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.

Allison Boone is a great communicator, organized and fairly priced. Highly recommend!read more

Allison is an accountant with empathy. She is very professional and accurate. Her fees are…read morereasonable! I highly recommend her.

One of the best tax services you can get in our area. My father used this company when he was…read morealive, and they helped me with his estate filings after he passed. They are professional, on time, and extremely accurate. They found an error on a K-1 that will save us $300!!! This K-1 is from a LLC and NONE of the other accountants/tax people found the error. We are so happy that we are signed up with Madelyne, it makes what could be a very stressful filing all that much easier, and we know that she is there looking after us and has the expertise one needs to protect their clients. . No one likes filing taxes, but knowing Madelyne is working on our taxes makes the entire process smooth and quick.

In the wake of losing everything in 2017 Tubbs wildfire, our tax reporting became very complex, and…read moreour CPAs at the time did not have the experience to help us navigate the tax waters without significant loss. After paying substantial amounts in the ensuing years, we were told there would be an even greater amount to pay, which we finally took as a cue to seek other tax support. After interviewing several tax professionals, we were very fortunate to find Madelyne Cromwell, principal of Cromwell Tax & Bookkeeping (CTB). Our taxes-including those we'd already paid- took a significant turn for the better. CTB has been our tax go-to tax consultants since then. A bonus has been that Madelyne has shared with us tax programs we didn't know about that further reduce our taxes as seniors. Smart, honest, expert in Fed, state and local tax law and process, Madelyne is the consummate professional who really cares about her clients, as does her staff. They have our highest recommendation.

shes the best!!! very reasonable rates as well as very…read moreknowledgeable! Highly recommend Kathy!!!

Kathy is the consummate professional, trustworthy and 100% honest. I trust her with my businesses…read moreand family matters. I have never had better service.

The first human to answer the phone on the list of recommended tax professionals…read more Answered my call and informed me immediately they were not taking on any new clients but proceeded to have a very informative 5 minute chat about my situation and how to go about meeting my needs. A true professional with great customer service, coming from one small business owner to another I salute you. If she's taking clients, well worth it!

Tamara has been a life saver! She has been our CPA for quite a few years now. She is always very…read moreprompt when responding to our concerns and makes very thoughtful recommendations. We highly recommend her if you are looking for a professional, honest and just all around good person.

I had a interesting tax situation and was a bit confused. I decided to call Tim, and am glad I…read moredid. Very professional and helpful. My tax situation is resolved.

I was looking for a tax professional last minute and came across Taxpros on yelp. I gave them a…read morechance and called and spoke with the Sana. Let me tell you she has helped me tremendously with reducing my stress and anxiety of navigating through the difficult and complicated tax procedures of filing a schedule C and E. She helped me to file taxes within 5 days of meeting with her. She is extremely professional, thorough, patient and knowledgeable of the tax codes and does her absolute best to help with discovering any eligible deductions you may be eligible and qualified for. Her rate is also very reasonable compared to other tax professionals I have used in the past. I am grateful to her for her time and experience. Thank you so much. I highly recommend Sana.

If you're looking for someone who's great in dealing with family trusts you've come to the right…read morelawayer! Lorilee was able to answer all of my questions effectively and on point. No wasted conversation, just concise answers to a difficult family trust situation. Also, her assistant Monica is great in sorting out exactly what you need before meeting with Lorilee. I will use her again. I give her 5 stars! Kevin Rowland, Santa Rosa, Ca.

The Trifecta!! THE BEST LAWYER AND WORK ETHIC AND COMMUNICATION SKILLS we've met! In minutes she…read more"got it" in regards to a VERY complex trust case that other attorneys we had worked with (sadly) could not even comprehend!! Lorilee really knows her business and has a great network. When presented with our dozens of questions, she knew all the answers, and she gave us crucial advice we had never heard before!! In legal matters, you MUST know your attorney has your back - and she will have yours, too. WE COULDN'T BE HAPPIER!! PS - I almost never leave reviews - but this is an exception that must be made.

We attended a free seminar for an Estate Planning service offered by the Law Office of Ruby…read moreSteinbrecher. It was very informative and since we were told by a previous law firm that we didn't have enough assets to put together an estate plan, we found out otherwise after attending Ruby's seminar. We made an appointment to prepare our estate and will documents. Ruby's office and staff are very thorough and the process is very efficient. We are completely satisfied with their service and highly recommend it to anyone needing to set up a trust.

From start to finish the best firm I have ever worked with. The communication and experience of her…read moreteam was excellent.