1. Daniel N Canellos CPA

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Healdsburg, CA

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Daniel N Canellos CPA

4.0 (4 reviews)

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6 years ago

he is great totally recommend him to somebody looking for a good priced, nice and easy to work with accountant

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8 years ago

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15 years ago

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10 years ago

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Daily Money Management Services

Daily Money Management Services

(1 review)

I brought Tammy in to work with my elderly mother when she needed help with managing her personal…read morefinances, and Tammy has met and exceeded all my expectations. Tammy is professional, trustworthy, responsive, and easy to work with. She is very efficient with her time, and follows up on all loose ends; the value and time-saving I've received from having her on board has been tremendous. Tammy has the skill to be friendly and accommodating with seniors while still taking care of all their business quickly during her appointments. My mother can be a very tough critic, and even she had praise for Tammy's work and came to consider her a friend as well as a professional service provider. I highly recommend Tammy to anyone needing assistance with their or their loved one's personal day-to-day finances.

From the owner: Daily Money Management Services (DMMS) provides professional in-home bill paying, budgeting and…read morerecordkeeping for individuals who have difficulty or lack of time to manage their day-to-day financial matters. Our clients consist of senior citizens and their caregivers, frequent travelers, busy professional, those dealing with temporary or permanent disabilities and who are newly divorced or widowed. We provide services to clients in Sonoma County, CA: Windsor, Healdsburg, Cloverdale, Santa Rosa, Rohnert Park, Petaluma and other surrounding areas. DMMS is a proud member of the American Association of Daily Money Managers (AADMM) and maintains its high standards of practice and code of ethics. There are many benefits to the services we provide including, but not limited to, protecting credit ratings, avoiding late fee and bank charges, prolonging independence for seniors, organization of financial records, preparing tax information for your accountant and review of credit card/bank statements to help identify theft and fraud issues. We customize our services to fit your individual needs and charge an affordable, hourly rate. The amount and time needed depends on your unique circumstances. Services are provided at your home or office.

Summer Morris CPA - Welcome to Summer Morris CPA!

Summer Morris CPA

(26 reviews)

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.

Daniel N Canellos CPA - accountants - Updated October 2026

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