Jamie is thorough, efficient, and great to work with. She provides strong tax planning and handles my returns quickly and accurately, even through major life changes over the last few years. I recommend her for anyone looking for a knowledgeable and dependable CPA. read more

I have a really good handle on my taxes and I would use turbo tax but Caldwell is priced better and offers guidance I have several 1099s and a rental property and I keep good records so I hand everything over and they get the job done within a good amount of time and answer all of my questions. Plus they are local and it is always great to support local. read more

Jamie is the best! She has been more than helpful guiding me through all my tax needs with my small business. If you want someone who really knows what they're doing and wants the best for you look no further! read more

Assisted in answering a general tax question. Very knowledgeable and understanding of what I thought was a complicated issue. Extremely professional and well versed in estate tax information. Highly recommend anyone use this professional for their estate related issues and tax preparation. read more

Geoff Caldwell and his staff were expedient, friendly, fair priced, and knowledgeable! My taxes were quiet complicated this year but it was no obstacle for there CPAs who completed my return in 2 business days. Despite the complexity of my taxes, I was charged less than I ever have in previous years for simple returns. I highly recommend them to anyone looking for a CPA. I have finally found a CPA that I can stick with. read more

I have had a wonderful experience as a client of Geoff and Jamie's. Working in tandem they are true talents in the accounting industry. Jamie's extensive accounting knowledge and expertise have saved my company time and money. I consider her and Geoff to be a valuable asset to the success of my business. Reliable, dependable and excellent customer service skills are also trademarks. I have and will continue to recommend them to anyone looking for good accounting services. read more

My husband and I have been getting our taxes done by Jamie and Geoff for three years now and we couldn't be more happy. In the past two years, Jamie discovered and resolved two different issues which saved us thousands of dollars. I am an attorney for a large franchising company and have access to many different CPAs and CPA firms; however, I would not trust anyone more than Jamie and Geoff with our taxes and other financial advising. They always explain things clearly and help us understand different tax issues so that we can better plan for the future. I would highly recommend this firm and these two CPAs. read more

Jamie (at the office) did both mine and my son's tax returns last year and after charging us for both returns which were immediately paid before they would send in the return (of course) - a week later my son received a 1099 in mid-February so they had to file an amended return for him and charged another $75 for the amended return which I thought was a bit excessive since everything was computerized and all they had to do was insert the new 1099. This was all done by email. This year we decided to go in person and meet Jamie (who is very nice) and Geoffrey Caldwell (who is NOT so nice). The reason was we had solar panels installed and we discovered that neither Jamie nor Mr. Caldwell did NOT know or had ever filed a return for the tax credit on solar panels. In addition, I was informed that I did not have to file tax returns even though I collected Social Security and received some monies from my pension account; that my son could use me as his deduction. We told them to hold off doing our taxes and not to do anything until we called the Solar company; unfortunately we left leaving all our work sheets, 1099's, etc. (This was on Friday afternoon).That was my fault - I'm usually so OCD about documents but didn't think I needed to make copies before I left home. We did call them back the following Monday and Mr. Caldwell did NOT inform Jamie to stop working on the returns and she apparently had but wasn't told not to, so when I called and asked them to mail back all our documents she was surprised. She later told me that Mr. Caldwell had failed to inform her not to do anything until after we called. Later in the week we received by mail my son's tax info but not any of my 1099's and none of the work sheets which I had spent well over 2+ hours filling out. In the meantime we contacted another CPA who was very familiar with solar installation filing and he was very informative AND in addition he informed me that my son could NOT put me on his return and that I HAD to file my own. I had 5 or 6 e-mails to Jamie asking for my 1099's (I was able to get them off the websites) but she informed me the worksheets were not there - then big surprise - she found some and emailed them to me. My opinion is after meeting Mr. Caldwell and learning of these two errors - I did not feel confident in his office doing our returns again. Mr. Caldwell was very abrupt when he walked into the conference room with us and made us feel very uncomfortable and we both felt that he seemed arrogant - this is not the type of person I feel instills confidence. Just my opinion and thought I would share it with Yelp because that's why I went to them in the first place. But now I see that he had only two reviews and one was 5 years ago. I would not recommend this office at all. I wish them well but felt that I should inform Yelp because this is why I went to them in the first place. read more

There are no CPAs I would trust with my personal, business, and clients more than I trust Jamie and Geoff. I am an estate and probate attorney in the area and Jamie and Geoff handle not only the firm's taxes, but they also handle court accountings for our conservatorship and trust clients. Jamie has extensive knowledge in compiling detailed accounting reports for consideration by the court, which undergo strict scrutiny. Geoff's expertise in business formation, business and personal tax, and estate tax matters is invaluable to myself and my clients. Jamie and Geoff provide expert advice in an efficient and friendly manner. I send my family, friends, and clients to Jamie and Geoff with confidence knowing they will get the job done quickly and correctly every time. read more

My girlfriend and I have been getting our taxes done for years now w/ Jamie Mullenbrach at Geoffrey Caldwell, CPA and we couldn't be happier!! She is extremely professional and can be reached anytime whenever we need her. We look forward to keeping our business w/ Jamie for the years to come!!! read more

Jamie is the best accountant we have ever had! She is our accountant for our business as well as personal taxes. She is very attentive and so quick to respond to any questions we have. If you are looking for a reliable place for your accounting needs give them a call! read more