Julie Loomis and her staff at JL Consulting have done all of the accounting functions for our company for over twelve years. Their attention to detail and advice have been essential for our small business. We are a sales based corporation without the experience or personnel to complete the complex accounting requirements that JL Consulting provides us. We have been in business for 24 years, and previously have had other accounting firms do this work for us. We have found JL Consulting's professionalism and help with our business beyond compare. When you have a small company, a relationship like this can make all of the difference in the world for your corporation's ultimate success. Scott Harms Material Handling & Storage, Inc. read more

I am a small business owner and Julie Loomis has been my accountant since I started practicing 3 years ago. She is friendly, warm and patient and really puts you at ease during the stressful task of taxes. I always feel better after I've met or talked with her and she's helped to guide me in setting things up for my business as well. I appreciate Julie and the whole staff at JLConsulting and highly recommend them. read more

JL Consulting has prepared and filed our taxes for many years. We are always very impressed with the friendly and knowledgeable staff. They provide great service and sound advice, which brings peace to "tax time". We feel that no other accounting firm would go the extra mile the way that they do. I highly recommend their services if you are looking for a CPA or business accounting firm that will treat you in a professional manner with personal attention. read more

Julie Loomis has been doing our individual income taxes for the pst 5 years and her work has been fantastic. The taxes get done and filed in a timely manner. Her staff is excellent at communicating to make sure that all documents/information is correct. She is always up front and honest in terms of getting the taxes right. Needless to say we would not trust our taxes to anyone else. JL Consulting is the best!! read more

best cpa i have had ever period... she is great...the most important thing i love about her she will keep you updated all the time..you dont have to ask her twice...she follows up regiously with irs/ftb and keep you updated during the process. she is extremely forward and straight. her fee is more than fair. highly recommend her. read more

For any of you out there who are new to the Bay area, plan on settling down out here and want to create some roots here, please listen up. We all know how expensive it is to live in California, cost-of-living out here is outrageous as compared to living in the Midwest or the South. But we love the beauty of the environment, the wonderful mild weather, etc. And so we look for the simple things such as finding a good, trustful accountant to help soften the blow of our financial matters come tax season. DO NOT, I repeat, DO NOT got to Julie Loomis Consulting tax services!! Not only does the government take your money but so does Julie Loomis!!! My husband and I, as well as some family members, were referred to Julie for her reputable services. We are relatively new to the area by a couple of years and were looking for a local accountant whom we could get to know, build a good relationship and return to year after year to get our taxes done. We set up a new client meeting in March, a day after our family members went to meet Julie. Mind you, this new client meeting is an interview for the accountant. For us as unknowing clients to feel this person out, decide whether we have chemistry and good communication with and whether we feel we can trust this company and person to do our taxes. This meeting lasted roughly close to 2 hours and a large amount of this meeting consisted of small talk, chit chat about how my husband and I got out here, Julie's family, her new baby, blah blah blah...social, NON-TAX talk. During this meeting, when we did finally get to our taxes, we were verbally quoted roughly $400 to do our taxes by Julie herself (who is the main CPA in this office). Along with this we received a contract we needed to read through, initial and sign. Her rates were printed on this (i.e. $210 per hour for Julie's work and other lower level office personnel rates). We signed feeling we liked her, she was personable, we felt we trusted her and she had quoted us an estimate of $400 or so when the taxes were to done. NOT SO! A month or so later, we received an invoice for $750 that we owed her and that included a "$1000 write off"!!!. So I asked Julie for a breakdown of this billing statement...per her breakdown, it took her and her office staff 13 1/2 HOURS to do our taxes and the total bill was actually $1,750!!!!!!! But she felt she was doing us a favor giving $1000 off!! And on top of that, she charged us 2 hours for the new client meeting so the total number of hours she charged us for was 15 1/2 hours!!! For taxes! UNBELIEVABLE! Per the breakdown, she charged for emails back and forth to my husband and I (only a handful anyhow that couldn't have taken more than 2 minutes to write. She charged her secretary rates to "file" our paperwork and organize it. Needless to say, our family members endured the same thing. They got charged over $900 to do their taxes (when they were quoted $500 verbally and in an email) and were given a $200 "write off" (making their taxes over $1100 to be completed. So the basic gist people is, stay away from Julie Loomis Consulting! She will rip you off in an insanely unethical manner!! read more

JL Consulting is a great place for tax returns, bookkeeping and financial planning if you like personal service. Julie is the owner and she is really fun not like you would picture an accountant. read more

JL Consulting has been preparing our taxes for the past 5 years and I am extremely happy with all Julie's knowledgeable suggestions and service. Since I am a new business owner trying to run a business I am always in busy mode but I never have to worry about staying on top of the new tax codes or going astray and finding out mistakes were made at the end of the year because Julie is right there with us making sure we are reaching the goals we set out to meet. As you know this part of your business is typically the one that people really struggle with and stress about and having Julie on my side definitely brings me a feeling of peace when the tax season comes around. HIGHLY RECOMMENDED !!! read more