“The bookkeeping services I received were exceptional! My financial records have never been more organized. Highly recommend“
“Jim ford is a great businessman.Very nice ethical I have working with him very refreshing over the last 8 years.He is very efficient and turns around my tax returns very quickly every year.“
“Lori is a very caring person. She'smart and personable. I trust her to give me the best advice.“
“I'm an attorney in Carmel, California and have on numerous occasions hired Clark Savage on behalf of our business and estate clients to assist with business valuations, evaluate and make recommendations on partial interest values and in relation to tax and estate planning. Clark has also stepped in and worked directly with the IRS on behalf of clients in complex appeal matters. Clark is professional, personable and is consistent in providing excellence in his work. He is also recognized by the courts in various valuation and tax matters as an an expert. Jeannette Witten, Esq.“
“Finn and Cohen are the best! I used to drop off my employers taxes here years ago. I didn't know then they do personal tax returns too. When I decided I needed a CPA I gave them a call. My CPA Mark is the best! I have worked with him for 5 years and couldn't be happier. Our return is always correct. A few years ago I got a letter from the FTB and when I contacted Mark he reviewed our return and realized it was the states error, wrote them a letter and straightened it out. To have the peace of mind of a qualified CPA is priceless. I really can't recommend them highly enough.“
“A Very skilled detailed and freindly group of professionals! I would highly recommend Jerry & staff to anyone looking for a great experience. I have trusted them with my business for several years. Truly greatful.“
“I read Barry's Tax Tip column in the Monterey Herald in which he explained how cancellation of debt can be considered untaxable income by the IRS. I had him prepare my taxes and he saved me $10,000! Barry is extremely knowledgeable and professional. I couldn't have asked for a better outcome.“
“I have been doing my business and personal taxes with McGilloway and Ray for over ten years now. Professional across the board. Gerry Ray knows everything and is an impressive consultant for taxes, business structures, and mergers and acquisitions. I have leaned on him for advice during critical phases of growing my business and dealing with partnerships and changing business structures. A great company with great people.“
“I came to Debbie last year (2023) when my 2021 taxes were a mess- I had to deal with IRS letters and back and forth with my financial institution. Long story short--Debbie was able to help me prove that I did not need to pay and get me back the large amount of money that I had paid when I didn't need to. Fast forward to this tax season and I returned to work with Zack for my tax filing. I was pleased again with the service and would recommend them to anyone looking for assistance. Happy customer!“
“Pete Tansill is outstanding. He provides accurate, timely and exemplary tax preparation and assists his clients all year long implementing strategies to maximize wealth and improve cash flow. I highly recommend him to friends, clients, and colleagues.“
“I've worked with Tolkan and Ito over the years and enjoyed a personal experience with professional tax preparation. Highly recommend.“
“Rina is amazing, and she genuinely doesn't want you to cost yourself more money than necessary. Listen to her!!“
“This is an amazing service! I have had multiple business and had my personal taxes done by them for years. They are always helpful and available to answer questions. I also used them for help setting up a LLC and they were very helpful and knowledgeable. If your looking for a firm that cares and follow's through you found it!“
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