My wife and I are retired. We live on retirement income. Our tax man…read more of 15 years, decided to retire last month (JAN - 2024). I have completed a tax organizer for last year (2023). Also, I have many years of past fillings for information if needed. I live in Novato. My home phone number: 1-415-897-8056. Please call anytime, between hrs. 9:00 -to- 6:00. John

No return call and I have waited more than a week. The business has an answering machine that seems…read moreto always be on even during business hours.

Mike is knowledgeable, professional, reliable and his integrity is invaluable. Mike was recommended…read moreby people I trust. Sara S

I don't know about you, but I find bookkeeping really dull. Mike and his team take that drudgery…read moreoff my hands and produce complete reports that give me great insight into my business. And they save me a ton of time when it comes to taxes. Super professional personnel and I always feel that my information and data is well-protected. These folks make accounting and tax filing a breeze!

I received a letter from IRS of changing my 2017 Tax Return with additional tax liability. I…read morediscovered that I made an error in filing. Since I am not comfortable with replying to IRS directly, I searched tax services in Yelp. While most responses were unavailable, Farshad quoted me the cost of consulting and availability, I was able to meet Farshad within a couple of days. The office is very professional and located in a high rise in SF downtown. Farshad is extremely nice and helpful. He took my job and completed in a week. Highly recommend Farshad for tax services.

I was referred here by my friend and I was very impressed with how ROSTAMBEK & COMPANY handled my…read moretaxes. I would recommend them to anyone who is looking for an honest tax company for a fair price. The communication was easy and my questions were quickly answered. I appreciate their time working on my finances, thank you for you hard work!

I'm very glad to have hired Julie to do my taxes this year. She's extremely knowledgeable and…read moreresponsive, and is a pleasure to work with. I am confident that her work was accurate and that she spotted and incorporated all of the benefits to which we were entitled. And her pricing was both transparent and reasonable. I feel lucky to have found her will definitely continue to hire her to prepare and file our taxes in the years to come.

Would like to highly recommend Julie Blue CPA. Julie is a professional tax person who was able to…read moreassist us with our taxes. She was very knowledgeable and through in her tax preparation. Her fees were very reasonable. Looking forward to having Julie assist us with our taxes in the years to come!

When it comes to my annual taxes, I have relied on Linda Panichelli at Morre & Company for a dozen…read moreyears. I cannot emphasize enough how helpful, understanding, insightful, and knowledgeable Linda and the Morre team are. As a sole proprietor, I maintain my own income and expense spreadsheets, then I send it all to Linda and her team. They do the rest. It's complicated some years more than others, and that overwhelms me every time. Yet Linda's guidance and expertise always help ease my concerns, without fail.

We were recommended to Morre and company for our taxes. We really appreciated the work that Linda…read moredid as she was so knowledgeable and professional. Our taxes were completed on time, and I wouldn't ever hesitate to pass their name on to others.

I have been using Ghirardo CPA for almost 20 years. My taxes are pretty complicated (at least for…read moreme) so I really appreciate the work they do to simplify them and make my taxes acceptable for the IRS. I have real estate and stock and 401K and 1031 exchanges. You don't want to be using an online or do it yourself tax return program if you have a portfolio of diversified investments. On a recent transaction I was able to use them to help me with a 1031 exchange and they helped me find new higher return investments for the exchange money in less than the 45 day deadline for reinvesting funds. There may be cheaper companies out there but more important to me than having the cheapest accountant is a company that can reduce my taxes and keep me out of trouble. I trust them and have confidence they are doing the right thing. On top of that, the people I work with, Steve, Jim and Nick, are really nice guys.

My fiancé's friend recommended Ghirarado and she absolutely regrets using them. Listen to the other…read morereviews and find a firm that is reasonably priced and effectively communicates with their customers. This firm overcharged my fiancé and refused to give pricing upfront. They also sat on her taxes to charge her almost $900 in extension fees. Also charged her $500 to remove a dependent. We can't believe the number of charges, 3 extension fees and other insane charges!! Nick also sent us an email stating that they would charge us a monthly late fee if we didn't pay by the end of this month. Fortunately, I searched Yelp and decided on Dimov Tax Specialists who took care of my complex filing which included multi-state filing and real estate taxes. Dimov shared the costs upfront and they were very responsive. I plan to use them going forward. In addition, their invoice was a little over $1K versus the $3250 invoice we received from Ghirardo. Just to be clear, my fiancé and I needed the same tax services.

Please save yourself from Jennifer Batuyong. Worst customer service ever…read more Jennifer accepted the case on Feb 25th and again on March 1st through phone and email, then telling us she doesn't have time, 10 days before the submission deadline Phone conversation: Feb 25, she accepted the case and sent the secure link which initially didn't work and after back and forth, link sent on Feb 28 We uploaded all docs on March 3rd. No response to 4 follow up emails and 4 phone calls after that until March 25th. Finally quote came on March 25th. I Accepted on April 1st. No response again until I called them and asked for the status. on April 5th she emailed me that: "They normally don't accept clients in March and now we need to file extension because she doesn't have time" She was blaming us for answering to the quote email late!!! I couldn't believe what I saw in the email. I will add all the email screenshots to this review if this company is accusing me of providing inaccurate info.

I have been a client for almost 15 years. They help with…read moredocumentation and explanations regarding my taxes and all of my financials. Fast response and friendly. I work with Richard Limmer and his team.

Bill K. My wife and…read moreI trusted Greg to do our taxes for many years until she passed away, and now I trust Call & Metcalfe to continue prepare my taxes. They have always been very complete, very user friendly, and the price is very reasonable for the high-level professional service they provide.

Always great. Treat even us procrastinators with respect and always get the taxes done in timely…read moremanner. Been using their services for several years now. Office staff always polite and friendly. Very reasonable rates. Highly recommend.

Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

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.