I have nothing else but praises for Steven Willhoff at Carbahal…read more The first impression was very engaging and pleasant. Steven was very professional in every steps of the process to get my tax done. The result is just outstanding. I don't know how he's done it, but I'm very impressed... Good Job!

Absolutely the best professional tax services in the Davis/Sacramento area. We've referred…read morecountless clients to Carbahal and have used their services for many years. I highly recommend Carbahal.

I have been a client of Jamie's for over 10 years now and I can tell you that not only is she…read moreincredibly intelligent and professional, but she is also very kind and understanding. I trust Jamie and her companies services so much that I have referred her to many family members and friends who have also been clients for many years. I will recommend Jamie Baker & Company time and time again!

Our company has used Jamie Baker for many years. Her company is professional, helpful, honest and…read morereasonable!! We trust her completely!

I had a tax question and was going to set up an appointment, but Betsy took my call over the phone…read more(it's too busy a tax time for in person appointments) and she spent about 10 mins answering my questions and giving me good advice. She definitely knows her stuff and seems like she cared 110% about where my money went. And I was just asking over the phone! Nice lady and if I need a CPA I'd go to her!

I have owned and operated a business in Davis for the past 15 years. During 13 of those years, I…read morehad tried no fewer than five different payroll companies. While they varied in quality from awful to quite good it is the payroll service that Andrew Newman offers that has met all of my expectations. For a fraction of the cost that I used to pay, I get to set up my own payroll service via web, and then use it as I see fit; no more phone call and long waits. If I am going on a vacation, I simply set up a payroll in advance and the system takes care of everything. It simple and simply perfect and I could not recommend it more!!!

I had been searching for a financial planner for some time -- specifically a fee-only Certified…read moreFinancial Planner. They don't have anything to sell, other than their advice, thereby avoiding having various things thrown at you that are really designed to make them as much money as possible. Through an odd circumstance, I came across Symphony Financial Planning. All I can say is, WOW! This is how financial planning should be. First off, it's not some corporate building with lots of granite and glass -- it's a very inviting environment that's in what appears to be a small home. You'll feel comfortable right away -- not like a corporate prisoner. The most important part of course are the people. A better group you will never meet. They are super nice, especially Taylor, who worked with me. She made me feel completely comfortable, and explained things in a non-condescending manner. She never made me feel stupid, which is something I can't say about other people I've talked to. In the end, she gave me some great ideas about how to maximize my retirement savings, and sold me nothing in the process. Perfect! And because they are fee-only, you only pay for the time you need -- they won't latch onto your accounts and start pulling out commissions or other fees. They don't even have access to your accounts -- all they can do it give you advice about how to manage what you've got, to meet your goals. If you are looking for financial planning and are anywhere in the vicinity of Davis, you owe it to yourself to give Symphony a try. You won't be disappointed!

From the owner: Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive,…read morestrategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in our clients' best interests. All our advisors are non-commissioned, experienced financial professionals. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Our specialty is retirement and pre-retirement financial planning, retirement income, and asset management with an emphasis on tax reduction. Whether you're nearing retirement, in retirement, had a life-altering event or need investment advice, our fee-only fiduciary financial advisor team will help craft an investment strategy and retirement plan based on the best interest of your financial goals.

Mary is reliable and knows what she is doing. She always answered for clients even on the weekends.read more

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