I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

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.

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

I was hopeful about working with this small accounting firm and had a positive initial conversation…read moreand agreed it seemed like a good fit. The accountant asked to review my prior tax filings and then ghosted. He did not respond to any emails or messages left with his office assistant, who said he would follow up with me. Very perplexing and lacking in professionalism.

This team is the best in Mill Valley. They are new, know their stuff, and respond to questions…read moreimmediately.

Warning - do yourself a big favor and do NOT have your taxes done here. We've been a client for 2…read moreyears now. The first year went fine but this year has been quite shocking. Our taxes were done by someone we weren't told would be doing our taxes, communication has been terrible, we've sent multiple follow up emails with no response, and still can't get ahold of anyone. We were sent an extremely high invoice for doing our taxes that were quite simple. Will never return and unfortunately we're still in the process of trying to get an answer from someone.

4 Words: drive up atm machine…read more The few times I've gone inside to do transactions, it's been smooth, unlike the other reviewer's experience. On the other hand, I've only done simple stuff like check cashing inside. The main plus of this locale is that, as stated initially, it's got a DRIVE UP ATM MACHINE!!!! This is unbelievably helpful for someone with a little baby in the car.

After three different phone calls, only to be placed on hold for 10 minutes per, I gave up and…read moredrove down the my local branch. it is a service free zone. just like their phone systems, they are useless. Avoid these clowns like the plague. You have probably seen a lot of their adds lately promoting all the good things they are doing for you, the consumer. It is all whitewash. They are a fraudulent corporation who could care less about the consumer. https://en.wikipedia.org/wiki/Wells_Fargo_account_fraud_scandal What creeps.