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    Porter Accounting

    5.0 (1 review)
    Closed 6:00 am - 6:00 pm
    Updated 3 months ago

    Services - Porter Accounting

    Accountants

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    3 months ago

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    Daily Money Management Services

    Daily Money Management Services

    (1 review)

    I brought Tammy in to work with my elderly mother when she needed help with managing her personal…read morefinances, and Tammy has met and exceeded all my expectations. Tammy is professional, trustworthy, responsive, and easy to work with. She is very efficient with her time, and follows up on all loose ends; the value and time-saving I've received from having her on board has been tremendous. Tammy has the skill to be friendly and accommodating with seniors while still taking care of all their business quickly during her appointments. My mother can be a very tough critic, and even she had praise for Tammy's work and came to consider her a friend as well as a professional service provider. I highly recommend Tammy to anyone needing assistance with their or their loved one's personal day-to-day finances.

    From the owner: Daily Money Management Services (DMMS) provides professional in-home bill paying, budgeting and…read morerecordkeeping for individuals who have difficulty or lack of time to manage their day-to-day financial matters. Our clients consist of senior citizens and their caregivers, frequent travelers, busy professional, those dealing with temporary or permanent disabilities and who are newly divorced or widowed. We provide services to clients in Sonoma County, CA: Windsor, Healdsburg, Cloverdale, Santa Rosa, Rohnert Park, Petaluma and other surrounding areas. DMMS is a proud member of the American Association of Daily Money Managers (AADMM) and maintains its high standards of practice and code of ethics. There are many benefits to the services we provide including, but not limited to, protecting credit ratings, avoiding late fee and bank charges, prolonging independence for seniors, organization of financial records, preparing tax information for your accountant and review of credit card/bank statements to help identify theft and fraud issues. We customize our services to fit your individual needs and charge an affordable, hourly rate. The amount and time needed depends on your unique circumstances. Services are provided at your home or office.

    Randall J. Lofquist, CPA

    Randall J. Lofquist, CPA

    (16 reviews)

    Great responsive experiences professional tax accountant…read more I have worked with hi several years and recommended him to friends with good results.

    We went to Randy after our previous CPA of many years retired. He did our taxes for a few years…read moreand, not paying much attention (busy professionals as we are), we later found out that many of the deductions we should have been taking were not being applied to our taxes. This year we spoke with several other CPAs, all of whom confirmed this for us. We decided to pay a second CPA to prepare our taxes this year after asking Randy if he could apply the deductions for us. Although the cost of paying two CPAs was not insignificant, our savings still exceeded the added expense. Nevertheless, Randy was surprisingly angry and rude when we gently told him we would be using a different tax preparer. Later, his online payment system went down. He notified us that we would have to pay him with a paper check this year. And so we wrote and mailed the check to him. Very shortly thereafter, apparently not having received the check, Randy went straight to threatening us with small claims court over the "late payment". In our process of asking around about tax advice we heard from a number of people that they too had either directly or indirectly found Randy to be angry, vindictive, and to have been inflexible with their tax preparation. Ordinarily, we would not wish to spread negative vibes on the internet, but having received numerous threatening communications from someone we have paid to do work we ended up not using, we felt we should caution others in our community.

    Porter Accounting - accountants - Updated May 2026

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