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Honta, Linda La

250 Lafayette Cir
Lafayette, CA 94549 925-385-0714

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Linda has done several estate and company returns and ask her work is accurate... - Oct 20, 2020

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Janello, John M

51 E Campbell Ave #110A
Campbell, CA 95008 408-369-8004

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I fired the expensive company I had ben using, and had John Janello do my taxes... - Oct 24, 2022

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Kehl, Tim

950 S Bascom Ave
San Jose, CA 95128 408-998-1040

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I have used Tim’s services for over 20 years. He was highly recommended... - Feb 28, 2024

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Lawrence Accountancy

1602 The Alameda #100
San Jose, CA 95126 408-289-8110

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Decided only once in 20+ years of service to get a second opinion. It... - Sep 08, 2025

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Ledwith Houghton & Company

643 Bair Island Rd #105
Redwood City, CA 94063 650-306-1400

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No raters have left a written comment.

Levy, Daniel J

3403 Hall Ln
Lafayette, CA 94549 925-283-7210

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Does excellent work. - Jan 18, 2022

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Loughry, Ruoyu J

21371 Vai Ave
Cupertino, CA 95014 408-390-6514

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Ruoyu had helped me for 7 years doing complex returns including stock options,... - Feb 13, 2021

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Mayclin, Tim

101 Golf Course Dr #C4
Rohnert Park, CA 94928 707-584-1040

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Tim has been a trusted advisor and has opened any scary mail I've received... - May 17, 2020

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Maze & Associates Accountancy Corporation

3478 Buskirk Ave #215
Pleasant Hill, CA 94523 925-930-0902

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It's really great to be able to upload all of my documents to their secure... - Mar 02, 2023

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Morfin Financial Services

264 Arlington Ave
Kensington, CA 94707 510-525-0814

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Careless or not knowledgeable - Oct 20, 2020

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O'Connor, Theresa

720 Southpoint Blvd #208
Petaluma, CA 94954 707-981-7669

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I feel confident with her work. She is very professional, nice and prices are... - Oct 13, 2020

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Parsons Andersen CPAs & Parsons Financial Advisors

721 Purissima St # C
Half Moon Bay, CA 94019 650-726-0640

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Reasonable fees. - Apr 06, 2017

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PHC Accounting Group

2255 Morello Ave #170
Pleasant Hill, CA 94523 925-827-1400

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They no longer see you in person. Just bring the forms which they mailed to... - Oct 18, 2023

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Price, Scott

417 Montgomery St Ste 910
San Francisco, CA 94104 415-398-5900

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Handles straightforward and complex personal and business returns with efficiency... - Mar 02, 2025

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Richard T Dwyer & Company

1350 Bayshore Hwy #510
Burlingame, CA 94010 650-342-7163

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Prompt, knowledgeable, and highly service/oriented work. Very detail-oriented... - Feb 10, 2021

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Ronald R Welch Tax Service

920 Saratoga Ave #100
San Jose, CA 95129 408-557-5615

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We have a simple tax return. Karen (Ron's daughter) at Ron... - Mar 06, 2024

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Rosi & Wallin

3201 Danville Blvd #270
Alamo, CA 94507 925-376-7840

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Uhlenberg, C G

333 Twin Dolphin Dr
Redwood City, CA 94065 650-802-8668

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Wine Country Tax

620 E Washington St #102
Petaluma, CA 94952 707-776-4900

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Catherine is very easy to discuss things knowledgeable an excellent at her... - Mar 15, 2025

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WMB2

101 Larkspur Landing Cir #200
Larkspur, CA 94939 415-925-1120

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Shirley Chen-Blum is an excellent tax preparer - Mar 17, 2025

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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.

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