1. Porta Thomas K, CPA

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Vallejo, CA

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Services - Porta Thomas K, CPA

Estate planning

Trust planning

Business consulting

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13 years ago

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13 years ago

He does my moms taxes. And she likes his work. He has done them for years. And I like his work. Quick and efficient.

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11 years ago

Been going to Tom for years. Always does a great job. I'm in and out. I can always get right in. Easy parking. Nice place

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10 years ago

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8 years ago

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10 years ago

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13 years ago

Tom has been so helpful over the years, I can't say enough about him. We have recommended him to many of our friends.

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10 years ago

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12 years ago

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Exactly Legal - Me

Exactly Legal

(28 reviews)

Our experience with Mari started out great, but then communication became more and more sparse. We…read morewere SO close to completing paperwork when she simply stopped returning our messages. The last step was for her to send in the completed papers and that was 5 months ago. Very disappointed.

Update: I received…read moreMarizen's private message and her request to edit or remove my review--this request was notably left off her public comment as noted in the screenshot attached. Since the 2 stars (which equates to the "[service] could've been better") were due to the unprofessionalism and inattentiveness shown (not due to her being an LDA), I have no reason to change my rating or delete my review. TL;DR: Marizen is NOT a lawyer. She is a Legal Document Assistant that cannot provide you with legal advice. She is a significantly affordable option for a Living Trust but she is unprofessional and has poor attention to detail-- key characteristics that are paramount to detailing an important document. Details: I left a Living Trust inquiry via her site and Marizen emailed me back within 1 day to "text" her back for a scheduled over-the-phone consult. Upon speaking with Marizen it was clear she did not take the time to review the few questions I had sent her in my initial inquiry as she was confused as to what the consult would primarily be regarding. Her rates were significantly less than what other competing services were offering which raised an orange flag for me. Upon further research, I realized Marizen was NOT a lawyer, but rather a "Legal Document Assistant (LDA)." According to the CA Attorney General, LDAs cannot give legal advice. This was my first encounter with an LDA, which allowed me the opportunity to do the necessary research to make a more educated investment. Had Marizen gotten back to me with the necessary next steps and questionnaire as she had promised (it's been over 1.5 weeks), I may have considered her as a possible option to complete my Living Trust needs. But if you are looking for a more affordable option, perhaps Marizen is a good fit for you.

Porta Thomas K, CPA - financialadvising - Updated October 2026

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