Accountants near San Anselmo

“Bill Permar and his team at Permar & Co have been doing my personal and small business taxes for 4 years. This year, due to needing my returns for financial aid applications due February 15, Bill worked closely with me to estimate my returns in late December, then completed my forms on time. Bill's attention to detail and pleasant personality make working with him - even on taxes - a pleasure. Thanks for making this happen so quickly and efficiently Bill!“

“Cindy and Judy provide me and my clients with over the top service, always. I work as a financial advisor. Whenever I need tax advice or a quick response to a client's tax issues, I recommend they contact Cindy and Judy. They provide a superior service at a reasonable cost, always asap, always with a smile. I highly recommend them!“

“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.“

“I have been bringing my business affairs to James Moseley for several years. He is professional, knowledgeable, honest, and pleasant. I highly recommend this gentleman for your accounting business.“

“When it comes to my annual taxes, I have relied on Linda Panichelli at Morre & Company for a dozen years. I cannot emphasize enough how helpful, understanding, insightful, and knowledgeable Linda and the Morre team are. As a sole proprietor, I maintain my own income and expense spreadsheets, then I send it all to Linda and her team. They do the rest. It's complicated some years more than others, and that overwhelms me every time. Yet Linda's guidance and expertise always help ease my concerns, without fail.“

“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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“Bob was incredibly accommodating to review my tax questions 2 days before Christmas on short notice and provide sound advice that gave me peace of mind. Friendly neighborhood service that is hard to find in the CPA industry, thanks so much!!“

“I have been with this tax preparers for years. Jeff does an outstanding job. He is patient with me and I am not organized at all.“

“Always a pleasure to be a client for many many years. Quality work and always available to answer questions.“

“Tamara Hull is wonderful to work with—was extremely knowledgeable about every aspect of our IRS filing/tax issue. She's no-nonsense, experienced, always available. She was invaluable in triaging our time and attention, letting us know what to concentrate on and the best way to get it done quickly, and helping us decide what can be deferred. I wish there were more stars to give her!“

“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.“

“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!“

“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!“

“Franka and her team at Pacific Crest Group are professionals who serve clients at a high level. I had the pleasure of speaking with her and was impressed with her service offering. If you're seeking a solid resource in outsourced CFO and HR services, considering working with Pacific Crest Group.“

“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!“

“Great experience. Gary is diligent, friendly and does a great job. The law firm I work for use his service on many occasions and worked with him for years.“

“After just a short time of being in this group I heard enough positive things about Aldo's work that my wife and I scheduled a consultation with him - We sat and he explained everything and answered questions much better than our previous CPA - after doing our taxes with him I have referred many business and personal contacts to him as well as clients who I work with on the mortgage lending for - Aldo is a rare CPA and I am lucky to have him in my circle!“

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“If you want someone smart, personable, conscientious, look to Melanie Shaw! She is all of those things and more.“

“Steve has done our taxes for 3 years now. We just follow the guidelines he sends us each year and return the file. It's easy as pie!!!“

“We have been with Jorstad, Inc. for over 30 years. We have recommended the firm to our friends and family, all of whom have been extremely pleased. The professionals there efficiently handle routine, complex, trust, international or multi-state returns. They are happy to explain anything and make it understandable. To top it off, Jorstad's rates are so fair that I am happy to pay their invoices.“

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“Janet cho is great. She got me money back from previous years when MaryEllen was doing my taxes. Thousands of dollars recovered by Janet. Glad Maryellen retired!“

“I have been working with Tamara Hull since 2015. I can only say good things about Tamara - she is professional, patient, quick to reply, and incredibly skilled. She does pro bono work for my 501c3, and more recently started doing my small business taxes. Her prices are quite reasonable. I highly, highly recommend this firm.“

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