Called to get information on her accounting services. Received an email from her assistant stating…read morethat they would be open to helping us file taxes for us personally and our small business and would provide a quote. After sending multiple emails and my information, her assistant emailed a week later saying they have no more availability and can't help us. It was unprofessional to say they would provide a quote for services, request my information only to say they refuse the work. It was bizarre. Don't recommend.

My husband and I are in the process of starting our own small business. Tracy has been very helpful…read moreand patient with us. We ask her many questions and she is always timely with her response. She explains to us how to handle our taxes in a concise, easy to understand manner. We appreciate Tracy and her staff. They are helping us navigate an area that is new to us. Her expertise is very valuable to us. We look forward to a long business relationship with Tracy. Hopefully our little company will grow in the future and as it does we look forward to giving Tracy our accounting business.

I have nothing else but praises for Steven Willhoff at Carbahal…read more The first impression was very engaging and pleasant. Steven was very professional in every steps of the process to get my tax done. The result is just outstanding. I don't know how he's done it, but I'm very impressed... Good Job!

Absolutely the best professional tax services in the Davis/Sacramento area. We've referred…read morecountless clients to Carbahal and have used their services for many years. I highly recommend Carbahal.

I had some tax questions, and even though I ended up filing on my own the conversation that I had…read morewas incredibly helpful and reassuring. Richard was very knowledgeable and kind, and didn't pressure me in to using their services instead reassuring me that I would be fine doing it on my own. I know I will use their services if I do get in a situation where it's needed, and highly recommend them to others. Trustworthy and competent.

This organization takes no accountability for their own mistakes when preparing your taxes. We…read moreincurred a state bill for a mistake made by this accountant yet he decided to blame my wife and call her entitled in a very long and unprofessional email. In that email, he also accused us of not paying him for his services, which we paid in May and have a copy of the check he deposited. Rich Nitzkowski takes no responsibility and passes blame without research. Moreover, the owner, Rich Nitzkowski had the audacity to state that a prior lawsuit we were involved in was arbitrary and that he thought we would sue him if he didn't pay the bill to the state tax board. For context, I am a 100% service connected vet with PTSD and have an internationally certified service animal. The lawsuit was an Americans with disability act lawsuit in which I was denied rideshare transportation because of a service animal. Shame on Rich for considering that arbitrary. Use at your own risk.

What I want from my tax expert and financial coach is experience, knowledge, ideas, curiosity,…read morethoroughness, accountability, keeping up to date on the constantly changing rules and regulations, international financial background, gentle, empathetic coaching; tech savvy, good communicator/listener, and trust. While this is indeed a demanding list, 'D Christine Krieger' is all this and more. She is gracious, accommodating and stunningly hard working. You won't find a more accomplished, enjoyable person to work with on the financial parts of life many of us find tedious and bewildering. I'm over-the-moon Christine is so very good at everything she does. You will be too.

I am grateful for them. Friendly people which was helpful in a very stressful time.read more

From the owner: Tax, Accounting and…read moreBusiness Advisors in Davis, CA

Have worked with Mark and his team for about 30 years…read more Tremendous work ethic, excellent communication, and very detail-oriented. Appreciate the user-friendly client portal. Mark truly has vast experience with a wide range of clients/tax situations (including self-employed) and I recommend him highly and unequivocally.

This company has handled our taxes for years. They are thorough and detail oriented.read more

This is the second time I've enlisted Randy for my taxes and I am soooo greatful to him. Randy…read morehelped solved an issue with my brokerage and the brokerage was NO HELP. It was extremely frustrating but Randy was patient, understood what the challenge was and came up with the solution needed to file my taxes. He's a true master of this trade!! Very reasonably priced for the work he does!

Was super helpful, informative, professional, and patient with me. His help made taxes less painful…read morethis year. Definitely recommend his services.

I had a tax question and was going to set up an appointment, but Betsy took my call over the phone…read more(it's too busy a tax time for in person appointments) and she spent about 10 mins answering my questions and giving me good advice. She definitely knows her stuff and seems like she cared 110% about where my money went. And I was just asking over the phone! Nice lady and if I need a CPA I'd go to her!

I have owned and operated a business in Davis for the past 15 years. During 13 of those years, I…read morehad tried no fewer than five different payroll companies. While they varied in quality from awful to quite good it is the payroll service that Andrew Newman offers that has met all of my expectations. For a fraction of the cost that I used to pay, I get to set up my own payroll service via web, and then use it as I see fit; no more phone call and long waits. If I am going on a vacation, I simply set up a payroll in advance and the system takes care of everything. It simple and simply perfect and I could not recommend it more!!!

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I spoke with Mike during the initial consultation. Drafting-related emails were handled by Laurel,…read moreand the firm indicated that Mike had reviewed the drafts. After completing the questionnaire provided by the firm, we received an initial draft with proofreading errors and discrepancies involving names, dates, our children's inheritance instructions, and financial and health-care agent appointments. Some corrections required multiple follow-ups. We also received conflicting beneficiary guidance, which the office clarified after we pointed out the inconsistency. The office responded and made revisions, which we appreciate. However, the amount of checking and follow-up required from us was more than we expected for an attorney-prepared estate plan. We hired the firm for professional guidance and peace of mind, but felt too much responsibility fell on us to catch discrepancies and verify that corrections had been made. More thorough review and consistent guidance would have improved our experience.

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.