We had a tax accountant for 30 years and he retired ; ( The new company that took over for him was…read morea complete mess. Tried to tell us all our taxes were done wrong and charge us all kinds of fees (including when we decided to leave them). We went on a search to find a new accountant and after interviewing A LOT of people, we found Jeff and his wonderful associates. This was only a few days before the taxes were due and they totally came through for us. They completed our business taxes as well as two sets of personal taxes. All went smoothly and we couldn't be happier with them. I highly recommend Jeff and the team.

Professional expectations not met; significant communication lapses…read moreI am sharing my experience as a business owner of 20 years to provide a transparent look at the service provided by this firm. In my experience, Jeff is an excellent salesman who is very reassuring on the phone and tells you exactly what you want to hear regarding service levels. However, once the engagement began, I found that the actual performance did not match the initial promises; when it came time to execute the work and answer questions, he became effectively unreachable. My experience included the following: * Communication Gaps: Despite choosing their highest-tier service plan for its 48-hour communication policy, dozens of emails from my business partner and me went unacknowledged throughout the year. * Delayed Reporting & Financial Impact: I requested my books be finalized by mid-December to allow for year-end tax planning. Because this was not done, I was unable to make strategic business purchases before the year-end deadline, which resulted in a significant financial disadvantage for my company. * Filing Accuracy: Upon seeking a second opinion from another tax professional, I was advised that two deductions on my filed return were applied incorrectly. This has necessitated a formal amendment to my filing. * Unfinished Deliverables: Work on my books for the prior year did not substantively begin until after the calendar year had already ended, despite my repeated requests for completion throughout the fourth quarter. Based on my experience, I would caution other business owners that the responsiveness promised during the onboarding process may not reflect the reality of the day-to-day service.

Dianne Piccioni has been my CPA for many years now. She has always been extremely professional,…read morehelpful and respectful with great communication. I have found her to be prompt and through, taking the time to answer my questions and if necessary research any complicated situations I found myself in. Such as living in the United Kingdom with foreign income. I have always found Diane personable, friendly and I enjoy speaking with her. She has helped me feel more confident about how to handle my tax preparation and I find her fees to be very reasonable. Every year I feel relaxed and relieved knowing I have such a qualified, knowledgeable professional I can count on now and in the future. Thank you Diane for caring and doing such a great job on my taxes every year.

April 2018: Lame staff who didn't know forms and procedures…read moreNever met the woman even after many requests for explanations, not even a returned phone call after tax season had closed. Made out IRS payment form incorrectly and I got a bill 2 months later from IRS owing more money. I advise looking further.

I feel very fortunate to have found Justin Stephens 4 years ago, and I will never go to anyone…read moreelse. He has done my taxes with reliable professionalism with patience in a friendly and straightforward manner, always explaining my questions patiently. He makes going through the stressful tax season easy and seamless. I honestly always feel comfortable and in good hands with his service, and highly recommend him. His staff is also very friendly, professional and easy to communicate with.

Justin has been doing our taxes for many years. I have several small businesses (pretty small) and…read moreI need to make sure they are done right along with our personal taxes. He has always delivered stellar service and is really friendly and easy to work with. From asking around, I believe his pricing is very reasonable as well. I highly recommend him.

What can I add that hasn't already been said about David Fisher's practice? My mom had been using…read moreDavid's firm's services for over 10 years for both trust and personal taxes. When my father passed away, my mom struggled to pick up the pieces. Between filing for her own health insurance, preparing paperwork for his pension, and figuring out things she'd never had to figure out before, she was beside herself. She was diagnosed with a neurological condition and subsequently had a stroke. She was struggling to live and went into skilled nursing for a month so was unreachable. I contacted David's office since there had been an extension in filing date granted due to COVID, but wanted to also make sure I could pick things up in the meantime. I noted that there was a note saying my mom had used an incorrect TIN for one of the pieces of paperwork, and according to my mom, she'd been in the process of rectifying that problem. Finally, when she was out of skilled nursing and, thankfully, alive, in the process of engaging attorneys to establish DPOA and a trust (and figure out how to keep her home up, pay caregivers, and manage her health), I went to David's office to sign the submittals and pay for her taxes. I inquired as to why filing her personal taxes was double the cost of previous years and was told that the trouble of the incorrect TIN had "made a mess" of things and cost several hours. I'm an engineer, not a CPA, but I do know that correcting an error in a spreadsheet and communicating that to a client does not double the effort of the service. Additionally, my mom was on a fixed income, burdened with sudden insane caregiving costs, and was mourning her husband. Surely, a firm who had been preparing her taxes for over ten years would provide some reprieve and not charge her ~$1000 for her personal taxes consisting largely of a pension and social security - after all, as a family owned business, they have some discretion over what they charge clients. David emerged from his office as this discussion was happening with his wife, and subsequently asserted that if my mom was cognitively impaired and overwhelmed with grief that I should have taken over her finances earlier. My mother was a bookkeeper and fiercely independent. Additionally, I was grieving too. The absolute lack of compassion took me aback. They subsequently offered to reduce our bill if we agreed to not come back as a client, like many of the other reviewers here who have faced their rage when they challenge them. I accepted, and they offered to efile. A few days later, I received a letter and email regarding the termination of services with their firm and that they had changed their minds regarding filing our taxes - this was less than a week before the filing deadline. They also stipulated that we were not to use their work for filing, leaving a grief-stricken overwhelmed family scrambling to find a CPA all because we were "very displeased" with their services and associated lack of discretion in billing. I've attached a letter I sent back to their office that has names of their personnel and my family redacted. Only after this letter did the firm reverse their decision and opt to file. As an aside, I hired a CPA to independently review the submittals and several errors were identified; we had to file addendums/corrections after the submittal. I strongly recommend going elsewhere. I've had very few encounters with such petulant professionals in my life.

Absolutely the best CPA I have ever used. David is thorough and knowledgeable. I will never use…read moreanyone else. I have been with him for over 15 years and have never had a problem. Highly recommended.

Used Dan and his office for about 15 years. Generally we were very pleased. In the last few years…read morethere was less Dan and more "other" people in the office. Communications bogged down, they were late on addressing 1 year's taxes and after they completed the taxes late, they then sent a Termination letter in January of the following year. No explanation. By the time we got the letter, couldn't find anyone else local. Dan 5 stars. The "others" in the office and the weird termination of a long relationship without explanation then knocks it down to 3

Dan and his team have been doing my taxes for over 10 years. He always does them on time, always…read moreprovides free accounting advice throughout the year via email, and he has never increased the amount he charges us - even though our tax situation has gotten more complicated as the years go on. Highly, highly recommended.

One of the best tax services you can get in our area. My father used this company when he was…read morealive, and they helped me with his estate filings after he passed. They are professional, on time, and extremely accurate. They found an error on a K-1 that will save us $300!!! This K-1 is from a LLC and NONE of the other accountants/tax people found the error. We are so happy that we are signed up with Madelyne, it makes what could be a very stressful filing all that much easier, and we know that she is there looking after us and has the expertise one needs to protect their clients. . No one likes filing taxes, but knowing Madelyne is working on our taxes makes the entire process smooth and quick.

In the wake of losing everything in 2017 Tubbs wildfire, our tax reporting became very complex, and…read moreour CPAs at the time did not have the experience to help us navigate the tax waters without significant loss. After paying substantial amounts in the ensuing years, we were told there would be an even greater amount to pay, which we finally took as a cue to seek other tax support. After interviewing several tax professionals, we were very fortunate to find Madelyne Cromwell, principal of Cromwell Tax & Bookkeeping (CTB). Our taxes-including those we'd already paid- took a significant turn for the better. CTB has been our tax go-to tax consultants since then. A bonus has been that Madelyne has shared with us tax programs we didn't know about that further reduce our taxes as seniors. Smart, honest, expert in Fed, state and local tax law and process, Madelyne is the consummate professional who really cares about her clients, as does her staff. They have our highest recommendation.

I have worked with Christine and her staff for several years. I am leaving this review to say how…read moremuch integrity Christine has. Amazing company to work with and highly recommended.

I was referred to Christine by another CPA…read more I was being audited and only had 2 weeks to prepare. My poor bookkeeping, and lack of records made my situation difficult & stressful. Christine was able to prepare 18 months of financial statements from scratch and she also prepared a better accounting/record keeping system for me. If it had not been for Christines help i would still be losing sleep. Christine has earned my business and Yes, i will refer her to anyone needing bookkkeping services.

THE WORST Charged me 2100.00 for what.. never updated…read more My quick books, I only wrote 4 checks.. Melissa is a rip off Now I received a IRS LETTER and she refused to reimburse me For my new accountant ti fux her Crappy bookkeeping DON'T WASTE YOUR MONEY DONT USE THIS PLACE Clarence younger the original Owner would be ashamed Of Melissa the owner I now have Terkelson in Petaluma There fee is 600.00 Not 2100.00 like they charged

Melissa and everyone at Apple Blossom Tax Service have been great to work with. This year I've had…read morea number of things take place which have made my taxes rather complicated, and my father passed away necessitating that I file a final tax return for him. Melissa demonstrated a thorough understanding of my tax situation and had no problem filing my father's taxes in another state. She and Brittney did a great job for me and were also able to meet a critical deadline which required that my father's tax return be completed before the end of February. Everyone I've interacted with at Apple Blossom Tax Service (Dominique, Candy, Brittney, and Melissa) have always been very communicative, sharp-minded, pleasant, helpful, and conscientious. Melissa has given me some much needed and appreciated tax advice. I feel like they see me as an individual rather than just another file, that they have my best interests at heart, and that their fees are quite reasonable.