Always Kind, Informed and Patient and great to work with. They have done complicated taxes for my…read moreelderly parents, Trust, and now for my husband and I for many years. I gratefully drop off a folder full of assorted tax 'stuff', and for all that they often send us off to find what we do Not have or help us to acquire it. I truly could not recommend them more highly.

Professional, experienced, and knowledgeable service provided promptly by Vennona and Jonathan.read more

I received a letter from IRS of changing my 2017 Tax Return with additional tax liability. I…read morediscovered that I made an error in filing. Since I am not comfortable with replying to IRS directly, I searched tax services in Yelp. While most responses were unavailable, Farshad quoted me the cost of consulting and availability, I was able to meet Farshad within a couple of days. The office is very professional and located in a high rise in SF downtown. Farshad is extremely nice and helpful. He took my job and completed in a week. Highly recommend Farshad for tax services.

I have been doing my taxes at Rostambek & Co. For the past five years. I feel secure that they…read morereally pay attention to every detail so that I can get the best return. Their pricing is very fair and worth every penny. I have recommended them to several of my friends and they have become regulars as well.

When it comes to my annual taxes, I have relied on Linda Panichelli at Morre & Company for a dozen…read moreyears. I cannot emphasize enough how helpful, understanding, insightful, and knowledgeable Linda and the Morre team are. As a sole proprietor, I maintain my own income and expense spreadsheets, then I send it all to Linda and her team. They do the rest. It's complicated some years more than others, and that overwhelms me every time. Yet Linda's guidance and expertise always help ease my concerns, without fail.

We were recommended to Morre and company for our taxes. We really appreciated the work that Linda…read moredid as she was so knowledgeable and professional. Our taxes were completed on time, and I wouldn't ever hesitate to pass their name on to others.

These two tax professionals are amazing! They fixed my tax issue from a few years ago. My taxes…read morekept getting kicked out of turbo tax. I was waiting for a refund but they had to fix the previous year's issue first, so I paid that and then they did the next year electronically and I already received my refund. I am relieved and grateful for their expertise in all of this. I won't go anywhere else now. Their fee is reasonable and they are both professional and really know what they are doing. I also like that I have everything on file with them. They explain everything during a phone meeting and you can even drop things in their mail slot if you prefer. I really appreciate them both for helping me and giving me peace of mind in the end.

Would recommend to stay away from this business…read more Multiple issues with returns, had to pay so much extra to the IRS in terms of penalties Very unresponsive, hard to get on call.

My review is for Janet Cho, Enrolled Agent. Janet has been preparing my taxes since 2018. Last…read moreyear, it appeared that I owed an unexpected large payment that was the result of an incorrectly issued 1099-R. She went above and beyond assisting me with pulling the paperwork necessary to prove that I didn't owe taxes on that distribution, and filed the taxes to calculate a refund instead of a payment (the agency refused to correct the document). She is extremely knowledgeable and communicates what is needed to ensure the minimum tax liability concerning transactions that would impact capital gain/loss. I highly recommend JC Tax Services LLC.

After some dissatisfaction with our tax preparer, my wife and I searched for a new one. Following…read morelocal recommendations, we interviewed Janet Cho of JC Tax Preparation and left that meeting highly impressed. We found an individual highly articulate, knowledgeable, and bright. Within two weeks, our returns were ready. In our second meeting with Janet, we became joyfully impressed! Finding deductions our previous man had missed, Janet earned us large refunds from both the feds and the state. And, she had sage advice for us going forward, making herself available to answer questions throughout the year. I can't recommend Janet Cho more highly. If ten stars were available, I'd give her that. My only regret is that we didn't find Janet Cho years ago.

We've been working with Mike and his team to keep the books for our small business for many years…read morenow, and they do a great job. They're always quick to respond, smart and organized, and very patient with any questions I have. Super glad we found them - highly recommend!

Mike is knowledgeable, professional, reliable and his integrity is invaluable. Mike was recommended…read moreby people I trust. Sara S

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I want to say thank you to David and in the front desk for his patience and help, a high level of…read morecustomer care and commitment. He made my experience at H&R block go way smoother and easier, All while having a very positive attitude and grea willingness to help and that's a great service that makes a difference and it stayed with me.

I had a horrible experience with John Michael Hartnett. I made contact with him on Jan 16th/17th…read moreand uploaded my documents ahead of time. I then provided my mileage info on the site and waited with no responses to any of my email through your website system. I called the office in Novato on Feb 1st to get updates and the person had to take my messages twice. I got a returned calll from the office by another person who was rude and did not listen well. Unbeknown to me, Michael is out for 2 weeks. I was told to "well you gotta wait until he gets back". What amazing customer service. Please have the professional courtesy to not accept a file if you know you will be out of the office or at least re-assign it. Theres a reason why I am ready to file on Jan 15th so you can skip the "you have until april 18th" speech. The San Rafael / Terra Linda office was nice and accommodative by the way.

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

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

Jon Newton is the worst tax person l've ever worked with. He cost me thousands of dollars in…read morepenalties by filing my taxes late , ruined my lifetime excellent credit rating by not responding and IRS sending me to collections. then ghosted me , like many others have said . I cannot even get any of my records from him . He is irresponsible! Avoid at all costs!

I was a small business client of the senior Erland Stenberg for many years and was pleased with his…read morediligence and accuracy. He retired and the business went to his son Steven Stenberg for a few years, who I did not have the pleasure of working with. Their employee Jon Newton bought the business and was initially helpful, requiring a substantial up-front fee to bring my tardy returns current. He later ghosted me consistent with the 2024 review by others, breaking appointments, not returning calls, not responding to emails. It appears that he is/was a 1-person office, relying on offshoring his work load, a possible problem for complicated accounts. Note that the positive reviews are in the past Stenberg era, not the present. Based on observed performance I would recommend avoiding Mr. Newton at all costs.