Petaluma Accountants

in Petaluma, CA

Sample Reviews

F

Rating
Left information out of return that was provided to preparer that caused a major additional tax
from the IRS. After notification from the IRS, I attempted to contact preparer three times, left messages twice but never got a return call. When she finally answered the phone she suggested that I would have to fix the error. Only after pushback did she offer to intercede. I fixed the error myself. I will not use next year.
- Jeff M.
C

Rating
.Was able to reduce appraisal on one of 2 properties by a small amount. Unimpressed when as first step of the process they forwarded us the wrong documents for a different county. I doubt that we would use them again as the entire procedure seemed very "slip shod"
- Richard L.

Petaluma Accounting Articles

Accounting reviews in Petaluma

F

Rating
Petaluma Accountants Provider Name Locked
gave me incorrect information about charitable donations. I gave the church a $25,000 charitable donation based upon
Petaluma Accountants Provider Name Locked
advice. He did not advise me that I could not deduct the entire $ 25,000. After I interrogated him about how much of the charitable donation was deductible , I learned that he had given me erroneous advice. He had
Petaluma Accountants Provider Name Locked
me to believe that the entire amount was deductible which it was not. Also, he did not advise me how the establish my retirement for me and my secretary.After changing CPA, I learned that he had done nothing to properly establish the retirement accounts
- tim C.
A

Rating
I had a great experience with
Petaluma Accountants Provider Name Locked
and his company. He is very responsive, professional and knowledgeable. I know very little about how the tax system works, so I really appreciated how
Petaluma Accountants Provider Name Locked
made things easy for me to understand. He patiently explained everything and walked me through every step of the way.
If you are like me and have a busy schedule with lots of travel, you will especially love how everything can be simply and effectively taken care of electronically, of course at your choice, with
Petaluma Accountants Provider Name Locked
and his company.
I certainly recommend
Petaluma Accountants Provider Name Locked
& Company CPA
Petaluma Accountants Provider Name Locked
if you want peace of mind!
- Mert G.
A

Rating
The auditors of
Petaluma Accountants Provider Name Locked
& Associates are absolutely relentless in perusing our financial documents, which makes me feel they are really going all out to get the job done. If we can meet all of their requirements, I know we are both being held to a very high standard of accountability and transparency!
- Darlene A.
C

Rating
I was not informed with whom I was interacting; rather, rc'd the
Petaluma Accountants Provider Name Locked
&
Petaluma Accountants Provider Name Locked
signature block at the conclusion of each email. My contact quoted me a price for research of the question I asked and maintained that price throughout our several emails; but, amended the hours to research the question from 2-3 hrs. to 10-20 hrs.
My respondent had difficulty understanding that I only needed one question answered and misunderstood that the plethora of information that I provided him was evidentiary clarification of that one question to assist him in focusing his research upon that one target. His emails, thereconcerned,
Petaluma Accountants Provider Name Locked
me to believe that he was unable to coordinate the information with the question, such that he thought there was more to it than meets the eye. I was informed that my respondent would require much more information about the issue prior to placing a value upon his service; however, I had already supplied him with all necessary info to apply law to answering my question - he, simply, was unable to integrate the information with the question. I advised him that if he needed more information, then the most efficacious manner to proceed was for him to ask questions. His response was to change the subject and enquire of me how much the answer to my question was worth to me. Consequently, I researched the issue myself and have the answer to the question.
If
Petaluma Accountants Provider Name Locked
&
Petaluma Accountants Provider Name Locked
were able to directly respond to my questions instead of equivocating and posturing for pecuniary advantage, I would probably use their services at least once, to determine their expertise in the field. The appearance is that
Petaluma Accountants Provider Name Locked
&
Petaluma Accountants Provider Name Locked
prefer to serve ignoramuses and have a bit of difficulty interacting with those who know something about the subject of which they are enquiring.
- Richard C.
A

Rating
The service was very prompt and professional. They fixed a lot of the
Petaluma Accountants Provider Name Locked
problems that had developed from my previous accountant and did so quickly. The prices were reasonable and in-line with typical
Petaluma Accountants Provider Name Locked
services and their location downtown was convenient for signing things. I'll plan on using them again next year.
- Chet M.
A

Rating
I have been filing my own taxes for the past seven years and decided to use
Petaluma Accountants Provider Name Locked
because my tax returns were more complicated this year (overseas rental properly, just married,
Petaluma Accountants Provider Name Locked
and taxable investments, house).
Petaluma Accountants Provider Name Locked
was very easy to communicate with and actually saved us more than $1000 from what we had initially estimated. I appreciate her diligence and will use her again to file our 2014 returns.
- Dan S.
D

Rating
We would definitely not use this service provider again and we would not recommend this service provider for use with anyone else. We met with
Petaluma Accountants Provider Name Locked
a few weeks before the filing deadline. He was quite pleasant to work with at the first meeting. However, our experience quickly soured.
Petaluma Accountants Provider Name Locked
asked for additional paperwork and information. My wife worked to collect this onformation for
Petaluma Accountants Provider Name Locked
. When she had questions, phone calls were not returned. When she sent further documentation and asked for confirmation that this was the information he was looking for, emails were not given replies. We know that tax time is busy, but phone calls and emails were quickly responded to when I delivered them (just not my wife). This was just our experience and it left my wife feeling very uncomfortable with his work.
The service provider claimed that my wife's work was taking too much money tax-free for the onsite daycare and left the responsibility for my wife to track down the tax specifics of what her company was claiming. She quickly sent this information (to which no reply was given). Had my wife not tracked this information down for our tax service provider, it is possible that the full deduction would not have been used.
As of April 15th, we had been getting little response from
Petaluma Accountants Provider Name Locked
as to all the additional documentation and tax research we were providing and many emails and phone calls from my wife had not been returned. We were not sure as to the status of our tax returns or whether or not they would be filed on time. Finally, on April 15th in the afternoon, we heard from
Petaluma Accountants Provider Name Locked
that he was going to have us file extensions. As a note, this is the first time my wife and I were not filing our returns ourselves and this is also the first time either of us had need to file an extension. We had chosen a tax service provider to avoid filing an extension and so we were not pleased with this poorly communicated development. Working with
Petaluma Accountants Provider Name Locked
was not easy. We did not find him to be competent, Additionally, we found his communication and availability unreliable. Next year, we will likely go back to doing our taxes ourselves again. This is essentially what we had to do anyways while working with
Petaluma Accountants Provider Name Locked
. At least then we will be able to file on time.
After April 15th, our experience with
Petaluma Accountants Provider Name Locked
got only worse. All of a sudden (though his personal matters and choices had prevented a timely filing), his hours were limited and often when we called, we were told he would need to get back to us the following day. We had to explain to him on multiple occasions how to use documentation we had provided on our deductions (including telling him how to use a spreadsheet properly).
- Andrew M.
A

Rating
I met with the owner,
Petaluma Accountants Provider Name Locked
, for an hour. I showed him my tax returns and asked about a confusing
Petaluma Accountants Provider Name Locked
contribution I made last year and that I was concerned might not be reflected correctly on my returns. He looked over my whole return (from the TurboTax PDF on a thumbdrive), gave me a couple of pointers of additional data I should add for tracking purposes and said I had correctly reflected the transaction. No charge since this was an initial office call. They do charge for time he said but not on the initial appointment. i took info from their front desk about all their services and may use them for some estate planning work later.
- DARREN M.
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All Accountants in Petaluma, CA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

10-Key Bookkeeping Services

4224 California Street
San Francisco, CA

A Reliable Bookkeeping Service

1790 Winchester Blvd.
Campbell, CA

A+ TAX

2306 Acton Street
Berkeley, CA

ABBA PAYROLL SVC LLC

1320 COMMERCE ST
Petaluma, CA

AC & A ENTERPRISES

PO 2368
Oakland, CA

Accounting & Business Solutions

2140 Shattuck Avenue, # 2095 Berkeley, CA 94704
Berkeley, CA

Accounting & Tax Services, Inc.

755 Baywood Drive
Petaluma, CA

ADDS UP

775 BAYWOOD DR
Petaluma, CA

ADVANCED TECHNOLOGY INNVTNS

100 PETALUMA BLVD N
Petaluma, CA

AMYLEX

1425 N MCDOWELL BLVD
Petaluma, CA

ANDERSEN & CO

19 KELLER ST
Petaluma, CA

Anderson, Folkoff & Company, Inc.

150 POST ST
San Francisco, CA

ANSBROTAX

755 Baywood Dr Fl 2
Petaluma, CA

ARLENE K MOSE CPA

367 CIVIC DR
Pleasant Hill, CA

AskPam.Biz Pam Johnston dba

2034 Goldfield Ln
Santa Rosa, CA

Assisting Growing Businesses

1925 Wanlass Ave
San Pablo, CA

ATS TAX & FINANCIAL SOLUTIONS, INC

1075 1ST ST
Benicia, CA

Bailey & Utley, CPAs

303 W. Joaquin Ave.
San Leandro, CA

Bay Area Financial Services

12 S. First St.
San Jose, CA
Petaluma Zip Codes

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