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

What can I add that hasn't already been said about David Fisher's practice? My mom had been using…read moreDavid's firm's services for over 10 years for both trust and personal taxes. When my father passed away, my mom struggled to pick up the pieces. Between filing for her own health insurance, preparing paperwork for his pension, and figuring out things she'd never had to figure out before, she was beside herself. She was diagnosed with a neurological condition and subsequently had a stroke. She was struggling to live and went into skilled nursing for a month so was unreachable. I contacted David's office since there had been an extension in filing date granted due to COVID, but wanted to also make sure I could pick things up in the meantime. I noted that there was a note saying my mom had used an incorrect TIN for one of the pieces of paperwork, and according to my mom, she'd been in the process of rectifying that problem. Finally, when she was out of skilled nursing and, thankfully, alive, in the process of engaging attorneys to establish DPOA and a trust (and figure out how to keep her home up, pay caregivers, and manage her health), I went to David's office to sign the submittals and pay for her taxes. I inquired as to why filing her personal taxes was double the cost of previous years and was told that the trouble of the incorrect TIN had "made a mess" of things and cost several hours. I'm an engineer, not a CPA, but I do know that correcting an error in a spreadsheet and communicating that to a client does not double the effort of the service. Additionally, my mom was on a fixed income, burdened with sudden insane caregiving costs, and was mourning her husband. Surely, a firm who had been preparing her taxes for over ten years would provide some reprieve and not charge her ~$1000 for her personal taxes consisting largely of a pension and social security - after all, as a family owned business, they have some discretion over what they charge clients. David emerged from his office as this discussion was happening with his wife, and subsequently asserted that if my mom was cognitively impaired and overwhelmed with grief that I should have taken over her finances earlier. My mother was a bookkeeper and fiercely independent. Additionally, I was grieving too. The absolute lack of compassion took me aback. They subsequently offered to reduce our bill if we agreed to not come back as a client, like many of the other reviewers here who have faced their rage when they challenge them. I accepted, and they offered to efile. A few days later, I received a letter and email regarding the termination of services with their firm and that they had changed their minds regarding filing our taxes - this was less than a week before the filing deadline. They also stipulated that we were not to use their work for filing, leaving a grief-stricken overwhelmed family scrambling to find a CPA all because we were "very displeased" with their services and associated lack of discretion in billing. I've attached a letter I sent back to their office that has names of their personnel and my family redacted. Only after this letter did the firm reverse their decision and opt to file. As an aside, I hired a CPA to independently review the submittals and several errors were identified; we had to file addendums/corrections after the submittal. I strongly recommend going elsewhere. I've had very few encounters with such petulant professionals in my life.

Absolutely the best CPA I have ever used. David is thorough and knowledgeable. I will never use…read moreanyone else. I have been with him for over 15 years and have never had a problem. Highly recommended.

Very helpful, knows what they are doing. The staff were friendly and they got our accounts done…read morequickly

Nice guy -- unfortunately, for us, expensive and not enough effort/proactive guidance on…read morethresholds/ target amounts for deductions (eg, business expenses, uninsured losses).

I used Theresa's services for many years when I was working and had my own business. She was…read morepersonable, knowledgeable and a very helpful. There never was a problem with any of the returns she filed for me.

My wife and I have been using Theresa for our tax returns for many years…read more We are very satisfied with her services.

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

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!

I can not recommend Tim and the team strongly enough! They…read moreare clear, calm, patient, and very professional. What else can I say? Reasonable prices and always answer when I call for copies of forms. I am so grateful they are looking after my taxes.

I worked with Tim and his team over the course of two years. It became increasingly clear that his…read moreteam was unable to handle the complexity given their forgetfulness and lack of communication. I'd often have to ask a question two or three times to get a complete answer. I have an accounting/finance background and know what I am asking. In the second year, I asked them if they could handle the bookkeeping for my business and they accepted the responsibility. They claimed knowledge of the nuances of my business but it soon became apparent that they did not know anything about it. Then one fine day, they charged me $2100 for the bookkeeping (w/o a detailed invoice) and when I objected, they hurriedly gave me a $1400 discount. As soon as the check cleared, they sent me an email that they do not want to work with me anymore. No courtesy call, no explanation. It turned out to be a blessing in disguise because I found an accounting practice that actually knows accounting and more importantly, exudes humility and professionalism.

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!

Joe and his team are just the best! I can't recommend them more highly. Everyone is courteous,…read moresuper knowledgeable, and very efficient. Thanks, Joe and team, for the many great years of service you have provided me!