Pleasant and expert tax prep on a somewhat complicated portfolio. Experts with different…read morespecialties and years of experience.

I've had my Taxes done at Baldwin, McGaughey & Co. LLP for several years and Michael J. Wilmarth,…read moreCPA handles my Tax preparation. Michael Wilmarth is an excellent CPA. He handles my Tax preparation with ease, is knowledgeable, professional and personable. I highly recommend Baldwin, McGaughy & Co. LLP and especially Michael Wilmarth, CPA. I highly value the Tax Services I receive from Michael Wilmarth, CPA at Baldwin, McGaughy & Co. LLP.

I would highly recommend John Schloetter. Extremely efficient, honest and provides thoughtful…read morestrategies. John is someone you can trust and you can feel confident that you're making informed decisions based on his recommendations. Aside from helping my wife and I for our taxes, John also made sure we understood the potential ramifications of our investments and what that means for our future.

If you're looking for a smart, incredibly talented CPA who can identify every tax deduction legally…read moreallowed, plus help plan a strategy and calm the night terrors of an audit by the IRS, John Schloetter is your man. John is joined by associates who complement his expertise, and cover every financial need you have. Trust is in short supply lately, but I trust John completely. NB - they moved to 1383 N McDowell Blvd #170, Petaluma CA 94954

Our accountant was retiring so we searched the web and found most all the good ones are not taking…read moreon new clients so we settled with Priscilla Eckhardt with L H Harris CPA because of 3 good review but found out after this was from the last owners clients before Pricilla took over the company. after our interview with Priscilla and her stating that our company would be no problem for her we decided to try her. Priscilla requested everything she needed to get a 4 month profit & loss done that was needed for our liability audit coming up. We supplied her immediately with everything she asked for and also six years of our P&L history so she can see what was being deducted in the passed and had this info to check her work to see if she has everything down. after over a month I contacted Priscilla to check in. I had to call several time to get a hold of her as she is always on the phone or to busy to take you call or answer emails. Another month passed with no contact so I contact her again and she tells me the P&L is complete but need to go threw someone else to check it. OK almost a month later I call over and over again until I get a hold of Priscilla and she tells me its complete and to come pick it up.. you would think she would of call ME but that it is obviously how she runs her business. When we finally received the P&L it had nothing on it! Priscilla has $270.00 down TOTAL for ALL our utilities for 4 months. power. water, gas. We are a manufacturing company and 2 days of power alone is over $200.00. Priscilla had no C.C. charges deducted that the company charged everything to, no gas or insurance for the company vehicles deducted, no liability insurance deducted. No lease payment for 4 month was deducted. Nothing! it was like Priscilla had no clue what she was doing! Priscilla was also told ALL our sales are online from Amazon, Etsy, Ebay etc. and not one fee from any of these sites are deducted. These are basic right offs that Priscilla could not get right that anyone that knows taxes would of known right away that these are missing and this also went threw someone else to view according to Priscilla! I contacted Priscilla regarding all her mistakes that we paid her for and she had nothing to say. Not even sorry. Priscilla took no responsibility for her mistakes and left it as it was and did not try to fix anything. We also told her she had no depreciation schedule down for over 200K of equipment that she had the list for that the incorporation purchased years ago. Priscilla reasoning for not including these deductions in our P&L was because the incorporation purchased the equipment used and we would need to go find ALL the passed Owners of the equipment we purchased used and see if any of the passed owners had a business and already wrote them off before she would give us the deductions even if we had to go back 25 years Priscilla said. And if we found that someone did wrote it off that we could not use it because they did. This was the most ridiculous thing I have ever heard in the 25 year in business. Odiously after this remark from Priscilla we left running and never looked back! our new professional accountant could not use ANYTHING that we paid for and supplied by LH Harris CPA or Priscilla. We projected in less then 3 yrs we would of been bankrupt and out of business if we stayed with Priscilla and her accounting skills. Priscilla seemed more in helping the IRS then saving her clients on basic right offs. We would not recommend this company.

We started w/ Larry over 12 years ago for both business & personal accounting & he & his team are…read moreremarkable. I now work w/ Kathy for all business accounting & she is a pleasure, quick to respond & never makes me feel stupid given that math has never 'taken' to my brain. We had an audit nightmare a few years ago & Larry fought long & hard for almost a year on our behalf, all the way to appeals in SF. Because of his knowledge, finesse & diligence it ultimately worked out in our favor. We are convinced that without him in our corner, we would have had a very different result. Taxes are stressful enough but we now rest easy knowing that we are fully prepared should another audit find us.

Joe and his team continue to blow me away with great customer service. Joe has been doing my taxes…read morefor past few years and whenever I reach out he gets back to me quickly with a thoughtful and accurate answer. I am so happy I found these guys!!

Joe's easy style of interacting couples perfectly with his deep understanding of the tax codes…read more I've used multiple CPA's and accounting fiorms in my 47 years in business and he and his team rank amongst the best!

Meyer and Associates have been doing my taxes for five years now, and provide great and prompt…read moreservice. They are fastidious and detailed when it comes to ensuring that all the documentation you need for tax preparation is in order. Their secure online workspace is also very helpful for when I need to review older tax documents.

I sent an email to Meyer and Associates yesterday eve asking if someone could call me as I had an…read moreimportant tax question I needed answered today. I am not a client. Derek Meyer left me an email this morning with his phone number saying he would be glad to help. I called him and he not only answered my question but also put it in writing for me so I could share it with another party who needed to see it. He did not charge me and went above and beyond to be of service. This is someone who I would trust to take care of my taxes and I would gladly give my business to. It is great to find someone who actually cares about helping and being of service.

I have zero complaints on her tax service. I would never recommend her for any services except…read moretaxes.

Not only is Summar Morris an excellent CPA, but she also provides other services such health…read morecoaching, yoga, and nutrition. I have seen numerous nutritionists in Sonoma County, and I think that she is the best because she offers a simple and sustainable approach to maintaining a healthy and balanced diet. I have lost 20 pounds this year, that I would attribute my weight loss to the nutrition guidelines that she has taught. Also, she helps with time management living a relaxed and balanced lifestyle juggling work and personal interests, that is essential to having a well-rounded lifestyle. I appreciate that she helped me implement a plan to set up an online piano teaching business in Sonoma County, and she had various ideas to marketing my services virtually, that will be a dramatic and exciting change instead of teaching in person like I used to in the past.

One of the best tax services you can get in our area. My father used this company when he was…read morealive, and they helped me with his estate filings after he passed. They are professional, on time, and extremely accurate. They found an error on a K-1 that will save us $300!!! This K-1 is from a LLC and NONE of the other accountants/tax people found the error. We are so happy that we are signed up with Madelyne, it makes what could be a very stressful filing all that much easier, and we know that she is there looking after us and has the expertise one needs to protect their clients. . No one likes filing taxes, but knowing Madelyne is working on our taxes makes the entire process smooth and quick.

In the wake of losing everything in 2017 Tubbs wildfire, our tax reporting became very complex, and…read moreour CPAs at the time did not have the experience to help us navigate the tax waters without significant loss. After paying substantial amounts in the ensuing years, we were told there would be an even greater amount to pay, which we finally took as a cue to seek other tax support. After interviewing several tax professionals, we were very fortunate to find Madelyne Cromwell, principal of Cromwell Tax & Bookkeeping (CTB). Our taxes-including those we'd already paid- took a significant turn for the better. CTB has been our tax go-to tax consultants since then. A bonus has been that Madelyne has shared with us tax programs we didn't know about that further reduce our taxes as seniors. Smart, honest, expert in Fed, state and local tax law and process, Madelyne is the consummate professional who really cares about her clients, as does her staff. They have our highest recommendation.

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