I have been working with Tamara Hull since 2015. I can only say good things about Tamara - she is…read moreprofessional, patient, quick to reply, and incredibly skilled. She does pro bono work for my 501c3, and more recently started doing my small business taxes. Her prices are quite reasonable. I highly, highly recommend this firm.

As a professional I expect other professionals I work with to respond to my requests in a timely…read moremanner. I have been requesting information from this firm since October of 2017 and no one ever calls me back or responds to my emails. At all times I've acted professionally and courteously. Stephen has a partner Mary Jannisse who has ignored my requests and when I complained to Stephen he never bothered to call me to resolve the problem. Poor service and I have to wonder if they are hiding something from me. Maybe they never filed a tax return for my client and are afraid I will find out.

I used to be locked into a dysfunctional relationship with a tax preparer who embodied everything…read moreyou wouldn't want your tax preparer to be: late, non-responsive, foggy-headed, and sometimes flat-out wrong. Why it took me so many years to break away is a question for my therapist. When I finally decided to go to a REAL professional I found myself here, in the amazingly capable hands of Jackie Thomson. It was like the storm broke, the Jesus rays shone down from the heavens, the sky cleared, and it was a cloudless-still-74-degree-day. And that's the way it's been ever since. Hallelujah. Jackie answers e-mail in a flash, gets the job done on time, exhibits work ethic excellence, is reliable, trustworthy, organized, and timely. Basically, she's the consummate professional and I'm left looking for her replica in every other service business I patronize. So, there you have it. Why you'd go anywhere else can remain your little secret but once you switch to Jackie (and Anspach) you'll want to blab it all over the place just like me.

The people who work there are pompous jerks who overcharge for the little work they do and file…read moreunreliable tax information. Find some other group who will treat you with better respect. They seem nice the one year we worked with them but in the past we have never had to pay both State and Fed... this group has no clue how to work any kind of tax law that will get you benefits and they charge 2xs as much as other offices. They would not see us in person because they were "too busy". But my sister in law called the same day and ( and it's not even St. Patrick's day in March) got an appointment within the same week.... they play favorites and if you are new and don't have more than 3 apartment buildings and lots of money you are a poor s-o-b who they don't have time for. Plus did I say we only worked with them through emails last year because they "didn't have time" to see us in person and never really got us as clients - they just charged over priced cost $$$$ and we had to pay for the first time in a long time where I don't think we had to. Save ur money and find someone who will work with you personally - these people suck! They are jerks over the phone and will not even let you talk to the person you want to talk to! They suck!!!!

BEWARE DO YOUR RESEARCH and read through what powers of…read moreattorney you are giving to this organization, Easy to sign your family life away. Review and document what billing rates you agree to! They are good with adding on hidden or unexplained rates. It is easy to rack up billing time as they charge a high fee per hour even if it is just to review questions to clarify their own services. My family was charged for services with my mother that she did not agree to, they were able to bill without notifying us beforehand of the payments due. This is due to the powers my mother signed over to them to be used only in emergency but they were able to charge our accounts that they helped manage.

Review for FIDUCIARY RESOURCES By Benoit…read moreAssociates with Coldwell Banker Realty We have been working with Caron, Audra, Mike, and their Team for over 6 years and have found them to be very professional, effective, and extremely reliable. If they say something will be done by Thursday, you can absolutely count on it. Their communication and management skills are "stellar" and it's always "service with a smile" too! If they are handling something for you (conservatorship, transaction, etc.), put your mind at ease - you're in very good hands. If you or someone you know would like to talk directly with us about our experiences with Fiduciary Resources, please don't hesitate to contact us. They're truly the best and care deeply about their clients. Sincerely, Tom Benoit, Broker Associate (CalRE#00754169): 415-258-4145, tom.benoit@cbnorcal.net Ben Klugman, Realtor Associate (CalRE#01293608): 415-258-4145, benklugman@gmail.com

Used these guys under Tom Phillips for 10+ years to do my tax returns; not only do they do a good…read morejob on that for a reasonable price, but they're always available throughout the year for any questions. A couple of years ago, I got a long letter from the IRS telling me I owed them an additional $8K. I was somewhat shocked. I forwarded the letter to Tom, he read it, and said "No, the IRS is wrong here", and he drafted a detailed letter back saying why they had it wrong, and that fixed the problem.

As the CEO of Marin's largest real estate company, our clients often ask us to recommend a CPA. I…read moreregularly refer Tom Phillips to my best clients and I have never been let down. Tom is a true professional. If you need help with tax planning, call Tom he and his team will help you.

It's been a real joy working with Gabriel! Very professional, reliable, and…read more a real tax professional. After having relocated back to Marin after years away and in search of a new accountant, we were extremely lucky to find Gabriel and his team. No question would use in the future for personal taxes or any tax-related issues.

Just like some of the other reviewers, my business relationship with Gabriel goes back to the…read moremid-eighties. He's very knowledgeable about my self-employed, home-run business and always does a great job on my taxes. He's also advised me on tax-saving strategies that have become solid investments for me. Like another reviewer, he attended an audit and saved me about $5000 on that return, as I recall. I used to be a huge procrastinator which didn't make his job any easier and I'm surprised but pleased that Gabe didn't dump me as a client*. I now have a monthly accounting system in place that I designed myself, thanks to Google Sheets, so I can promptly and painlessly compile the previous year's info at the beginning of the tax year and get it to him in plenty of time before April 15. *I don't think he's the kind of professional that would dump a client, but I felt I probably deserved it at least once or twice! (-; Again, very professional, knowledgeable, and trustworthy...and a great guy to boot. Thanks for decades of great service, Gabriel.

Larry Lococo has been doing my taxes for over 20 years. He provided financial reports monthly for…read morethe business I owned as well as personal taxes. I really depend on his expert advice. He is up on all the latest tax rules and explains everything perfectly so I can understand. Kathy who is his wife and business partner is extremely organized and has provided excellent advice on keeping track of finances. I highly recommend this team for taking care of your finances.

I've been using Larry as my accountant for over ten years. He's a REALLY good accountant and just a…read moresolid guy. Larry has done an excellent job of keeping me up to speed on new tax laws. Not only do I use him but so does my father and my brother. I wouldn't consider using anyone else.

Richard has been doing our taxes for 50 years! He is the best, need I say more?!! His daughter…read moreCecile, CPA is now working with him. It's all in the family!!

30+ years and counting, Richard and staff have offered exemplary service and partnership in meeting…read moremy family's accounting needs.

If you review my Yelp profile, you will see I don't write many reviews. I usually reserve…read morepublishing an opinion (positive or negative) unless it's worth my time and effort. This is one of those rare instances when a positive review must be broadcast. On more than one occasion, Commercial Coverage Insurance Agency has provided exemplary service. In my job in the commercial lending industry, I have reached out to ComCov many times usually under less-than-ideal conditions and ComCov has risen to an unusual challenge nearly every single time. From providing quotes to revising insurance certificates, ComCov is simply A+. They are also always competitive on premiums. No, I am not paid by Commercial Coverage. I am just honestly impressed by their very efficient machine.

I have worked with ComCov for almost 2 years now. Management is pro-active in making sure…read moreemployees are not overwhelmed, kept in the loop with every market development, acknowledged for creating "Raving Fans", processes and SOPs are easy to follow, and everyone is mutually respectful and helpful to each other. ComCov is well respected by underwriters and our retention is very high. I have said it over and over again for almost 2 years: This is the best place I have ever worked.