My wife and I recently relocated back to Northern CA after 18 years in Los Angeles, and we brought…read morewith us a difficult tax situation. We tried for 2 months to find a CPA that would do something really important: put us at ease and instill confidence that our tax return would be in good hands. We were just about to give up and file for an extension when a coworker recommended Summer Morris. I called her immediately, and upon talking to her I instantly knew that we had found that CPA. She was extremely professional, and her wealth of knowledge and experience was obvious. We set up a time on the spot and she gave us access to a secure portal where we could upload all of our documents in advance of our meeting. I really prefer that method, and it made our meeting go quickly and efficiently. In person, she is extremely pleasant to work with. She addressed any questions we had and did some rough calculations on the spot to estimate our tax liability...which put my wife and I very much at ease. On our short drive home, she had already emailed us some additional thoughts about our taxes; a rare level of service to get during tax season. Any time that I contacted her she immediately responded, regardless of whether or not it was outside of business hours. When we got our final return back from her, everything was absolutely perfect. I looked at every detail and could not find any errors whatsoever. There were many different forms and additional work done to lower our tax liability that I would never thought of or known about. Her knowledge and experience saved us a significant amount of money. We used a CPA team back in Los Angeles for many years, whom we were happy with at the time. After having just worked with Summer Morris, I realize now that our old CPA was not so great after all. It was a real pleasure to work with her, and the whole process was so easy, affordable and worry free. We were lucky to have found Summer, and will be going back to her every year from now on, no doubt about that.

I have zero complaints on her tax service. I would never recommend her for any services except…read moretaxes.

I love my current CPA, but I am switching to Mengali because of how easy it is to work with Janine…read moreJohnson. Today I had been scrambling to figure out how to do my 1099s and my old CPA is on vacation so Janine showed me how to file it on my own in a couple of simple steps. How amazing is it to have someone just show you how to do something and there goes all the stress in like 5 minutes. It would have helped if my old CPA had done the same, but little tips like this to help enrich my knowledge and help earn my business. Thank you Janine, your help is greatly appreciated.

Janine is an excellent CPA. I cannot recommend her enough, her hourly rate is reasonable. She is…read moreprompt to return calls & emails and really knows her stuff. She really helped me pull through my taxes and helped me maximize my return all while saving me money. Who on earth would e-file when they could go see Janine!!!

Over the phone consult w Mike. He is informative, respectful, and helpful…read more He provided specific crucial actions to take now and in the future relative to a significant causality loss and timely filing of taxes.

Linkenheimer LLP have been our CPA firm for now almost 2 years. They are a great team to work for,…read morehave lots of knowledge and a great resource when making business decisions. Matt Melchiori is our go to guy and always extremely helpful. Thanks!

Get my taxes done here every year. Very helpful and organized. Staff is very nice and he is…read morereasonable. I've recommended other people to this business.

New location 475 aviation blvd- not wikiup…read more The first time Meeting Steve, he was professional, fun, and really smart, i left feeling way more educated then i ever have in 12 years of being self employed. Im starting to think ive been wasting my time&money these years and created bad habits, im looking forward to organizing my business the right way, this is how a cpa should be! Also he mentioned to check in throughout the year incase of any changes or to just prep For anything long before The year end- smart, my old Cpa didnt care to mention these things! Thank you Steve! Cant wait for the next visit.

Amazing, attentive, reliable, informed, proactive.. We highly recommend Karen, she's the best…read moreaccountant.

My business is a one-man graphic design shop based in Santa Rosa. Karen has done my taxes, both…read morebusiness and personal, for at least 10 years. She is conscientious, thorough and reasonably priced. She helped us with Federal rebates for our solar panels. Her work has always been right the first time. I highly recommend her.

I was in dire need of Quickbooks assistance. After calling various companies, with little or no…read moreluck, I received a recommendation for David at Eagle Bookkeeping. I cannot tell you what a God sent he's been. He called me back immediately, and we scheduled an appointment for the latter part of the week. I found him to be knowledgable, reliable, and is easy to work with (which makes it fun). I knew little about how to troubleshoot Quickbooks, and David is a pro! His rates are reasonable and you truly get more than your money's worth. I highly recommend him for any Quickbooks needs. He's outstanding! For more information, here's his website: www.eaglebookkeeping.com

Dave was extremely responsive and helpful... and even patient with some of my basic questions! As…read morea new business owner, the help I received from David really put me at ease with accounting and bookkeeping!

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.

Great responsive experiences professional tax accountant…read more I have worked with hi several years and recommended him to friends with good results.

I needed a last minute service and she was able to meet me quickly. Thank you, Jessica!read more

Amazing response time & service! Jessica was very nice, professional, reasonably priced & took less…read morethan 10 minutes! Came directly to our house. Would definitely recommend!