Woodland is lucky to have such an extraordinarily knowledgeable tax person here in town. Jessie…read moreassisted us with a complicated tax situation involving stock options that we sold in 2015. Long story short is that these options were earned over several years where stock was sold to cover the initial taxable earnings, leaving us responsible only for taxes on the gain. I am a Turbo Tax user / "do-it yourselfer," and I had an awful time making heads or tails of our E-Trade 1099 which utterly failed in showing the adjusted cost basis of the earnings. I also failed by filing a tax statement that I thought at the time was correct. When the hens came home to roost, I needed help in a big way by someone with solid experience in stock related tax issues, as the IRS wanted payment for taxes on 100% of the gain. Jessie helped us locate all the proper earnings statements and worked diligently at finding the adjusted cost basis of every single stock transaction in question. When all was said and done we still owed the IRS, but most important it was the correct and fair amount of the earnings, which thankfully in our case was much less. I will still continue to use Turbo Tax, but we now have someone to call when I am out of my league with a tax issue. 5 stars, highly recommended.

A few years ago I was scouring the internet for last-minute tax help and came across Solved Tax…read more Despite the impending tax deadline and his busy schedule, Jessie Mullin picked up the phone and scheduled an appointment with me. He took the time to figure out a tax solution for my situation and, more importantly, to soothe my frazzled nerves. Since that time Jessie has helped me stay ahead of my taxes and he's been available and helpful for other questions that pop up. I'd trust him for any personal, self-employment, or other business tax or accounting advice. Not to mention he's just a super nice guy and a pleasure to work with. If you're seeking great tax or accounting help with a smile, look no further.

I've been doing business with this company for over 25years as both a business and as an…read moreindividual. I have always found them to be prompt, accurate and ethical. Mr. Martin is one of the most honest individuals I know. I don't know how I could be more pleased with a CPA Firm. Gene Ashdown

I've been coming here for several years and I am very happy with their knowledge and customer…read moreservice. The staff works well to help you through the process and letting you know some secrets that you might not be aware of. I appreciate them very much.

I have been using Ullrich Delevati for years for trust tax returns. They are truly professional,…read moreaccommodating and up to date on the latest tax laws. I would recommend them highly.

Delevati showed up 30 minutes late to a scheduled meeting with myself and my financial advisor at…read moreHIS office. He then tried to bill me for the entire time. i.e. he attempted to charge me for waiting while he was late. That was strike one. A short time later his office was hacked and our personal financial information was disclosed - strike two. We didn't wait around for the third pitch.

This business SUCKS. They made a HUGE mistake on my taxes. When I asked about the error, their…read morereply was, " too bad, just pay it"!! Can you believe this arrogant assholes attitude?? I didn't make the mistake, they did! So stay away from this place!!!!!! About 2 weeks after I posted this remark, Scribner's office sent me some mail stating that they no longer would like for me to be their customer. Didn't they get the hint. I would NEVER wasn't to be their customer ever again ! If I was you, I wouldn't want to be either !!! I just about fell out of my chair laughing at this !

I have been a client of this CPA office for Many years and I find that Mr. Scribner is very…read moreknowledgeable and willing to help you with any Tax problems you may have. Even though he has a large client load he makes you feel like you are first and foremost at that time. He give you his absolute attention. I find the office to be very professional and you feel welcome from the moment you walk into the office. His receptionist always greets you with a smile. I have recommended Mr. Scribner to may of my friends with out any hesitation.

Sonin Law - Barbara Sonin and staff are incredible. We engaged the firm to complete a LIVING TRUST…read more What an amazing experience! Barbara is a great listener. Staff are very responsive. The presentation book is wonderful - all supporting legal documents in a binder and on a flash drive as well. You are given the opportunity to make a recording for your family and friends. We recommend Barbara Sonin & Co very highly.

She knows how to listen and make you feel seen and heard. I highly recommend her services.read more

I have been with Edward Jones for quite some time now, but yesterday I went in and met with Tom…read moreGaleazzi for the first time since my he took over my Edward Jones account a few years ago. I mean i've talked to him on the phone a few time, but this was the first time that I actually met with him in person. My visit was short and to the point. Time to reevaluate my portfolio. I think the last time I did that was when I was 20 or so. As you could imagine it needed a little help. Tom explained in detail how we needed to make some changes and everything we did, Tom made sure I understood the pros and cons of the changes. Tom took the time to go over everything. I think I should pay a little more attention to my portofilo now, and now it makes a whole lot more since to me then it did 15 years ago. I highly recommend Tom for your financial needs or if you just want to have a look at what you could be making, give him a call. Now back to forgetting about that money

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Donna is simply a whiz when it comes to working with multi-state income taxes. Anyone who is on…read morethe road for business in more than one state needs to call Donna. Her professional athlete clients (basketball stars to ice hockey managers) have a different state to pay taxes in for every week of the season. Not to mention the International taxes for those who make it to the big time. Let Donna Do It should be your motto.

From the owner: Certified Public Accountantread more