“Paul and Bonnie are very knowledgeable, professional and up to date on the tax laws and regulations. My company has been using their services for over 10 years.We have had no problems and feel we are ing good hands. Highly recommended!“
“Always available when everyone is closed the best accountant services around the east bay“
“I am a former client of Lisa's having moved to Maine from Walnut Creek several years ago. I recently was challenged by CA's FTB, and after struggling to figure out what to do on my own, out of desperation I reached out to Lisa. She still had my old files, so she volunteered to help at the height of the 2023 tax year! Once I supplied her with the information she needed, she literally solved my significant problem within hours, emailed me forms to sign and then sent them to the FTB. What a relief! Fortunately I referred one of my daughters to Lisa before she stopped being so popular that she couldn't take more clients. My daughter and her husband owe me, because Lisa is the best and that's coming from a former banker of 40 years. What's not to like: personable, highest integrity, highly competent, and SMART! Thanks again Lisa!“
“M & W tax services has been my tax preparer for years. I have found Daryl Walters charges equal to the work he does for me. I would recommend Daryl as a competent, trustworthy, and efficient tax services.“
“In this modern age and at my not-so-modern age, my money is more important to me than ever. I'll be retiring in a decade or so and I'd like to live on something other than canned soup. I have brought in Ms. Dombrowski as my financial advisor, and I'm only sorry I didn't do that years ago. She is smart, savvy, looks for every possible break I deserve financially, and I am sleeping much better knowing my finances are in her hands. As I write this in February 2021, she has just completed my 2020 tax return, and she took the time to discuss the entire process over the phone with me so that I not only understand it, but can appreciate how much benefit her services have brought me. She is absolutely the best financial professional I've ever worked with and I recommend her services wholeheartedly.“
“Ann has been my CPA for bout 10yrs and continues. i am a small remodeling contractor.“
“I have been using Krutilla and Associates for two years. I was introduced to them through my company, who uses them for corporate tax services. I was so impressed with their expertise and great customer service, particularly Donna, that I started to use them for personal taxes too. They are knowledgeable about unique tax issues like stock options, which I greatly appreciate. I regularly recommend them to friends and family.“
“Rick Kaiser is brilliant. super professional. he knows his craft. makes me feel at ease. this whole tax thing is not my cup of tea so when someone like Rick Kaiser is at the helm, it allows me to run my biz with comfort.“
“Michael West has been our tax guy for many, many years. He is very helpful, knowledgeable and fast. His secretary Karen is a very personable individual and has been so very kind to us over the years. I recommend Mr. West to anyone who needs good, fast and pleasant service with taxes.“
“So, Jacob Danfoura, for well over a decade, has been my accountant. And even though I live in Portland, OR now, and have moved my business up into the Pacific-Northwest (I'm a Mortgage Protection/Life Insurance/Final Expense agent), I originally found Jacob in 2005, through a peer of mine, who was also a solopreneur, and found Jacob when she needed a professional to handle her books. There were other top reasons she decided to work with Jacob: Jacob was honest and professional, AND he didn't make her feel intimidated, uncomfortable or afraid to ask Jacob fiduciary questions she didn't have an answer to. Yes, that's right: Jacob didn't make my peer feel stupid, if she asked him questions. Nor did he make her feel that she was a client he didn't have time for. And I can attest that that's also been my overall experience, with Jacob, as well. Never have I felt rushed, or that I wasn't an important client to him. Remember everyone, the old adage may be well-worn, but it's only because it's true: People don't care how much you know, until they know how much you care (about them). Jacob has been a godsend bookkeeper, and I have recommended him to so many friends, family members, colleagues, peers on both coasts, who are looking for a solid recommendation on a trustworthy professional accountant, that I've lost count how many people I've recommended Jacob to. And, anytime I'm out and about, and I hear someone complaining about not being able to find a suitable accountant/bookkeeper, I raise my hand to enthusiastically recommend Jacob Danfoura at CBS to them. Just knowing how solidly Jacob works for me, as my accountant, really does allow me to sleep well at night. It's the little things, like worrying about taxes, that can keep me up at night, and I'm happy to share I haven't collected any grey hair or wrinkles, because I know Jacob Danfoura is ON it! Besides, I need my sleep. Sleep is important! One more thing: What is one of our greatest fears? To be audited by the IRS, right? Well....it happened to me, and it was truly TERRIFYING & SURREAL. But, because of Jacob, I survived it unscathed. And during my audit, Jacob worked diligently around the clock, until everything was positively resolved for me. I'm pleased to share that my IRS case was completed with "No Change" *Standing Ovation for my amazing bookkeeper, who helped me through my IRS audit nightmare* I know that I'll continue to recommend Jacob to everyone I know, when they are looking for a recommendation for an outstanding, professional, caring and absolutely awesome accountant and/or bookkeeper. That person, ladies and gentlemen of Yelp, is Jacob Danfoura. Thank you Jacob, for taking such good care of me, and everyone I've recommended to you. We love you, and Columbia Business Services.“
“We have been going to "Tac" for years for our tax needs! He is also a great real estate agent, and helped us sell a property a few years ago. Definitely recommended to family and friends“