My wife and I have been going to Catherine for four years now…read more She has always provided us with exceptional service. She has an comprehensive depth of tax laws, and she makes sure that we get the absolute best results with our taxes. We both highly recommend her .

I've been going to Wine Country Tax for several years now, and they've always been friendly,…read moreprofessional, and easy to work with. The team is incredibly knowledgeable, and I've consistently received accurate, ethical, and timely results on my returns. It's rare to find a tax service that you can genuinely trust. Wine Country Tax has earned that trust every time. Highly recommend.

THE WORST Charged me 2100.00 for what.. never updated…read more My quick books, I only wrote 4 checks.. Melissa is a rip off Now I received a IRS LETTER and she refused to reimburse me For my new accountant ti fux her Crappy bookkeeping DON'T WASTE YOUR MONEY DONT USE THIS PLACE Clarence younger the original Owner would be ashamed Of Melissa the owner I now have Terkelson in Petaluma There fee is 600.00 Not 2100.00 like they charged

Melissa and everyone at Apple Blossom Tax Service have been great to work with. This year I've had…read morea number of things take place which have made my taxes rather complicated, and my father passed away necessitating that I file a final tax return for him. Melissa demonstrated a thorough understanding of my tax situation and had no problem filing my father's taxes in another state. She and Brittney did a great job for me and were also able to meet a critical deadline which required that my father's tax return be completed before the end of February. Everyone I've interacted with at Apple Blossom Tax Service (Dominique, Candy, Brittney, and Melissa) have always been very communicative, sharp-minded, pleasant, helpful, and conscientious. Melissa has given me some much needed and appreciated tax advice. I feel like they see me as an individual rather than just another file, that they have my best interests at heart, and that their fees are quite reasonable.

Amy is experienced, knowledgable, and upbeat --just the type of person to wring the stress out of…read moretaxes. She is kind, direct, and understands that the intricacies of taxes can be frustrating and worrisome to the small business owner. What a relief to find someone who is competent and fun, so that you just really look forward to working with her. I give her my highest compliments! J. Barrows

Amy has prepared my taxes for the past three years and she is amazing. She is the fourth person…read moreI've tried since moving to Sonoma County and I will not be looking any further. She stays current on tax law, is detail oriented and my returns are prepared quickly and accurately. Best of all, she's got an upbeat temperament and is an absolute joy to work with. Her office staff are friendly and welcoming, too. I've had other tax preparers scream at me because they couldn't handle the stress of tax season. I've had two different preparers make serious mistakes that would have cost me a lot of money had I not caught the errors. Not Amy. She's professional, absolutely competent, and a joy to work with. I can relax during tax season knowing that I'm in good hands.

Andy McMahon at Heffernan is my hero. We've been dealing with a claim from the Glass Fire in Santa…read moreRosa and he has been there to facilitate at every turn. I trust him completely. In addition, because of a change in some other aspects of our insurance, he has been really helpful guiding us to the right products for our needs. Great brokerage, awesome broker. Happy, happy client!

Dante Del Prete is easily my favorite insurance agent to work with. Knows his stuff and is…read moremeticulous with policy details.

Totally inept! They entered the wrong sale price on the house I was selling. Isn't that their job?read more

I had two issues with Old Republic when buying a large (95 acre) piece of land:…read more 1) Bill, the title search person, was unable to clarify where the easements were located, all he could do was read the easement verbiage. This is completely unhelpful as I too can read. I had to get out the county parcel map plus a regular map and do my own research. I paid good money and received zero useful information 2) Getting the closing costs correct was a multi day affair requiring me to send emails with action items and due dates. I am sure the mortgage broker was part of the problem and yet the escrow officer was equally a problem. I would not recommend the petaluma branch of old republic title

I would highly recommend John Schloetter. Extremely efficient, honest and provides thoughtful…read morestrategies. John is someone you can trust and you can feel confident that you're making informed decisions based on his recommendations. Aside from helping my wife and I for our taxes, John also made sure we understood the potential ramifications of our investments and what that means for our future.

If you're looking for a smart, incredibly talented CPA who can identify every tax deduction legally…read moreallowed, plus help plan a strategy and calm the night terrors of an audit by the IRS, John Schloetter is your man. John is joined by associates who complement his expertise, and cover every financial need you have. Trust is in short supply lately, but I trust John completely. NB - they moved to 1383 N McDowell Blvd #170, Petaluma CA 94954

David is a good guy, BUT his staff and wife are rude and terrible at making you feel like a wanted…read morecustomer. I paid for multiple years of tax filing. Paid his firm a lot of money and treated badly. Im sorry I got behind in my taxes but come on !!

What can I add that hasn't already been said about David Fisher's practice? My mom had been using…read moreDavid's firm's services for over 10 years for both trust and personal taxes. When my father passed away, my mom struggled to pick up the pieces. Between filing for her own health insurance, preparing paperwork for his pension, and figuring out things she'd never had to figure out before, she was beside herself. She was diagnosed with a neurological condition and subsequently had a stroke. She was struggling to live and went into skilled nursing for a month so was unreachable. I contacted David's office since there had been an extension in filing date granted due to COVID, but wanted to also make sure I could pick things up in the meantime. I noted that there was a note saying my mom had used an incorrect TIN for one of the pieces of paperwork, and according to my mom, she'd been in the process of rectifying that problem. Finally, when she was out of skilled nursing and, thankfully, alive, in the process of engaging attorneys to establish DPOA and a trust (and figure out how to keep her home up, pay caregivers, and manage her health), I went to David's office to sign the submittals and pay for her taxes. I inquired as to why filing her personal taxes was double the cost of previous years and was told that the trouble of the incorrect TIN had "made a mess" of things and cost several hours. I'm an engineer, not a CPA, but I do know that correcting an error in a spreadsheet and communicating that to a client does not double the effort of the service. Additionally, my mom was on a fixed income, burdened with sudden insane caregiving costs, and was mourning her husband. Surely, a firm who had been preparing her taxes for over ten years would provide some reprieve and not charge her ~$1000 for her personal taxes consisting largely of a pension and social security - after all, as a family owned business, they have some discretion over what they charge clients. David emerged from his office as this discussion was happening with his wife, and subsequently asserted that if my mom was cognitively impaired and overwhelmed with grief that I should have taken over her finances earlier. My mother was a bookkeeper and fiercely independent. Additionally, I was grieving too. The absolute lack of compassion took me aback. They subsequently offered to reduce our bill if we agreed to not come back as a client, like many of the other reviewers here who have faced their rage when they challenge them. I accepted, and they offered to efile. A few days later, I received a letter and email regarding the termination of services with their firm and that they had changed their minds regarding filing our taxes - this was less than a week before the filing deadline. They also stipulated that we were not to use their work for filing, leaving a grief-stricken overwhelmed family scrambling to find a CPA all because we were "very displeased" with their services and associated lack of discretion in billing. I've attached a letter I sent back to their office that has names of their personnel and my family redacted. Only after this letter did the firm reverse their decision and opt to file. As an aside, I hired a CPA to independently review the submittals and several errors were identified; we had to file addendums/corrections after the submittal. I strongly recommend going elsewhere. I've had very few encounters with such petulant professionals in my life.

As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a…read moreforensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.

Mary is very thorough and conscientious. This was my first time using her and I'm so glad I did…read more She is super knowledgeable and very pleasant to work with. Her assistant, Maureen, does a great job too, managing the office/ phones, etc. I highly recommend this business and I'll be back next year at tax time.