We have been working with Thomas Doll for taxes for about five years and are extremely happy with the group that had helped us. They include Shawn Stifle, Katie Redding, Emily Martinez and Jared Nelson. It seems like they have built a great team of high-quality people there. I found out about them from a work colleague, and have been totally satisfied with the quality of work and the value they bring for the reasonable price they charge. Shawn is my primary contact, and he is very responsive to my emails and phone calls, totally professional, and outstanding in his knowledge of tax law. As a team, they have saved us money in ways that our previous tax person did not seem to understand. I think we have fairly complex taxes with real estate rentals, work RSUs, etc, but these people are experts. I would recommend Shawn and the Thomas Doll team without any reservation. We have been so happy with the tax service that we decided to evaluate their new Wealth Management partner, Earned Wealth. Again, super happy with the quality and service. Myhanh Hoskin is our person there and she is fantastic! read more

FRAUD ALLERT They fear neither God nor the law... Despite knowing that my ex forged my signature, they filed taxes on my behalf for multiple years. They stole my identity and listed me as my ex's employee for his tax benefits without my knowledge and consent. The last year they filed without my signature at all. But still jointly! They indicate my son and me as dependents, knowing that we separated. When I tried to get information for the court, they told me that I AM NOT THEIR CLIENT (they just took MY! signature, MY NAME!, MY CHILD'S name! and do MY! taxes), but at the same time I have no right to see any copies of documents. Federal crime, constitutional violation and more... Attention ! Be extremely careful ! Do not contact this scammers, avoid and don't support FRAUDULENT! Stay away for your safety ! read more

Horrible service , they never answer their phones. I've been trying to get into contact with someone about my 401k and I get sent straight to an automated system. read more

Be careful utilizing the wealth management arm of this company. My relationship with Thomas, Doll wealth management ended a number of years ago. The majority of their recommended investments, other than small and large cap mutual funds, lost money. That said, I did discover large and small cap funds with better returns than were offered by a thomas, Doll. Many of Thomas, Doll's other investments showed no profit, or losses going out 5 to 10 years. One of which, Lendx has lost 8% of my original investment and presents hurdles to selling its shares if you try to get out of it. I'm retired from active practice, so now have time to review my portfolio. Most of us need to rely on advisors and that need can be costly. It is that liability that motivates my review. There are lots of qualified financial planners. I currently use Charles Schwab. The've been very helpful. In fact, where Thomas, Doll might offer 4, or 5 investment options, Schwab advisors present dozens. I believe you can do better than Thomas, Doll wealth management. Buyer beware. read more

I inquired about borrowing money from my 401k. I emailed Amy Sherwood. I received an email back.. "I am able to respond more quickly to emails. There is a $200 processing fee for any retirement plan distribution. Our interest rate for loans is the current prime rate plus two - today's prime rate is 7.75%, so the interest rate would be 9.75%. There is a limit on the amount you can get for the loans: 50% of your current vested balance, but not higher than $50,000.00. Let me know if I can answer any other questions, thanks! " I was surprised that the interest is so high.i emailed her and asked her why is the interest so high?" Like what do you mean PLUS TWO? She said "As I stated in my email, our interest rates are today's prime rate plus two. The prime rate has risen substantially over the last year and keeps increasing" Yeah Amy you also said that if I had any questions I could ask you. Don't get your panties ruffled. How rude! read more

I had a phone consultation with Brett LeMmon regarding tax prep. We finished with agreeing to move forward and I awaited their "onboarding" package. Days turn into weeks and emails and texts go unanswered. Pretty unprofessional to just "ghost" a potential client. read more

They manage my previous employer's 401k. I'm trying to do a rollover into an IRA and they charge a $200 distribution fee. $200 for the privilege of moving my money into another account. I guess you can charge whatever you want when client is not the account holder. read more

Thomas Doll - $200 for nothing - Accountants Near Me - Walnut Creek, California

Engaging the services of Thomas Doll was one of the first things I did after purchasing my orthodontic practice in Santa Barbara, CA. The wise counsel I received allowed me to navigate that purchase, the purchase of another practice, establishing a retirement plan for my office and mainly let me go to sleep every night knowing that the financial management of the practice was being looked after. For over 20 years now, Thomas Doll has served as the navigator, rudder and stabilizer for my journey through at times, what were very troubled financial waters. When a disability issue prompted the sale of the practice prior to my expected retirement date, I found that there were no financial hurdles due to the plan that had been established and maintained during my time as a client. During the entire period, I have received thoughtful and timely advice and been spared the traumas I see some of my peers afflicted with concerning their financial affairs. Having limited themselves to a client base that has more in common than differences allows Thomas Doll the luxury of not having to constantly reinvent the wheel as not only have they seen your concern before but they have additionally seen the result of varying(client driven) approaches to it. One of the best decisions I have ever made, not due to any particular genius on my part but more along the lines of "Even the blind sow finds an acorn every now and again". read more

I worked in the past with Travis Slade. He is a true professional and always promptly responds to all communication. He is honest, did a great job of explaining my options to me. He also did excellent work for a very reasonable price. I highly recommend him. read more

Christina Koo is awesome. She has been extremely helpful and professional throughout my experience with my previous 401k. I really appreciate your help! read more

I have been with this firm for , I believe, 22 years. Mainly healthcare professional are clients. When I started, they were my accountants. Then expanded into my Dental Practices Retirement plan, and now also my Financial Advisors. I have had one of the Principles, Joe Kalinowski since he came aboard there. Very Knowledgeable, and #1 in trust. If you are in that category of Physicians, Dentists, etc.. I would, without reservation, recommend them. read more