San Ramon 's Local Tax Specialist -Summit

Testimonials

“I really appreciated the support I had with my first attempt at income tax preparations this year. There were questions that I had no clue how to answer and thought I would give up several times. I actually felt I was getting too old to learn something new. But between you two, I came away realizing I had an incredible safety net all along! When we left Debbie’s office yesterday I could feel my whole body relaxing. A warm and heartfelt “thank you” to both of you. Grateful is too simple a word!”

Marlene in Berkeley

“I really appreciated you doing the taxes while I was there and you showing me the numbers, etc. on the screens. NEVER in my life have I had so much fun at a CPA appointment as we did the last few minutes! They will probably tell you to close the door to the other offices when I come next year.”

Nancy in Walnut Creek

“First of all Debbie was awesome. Super patient and made the transition so smooth. You and your team never cease to amaze us. We can’t thank all of you enough for all you do. And our new tax rate is astounding. Way better than we could have hoped for.”

John in San Mateo

“All in all you were absolutely correct – Fast, easy and very pleasant.”

Carolyn in San Francisco

“Thank you so much! You are the best and kindest accountant I have ever worked with! Thank you and I will recommend you without a doubt.”

Emily in Pebble Beach

“I know you’re still in the thick of the tax season, but thanks to you the returns are completed for me, as well as my mom and her estate. As it was last year, working with you was a pleasure.”

Eric in Pacifica