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San Rafael, CA

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Nelson Vogelheim & Phillips

5.0 (4 reviews)

Services - Nelson Vogelheim & Phillips

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Irina Kassil, CPA

Irina Kassil, CPA

(15 reviews)

Irina is a master at her craft. She possess' an extremely detailed eye with numbers…read more She is a great listener and communicator, and understands all of the intricacies of the tax preparation lifecycle alongside the persistent tax changes that take place each year.

She's a lifesaver: she's not only an amazing human being, she's a highly skilled CPA. Our doctor…read morefriend recommended her. And she didn't even know she was on yelp. She doesn't take clients unless it's a referral. I think because it's a lot of work and a large commitment. She charges accordingly but in our case that we have many years of back taxes it's worth the money. Peace of mind is priceless... I appreciate that she can handle stress on another super human level. Her mind is sharp, she has a special talent, I believe she was born with a special brain, and has a gift, to crunch numbers, handle red tape, IRS, deadlines and take clients through the daunting road of taxes. Always in a great disposition. She's fearless too. She has no problem going down the rabbit holes and making calls and inquiries. She is an amazing human and a top notch CPA. And someone we can trust with our entire lives on the table. If you have work to do with an accountant you really need to feel heard and be able to trust that person. It's an intimate process. No judgement. You shouldn't ever feel ashamed. We are all human. And taxes aren't something natural to any normal human being. So to find a wonderful person that can make this process smoother. And legally work their magic. It's a blessing. I feel blessed to have been introduce to Irina Kassil.

Anspach Financial Group

Anspach Financial Group

(13 reviews)

I used to be locked into a dysfunctional relationship with a tax preparer who embodied everything…read moreyou wouldn't want your tax preparer to be: late, non-responsive, foggy-headed, and sometimes flat-out wrong. Why it took me so many years to break away is a question for my therapist. When I finally decided to go to a REAL professional I found myself here, in the amazingly capable hands of Jackie Thomson. It was like the storm broke, the Jesus rays shone down from the heavens, the sky cleared, and it was a cloudless-still-74-degree-day. And that's the way it's been ever since. Hallelujah. Jackie answers e-mail in a flash, gets the job done on time, exhibits work ethic excellence, is reliable, trustworthy, organized, and timely. Basically, she's the consummate professional and I'm left looking for her replica in every other service business I patronize. So, there you have it. Why you'd go anywhere else can remain your little secret but once you switch to Jackie (and Anspach) you'll want to blab it all over the place just like me.

The people who work there are pompous jerks who overcharge for the little work they do and file…read moreunreliable tax information. Find some other group who will treat you with better respect. They seem nice the one year we worked with them but in the past we have never had to pay both State and Fed... this group has no clue how to work any kind of tax law that will get you benefits and they charge 2xs as much as other offices. They would not see us in person because they were "too busy". But my sister in law called the same day and ( and it's not even St. Patrick's day in March) got an appointment within the same week.... they play favorites and if you are new and don't have more than 3 apartment buildings and lots of money you are a poor s-o-b who they don't have time for. Plus did I say we only worked with them through emails last year because they "didn't have time" to see us in person and never really got us as clients - they just charged over priced cost $$$$ and we had to pay for the first time in a long time where I don't think we had to. Save ur money and find someone who will work with you personally - these people suck! They are jerks over the phone and will not even let you talk to the person you want to talk to! They suck!!!!

Frederiksen-Crawford

Frederiksen-Crawford

(21 reviews)

As a fellow financial professional, I've known Chris for over 35 years, and I can assure you that…read morehe and Tara will get the job done correctly, promptly and for the stated upfront fee. Like other high quality professionals, the firm's service structure reflects its commitment to comprehensive care and integration of both financial and tax disciplines, so clients know that their financial matters are intelligently established for their sustainable financial future. Their values and work ethic are further testimony to the team's commitment to excellence and superior client service. This CPA firm is an exemplary choice for discerning clients who appreciate the engagement of a seasoned, sensible professional team who will always maintain the commitment to serving their client's best interests.

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.

Bridgewater Certified Public Accountants - Financial Analysis Tools

Bridgewater Certified Public Accountants

(11 reviews)

Is there a 6th star? I called Bridgewater on March 30th when I was frantically searching for a new…read moreCPA after discovering my previous accountant of 20+ years was no longer preparing returns. (Yes, I should've been on top of the situation much sooner!) That said, Jennifer was extremely helpful and scheduled an appointment for me on April 2nd. I had 4 returns that needed to be done and was merely hoping to get extensions filed so they could be completed at a later date. I came in with my returns from the previous year as well as my various 1099s, K-1s, etc. I met with Ryan who was cordial and professional. I expected him to laugh me out of his office when I placed the packet of forms on his desk and asked if he could do anything by April 15th. Well, not only did he not laugh, but he and his team got the job done including an unexpected 5th return for my teenage son who had a summer job which they threw in for free! I was able to file all my returns by April 15th and everything was done electronically so I merely had to click a few keys which was great because I was traveling. (And send some checks, of course!) They even found a refund for me on one return which I had not expected. Everyone with whom I came in contact (Ryan, Sheri, Jennifer, Ben, etc.) was professional, courteous and extremely efficient. Every phone call and email was answered immediately. Needless to say, they will be my CPAs going forward! I highly recommend the services of Bridgewater CPAs.

Would not use their services. The Managing director I spoke with was one of the nastiest people I…read morehave dealt with in my 40 years of experience.

Nelson Vogelheim & Phillips - taxservices - Updated October 2026

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