My dealing with Eric is wonderful. He helped me through a sticky tax situation. He listened to what…read moreI asked for and helped me immensely. Ed Rabara

Working with Eric Imbuelten has honestly made the transition to retirement easy. He knowledgeably…read moregot my taxes, estate planning, and investments all working together smoothly, which is what finally made it possible for me to step away from teaching at 59. Because of Eric, I have layers to my portfolio that were designed to fit my current and future needs. If you've got some savings put away and are starting to seriously look at retirement, his advice is gold--he really knows his stuff well, so the transition is less mysterious, and he is very approachable.

John M. Caris of Sonoma Valley Insurance: www.sonomavalleyincurance.com…read more John MCaris is a trusted advisor in the domain of insurance for our entire family. Over the years, he has helped us navigate gap health insurance during changes of employment, and recently provided new health and dental care options and timely solutions, specifically appropriate for each family member. With an approach that is educational, very personalized, and kindly patient, our insurance needs have been clarified and solutions provided, with John's stewardship. We will be reviewing additional home, auto, and other insurance options with him, and have recently recommended him to friends, and financial advisors, who are also satisfied. Thank You for the excellent communication and service, John!

John Caris and his staff are very knowledgeable about their business. I have always obtained great…read moreservice from John regarding different insurance policies over the years. He and his office manager, Elissa, are great to work with.

I can not recommend Tim and the team strongly enough! They…read moreare clear, calm, patient, and very professional. What else can I say? Reasonable prices and always answer when I call for copies of forms. I am so grateful they are looking after my taxes.

I worked with Tim and his team over the course of two years. It became increasingly clear that his…read moreteam was unable to handle the complexity given their forgetfulness and lack of communication. I'd often have to ask a question two or three times to get a complete answer. I have an accounting/finance background and know what I am asking. In the second year, I asked them if they could handle the bookkeeping for my business and they accepted the responsibility. They claimed knowledge of the nuances of my business but it soon became apparent that they did not know anything about it. Then one fine day, they charged me $2100 for the bookkeeping (w/o a detailed invoice) and when I objected, they hurriedly gave me a $1400 discount. As soon as the check cleared, they sent me an email that they do not want to work with me anymore. No courtesy call, no explanation. It turned out to be a blessing in disguise because I found an accounting practice that actually knows accounting and more importantly, exudes humility and professionalism.

A friend of mine raved about Bill Hannant and how he helped him figure out the maze of Covered…read moreCalifornia Health Insurance. I tend to want to do everything myself, but I am so glad that I engaged Bill's assistance. He helped me choose the best plan for our family of 2 at a price beyond affordable. I would never had found this option without Bill's help. I HIGHLY recommend Hannant Insurance.

Bill has been a great help over the years, throughout many life changes -- marriage, children, etc…read more-- that have affected our needs are required re-assessing our coverage. He has been a tireless, patient, and tactful advocate all along. Very highly recommended!

I used Randy for the first time last year and was very pleased with his customer service skills and…read morehis tax knowledge. We wanted to find someone in Sonoma County and are only up there on the weekends. Randy not only met us on the weekend, but offered to come to us (about an hours drive). We had just got married and were confused about how that changed our tax preparation and how we should file. Randy explored both filing options and gave us the best option. He very nicely and patiently answered all of our questions along the way. His work is meticulous and he honors his commitments. He is very responsive and has great communication skills. He's a likable guy and his rates are fair. I highly recommend.

We went to Randy after our previous CPA of many years retired. He did our taxes for a few years…read moreand, not paying much attention (busy professionals as we are), we later found out that many of the deductions we should have been taking were not being applied to our taxes. This year we spoke with several other CPAs, all of whom confirmed this for us. We decided to pay a second CPA to prepare our taxes this year after asking Randy if he could apply the deductions for us. Although the cost of paying two CPAs was not insignificant, our savings still exceeded the added expense. Nevertheless, Randy was surprisingly angry and rude when we gently told him we would be using a different tax preparer. Later, his online payment system went down. He notified us that we would have to pay him with a paper check this year. And so we wrote and mailed the check to him. Very shortly thereafter, apparently not having received the check, Randy went straight to threatening us with small claims court over the "late payment". In our process of asking around about tax advice we heard from a number of people that they too had either directly or indirectly found Randy to be angry, vindictive, and to have been inflexible with their tax preparation. Ordinarily, we would not wish to spread negative vibes on the internet, but having received numerous threatening communications from someone we have paid to do work we ended up not using, we felt we should caution others in our community.

Awesome wealth manager! Zack is the best! He is very diligent and understanding with everything. I…read morewould highly recommend.

Navigating through retirement & having to make big decisions is both scary & difficult. But Zack…read moreSwad of Swad Wealth Management made that process easy. His unique approach to financial planning is refreshing! Zack, has a way of making you feel at ease & is very knowledgeable. I would highly recommend Swad Wealth Management for any of the services that he provides. We're so glad that we found him to assist us with our needs!

Bob is a caring person. He definitely gives 100% of his undivided attention to listen and prepare…read moreyour taxes. Reading this few bad reviews bellow inspired me to let people know that when it comes to preparing taxes as long as someone is honest there should not be major issues with tax preparation anyway. Most of the system will automatically spot errors except if someone is willingly or unwilling trying to trick the system and even so this systems are very intuitive. When someone knows the system well and knows their tax code as Bob does this is just a win. As far as knowledge Bob has over 30 years of experience and you can tell by the simple way in which he asks questions, helps you gather and prepare documentation and instructs you and educate you as to what can be done in certain cases . Things that no one else would make you aware of. He is patient and asks lots of questions. I personally have known him to be fair priced and even charitable to individuals. He has never over-charged or attempted to do so. Bob, On the other hand even volunteers time to help others. I am sure this reviews seen below must be misunderstandings. Sincerely Odi

I've worked with Bob for many years and highly recommend him. He's courteous, professional,…read moreresponsive and efficient. He's helped me out quite a bit in a pinch and always did an excellent job. I was able to get quite a bit more back on my tax return than I expected. A bonus ! Maybe the only thing guaranteed in life is death, taxes and tax returns ! ( thanks to Bob ) !

This is our Tax experts!! We love them!!…read more Very precise and accurate when dealing with hard questions. This Company is more of a 'family' vibe. They explain everything very well. I would not recommend anyone else when it comes to Estate Taxes. Our family has used their services for our business Taxes and also our Estate Taxes. Our family ran into a HUGE PROBLEM when my BIL passed away, he hadn't paid taxes for over 10 years. His Estate was HUGE MESS. I will tell you that Jana and her staff took care of our problems with the best care and comfort ever. So WE THANK THEM PUBLICLY!! Michelle McDonald