Accountants near Moraga

“Don't pick Peggy to do your taxes if you want someone to do a brief once over. She will go through your tax info thoroughly and not skip a beat. She is quick to point out tax situations that can help you and is a wealth of knowledge regarding all kinds of tax situations. I totally trust her with my taxes, her keeping up with new tax laws, and never worry that she might miss something.“

“Out taxes were done accurately and high integrity. I highly recommend M&w. Parking is good and offices are very clean!“

“I have a small business and rental properties, living trusts and other investments, and have been doing business with Mr. Elsberg et. al for many years. This is a fine firm of competent, honest professionals who have offered up excellent advice, and have saved me thousands in taxes. I would recommend this firm to anyone with tax and/or related business needs.“

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“Jason was my savior- I had a fair amount of back taxes owed for my business and he was able to help me promptly and professionally. Jason and his team are very easy to work with, and kept me in the loop through the whole process. I highly recommend SF Bay Tax Co. for any business or personal tax related items.“

“I am a former client of Lisa's having moved to Maine from Walnut Creek several years ago. I recently was challenged by CA's FTB, and after struggling to figure out what to do on my own, out of desperation I reached out to Lisa. She still had my old files, so she volunteered to help at the height of the 2023 tax year! Once I supplied her with the information she needed, she literally solved my significant problem within hours, emailed me forms to sign and then sent them to the FTB. What a relief! Fortunately I referred one of my daughters to Lisa before she stopped being so popular that she couldn't take more clients. My daughter and her husband owe me, because Lisa is the best and that's coming from a former banker of 40 years. What's not to like: personable, highest integrity, highly competent, and SMART! Thanks again Lisa!“

“I began doing taxes with Janet Jobert in 1995 when I had a business problem and needed professional advice. Since then I have continued using her service and expertise. She is honest and ethical and does not cut corners which I totally appreciate being an accountant myself.“

“Zach and his team have been very proactive in helping me position myself to achieve maximum benefits out of my LLC from a tax and investments perspective.“

“Knowledgeable staff, great service and follow-up. They have a great team that goes through a process they have designed to streamline information gathering and minimize stress on clients. Also really great webinars offered occasionally, very informative and educational.“

“Elizabeth at GTS was able to answer all of my questions. She is honest and reliable. Every year she checks to make sure I am not overpaying on my taxes and she has done a good job of it.“

“Brenda has been a godsend to me. She is so professional and knowledgeable and personable. I'm giving her my highest recommendation.“

“Excellent tax help. We have been with Vale Tax Services for many years. He and his staff are the very best!“

“A very reputable cpa firm. They are very thorough and knowledgeable. I recommend Emmanuel and team“

“Paul and Bonnie are very knowledgeable, professional and up to date on the tax laws and regulations. My company has been using their services for over 10 years.We have had no problems and feel we are ing good hands. Highly recommended!“

“I recommend Mr. Dinkel's Accounting services.He has great knowledge and attention.“

“This (Tax Year 2021) will be the third year Tim has done our taxes. For both 2019 and 2020, his work was accurate and on time. Our situation is moderately complex, with K-1's from 12 limited partnerships, and returns filed in four other states besides California. Tim seems totally honest -- I wouldn't use him if you want to cut serious corners.“

“Have done my tax return there every year since 2000. Tina is great, very informative and reasonable fee for her service. Thanks for all your services. P.“

“Having Roy French prepare my Federal and State taxes is a great pleasure in my life. Taxes are messy and complicated yet Roy makes it easy. His final presentation of the completed tax forms looks great, very professional.“

“Have used Ron for many years. He has a reputation for honesty, integrity and experience.Highly recommend him.“

“Last year we got married and bought a house so our tax situation went from relatively simple to a little confusing. Rick suggested we take a proactive approach and assisted in making adjustments to our paychecks. It certainly paid off when we filed and received a small refund rather than owing money.“

“I run a media production company and Stern and Associates has become a huge asset for me. My income is complicated and they took away so much stress and made it so easy for me to not only get my least favorite business job completed on time, but also to optimize my expenses! They have my best interest in mind and I’m a huge fan!

I got on this Google page so that I could send the link to refer my friend, which is a great sign that you’ve come across a wonderful business.“

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“Contacted his office just before the extension deadline last year with a unique tax situation. He was able to take care of us very quickly so we did not miss the deadline. He is knowledgeable of international tax situations and he is now our go-to accountant for US dealings now that we live in Norway. Lucy in his office is polite and responsive and professional. All around, a great accountant office.“

“Bob and his team are amazing. They helped us get our finances organized and put us in the position where we were able to buy a home (yay!). Bob is incredibly knowledgable and a joy to work with.“

“Called out of curiosity. Customer service was good. Makes up for their mild wait time. I highly recommend utilizing the online to email as a better method of contact. Company appears to be extremely thorough and to be customer satisfaction oriented.“

“Ann has been my CPA for bout 10yrs and continues. i am a small remodeling contractor.“