My wife and I are retired. We live on retirement income. Our tax man…read more of 15 years, decided to retire last month (JAN - 2024). I have completed a tax organizer for last year (2023). Also, I have many years of past fillings for information if needed. I live in Novato. My home phone number: 1-415-897-8056. Please call anytime, between hrs. 9:00 -to- 6:00. John

No return call and I have waited more than a week. The business has an answering machine that seems…read moreto always be on even during business hours.

It's been a real joy working with Gabriel! Very professional, reliable, and…read more a real tax professional. After having relocated back to Marin after years away and in search of a new accountant, we were extremely lucky to find Gabriel and his team. No question would use in the future for personal taxes or any tax-related issues.

Just like some of the other reviewers, my business relationship with Gabriel goes back to the…read moremid-eighties. He's very knowledgeable about my self-employed, home-run business and always does a great job on my taxes. He's also advised me on tax-saving strategies that have become solid investments for me. Like another reviewer, he attended an audit and saved me about $5000 on that return, as I recall. I used to be a huge procrastinator which didn't make his job any easier and I'm surprised but pleased that Gabe didn't dump me as a client*. I now have a monthly accounting system in place that I designed myself, thanks to Google Sheets, so I can promptly and painlessly compile the previous year's info at the beginning of the tax year and get it to him in plenty of time before April 15. *I don't think he's the kind of professional that would dump a client, but I felt I probably deserved it at least once or twice! (-; Again, very professional, knowledgeable, and trustworthy...and a great guy to boot. Thanks for decades of great service, Gabriel.

Kathryn Harris has been working with me three years...so very helpful. She is very competent and I…read morewould recommend her highly as my accountant1

I cold-called Perotti and Carrade for an inquiry and was able to speak immediately with one of the…read morepartners, Mark. First, he was very knowledgeable. Second, he was remarkably generous with his time given that it was just a first time call with a potential client. Professional service at this level is not easy to find. Highly recommended.

Although they did a good job with my filing last year, this year has been a total disappointment…read more I contacted them by the end of January to get an early kickstart and avoid leaving this to the last minute. They asked me to send the documents as soon as they were available. After a while, when asked if they needed anything else, the answer I received in March was, "We will know when the returns are being prepared." meaning they didn't start at all. As a follow-up, I asked them if it would take some time; I could try to find someone else while there was still time. So surprisingly their response was, "Feel free to find someone else". This last response summarizes how they value their clients. I only gave them an additional star because they managed the situation better last year. If you're an individual client, avoid them at all costs.

Brandon was so helpful and generous with his advice. He explained my financial situation and…read moreoptions in detail. He was very efficient and knowledgeable with his answers. Looks like I have a new CPA moving into the future! He's is wonderful! Thanks again Brandon!

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.

Irina was recommended to me by my financial advisor becuase the tax professional I had goofed up my…read moretaxes in a very bad way. The first thing Irina did was spend time talking with me both on the phone and again in person to learn about my tax concerns and issues. And now she's done with my taxes for 2018 and I have been completely impressed. Her pinpoint knowledge of tax law and tax consequences is profound. Her attention to detail is outstanding. She helped get my sole proprietor deductions in line to make an audit less likely. And she managed to work in all my expenditures into my numbers so that I didn't lose a single penny. And her knowledge of COVERED CA is quite strong. Irina is wonderful and I'm relieved & grateful to be her client.

David Rasonsky has been doing our taxes for over 45 years. He is professional and always gives us…read morethe right advice. When we have questions, he is responsive and available.

Davis and his team have been doing my taxes for over 15 years- they are wonderful, thorough, and…read moreprofessional- I would recommend them to all my friends and family!

Tim has been our accountant for decades. We were referred to him by a friend back in the '80's when…read morehis practice was here in Marin County. When he moved to Florida circa 10 + years ago, he continued serving his clients in Marin. The move has been seamless in terms of his responsiveness from our perspective. We trust Tim implicitly, his advice is always spot on, and he has a great sense of humor to boot! What a pro!

Tim Dodd has been my CPA for my businesses and personal taxes since 1998. Tim is readily available…read moreby phone, text, email, FaceTime, Skype, personal appointment ... whatever platform his client is comfortable using, Tim is easy to reach. Tim's advice is always spot on accurate. His counsel has been: Wise Informative regarding current & upcoming changes in the tax code. Relevant to my stage of life, business, investment, long term planning I'm in as well as my family. Educational regarding my interests and life goals. Whether considering deductions for payroll, IRA, Stocks, property investment/sale, college funding, corporate, non-profit and trust accounting, Tim has been knowledgeable asking the questions I needed to answer than advise based on my objectives. His fees seem to meet the going rate for what he services he provides. The atmosphere is casual but professional, friendly yet sensitive to tough issues with recommendations that can be trusted.

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.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

Omg my friend went here to up date his car insurance every half a year, I saw his policy for each…read morecar charged totaling both for liability for each car, $859 for both car, but other receipt that he paid, came out to be $1.149.00 ?? is this you supposed to tell your clients that there's a service charge on all the insurance and all the processing work from that company? My friend wasn't told. !!!! Why Mr. Daniellll ???? Shame shame on you...!! At least our money transfers we knowing there is a service fee... I'm not going there with my friend ever .... I can't recommend anyone goes there.. so sad for those immigrants that go there and send money to their family in Mexico and other countries so sad,....!!

Our first time here. Try the money transfers!!..they have any type of insurance, they do taxes,…read moremarriage license, pay fastrak, pay tickets, pay bills, mobile top up, cash checks, dmv services, consular appointments, travel tickets. "We speak English and Spanish!!" Call us: 4155215630...

They are always very helpful. I've never had issues with my taxes. Great service, very attentive.read more

I have the best tax services , my advisor Mr Martinez Sr. is the more knowledgeable And…read morereliable . This is my fourth time in an arrow and every year it's the best experience !! I highly recommend this company to do your taxes even with him o his associates.