In June of this year i called David for a consultation for chapter 7 bankruptcy…read more He made the whole process extremely tolerable and eased all my anxiety. His retainer is very reasonable and I'm debt free and finally let go of the stress of being in debt. If you're considering bankruptcy i highly recommend David. He's a kind man Who has your best interest at heart and wants nothing more than to help people through what can be a hectic process and makes it incredible Simple and straightforward. I'd give him 10 stars if i could.

Exceptional Bankruptcy Attorney - Highly Recommend David Gardner…read more Working with David Gardner was an absolute relief during one of the most stressful chapters of my life. He answered every question clearly and patiently, never making me feel rushed or unsure. What impressed me most was how thoroughly he prepared my case--every detail was handled with precision, and he set me up for success from the very beginning. David didn't give vague reassurances; he offered real answers, practical advice, and a level of professionalism that immediately put me at ease. When it came time to present my case, he executed everything flawlessly. I genuinely felt supported and guided throughout the entire process. If you're looking for an attorney who knows exactly what he's doing and cares about doing it well, I couldn't recommend David Gardner more. Five stars across the board. His fee is very reasonable and worth every penny.

Joe and his team continue to blow me away with great customer service. Joe has been doing my taxes…read morefor past few years and whenever I reach out he gets back to me quickly with a thoughtful and accurate answer. I am so happy I found these guys!!

Joe's easy style of interacting couples perfectly with his deep understanding of the tax codes…read more I've used multiple CPA's and accounting fiorms in my 47 years in business and he and his team rank amongst the best!

They have held my hand while helping me to decide where to invest my money best. On top of that…read morethey offer occasional sessions to try and inform us of what is going on with Medicare, taxes, and different investments.

Great team and very knowledgeable. I moved my accounts to this firm recently. Away from a large…read moreconglomerate

Still with Greg all these years. Still happy and still smartly invested. Last year, Greg changed…read morefrom Ameriprise to LPL Financial and I moved what money I could to stay with his practice. He's now fully independent under his own DBA: GW Randall & Associates (I like the new website). Greg has since opened a new retirement account for me with LPL, gave me helpful advice during my first home purchase and even reviews my new 401(k) with me. I know that a business relationship takes both parties to be a good match, I'm so glad I have that with Greg and his staff. I'm grateful to have them in my financial "corner".

One of the best tax services you can get in our area. My father used this company when he was…read morealive, and they helped me with his estate filings after he passed. They are professional, on time, and extremely accurate. They found an error on a K-1 that will save us $300!!! This K-1 is from a LLC and NONE of the other accountants/tax people found the error. We are so happy that we are signed up with Madelyne, it makes what could be a very stressful filing all that much easier, and we know that she is there looking after us and has the expertise one needs to protect their clients. . No one likes filing taxes, but knowing Madelyne is working on our taxes makes the entire process smooth and quick.

In the wake of losing everything in 2017 Tubbs wildfire, our tax reporting became very complex, and…read moreour CPAs at the time did not have the experience to help us navigate the tax waters without significant loss. After paying substantial amounts in the ensuing years, we were told there would be an even greater amount to pay, which we finally took as a cue to seek other tax support. After interviewing several tax professionals, we were very fortunate to find Madelyne Cromwell, principal of Cromwell Tax & Bookkeeping (CTB). Our taxes-including those we'd already paid- took a significant turn for the better. CTB has been our tax go-to tax consultants since then. A bonus has been that Madelyne has shared with us tax programs we didn't know about that further reduce our taxes as seniors. Smart, honest, expert in Fed, state and local tax law and process, Madelyne is the consummate professional who really cares about her clients, as does her staff. They have our highest recommendation.

My wife and I recently relocated back to Northern CA after 18 years in Los Angeles, and we brought…read morewith us a difficult tax situation. We tried for 2 months to find a CPA that would do something really important: put us at ease and instill confidence that our tax return would be in good hands. We were just about to give up and file for an extension when a coworker recommended Summer Morris. I called her immediately, and upon talking to her I instantly knew that we had found that CPA. She was extremely professional, and her wealth of knowledge and experience was obvious. We set up a time on the spot and she gave us access to a secure portal where we could upload all of our documents in advance of our meeting. I really prefer that method, and it made our meeting go quickly and efficiently. In person, she is extremely pleasant to work with. She addressed any questions we had and did some rough calculations on the spot to estimate our tax liability...which put my wife and I very much at ease. On our short drive home, she had already emailed us some additional thoughts about our taxes; a rare level of service to get during tax season. Any time that I contacted her she immediately responded, regardless of whether or not it was outside of business hours. When we got our final return back from her, everything was absolutely perfect. I looked at every detail and could not find any errors whatsoever. There were many different forms and additional work done to lower our tax liability that I would never thought of or known about. Her knowledge and experience saved us a significant amount of money. We used a CPA team back in Los Angeles for many years, whom we were happy with at the time. After having just worked with Summer Morris, I realize now that our old CPA was not so great after all. It was a real pleasure to work with her, and the whole process was so easy, affordable and worry free. We were lucky to have found Summer, and will be going back to her every year from now on, no doubt about that.

I have zero complaints on her tax service. I would never recommend her for any services except…read moretaxes.

Our accountant was retiring so we searched the web and found most all the good ones are not taking…read moreon new clients so we settled with Priscilla Eckhardt with L H Harris CPA because of 3 good review but found out after this was from the last owners clients before Pricilla took over the company. after our interview with Priscilla and her stating that our company would be no problem for her we decided to try her. Priscilla requested everything she needed to get a 4 month profit & loss done that was needed for our liability audit coming up. We supplied her immediately with everything she asked for and also six years of our P&L history so she can see what was being deducted in the passed and had this info to check her work to see if she has everything down. after over a month I contacted Priscilla to check in. I had to call several time to get a hold of her as she is always on the phone or to busy to take you call or answer emails. Another month passed with no contact so I contact her again and she tells me the P&L is complete but need to go threw someone else to check it. OK almost a month later I call over and over again until I get a hold of Priscilla and she tells me its complete and to come pick it up.. you would think she would of call ME but that it is obviously how she runs her business. When we finally received the P&L it had nothing on it! Priscilla has $270.00 down TOTAL for ALL our utilities for 4 months. power. water, gas. We are a manufacturing company and 2 days of power alone is over $200.00. Priscilla had no C.C. charges deducted that the company charged everything to, no gas or insurance for the company vehicles deducted, no liability insurance deducted. No lease payment for 4 month was deducted. Nothing! it was like Priscilla had no clue what she was doing! Priscilla was also told ALL our sales are online from Amazon, Etsy, Ebay etc. and not one fee from any of these sites are deducted. These are basic right offs that Priscilla could not get right that anyone that knows taxes would of known right away that these are missing and this also went threw someone else to view according to Priscilla! I contacted Priscilla regarding all her mistakes that we paid her for and she had nothing to say. Not even sorry. Priscilla took no responsibility for her mistakes and left it as it was and did not try to fix anything. We also told her she had no depreciation schedule down for over 200K of equipment that she had the list for that the incorporation purchased years ago. Priscilla reasoning for not including these deductions in our P&L was because the incorporation purchased the equipment used and we would need to go find ALL the passed Owners of the equipment we purchased used and see if any of the passed owners had a business and already wrote them off before she would give us the deductions even if we had to go back 25 years Priscilla said. And if we found that someone did wrote it off that we could not use it because they did. This was the most ridiculous thing I have ever heard in the 25 year in business. Odiously after this remark from Priscilla we left running and never looked back! our new professional accountant could not use ANYTHING that we paid for and supplied by LH Harris CPA or Priscilla. We projected in less then 3 yrs we would of been bankrupt and out of business if we stayed with Priscilla and her accounting skills. Priscilla seemed more in helping the IRS then saving her clients on basic right offs. We would not recommend this company.

We started w/ Larry over 12 years ago for both business & personal accounting & he & his team are…read moreremarkable. I now work w/ Kathy for all business accounting & she is a pleasure, quick to respond & never makes me feel stupid given that math has never 'taken' to my brain. We had an audit nightmare a few years ago & Larry fought long & hard for almost a year on our behalf, all the way to appeals in SF. Because of his knowledge, finesse & diligence it ultimately worked out in our favor. We are convinced that without him in our corner, we would have had a very different result. Taxes are stressful enough but we now rest easy knowing that we are fully prepared should another audit find us.

State Farm dropped my homeowners policy due to general fire risk in California -- despite me having…read morehad bundled insurance for 52 years with zero claims history. Word of mouth led me to contact Brian Hunsaker at Farmers, and he worked with me to create a new bundle of home, earthquake, car and umbrella insurance. Brian has a direct and personable communication style that allows him to understand and meet customer needs. A highly recommended business!

Brian is a great agent. So attentive to detail and will work to keep hard you protected. I've had…read morean accident or two and glad to have Brian and Farmers on my side. Also love your new location in Windsor.