1. Torkelson & Associates

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Petaluma, CA

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Torkelson & Associates

5.0 (2 reviews)
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Services - Torkelson & Associates

Accountants

Audit and conflict resolution support

Current year tax preparation and filing

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2 years ago

Has been our account for over 30 years. Personable.Reliable and honest answers to any questions. Is trustworthy too.

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14 years ago

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Tax Company

Tax Company

(7 reviews)

One of the most professional people I know. Has always let me know what forms will incur which…read moreprice, and has always been upfront about her schedule, and when she'll be able to take care of my return. She's extremely good at keeping up with all the new tax laws and changes that come up, and implementing them correctly. I have had excellent and timely service with her every year for the last 7, anytime there's been a lag it has invariably been because I still have documents to provide; which she always details ahead of time during our appointment. I cannot possibly believe the user who left one star. Natasha would never treat a client like that, pregnancy or not. She didn't treat me that way, or the people I referred to her last year. She's an excellent preparer, and I'll be coming to her for the foreseeable future! Thanks for everything, Natasha. :)

Natasha is such a sweet, kind and helpful women. She helped me fill out some forms that I just…read morecouldn't grasp understanding. She effortlessly aided me and made me feel light after my visit with her. Natasha is an great communicator and highly skilled in what she does. Her pricing is Extremely reasonable and did not change from the first time I spoke with her on the phone. She is covid conscious and following all safety precautions. The location has a lot of parking and a great front view of the water. I would highly recommend her to anyone looking for help. Thank you so much.

Strategic Tax and Accounting Group

Strategic Tax and Accounting Group

(5 reviews)

I am using their services for my business accounting which I don't have time to do right before New…read moreYears. They are so tentative to the details, quick with the report and reasonable with their pricing. Definitely will use them for my tax return.

Professional expectations not met; significant communication lapses…read moreI am sharing my experience as a business owner of 20 years to provide a transparent look at the service provided by this firm. In my experience, Jeff is an excellent salesman who is very reassuring on the phone and tells you exactly what you want to hear regarding service levels. However, once the engagement began, I found that the actual performance did not match the initial promises; when it came time to execute the work and answer questions, he became effectively unreachable. My experience included the following: * Communication Gaps: Despite choosing their highest-tier service plan for its 48-hour communication policy, dozens of emails from my business partner and me went unacknowledged throughout the year. * Delayed Reporting & Financial Impact: I requested my books be finalized by mid-December to allow for year-end tax planning. Because this was not done, I was unable to make strategic business purchases before the year-end deadline, which resulted in a significant financial disadvantage for my company. * Filing Accuracy: Upon seeking a second opinion from another tax professional, I was advised that two deductions on my filed return were applied incorrectly. This has necessitated a formal amendment to my filing. * Unfinished Deliverables: Work on my books for the prior year did not substantively begin until after the calendar year had already ended, despite my repeated requests for completion throughout the fourth quarter. Based on my experience, I would caution other business owners that the responsiveness promised during the onboarding process may not reflect the reality of the day-to-day service.

H&R Block

H&R Block

(18 reviews)

My wife and I went here for the first time after I made some errors on our taxes. Let's just say…read morethat the IRS was not impressed with my tax skills and sent me plenty of letters letting me know all the cool things they can do to me and everything I own if I don't fix my mistakes. I called this H&R Block and they scheduled us an appointment right away. We were greeted by Karl Foss who said he would look everything over and see what he could do to help. Karl spent the next 3 hours trying to figure out exactly what I had done to our taxes. He was amazing. When he didn't know something he dug into the tax codes on the spot. ( we file in 3 different states) The customer service that Karl provided was the best hands down we have seen in years. It's hard to find someone that is both friendly and knowledgeable these days. Karl was able to fix all the errors and has put a stop to all the not so enjoyable correspondence with the IRS. I would have given him 100 starts for just this service. Today I went back to him for some help with an Oregon tax form that I needed to fill out for a property I am selling. The form they wanted filled out would be a great entrance exam for MIT. I figured it would take a few hours for Karl to complete it. I was wrong. When I got to the office he showed me all the research he had completed prior to my appointment. I was in and out in no time. We will ONLY be working with Karl Ross in the future. As a side not the prices are fair. Thank you for Karl!!!

Zero stars. These people are flaky and unprofessional and because of them not doing their job and…read morenot filing my taxes on time, I had a late penalty of 3500 that I had to pay out of pocket and they said they could reimburse, but it's been over 2 months with nothing from them. I would run from then and never use them again. Absolutely terrible.

Torkelson & Associates - accountants - Updated October 2026

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