Please save yourself from Jennifer Batuyong. Worst customer service ever 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. read more

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

John San Agustin is my CPA and much more. Best thing I ever did for my business was hire John. He is a pro and VERY gracious and patient with control freaks like me who don't know much but want to learn EVERYTHING. I can't recommend John enough. read more

My accountant is Jason Mendoza with Morling & Company. I am, let's just say, a financially thriving "art major" with a fear and loathing for financially based paperwork, planning, taxes and anything IRS related. He makes everything OK in my world and is funny and kind to boot. He is prompt to answer my calls and emails and untangles my imagined hairballs - every time. Jason comes through under pressure like few I've ever seen. Thank you Jason:) read more

Jerry has been my accountant for the past year and his advice could not be more valuable. Amazing! He has helped me navigate the waters of setting up my LLC, managing the success of my first year in business, buying a house, financial planning, business projections, deductions, and many more questions that I've thrown at him the over this past year. Criselda is Jerry's partner and she's always budget conscious, thorough and leaves no stone unturned, with tons of great advice on her end. They made a great duo. I could not be happier working with the both of them. They treat me with the utmost respect, they are like family members who truly care about your well being. To me this level of service is above and beyond in excellence. Financially, I'm always ahead of the game and I'm not stressed out. The are an incredible resource to have when financial questions arise. I can always count on the both of them for guidance. I am a very pleased and happy client. read more

I have been with Morling and Company for over 5 years. They have increased the cost of doing my taxes by 40% over the years with no change in the complexity in my taxes. When I called to ask for justification for the rise in cost, I was made to feel like an undervalued customer because I was not in their price point followed by a farewell and best of luck in finding a new tax service company. I regret staying with them as long as I have and really have no faith that Morling cares about their customers which is especially concerning since the advice I have received around tax preparation has always been word of mouth. Well they just lost some good words. read more

I am in the real estate industry and have been using Lou Battilana for over 20 years. He has saved me thousands and has a wealth of knowledge of real estate accounting and investment property exchanges. He always looks for ways to save me money and add to my bottom line. Everyone at the company is very professional, knowledgeable and efficient during the return filing process! Highly recommended! read more

Jerry was incredibly helpful; happily provided me with quite thorough helpful tax legal information about my coming year's filings. Will definitely keep them in mind for my accounting needs! read more

For more than 15 years I had worked with a CPA firm in San Francisco which grew so large by focusing on corporate clients, that it became difficult to reach my CPA to discuss my annual tax planning strategy and the fees doubled each year. I decided that it was time to search for a new CPA firm in 2010. Several of my colleagues at a SF tech company highly recommended Jennifer Batuyong at Morling & Company. After carefully completing a tax planning preparation packet we made an appointment to meet at the Morling & Company office on Montgomery Street. During our initial meeting Jennifer had prepared a conference room and projected sophisticated 'tax planning software' to analyzed several strategies-very impressive. Our first 3 hour session was extremely detailed, informative, comfortable and well planned. In my case we planned for several years in advance. I would be selling equities, selling CA property, purchasing a home, and making a move out of state. Together we worked on a tax strategy for semi-retirement and plans to set up a consulting business LLC. I am so grateful for Jennifer and her thoughtful guidance and expertise each and every step of way. She has calmly guided me through several stressful years and being there to advise me on all the complicated tax codes and regulations. Thanks to Jennifer's research, patience and 'beyond brilliant' creative problem solving abilities, I can now say that I look forward to tax season and the refunds. Even though I now live out of state I continue working with Morling & Company during tax season. Jennifer is my constant source of information, instruction and inspiration! read more

They failed at the one thing that they were hired to do. We hired this company in February after deciding that the accounting firm we had used for the last few years was too big to really care about our tiny business. Morling & Co., a firm that seemed tailored to small businesses, told us no problem, gave us an info packet, and said if we got the info packet back to them by March 21st, our taxes would be prepared and e-filed by April 15th. So, we fill out the appropriate information about our finances, gather all tax documents and send them off by March 21st as directed. We heard from them once right after sending the packet, where they called and asked a few follow-up questions. Then, nothing....we waited and waited. When we hadn't heard from them by April 14th, my husband and I were fairly concerned. Tax day came and they still hadn't called, so my husband calls and they admit that THEY DID NOT DO OUR TAXES!!! What?!?!?! Then, to try and escape the liability they themselves created, they "advised" us to pay a tax rate of what amounted to 50% of our income to cover THEIR butts so that penalties and interest wouldn't start to accrue. FURTHERMORE, he tried to get US to file the extension for filing when THEY were the ones that missed the deadline, so that it would seem like WE had missed the deadline, and not THE FIRM WE HIRED TO WORRY ABOUT THIS STUFF FOR US. To make matters worse, when we were able to see what little calculations they had actually accomplished, they had our income off by $62,000!!!! I know all of this sounds made up, I can hardly believe this happened myself, but unfortunately it is all too real. I don't know how a company stays in business when they fail at the one thing they are hired to do, but I AM TELLING EVERYONE I KNOW TO STAY AWAY FROM THIS ACCOUNTING FIRM!!! What a freaking circus, I was and continue to be flabbergasted by this. Needless to say, we fired Morling & Co. and have hired another accountant to file our taxes. read more

My taxes are not terribly complex. We hired Morling to execute them for us from the mid 90's until 2012 when we discovered that for two years in a row, they failed to file a critical schedule for us. It resulted in interest penalties and hours of frustrating back and forth to figure out what had happened. During the whole process, Morling was defensive and unhelpful. Their point of view is that they have bigger clients to serve. Avoid them at all costs if you want your taxes done properly! read more

Being audited by the tax man really sux. I mean REALLY SUX. However, I feel MUCH better after meeting with our financial advisor, John San Augustine at Morling. He is super nice, on top of things, and really put my mind at ease. read more

I first read about Morling Co on yelp earlier in the year when I was doing 2013 taxes. This was my first time using an account, before coming here I used turbo tax. After finding out I qualified for the alternative minimum tax, I realized turbo tax wasn't going to cut it. Within a week I went from owing 18k to getting a small refund thanks to Jerry. I'm now in the middle of an audit for a refund from a few years back. Jerry is once again coming to the rescue. I would highly recommend seeing Jerry for any tax refunds. He bring a a ton of tax expertise to the table and will make sure you get more back than with turbo tax. read more

After a nightmare with our former CPA, Jennifer Batuyong came ridiculously highly recommended by a colleague (who loves their CPA that much, c'mon?). Now I understand why. She is knowledgeable, nice and efficient. She answers any and all questions, often within minutes, even while she's on vacation. Wow. This level of service and professionalism is nearly impossible to find. Did I say wow? read more

I've been with Morling for almost an year now. They are amazing. Jerry is my point of contact and every time I have a questioner replies within few hours no matter what day or time of the day it is. read more

I never thought that I'd find myself writing a love letter to my accountant, but here we go: I've been working with Jennifer Batuyong at Morling for a few years now, and recommend her highly to anybody who asks (and sometimes folks who don't!) As an accountant, she knows her stuff and has guided me through the (typically painful and manual labor intensive) process of prepping my small biz and personal taxes, providing insight and value as we go. I have to say that I hate organizing my taxes but in working with Jennifer, the process has gotten easier, faster, and less intimidating. And she add real value. On top of that, she's helped me navigate some pretty stressful situations: her cool confidence kept me calm. Most importantly, I feel like JB (as I like to call her) is personally invested in me and my success. It's nice to know that she--armed with all of her financial knowledge--is in my corner. Perhaps my previous accountant set a low bar: I found the tax prep process intimidating, the information obscure, and he was hard to reach. Jennifer, on the other hand, remembers my family and asks about them, she quickly responds to the late night anxiety-laden email questions I'm prone to sending late at night as tax deadlines approach. She never gets flustered, or seems in a rush to move on to the next client. And when we sit down to meet, she doesn't just work on the tax stuff I've brought with me, but helps me plan for the future, pointing out strategies that will allow me to keep more of the money I make. I'm no longer self-employed, but I intend to keep working with her regardless. I've told Jennifer this before, but I truly think she's my accountant soul mate. I didn't know I needed one until I found her. But if you don't love your accountant perhaps you should make an appointment with JB. Everyone I've sent to her (And the numbers are probably in the double digits) has thanked me for the referral. Maybe you will too! read more

Jennifer Batuyong is my connection at Morling. She is the best thing to happen to my financial health since the wallet. She is unbelievable patient, I flake on half my meeting with her, and she stays smiling and calm. She has gottent me through a tax year where I personally was 3 different business entitties, and had a box of over 2000 reciepts that looked like old kleenex. Jennifer and Morling expertly sorted it all out in about 2 weeks, with maximum handholding, and minimal cost. Efficient, personable and proffessional, if you need Tax advice or any other kind of financial coaching....this is the place to go...look no further! read more

I was just looking for Morling's address when I saw this review and had to add mine because Morling really is great - and I've recommended John San Augustin specifically to several friends (including two who hadn't filed for a couple of years). He makes it as painless as it can be. Even the former lawbreakers have said that.... read more

Called this firm and received a prompt call back from Steve. Such a great man! He advised me so kindly. I am in a much better place now, worrying a lot less and more knowledgeable. I wish more people could be so friendly and helpful. Thanks Steve! read more

"I actually enjoying doing my taxes" This is no joke. I have been using Morling & Company for five years now and it is such a pleasure interacting with the people on all levels. Every time I meet with Morling & Company I learn something new. Their professionalism is as good as it gets, customer service is flawless and their breadth of experience and up to date knowledge on tax law is top notch. read more

Jennifer Batuyong at Morling is an absolute financial wizard! She has continually amazed me at her level of knowledge and her fantastic level of service. I cannot recommend her highly enough. We came to her with back tax issues that were complicated by the unusual visa status of one of our employees. Worse still, we had a very short time window to work with. Not only was Jennifer able to answer our esoteric tax questions, but she also knew an incredible amount about visas -- even the less common ones held by our employee. It turns out that this knowledge was critical to properly handling our tax situation. As we discussed different options, Jennifer carefully understood our goals and priorities, and proactively laid out a number of scenarios to move forward. For each scenario she delivered highly detailed (though cleanly summarized) spreadsheets of how the plan would affect both the company and the employee. This happened through a number of iterations, as she patiently dealt with our evolving outlook. And she moved fast! To top it off, she's professional, kind, and has a great sense of humor. I enthusiastically recommend her for all your financial needs -- particularly if they're complicated! She truly loves the challenge. read more

I have worked with Lou Battilana for over 15 years and have always had an excellent experience. Lou has become a trusted adviser and each year we talk about opportunities, financial planning, real estate, family, investments and other various potential directions. This year both he and his assistant Jason Mendoza came through with a last minute filing just under the 10/15 deadline with only 48 hours notice. These guys made it happen with ease and a professional and pleasant demeanor despite my obvious procrastination and last-minute fire-drill. Thanks again Lou and Jason! read more

Jennifer Batuyong = accountant of the year. I start working with Jennifer in early 2012 to help my small business cleanups our books and help us backfile for 2009, 10 and 11. the second of the first meeting she was very honest, straightforward an extremely professional. She laid out a road map of what our business was and where can go with the right systems in place. Each step was clearly defined in every part of the process was thoughtfully executed. She started with maximizing my back filing returns both federal and state, and move forward with optimizing our current accounting system. I truly feel to this day I feel like I'm Jennifer's on the client, never too busy to talk, very quick answer e-mails it goes the extra mile to provide good service. Most were short working with Jennifer and the firm has paid off in many different ways, not only financially but also great knowledge. My business strongly recommends her services if your looking for a CPA with a heart of a teacher and a willingness to serve. The math ( what are business did ) 2009 = 10,000 in sales = no take-home (no CPA) 2010 = 35,000 in sales = no take-home (no CPA) 2011 = 85,000 in sales = no take-home (no CPA) 2012 = 175,000 in sales = 65,000 take home ( Jennifer systems and guidance in place ) the story here folks is a competent CPA can help you win. read more

I've been working with John San Agustin at Morling for the past two tax filings. He's freaking awesome. I was recommended to him by my financial advisor, after my previous accountant had screwed up on my taxes. He took immediate control of the situation, and the IRS didn't levy any fines. Every year the refund he gets me is larger than what Turbotax calculates for me. If you are looking for an accountant, do yourself a favor and go to John. read more

After hiring a friend's dad to do my taxes and ending up in an IRS nightmare, I found Jennifer Batuyong through another consultant colleague. I had such anxiety about taxes after before-said nightmare, and as soon as I met with her she just made me feel so much better. I have since recommended her to all other consultants I know, and everyone who has worked with her has sung her praises. Taxes for an independent contractor SUCK (for lack of a better word). She makes a terrible process seem painless and easy. I cannot reccomment her enough. I go in after a sleepless night because I know tax day is looming and leave feeling like my life is in order. If there is one good thing to come out of tax time for an independent contractor, it's her. read more

I am a small business owner and amateur tax procrastinator. Before I started using Morling & Company a few years ago, I loathed everything about filing my yearly taxes and would almost rather have a root canal, if it would get me out of having to do my yearly taxes. My Dad, a very successful person with a complex tax situation, referred me to his accountant, Lou Battilana of Morling & Company. When I initially hired Morling & Company, Lou Battilana personally met with me and did my tax returns. He was awesome, focused and fast, while still finding all the deductions I was legally entitled to. I highly recommend Lou to anyone who needs expert tax service for complex tax situations. For the last two years, I have had the pleasure of having my taxes done by Lou's awesome associate, Jason Mendoza. Jason is a professional and has been extremely helpful by completing my taxes very quickly, even when I submitted the info at the last minute, (did I mention I am an amateur procrastinator thinking of going pro?) ...but I digress. Anyways, if you are thinking of having your taxes done by a professional accounting firm, do yourself a favor and contact Morling & Company. If you are fortunate enough to work with either Lou or Jason, you can stop stressing and consider your tax issues, whatever they may be, RESOLVED! read more

Amy Fok and Wa Huong are our connections at Morling. They are both great. They know everything and are very friendly and helpful. It's great having meetings with them; they explain everything simply and deal with everything we throw at them in their stride. I can't recommend them enough. read more