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H&R Block

1583 Farmers Ln
Santa Rosa, CA 95405 707-545-4567

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They had one fantastic reception person on one day and a terrible one on another... - Jun 15, 2022

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Linkenheimer CPA's & Advisors

187 Concourse Blvd
Santa Rosa, CA 95403 707-546-0272

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Competent and expensive. - Oct 29, 2023

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Christensen Accountancy Corporation

1017 College Ave
Santa Rosa, CA 95404 707-546-8512

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I have gone to Christensen Accounting for over 20 years. Very great company. - Nov 08, 2017

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Frank Freitas

850 2nd St
Santa Rosa, CA 95404 707-575-8835

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No raters have left a written comment.

Liberty Tax

1770 Piner Rd #B
Santa Rosa, CA 95403 707-837-4121

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No raters have left a written comment.

Master's Tax & Financial Services

716 College Ave #A-2
Santa Rosa, CA 95404 707-544-5732

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Thorough and accurate. - May 06, 2020

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Muegge Baldi Hardcastle

747 5th St
Santa Rosa, CA 95404 707-544-9510

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all of my questions were answered quickly and explained. - Feb 20, 2023

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Scheuer Tax and Bookkeeping Service

1313 College Ave
Santa Rosa, CA 95404 707-546-4271

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No raters have left a written comment.

Anderson Folkoff & Company

1550 Airport Blvd #100
Santa Rosa, CA 95403 707-573-0326

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Andy Nielsen Tax & Bookkeeping

3000 Cleveland Ave #103
Santa Rosa, CA 95403 707-545-8884

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Very good and reasonable - Apr 01, 2019

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Avior Wealth Management

2880 Cleveland Ave #2
Santa Rosa, CA 95403 707-576-8700

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work was satisfactory but expensive. The vibe was a bit corporate for my tastes. - Jan 12, 2016

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Christine M Cromwell

1516 4th St
Santa Rosa, CA 95404 707-544-0606

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Very pleased with their services - Jul 14, 2017

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Duane J Phillips

1100 Sonoma Ave #E2
Santa Rosa, CA 95405 707-527-9465

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No raters have left a written comment.

H&R Block

2280 Mendocino Ave #B2
Santa Rosa, CA 95403 707-570-2794

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Jillian Helmer

384 Tesconi Ct
Santa Rosa, CA 95401 707-578-4444

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Used this service for years - Jul 15, 2017

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Kenneth P Doyle

305 S E St
Santa Rosa, CA 95404 707-546-4507

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Someone whom I can trust. - Mar 24, 2018

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Kyle W Hagemann CPA

122 S E St
Santa Rosa, CA 95404 707-545-1033

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Kyle is great at what he does and is very knowledgeable - Sep 05, 2023

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Melanie L Garzini CPA

2455 Bennett Valley Rd
Santa Rosa, CA 95404 707-546-6129

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No raters have left a written comment.

Ronald C Abler

2880 Cleveland Ave
Santa Rosa, CA 95403 707-546-0424

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Kind and caring and extremely informed. - May 14, 2020

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Standridge & Associates

3824 Sebastopol Rd
Santa Rosa, CA 95407 707-525-1066

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Joe Standridge is very customer oriented. Fast, capable work. Good and caring... - Jul 12, 2022

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.