8th) the email made it seem like it was doing up a favor by doing our taxes (and that he wouldn't be doing them until April 13th when he was done with his clients that came to his office). We had sent in all the relevant information months before, but his apparent lack of time management meant that our taxes never got done. Bill never figured out how to click on the link that I put in the email to the tax information. At least I must assume that was the problem, as Bill never bothered to tell me why we couldn't download the files that I uploaded for him. On April 12th he told me that I needed to upload the files to his file transfer app. I was using a restaurants Wi-Fi (as I had work to do that day since I wasn't planning on spending the entire day dealing with my taxes) and I kept getting errors from the website that Bill had sent over. The tax firm that I hired in the first place ended up downloaded the files from One Drive and uploaded them via Bill's site since Bill could download the files himself. The week leading up to Tax Day, Bill kept trying to talk us into filing an extension, because I assume he didn't want to do our taxes before April 15th. We kept telling him that an extension wasn't an acceptable option because we had no idea what the estimates where going to be because of all the changes with the tax laws. Like our business taxes, our personal taxes were done on April 14th. I again had to assume they were done correctly, as I didn't have time to sit down and review everything. Having someone do your taxes is supposed to take the stress away from you when it comes to this process. Bill completely failed at this. My stress level went up dramatically, and I have zero confidence that my taxes were done correctly. I would have had less stress if I had simply done them myself, but I didn't have the time which is why I hired someone to do them for me. I'm at the point where I'm going to pay someone else to do them again and file an addendum if/when the taxes that Bill and his team did are wrong. If I had the time, I would have sat in Bill's office and supervised him doing my taxes, but I thought I had a professional doing my taxes; I was wrong. Needless to say, I will never have Bill or Sean ever work on my taxes again; and I'll never hire them to handle any aspect of anything ever again. I've never worked with anyone with such poor time management skills, such poor communications skills, or such an inability to use basic computer skills such as sending an email (emails have subject lines for a reason, any email thread that Bill started has a blank subject line, so I have no idea what emails and responses are to what). I wouldn't trust Bill or Sean with counting the change in a piggy bank much less our taxes which come with legal risk associated with them if they are wrong. If I had known there was an issue in March, I would have simply found another person to handle our taxes. But because I let things go until it was too late, I had no choice but to pay to have work done, which I need to pay to have redone.

Too bad you can't give zero stars. I had a very unpleasant,…read moreunprofessional experience

Lisel and Pam have been an incredible help to our family. We were years behind on our taxes and…read morefelt embarrassed and overwhelmed by the situation. From our very first conversation, the team at Sutter Tax treated us with kindness, professionalism, and understanding. They reassured us that we were not the first people to find ourselves in this position and that they would take good care of us throughout the process. Their expertise and encouragement gave us confidence during what could have been a very stressful experience. If you're behind on your taxes or facing a difficult tax situation, I highly recommend Sutter Tax. They genuinely care about their clients and work hard to help them get back on track.

Lisel and her team have been working with me for years. Each time, it has been a wonderful…read moreexperience. She makes everything so simple and uses the latest tech to get it done quickly and easily. HIGHLY recommended to everyone who needs a tax pro.

Lillian is amazing! She is so knowledgeable, experienced, and has great customer service. I highly…read morerecommend Lillian for all your accounting needs!

Lillian has been doing my monthly bookkeeping now for nearly 2 years. A+++ service I would highly…read morerecommend her services she does my quarterly sales tax as well. As a small business owner it's nice to know when it comes to my accounting I'm in good hands

I reached out about bookkeeping services but unfortunately we are out of BLM's work area (we need…read moresomeone in house and can't do remote right now). Ms. Moore was so helpful though and provided really useful input about contracting through recruiter sites when I told her that we had been using a recruiting company (and that was after it was clear that we weren't a potential customer). She clearly has a really helpful attitude that is great for any bookkeeper or accountant-- and isn't always easy to find!

Betty truly cares about her clients! If you are looking for someone with integrity, is trustworthy…read moreand very capable of taking care of all your bookkeeping needs, then do yourself a favor and go see Betty!!

We had our 2025 tax preparations completed at Pacific Pro Tax Solutions by Laura Freytag. She is…read moreknowledgable and her ability to complete our taxes in a timely manner with great accuracy and at a reasonable charge was greatly appreciated. Highly recommend!

I've been working with PM Tax and Financial for four years now. The staff is great, the office is…read morenice, and the service is outstanding. Paige Castner has been handling my tax returns and is doing a fantastic job. I also manage a not-for-profit basketball league, and she does that return for me as well. I also had her do my daughter's return, and again I am thrilled with the service. She meets with you in the office, takes care of all the details, and sends you a very professional tax return. It's fast, accurate, and professionally done. She's also a very pleasant to talk to. I would highly recommend her and her team to anyone who needs tax preparation or accounting services.

Excellent service; great advice! We have been using PM Tax services for years and have gotten…read moregreat service and hospitality. Deborah Greenberg is an exceptional accountant and we consider her our friend. We have not had a problem/issue with IRS and we feel that we are in good hands with Deborah.

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.