Adam was very helpful when I needed to convert my sole proprietorship to an S-corp. He is proactive…read moreabout setting up tax planning meetings, and he's efficient with our meeting time. He set us up with payroll services and managed the payroll representative to maximize their benefit to us and minimize their expense. Adam has a staff that manages his calendar, and has a disciplined office schedule -- although the office has a relaxed vibe. You will find him barefoot in a Hawaiian shirt at his desk with a collection of glass fish behind him, and after April 15, he'll be in Hawaii for two weeks. He's a great listener, but he manages to keep to our conversation focused on what's important so that we don't ramble ourselves into a gigantic bill. Two thumbs up! Adam will keep your financials on track.

Rude, dismissive and never responded to questions. Short tempored and arrogant. Never did the job…read morerequested and left client hanging without answers.

20 years and going strong!…read more We have been with Motherlode for nearly 20 years. It's like going to a friend's house. Warm and cozy and oh yeah, they take care of Mama's money! I don't make a move without them! Thanks James & Co!

Jessica is amazing! She is so attentive and prompt. I need a little handholding with this type of…read morestuff haha, but she takes all the stress away. Richard has been great too. I also love the small town feel of a local office. I can always drop in with questions and they welcome it.

Let me just say that these folks are great! I walked in after being stood up for an appointment…read morewith another firm. I can't express how happy I was that I walked into this place! Claire Sitz was able to help me file taxes for my father's estate, which wasn't easy because there were several documents I was missing. Claire walked me through what I needed, and was very patient in waiting for me to finish my quest to find everything, or pry them loose from government hands. The situation looked bleak, but in the end Claire was not only able to file the returns, but got me better results with the resources available than I could have dreamed of! The cherry on top is the bill was about half what I expected. From this day forward, if anyone says the word taxes to me, I will recommend R Moore EA & Associates before they can finish their sentence. Not to take anything away from the other fine folks there, but I will also be giving a strong recommendation to Claire Sitz. If she can handle the fantastic, disorganized mess of my father's estate's taxes, she can move mountains for others! Thanks again Claire!

I've been coming to R Moore Ea & Associates for over 10 years, and the only reason I've stayed is…read morebecause of my amazing accountant, Amy Sanchez. Amy is the definition of professional, knowledgeable, and responsive. She always returns calls in a timely manner, which is HUGE for me. I've dealt with other businesses where I've had to wait days, even weeks, just to get a simple question answered. That has never been the case with Amy. She's consistently on top of everything and makes the entire tax process smooth and stress-free. She's also very reasonably priced and truly has her clients' best interests at heart. I really appreciate that she encourages proactive planning and self-contributions to stay ahead of what's owed to Uncle Sam. It shows she's thinking long-term for her clients, not just about filing and moving on. It would be remiss of me not to mention Lisa at the front desk. In the past, there were front desk staff who didn't seem very happy to be there, which made for an uncomfortable first impression. Lisa is the complete opposite. She's always smiling, remembers names, and is genuinely courteous and helpful every single time. As long as Amy is here, I'll continue to be a loyal client. And if she ever moves, I'll absolutely follow her!

If you need tax assistance, Julie Cardin is the person to go to…read more Ms. Cardin is extremely efficient, sharp as a tack (with an incredible memory), compassionate and highly professional. One of Ms. Cardin's greatest attributes, which I think sets her apart from other tax professionals, is her superb ability to communicate with people. I highly recommend Julie Cardin!

Had my 2013 taxes done by these wonderful people. Although not complicated return I wanted to find…read mored a tax preparation service close and not one used by my late husband. was pleased at the prompted and friendly relaxed atmosphere. I will be returning next year and will recommend to my friends.

Competent. Efficient. Great tax advice…read more Strongly recommend their services without reservation. Strong Ethics, simple, clear advice

Peter and his staff have been preparing my business and personal taxes for over 20 years. There has…read morenever been a mistake in filing any returns. My wife and I have received back thousands of dollars in returns do to Peters knowledge in the field of tax preparation. My wife and I still use Tax & Ledger Professionals for our returns even retired in the great state of Tennessee.

I left a one-star review because I couldn't leave a review any lower. Bill and his team and this…read moremost unprofessional, and incompetent people that I have ever had to work with. We had hired a different tax prep company, but in January 2019 we got a notice from them that they had outsourced a bunch of clients to Bill's company. By then I was wrapped up in a major project for a client, so I went with the recommendation. Let's start with our corporate taxes. I had our corporate taxes ready to go on January 23rd, 2019 and I added Sean from Bill's office to our QuickBooks account. I asked for status updates every couple of weeks and never got back a single email. Sean also never accepted the request from QuickBooks to be added to it, so I could see that nothing was being done. The first time I actually heard from Sean is after I called the company that I hired to find out what was going on, this was on April 8th. I heard from Sean twice that day and nothing else. We had several payments that clients had made for work that hadn't been started yet, so we needed to make sure that income was deferred corrected into 2019. I sent that information to Bill multiple times and he never seemed to understand what he needed to do with this information. Our business taxes were eventually done on April 14th after many phone calls and emails to get status updates. I had to assume they were done correctly, as there was no time to double check the work. On our personal taxes; our information was gathered up and sent over on March 8th, 2019. As we had 73 files which had a total size of 36 Megs, I couldn't email the data over, so I uploaded the information to One Drive and had One Drive create a link for the folder, which I sent over to Sean (from Bill's team). Again, I heard nothing when I asked for status updates. When we finally got an email from Bill about what was going on (this was April 8th) the email made it seem like it was doing up a favor by doing our taxes (and that he wouldn't be doing them until April 13th when he was done with his clients that came to his office). We had sent in all the relevant information months before, but his apparent lack of time management meant that our taxes never got done. Bill never figured out how to click on the link that I put in the email to the tax information. At least I must assume that was the problem, as Bill never bothered to tell me why we couldn't download the files that I uploaded for him. On April 12th he told me that I needed to upload the files to his file transfer app. I was using a restaurants Wi-Fi (as I had work to do that day since I wasn't planning on spending the entire day dealing with my taxes) and I kept getting errors from the website that Bill had sent over. The tax firm that I hired in the first place ended up downloaded the files from One Drive and uploaded them via Bill's site since Bill could download the files himself. The week leading up to Tax Day, Bill kept trying to talk us into filing an extension, because I assume he didn't want to do our taxes before April 15th. We kept telling him that an extension wasn't an acceptable option because we had no idea what the estimates where going to be because of all the changes with the tax laws. Like our business taxes, our personal taxes were done on April 14th. I again had to assume they were done correctly, as I didn't have time to sit down and review everything. Having someone do your taxes is supposed to take the stress away from you when it comes to this process. Bill completely failed at this. My stress level went up dramatically, and I have zero confidence that my taxes were done correctly. I would have had less stress if I had simply done them myself, but I didn't have the time which is why I hired someone to do them for me. I'm at the point where I'm going to pay someone else to do them again and file an addendum if/when the taxes that Bill and his team did are wrong. If I had the time, I would have sat in Bill's office and supervised him doing my taxes, but I thought I had a professional doing my taxes; I was wrong. Needless to say, I will never have Bill or Sean ever work on my taxes again; and I'll never hire them to handle any aspect of anything ever again. I've never worked with anyone with such poor time management skills, such poor communications skills, or such an inability to use basic computer skills such as sending an email (emails have subject lines for a reason, any email thread that Bill started has a blank subject line, so I have no idea what emails and responses are to what). I wouldn't trust Bill or Sean with counting the change in a piggy bank much less our taxes which come with legal risk associated with them if they are wrong. If I had known there was an issue in March, I would have simply found another person to handle our taxes. But because I let things go until it was too late, I had no choice but to pay to have work done, which I need to pay to have redone.

Too bad you can't give zero stars. I had a very unpleasant,…read moreunprofessional experience

Excellent One on One Quickbooks Training!…read more Had Treva stop by the house to help me setup my Quickbooks, and taught me what I need to know to get off the ground in two hours! With the added consultation of accounting principles applied to my venture, I decided to bring her aboard as our accountant! Excellent service, mountains of patience, and professionalism is what you should expect from Treva.

Treva is a pleasure to work with. She is very responsive, always shows up prepared. It's clear…read morethat her burning desire is to help others, help her clients be successful. She can help small business people start out on the right foot by getting their finances set up to prepare them to scale up successfully.

Lisel and Pam have been an incredible help to our family. We were years behind on our taxes and…read morefelt embarrassed and overwhelmed by the situation. From our very first conversation, the team at Sutter Tax treated us with kindness, professionalism, and understanding. They reassured us that we were not the first people to find ourselves in this position and that they would take good care of us throughout the process. Their expertise and encouragement gave us confidence during what could have been a very stressful experience. If you're behind on your taxes or facing a difficult tax situation, I highly recommend Sutter Tax. They genuinely care about their clients and work hard to help them get back on track.

Lisel and her team have been working with me for years. Each time, it has been a wonderful…read moreexperience. She makes everything so simple and uses the latest tech to get it done quickly and easily. HIGHLY recommended to everyone who needs a tax pro.