Roney is a Quickbooks and accounting guru!…read more Prior to working with her, I had never done *any* personal accounting. She taught me the basics of debit/credit accounting on paper, and then showed me how it works in QuickBooks. She has tons of experience in this field, and is a pleasure to work with. She is both highly knowledgeable and patient while explaining things. Now I use QuickBooks for all my personal accounting and financial tracking and I couldn't be more pleased with it. I would highly recommend Roney for any personal or small business accounting or QuickBooks projects.

As an emerging business owner, Roney did a fantastic job in helping me set-up my Quickbooks…read moreaccounting system. She tailored the set-up of my books to the specific needs of my business, answered every question I had with patience, and also was very thorough. She knows Quickbooks very well, and the accounting needs of small business owners. She was also very pleasant to work with!

My husband has just gone out on his own, started his own business, and I will be taking care of the…read morefinances. Bookkeeping and business financing is not my natural strength. Ami has stepped in to bridge the gap between our entrepreneurial leap of faith and our dreams of being successful business owners. With Ami we have a much better understanding of how Quick Books can specifically help manager our custom tile business. She has installed a feeling of confident and control in the business portion of our life. I am looking forward to future meetings with Ami. She is truly passionate in the small business owner and has so much experience and guidance to share with us. We started with her soon after we launched "Willoughby Tile" so we can have a strong foundation for our business and any filing mistakes can be pointed out and corrected right off the bat. Ami is knowledgeable, understanding of the abundancy of questions new business owners have. I feel she want's us to understand the way our business is financially managed, through Quick Books, not just the logistics of the software because it will help our business thrive. Her heart is in the right place. We are getting so much more out of Ami's CPA services than we ever thought possible. Thanks to Ami we have a chance to start a family business.

I opened an account with Bank of Marin after moving to Sausalito from the East Bay. The Sausalito…read morebranch offered excellent customer service for a few years but, after an employee shake-up, it was never the same. After 18 years in Sausalito, I relocated to Mill Valley and am lucky enough to be in walking distance to the Bank of Marin branch in Mill Valley. The employees at this branch are exceptionally friendly and efficient. I cannot describe how wonderful it is to have a nearby bank where the staff automatically goes above and beyond to help their customers. I would give them ten stars if possible!

I am writing this after a very frustrating 45 minutes trying unsuccessfully to use mobile banking…read moreto deposit a check. Never a good idea to write a yelp review when I'm mad, but I've resisted about 5 times now for this particular business, and I've had it. A small nonprofit I work with switched to BofM after Bank of America upped its rates once too often. It was nice to be able to walk into this business and ask about their rates. So happy to support a local bank! They immediately offered to waive the monthly fee on our small business checking account since it was a nonprofit that generally had a lowish balance and not much activity. Great! Not so great: having to call every month for several months to have the fee removed each time. Not so great: no calls back when we left voice mails. Not so great: dinosaur website. Really not great: mobile app. Issues? If you call "customer support" during business hours, you're in luck. Weekends, there was no support when I phoned. It isn't one issue, it's a new issue every time. Website down. Password randomly expired (only it doesn't say that on mobile, it just won't let you proceed). No answer/call back from the guy I worked with at the bank. Can't recognize the number at the bottom of the check. Etc. etc. If I could muster the energy, I'd shop around. I am so tired and frustrated and I'm mad at myself for spending even more time and energy writing a review. Let me save you some time. You've been warned.

My company could not have had a worse experience with this firm. In addition to having to catch…read morenumerous mistakes on our tax returns, they cost us $2,400 in penalties to NY state after not properly answering our emails hounding them for TWO MONTHS. If their fee was $5/year I still wouldn't use them again.

IWB has prepared my tax retruns for nearly a decade. In addition, they have provided me with tax…read morerelated real estate and financial advice on numerous occasions. I am very grateful for the work they have done. They are very responsive and always provide sage advice at a reasonable cost. The whole office is wonderful, but I normally work with Kia who is awesome. Thank you IWB! Mark G

Abacus Tax Service is amazing. They are quick, personable and easy to work with, not to mention…read morethat they get you amazing returns. In the rare event that they make a mistake, they take ownership of the interest. Also, my taxes are not cut and dried at all and they help me easily organize the right information for them to get a high return. Thanks again Abacus!

We have been using Abacus Tax Services for about ten years now and are extremely happy and have…read morereally loved working with them over the years. Both Rich and Sona have been really great to deal with. Our tax situation has gotten more complicated over the years with our S-Corp and Real Estate and they have always been there to support us and help us figure things out. We have worked with a number of different accountants over the years in our business and they are by far are my favorite. No drama, very easy to deal, very helpful and straightforward. I also find that their pricing is much more reasonable than all the other accountants I have worked with in the past. We highly recommend them!