Always Kind, Informed and Patient and great to work with. They have done complicated taxes for my…read moreelderly parents, Trust, and now for my husband and I for many years. I gratefully drop off a folder full of assorted tax 'stuff', and for all that they often send us off to find what we do Not have or help us to acquire it. I truly could not recommend them more highly.

Professional, experienced, and knowledgeable service provided promptly by Vennona and Jonathan.read more

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.

These two tax professionals are amazing! They fixed my tax issue from a few years ago. My taxes…read morekept getting kicked out of turbo tax. I was waiting for a refund but they had to fix the previous year's issue first, so I paid that and then they did the next year electronically and I already received my refund. I am relieved and grateful for their expertise in all of this. I won't go anywhere else now. Their fee is reasonable and they are both professional and really know what they are doing. I also like that I have everything on file with them. They explain everything during a phone meeting and you can even drop things in their mail slot if you prefer. I really appreciate them both for helping me and giving me peace of mind in the end.

Would recommend to stay away from this business…read more Multiple issues with returns, had to pay so much extra to the IRS in terms of penalties Very unresponsive, hard to get on call.

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!

My review is for Janet Cho, Enrolled Agent. Janet has been preparing my taxes since 2018. Last…read moreyear, it appeared that I owed an unexpected large payment that was the result of an incorrectly issued 1099-R. She went above and beyond assisting me with pulling the paperwork necessary to prove that I didn't owe taxes on that distribution, and filed the taxes to calculate a refund instead of a payment (the agency refused to correct the document). She is extremely knowledgeable and communicates what is needed to ensure the minimum tax liability concerning transactions that would impact capital gain/loss. I highly recommend JC Tax Services LLC.

After some dissatisfaction with our tax preparer, my wife and I searched for a new one. Following…read morelocal recommendations, we interviewed Janet Cho of JC Tax Preparation and left that meeting highly impressed. We found an individual highly articulate, knowledgeable, and bright. Within two weeks, our returns were ready. In our second meeting with Janet, we became joyfully impressed! Finding deductions our previous man had missed, Janet earned us large refunds from both the feds and the state. And, she had sage advice for us going forward, making herself available to answer questions throughout the year. I can't recommend Janet Cho more highly. If ten stars were available, I'd give her that. My only regret is that we didn't find Janet Cho years ago.

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.

This is my second year using Laura's services at P&L; she has been incredible to work with. Before…read moreLaura, I have never felt like the person helping me with my taxes truly cared to take the time to ensure I get the best refund. In the past, it felt more like an assembly line - in and out with the feeling of many of my questions unanswered. This has not been my experience with Laura. She gives excellent customer service and takes her time to ensure she has all the information she needs to get me an accurate refund. My visits usually last an hour and, as soon as I leave her office, I have a sense of comfort and relief. I couldn't think of anyone better to recommend.

Laura is amazing. Taxes seem to set off stress levels of panic and fear. I was helping a family…read moremember resolve a big mess and Laura came to our rescue. She is such a good listener and has such a positive and calm demeanor, which is exactly what we needed. She is very transparent which is also a big issue for me. No surprises, a clear and calm explanation of the process. Incredible service. I am so relieved.

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.

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

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.