Tax Preparations near Larkspur

“Kat Harris at Perotti and Carrade is totally awesome! She is a knowledgeable, prompt, responsive accountant. I had a question about my last year's tax organizer, and she responded within a few hours with all the answers and supporting documents (password protected). She is thorough and works with our best interests at heart. I agree with the other reviewer that if you ask her a question about something you are considering, she will lay out the pros and cons clearly. I've never been happier with our accountant!“

“Samy Basta and his team have been incredibly supportive and thorough in helping me navigate the complexities of setting up my corporation for maximum impact. Samy’s approach is both clear and insightful, and he’s been endlessly patient in addressing my many questions across a broad range of topics. His guidance has given me the tools and knowledge to optimize my financial strategies and take them to the next level. Huge respect and appreciation for his expertise and professionalism!“

“Ryan, Joanne, Sheri, Jim and the entire team at Bridgewater have a calm presence as they wade through the subtle details of business and personal accounting needs. They respond quickly, are honest about what they know and what they need to check up upon, engage appropriately with the right set of questions, and ultimately have recommendations which are practical, cost effective, and realistic.“

“Mr. Challberg has to be one of the finest professionals I've had the pleasure of working with. It can be tough in this day and age to find a CPA that can give you personalized attention. But look no further, because Ed can deliver! His firm is quite possibly the most the most through accounting organization I've ever worked with. The attention to detail put into my accounting has been meticulous. I'm someone who is very particular about how I like things done. I used to do my taxes myself, until things began to get a bit too complicated for me. That's when I reached out to Ed to help carry the burden. And it has been a fantastic experience ever since!“

“Patrick is always available to answer questions, picks up his phone consistently, a good tax strategist who is generous with his time and tax planning.“

“Carla has been doing my taxes thoroughly and accurately for an affordable rate for years now. I was a low income student for many of those years, so I greatly appreciated having an accountant who made sure I didn't pay more than I had to, helped me get every deduction for which I was eligible, and charged a reasonable price for all of it. She's also very nice and helpful, and has explained otherwise impenetrable tax details to me on a number of occasions. I've done the cheap, do-it-yourself, online tax thing, and having Carla do my taxes is much better. I know she's done everything correctly and maximized my savings, and it saves me time and stress. I highly recommend Medina & Company.“

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“Ying is the best. She's detailed, great at communication and patient. Would highly recommend for anyone seeking a CPA.“

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“Tax Aid have done my taxes for the past few years. Attention to detail, clear instructions, great communication! What more could you want. A valuable resource and secure program. THANK YOU, Good People of Tax Aid.“

“Accurate! Professional, knowledgeable and courteous. Our tax documents and interfacing with IRS through Moscoso has financially secured our tax stats as -- all clear. Trustworthy and reasonably priced. Thank you for the tax relief!!!“

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“I am glad to share with you my success story today , when I started trading binary and forex few months ago , I really don't have the Necessary tools to trade and i lost a lot until I met Mrs charlotte wayne who thought me all about the market psychology as She managed my account for me .“

“Will was fantastic for help with an private individual tax amendment after some large mistakes were made on my tax returns a few years ago. He's thorough, extremely patient, and dots all his i's and crosses all his t's. I'll definitely returning for more services down the line. Thank you Will!“

“She is better than my prior CPA's (except maybe my father). She knows the details of individual tax exemptions better than most tax lawyers I know (I am a lawyer).“

“We were recommended to work with Len and Rick at DeMartini and associates about five years ago. We needed a local accountant who could fix our taxes as our previous accountant had made mistakes. They were very through and went back through several years of books to amend our taxes and enabled us to claim back thousands and thousands of dollars in tax over payments. Essentially turning our struggling business into one that made a profit.Apart from amending our past years tax filings we have worked with them with regular filings and it has always been a smooth operation. They work directly with our bookkeepers and access our books online via QuickBooks. More recently with the pandemic Ashlee was able to guide us with applying for extra funds from the IRS with the Employee Retention Credits. Without Ashlee’s help we would have missed this assistance. Our company has been able to claim almost $200K from this government aid. As a restaurant owner we have been heavily impacted by the pandemic and the extra money means we don’t have to resort to dropping heavily into debt. I shared the information I learned from Ashlee with my friends who own restaurants too. None of them knew about this extra aid. So I want to thank DeMartini and Associates for being so through, checking and explaining everything we are entitled too. On behalf of my company with over 20 employees, thank you for keeping us strong to continue through times of difficulty. Be that due to pandemic or bad financial accounting from the past.When you are giving everything you’ve got to succeed in business you need the support from experts and I highly recommend DeMartini and Associates for going above and beyond in a fast changing world.“

“I receive company stock options at my new job and they are a nightmare when it comes to taxes. RMJR Tax and Accounting knows all about them and helps me take a more proactive approach each year so there are no surprises when we file.“

“I’ve been working with a Partner called Emerson Dubois for several years now and am amazed at what a life enhancing decision it was to hire Andersen.They are the best at what they do which is helping Founders & Investors optimize their taxes no matter how complex the picture may look.Trust me, I’ve thrown every scenario and problem you can imagine at their team including QSBS, changing residency, opportunity zones, PFIC issues with foreign startups, charitable foundations, wash sales, estate planning etc.Highly recommend - a great accountant is key to wealth management.“