I have owned a sole-proprietorship business in Sonoma for the last 3 years and Bonnie Lee, the…read moreowner of Taxpertise, has been incredibly helpful to keep all my tax-related needs and responsibilities taken care of. Bonnie is impeccably professional, on-time, always reliable and up to date with the recent tax laws. And, she will find all the possible ways to save you money when it comes to dealing with the IRS. She literally saved me thousands of dollars the first year of business!! She continues to help me significantly reduce tax burdens each year and helps with all my questions and concerns. With my busy schedule and many business responsibilities, taxes are the last thing I want to worry about. Having Bonnie as my tax accountant helps me be completely relaxed and worry-free during tax season. I could not recommend Bonnie and her excellent services more highly. Thank you! Monika Szumilak freedomtherapy.net

Squeezed me in last Minute and did a great job, and taught…read moreme I had been doing everything wrong.

I was referred to Jack Ding, after a horrible experience with another Tax Company…read more He is the consummate professional & extremely knowledgeable. I am always confident in referring friends and clients to him.

First appointment with Jack he was 40 minutes late. He was supposed to send me a Client Organizer…read moreto help me get all my tax information together - never received it. Called to set up an appointment to get my taxes done - Jack said he didn't have an office and that he worked out of his house. I told him I had already been to his office. We set up an appointment for him to do my taxes on 3/25/22. I went to his office and waited outside for a half hour and again he was a no show. I left two phone messages asking him to call me. Never received a return call. Now I have to scramble to find someone to do my taxes - I'm not very happy with Jack at this point.

Ray has done my taxes the last five years and of those times the first four years went very well…read more My situation is pretty simple and I felt he always handled the filing quickly and for a low price. This past year (2018 filing year) he misfiled me and I was surprised with a $1400 State tax bill at the end of 2019. I called Ray at least half a dozen times and sent emails and he as completely ignored each attempt (I have learned from other clients that this is a trend for him). I was hoping for some sort of an explanation or at least some advice from him as to how to proceed - I wasn't looking for him to pay the bill or anything (though reimbursing me to help offset my interest charges to the State would have been nice). I am sorry to leave a negative review for someone who was great most of the time, but his lack of communication when I needed him most leaves me no choice.

Hi, Update: I live in Sonoma and learned from the…read more The Board of Accountancy say's that Ray's license expired in June 2023. As I said, he completed my taxes on paper, OR SOMEONE DID, but they were not turned in to the IRS. I still can't believe this happened. Something is going on.

I recently was asked by an Estate Executor to sell his family's long time home in San Francisco. I…read morehave specialize since 1989 in working with families during the probate process and have consequently worked with hundreds of attorneys over the years. The executor warned me upfront that this was a complicated case and it was. I found their attorney, Mr. Gullotta, familiar with the local court process which was impressive especially since his Practice is in the North Bay. I found him accessible, quick and efficient with the paperwork. Thru all the minutiae and disfunctionality of the situation, he stayed positive and when new Orders were needed, he researched and then confirmed the research with the clerks and in many case the Orders were prepared the same day. He was fast and effective. During the confirmation hearing he was prepared with Order in hand, answering all the Judges questions resulting in no delays and the Judge signed the order right there and then.. He then delivered to Order to the Title company as he left the court house. 23 years specializing in this field and I never saw that before or since. He's good and I recommend highly.

The Gullotta Law Group: Eric, Amy and Tina recently updated our estate plan documents for us…read more We knew we were in good hands from the very beginning! They are professional, engaging, compassionate and kind. They were completely open to any and all questions we had for them at any time. Their response time for return calls, questions and or changes was excellent. We look forward to a long client relationship with Eric, Amy and Tina. With that being said, we would absolutely highly recommend Gullotta Law Group for your estate planning needs. They are terrific! Kurt & Helen

Jeff is the best accountant I know. He has been doing my taxes for almost 20 years. I highly…read morerecommend him!

Jeffrey M. Dreyer helped me a few years ago with settling my mother's estate. He and his staff were…read morewonderful. They completed the paperwork (which was complicated) on time and with no mistakes. They're also pleasant and honest, and the fee they charged was fair.

Amanda had been very helpful getting my business off the ground, and the first year of tax…read moreresponsibility over!! We had to do this all over the phone this year which is even more amazing!

Amanda has always found great deductions that i didn't know about. She is very efficient and I…read moretrust her.

Won't ensure you don't spend an extra buck in taxes. Did my personal income taxes (2 years…read moreconcurrently) incl sale of a home out of state. She was not aware of the federal extension due to fire zones. I learned this later so i paid a substantial sum that should have been earning interest for mist if a year. Would not correct mis-spelling of my name on the returns. No confidence in her work if she can't transcribe a name correctly or notice the error. Unclear if there was any security on personal info--was working out of an old house that would be easy to penetrate. Papers everywhere. I had to have the returns reviewed. Zero stars.

Sandra is a talented CPA as well as a good human being. When I found myself having trouble with the…read moreIRS, she expertly navigated the maze of issues I found myself dealing with and provided expert advice. But more than that, when I was facing a deadline to have the IRS remove the levy on my salary, she dropped her entire workload that afternoon, waited on hold for an hour, then negotiated the release of the levy--something most other high-powered tax attorneys we talked to couldn't promise they could do for thousands of $$$ more. I highly recommend Sandra to others for her competence and her sheer chocolatey goodness. :)

I came to Mauricio after I felt like my last accountant wasn't up to par. Mauricio literally saved…read morethe day and was so accommodating to my last minute requests. He did my taxes within 1 day and saved me more money than the last accountant could. Great same day service and I would highly recommend to anyone who is lost and needs direction to get their taxes back in line where they need to be.

Mauricio was great! Needed him to deal with Oakland Tax Officers. Contacted him on a Thursday…read more Got a quote on Friday. Two weeks later, all paperwork in and done. Highly Recommended

Thanks to James, we have three generations of taxes completed each year, plus long term planning of…read moreretirement and savings. He is treasure to our family.

Waited a month and a half for an appointment which they called the day before to cancel. Very…read moreunprofessional. Thoroughly disgusted.

THIS IS AN UPDATE FROM MY 1 STAR POST OF 11/29/2017:…read moreRosemond "Rosie" McNichol is one damn smart business woman! Plus she's thorough. I had a less than satisfactory experience with one other attorney in the firm in 2017. Rosie contacted me apologized for her associate's less than satisfactory efforts on my behalf. She then offered to get this straightened out for me....at no extra charge. She said their firm wants every client to be satisfied. I was upset and told her I was getting my trust corrected by another firm. Family issues and life happened. Other things became more important. I traveled quite a bit for 2 years becoming a bicoastal grandmother/guardian. Three years went by quickly. My trust became outdated once again. I remembered Rosie's offer. I called her and long story short, Rosie updated my trust and did it correctly. If you're a professional woman you will appreciate Rosie's direct, competent and efficient demeanor. She gets the job done and gets it right the first time!

They forgot to file papers. They don't return phone calls. Terrible customer serviceread more