After avoiding our impending RMD problem for too long, a rising IRA account balance finally made us…read moreface the music. Of course we turned to Marcus Lund of Tansill & Lund for help. Marcus had prepared our tax returns for a couple years, and we had confidence in him. Marcus guided us through the possibilities, laying our various scenarios to balance our competing requests for tax efficiency and preservation of assets. He helped us find a plan to resolve this problem, and a better plan than we could have come up with ourselves. Well done, Marcus!

New to the area and recently retired, I had to find a local CPA. Tansill & Lund CPA were great…read more They were responsive and clearly communicated Everyone in the office was kind and welcoming. I felt confident in their work and the entire process was stress-free. I would highly recommend them to anyone seeking a CPA.

Finn and Cohen are the best! I used to drop off my employers taxes here years ago. I didn't know…read morethen they do personal tax returns too. When I decided I needed a CPA I gave them a call. My CPA Mark is the best! I have worked with him for 5 years and couldn't be happier. Our return is always correct. A few years ago I got a letter from the FTB and when I contacted Mark he reviewed our return and realized it was the states error, wrote them a letter and straightened it out. To have the peace of mind of a qualified CPA is priceless. I really can't recommend them highly enough.

When I bought my business the first place I came to assist me with bookkeeping was Finn & Cohen…read more Duncan has been SO helpful and is able to easily explain things in a way that makes sense. He was able to setup my Quickbooks company so that I can efficiently record my sales and keep track of everything I need for my taxes. The peace of mind I have from knowing I am doing everything correctly is priceless.

I would give the book keeper 5 stars for a great job and really fast.....but then the accountant…read moregot involved to approve the taxes. The accountant let things sit for many weeks and approached the needed approval with the speed of a sloth. The accountant turned a great experience into an unexpectedly disappointing experience. Because of the accountant, I would never recommend this company or use them again. I wish I'd looked up the yelp reviews before I used them. As a follow up: The taxes have now sat for review an additional 2 weeks: ridiculous. It was a mistake to use Scholl & Company.

Bret and his team took all of the stress out of the chaos that is taxes and accounting for this biz…read moreowner. He's an endless supply of knowledge, and is just a great guy to talk to. Not only did my initial meeting inspire me to take business finances more seriously, but he gave me a clear picture of why I need to that made sense to me. It was the first time I've ever genuinely enjoyed myself in any financially-related meeting. His team is top-notch and the office strikes a great balance of being welcoming and extremely professional. I'm ending my first year using their help and with this tax season's meeting I knew exactly how much I'd saved by planning and had my year end info ready to roll for the bonding company earlier than ever. Everyone was great. As for fees, they are not cheap but I got way more than what I'd pay for, not to mention the stress reduction.

I have been going to Compass financial for 3 years now and Zach is always so professional . The…read moreclient portal is so user friendly and Zach responds to every question. Stellar service in a timely manner !

New tax preparation client here! Had a really great experience with Aimee - transferred my tax…read moreinfo from another provider and feel like I got friendly personalized service at a really reasonable rate You want to feel confident that everything is done right and that's just how things turned out for me. Did my tax preparing via a couple of emails and uploading of my tax docs to a portal online. Easy and straightforward, and I really like the idea of using a local resource via a nameless HR Block or TurboTax helper who may well be located in another state. Recommend these folks and will use again.

The best person you NEED to meet, hands down! Janine and team will be sure to take care of your tax…read moreneeds, no matter what it is. Whether it's personal, business, unsure of how to go about either, they got you! They give you a great piece of mind, and level of expertise that's rare and hard to find. Plus, everything they do is done diligently and professionally. Know you'll be taken care of here! Plus, they have pooches around, if you like furry friends! Talk about pet therapy too -- bonus! I recommend them hands down, and even if you have questions and just curious, as away! You're in good hands.

My business and my personal taxes were behind, and we were in dire need of help. When we reach…read moreout, Janine instantly put us at ease. I sent her our past taxes, and she immediately got to work. Within a very short amount of time she had us caught up, reconciled and had everything in order. Unbelievable!! Her rates are very reasonable and her professionalism, attention to detail and constant communication is the best you'll find. I highly recommend Janine and Big Dog Financial services for all your tax & financial needs. She was my savior!

I was so surprised to see the negative reviews that I had to stop and complete my own. We have…read morebeen using both the accounting side and the investment side for about 20 years now. For a number of reasons, our taxes as a married couple filing jointly are complicated, and the charges have never been more than absolutely fair. The advice Mike has given us over the years has been invaluable. We trust him down to our cores. He has become a true friend. He has supported us in times of family tragedy and celebrated with us in the happy times, both personal and financial. He is funny, caring, compassionate, and an excellent accountant! The office staff has always been responsive and courteous, down to an individual. On the investing side, we couldn't be happier. Suffice it to say that even in the 2008 and recent downturns, we have had complete confidence, which I'll add has proven to be well-founded. Scott and Brandon take excellent care of us. They are patient, but realistic about our investing needs as we get nearer to retirement age. They care about us, even though we're not high rollers, and give us time and attention as if we were. I'm sorry to read that Bob and Peter had bad experiences. All I can say is that their stories are completely foreign to anything we have ever encountered at Hayashi and Wayland.

Tyler Willis, my CPA at HW, is attentive, quick, detail oriented, and extremely competent. I have…read moreworked with him for years and find his services to be excellent. Highly recommend!

Honest and reliable methodical insightful of the tax laws. Able to respond on short notice and…read morestill being accurate.

Fantastic cpa!! Completely trustworthy and with a great team. I hear she's merging with a bigger…read morefirm but wanted to cast this vote anyway

I'm so happy to have Lupe as my tax accountant! As a small business owner, working with her has…read morebeen amazing. She's professional and always takes the time to ensure I understand everything. She has been helping me year after year! If you're a small business owner like me, do yourself a favor and work with her!

Lupe is the best!!!! i have done my taxes for 3 years i couldn;t be happier! have recommended her…read morewith family and friends and they also agree she is the best.