Accountants near Tiburon

“Patricia has been doing my taxes for more than 15 years. Of course her expertise is fantastic - always up-to-date - and consistently error-free. But the real reason I've stayed with her for so long is that I love her warm personality. She is a straight-shooter who lays out the hard facts in a way that makes you feel seen and supported. Patricia also does my parents taxes and their situation is complicated by two homes in two states, rental income, retirement income/investments, and more. My mother doesn't use Yelp - but if she did - she would also give Patricia 5-stars!“

“If you want someone smart, personable, conscientious, look to Melanie Shaw! She is all of those things and more.“

“It's closed. I believe it's now Blackline, however I'm not positive nor can I recommend Blackline, but Tax Matters is no more.“

“i am a new business owner and i am satisfied with the tax service i got from Duan wei and her team they were easy to work with. they made taxes simple and easy to understand they patiently even guided me on how do this and that. thats five quality customer service. who does that nowadays? they care about their job and their clients. i appreciate that she make herself avaible if i have any questions and give me some helpful tax advises. i highly recommend duan and her team. shes a lady but she's the man. Thank you Duan“

“Kat Harris at Perotti and Carrade is totally awesome! She is a knowledgeable, prompt, responsive accountant. I had a question about my last year's tax organizer, and she responded within a few hours with all the answers and supporting documents (password protected). She is thorough and works with our best interests at heart. I agree with the other reviewer that if you ask her a question about something you are considering, she will lay out the pros and cons clearly. I've never been happier with our accountant!“

“Kat Harris at Perotti and Carrade is totally awesome! She is a knowledgeable, prompt, responsive accountant. I had a question about my last year's tax organizer, and she responded within a few hours with all the answers and supporting documents (password protected). She is thorough and works with our best interests at heart. I agree with the other reviewer that if you ask her a question about something you are considering, she will lay out the pros and cons clearly. I've never been happier with our accountant!“

“Kat Harris at Perotti and Carrade is totally awesome! She is a knowledgeable, prompt, responsive accountant. I had a question about my last year's tax organizer, and she responded within a few hours with all the answers and supporting documents (password protected). She is thorough and works with our best interests at heart. I agree with the other reviewer that if you ask her a question about something you are considering, she will lay out the pros and cons clearly. I've never been happier with our accountant!“

“Ying is the best. She's detailed, great at communication and patient. Would highly recommend for anyone seeking a CPA.“

“los conozco por años siempre an ayudado en todos mis procesos legales y son muy consientes en precios el servicio es muy profesional responsables y honestos uno de los mejores lugares en ayudar y profesionalismo y precios 100 % recomendado“

“Samy and his team have been with us since we have opened our business to the public. We had the good fortune to have him and his team be our guiding light in navigating our small business finances. They have been nothing but kind, patient and understanding of our concerns, supportive in our decisions and great advisors when we needed direction. His team is very knowledgeable, helpful and they truly want the best for their clients. All the stars are definitely well deserved!!“

“We have been with Jorstad, Inc. for over 30 years. We have recommended the firm to our friends and family, all of whom have been extremely pleased. The professionals there efficiently handle routine, complex, trust, international or multi-state returns. They are happy to explain anything and make it understandable. To top it off, Jorstad's rates are so fair that I am happy to pay their invoices.“

“My coworker recommended CMA Financial to me and I'm so glad she did. Colisa iso friendly and helpful. She explained everything to me so I was involved the entire time. It was like sitting with a friend rather than someone deep diving into your personal finances. I would definitely recommend CMA Financial Services to anyone who is looking to get the skills they need to get their personal or business finances together.“

“My corporation was audited because of a mistake by a previous tax preparer. Edward was able to get me through the audit with minimal damage. When he prepared my taxes he was also was able to save me over $20k in taxes because of strategies that my previous preparer never knew about. I guess you do get what you pay for. Very happy with the end result!“

“Will was fantastic for help with an private individual tax amendment after some large mistakes were made on my tax returns a few years ago. He's thorough, extremely patient, and dots all his i's and crosses all his t's. I'll definitely returning for more services down the line. Thank you Will!“

“Quick response and availability for notary services. Right price too. Easy parking situation.“

“I receive company stock options at my new job and they are a nightmare when it comes to taxes. RMJR Tax and Accounting knows all about them and helps me take a more proactive approach each year so there are no surprises when we file.“

“Paul Shen and his associates are amazingly fast and efficient at handling income tax accounting. They know what they are doing!“

“Steve has done our taxes for 3 years now. We just follow the guidelines he sends us each year and return the file. It's easy as pie!!!“

“a/o 2023-08-26. Ed has done our now 66-page (Fed. State is more.) taxes for over 20 years. Yes, he has a Boston accent. Yes he has been sick with prostate issues and can be hard to reach. He handled an audit against us with skill. In office. We did not have to appear as the young pup new (Obama era) hire auditor asked and asked and asked for more information. Ed later made a call and the instruction from higher-ups was "just settle". So we settled. Done and done. Ed took care of us. I do not think we could have done better. But at his age, he probably only deals with old, long-term clients. Who are hapy to pay. He is expensive but you get what you pay for. Right?“

“I have been coming here to have my income tax returns prepared for about 3 or 4 years now and have always been satisfied with Alma's work. Alma always manages to help me get as much as I can on my returns. Alma is also very efficient and friendly. I came here yesterday to pick up my tax forms and found out that I will be getting back a very nice sum. I highly recommend this place if you need to have your income taxes done.“

“After years of enduring painful and dreadful tax return appointments, we found Ed (thank you Josh). Not only is he knowledgeable and professional, we now almost look forward to our taxes because of Ed. We've been going to him for at least a decade and always leave his office smiling, even if we owe Uncle Sam money. He is warm-hearted, smart and funny, and makes you feel like your his only concern. We love him!“

“Mr. Anderson is an excellent CPA who knows his business inside and out. I highly recommend him and his firm.“

“Working with you, Ralph Carico has been an absolute blessing. Your signals and strategies have consistently yielded profitable trades, all without any withdrawal fees. I can't express enough gratitude, Ralph, and I wholeheartedly recommend your legitimate and trustworthy services to others. Don't hesitate to add Ralph Carico to your trading network.“

“I have trusted Colisa and the team for several years now. She is very knowledgeable and is a great person.“