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Need tax accountant for independent contractor
Hi, can anyone recommend a Bay Area accountant with expertise in tax services
for freelance/independent contractors? My spouse is a theater arts professional,
and ideally we would like to work with an accountant who is familiar with the
I highly recommend CPA Iryna Oreshkova. She has a lot of experience and stays
on top of the game. She is thorough and easy to work with. Her office is in
downtown Oakland. Email: firstname.lastname@example.org Ph# (510) 467-9506. Lan
Small Business & Personal Tax Accountant
We are in need of a friendly, knowledgeable, patient tax accountant that can:
1) Walk us through gathering what is needed for year end taxes for our
mid-sized business - every year it seems we don't know exactly what forms we
need (thus the need for patience).
2) Process our business & personal year end taxes efficiently and accurately
3) Be proactive in helping us find tax savings
4) Advise us with best structure for handling spouse's involvement in the
business (should she draw a salary, form her own business as a subset of current
business, not claim a salary?)
5) Be able to handle ever changing tax laws related to domestic partnerships
6) Point us in the right direction for long term financial planning
Again, we want someone who is easy to work with (tolerant of financial
naivete), smart & strategic.
trying to get ducks in a row
I suggest you give Couch & Associates in El Cerrito a call. KeAloha and
Charles are smart, fun and easy to work with. www.couchtaxes.com 510-778-3115
Love my tax people
I've used Bruce Friedman over the past few years. He can help with tax planning
(which are important yet small details that some small businsses miss out on)and
helps me do the payroll. His email is Bruce@webtaxcpa.com. Miranda
Accountant for an artist
Hello! I am a self-employed artist and I am looking for a new accountant in the
East Bay (preferably Berkeley or Oakland). I have had the same accountant for
25 years in San Francisco. Someone else took over her company and the rates
My taxes are not terribly complicated. But I do need someone to prepare them
for me. Thanks so much! Lynn
My friend who specializes in Russian Art uses Yoav Havshoush in El Cerrito. His
number is (510) 620-0644 and he also works with a CPA if you need other
Seeking CPA good with inherited real estate & tax
We are looking for a Certified Public Accountant who won't be daunted by the complexities of
in-law's estate. She left us seven properties (houses and commercial) to manage for the
family trust. Her
taxes for 2011 need to be filed, and then there will be her individual taxes for the first
part of 2012 and
the family trust taxes for the latter part. My husband and I are both self-employed and I
do our taxes on
Turbo Tax, but this estate business is too rich for my blood! Any suggestions are
We consult with Mildred Brown, a partner at Mowat, Mackey and Anderson
We, also, have been blessed with complicated estate and property issues,
Mildred and her team are extremely professional, patient, instructive,
responsive in dealing with them. When an issue has been overlooked, they've
taken responsibility for remedying it. It's worth consulting with Mildred, she
will refer you elsewhere if their higher level services are not required, i.e.
you may not have to pay ''top dollar''!
Accountant for personal taxes
Does anyone have an accountant for personal taxes they can
recommend in the EB (preferably in the lake
We have been using Gusman and Associates for the last 7 or 8 years. Henry is
our accountant and Catherine his wife is the office manager. They are nice
people and Henry is good at what he does - he's thorough and calm and
instills confidence. We had a different person before, but a friend
recommended Henry, and we've been very happy with him. His contact info is
510-273-8630. The office is on Harrison @ 20th, right across the street from
Snow Park, very near Lake Merritt.
My accountant is wonderful! His name is John Stephenson and his business is
called Just Taxes in El Cerrito (on Fairmount), tel. 510-528-8299. He is
patient, knowledgeable, and, he is reasonably priced! Camille
Tax accountant for complicated amended returns
My partner has a somewhat complicated tax situation that we
need help with. If anyone has dealt with anything even
remotely comparable to the following situation and can
recommend a stellar tax accountant, we would be grateful...
Luise Roke at 1516 Oak Street, Suite 104. Alameda CA (510-521-
1890) is excellent.
Accountant for tax
We're looking for a good accountant near Berkeley, one who is flexible
and reasonable. We have a quite complicated situation; working outside
of the country, also need to file backward for a few years. Please
give me any advice. Thank you very much.
I can recommend David Brown at Brown Armant Gibson in Oakland. He's been
our accountant for many years. Ray
Need a CPA ASAP
Hi all - I am looking for a new tax accountant - we're not
happy with the guy we have now, and our taxes this year are
more complex than usual. We need someone really competent
and who can deal with some complexities (separation, house
purchase, 1099s, and an overseas acct, etc.). I started
looking thru the BPN files and getting in touch with people,
but many are not taking new clients at this time ... Do you
have someone you like who IS taking new clients?
I've had the same CPA for many years, have always been very happy with her
work, and have referred many people to her (they are all happy, too!). She's
smart, knowledgeable, and friendly. She's located in Alameda. Call Anne Farrell
at 510-521-8822 and tell her that Cece Littlepage referred you.
I suggest you check out Couch & Associates in El Cerrito. They have been
doing a lot of foreign accounts cases. I'm sure they'll be able to handle your
situation...and I know for sure they are still taking new clients. Give them a
Tax Accountant for Self Employed
I have a small consulting practice that I started the middle
of this year. As the end of the year approaches I realize I
will be needing tax advice, as I don't know squat about
taxes. I am a sole proprietorship, so figure I need to
prepare a Schedule C. I would like someone who can either
prepare this for me or who can guide me in the process and
how to classify my expenses. There don't seem to be a lot of
recent recommendations on the website, so I welcome
recommendations. I am in Berkeley, and would prefer someone
close to that area for travel time purposes. Thank you, Need Tax Help
To both the questions about tax help this week, I'd
recommend Wade Hufford (510-531-6120) in Oakland. He's an
attorney and CPA and has been so helpful with straightening
out our corporate taxes - knows the code well, and always
patient answering questions.
Happy to Outsource
May I recommend a book for you? ''Minding Her Own Business'' by Jan Zobel.
It's a straightforward, nicely organized book for self-employed people. Jan
offers seminars on self-employment and taxes in the Bay Area. (Jan has been my
tax person for years. She is located in Oakland but, unfortunately I don't
think she is accepting any new clients at this time.)
KeAloha Couch is the best there is. She's a small business owner herself and
is an expert in all tax matters. She's located in El Cerrito, right by the EC
Plaza on Fairmount. She's helped several folks establish their small business
LLCs as well.
Kevin Thurman is my accountant and has helped me organize my business,
represented me in an audit and an all around nice guy. Here's his cell phone.
I use Beall & Weil Tax Service, for personal and small
Low stress, get it done, conservative on deductions (we all
need to pay taxes)...
(510) 524-4820, 1329 Solano Ave.
Albany, CA 94706
Looking for accountant for IRS dispute
I'm asking on behalf of a friend who received a letter from
the IRS stating that she received income in the form of a
1099 from her brother. She never received such income and
her brother says he did not file any such 1099. Has anyone
out there worked with either an accountant or attorney who
deals with such discrepancies? Thank you so much for your
input. This is really causing her duress. anonymous
I would recommend Mel Lee, a former SF IRS employee and
lecturer on taxes for small businesses. He is an IRS
enrolled agent, prepares tax returns for his private clients
and is truly knowledgeable about disputes. You can reach him
at at 510-763-1145.
I don't think your friend needs an accountant or a lawyer to
dispute the IRS when the claim is false. Simply send a clear
and concise letter, perhaps with a signed statement from the
brother, stating that the 1099 was never issued (maybe a
copy of his taxes for that year), and have them recheck
their records. Do all this in writing, and keep copies, send
certified with a signature on receipt. And keep records or
everything. But, it should go away with a few simple letters
I had an accountant that made multiple mistakes on my taxes
many years ago. To the tune of $10K, which I paid back over
time- though a payment plan I set up with the IRS. After it
was over, they re-calculated my taxes for that year, and
told me that I owed a couple thousand dollars more. I went
through my old records and disputed the new charges, and
they were immediately dropped. I only had to send one letter
explaining to them why they were wrong. I never used a
lawyer or CPA for the resolution of the issues with the IRS.
I doubt if your friend needs to either.
Another interesting thing that happened to me during this
period: I moved to a different state while I was still
paying off the original $10K, and immediately received a
very threatening notice that I was delinquent on my
payments, even though I was not. I called the office in a
panic, and the guy that answered said ''Oh yeah, we always
send those notices out. Just ignore it.'' This made me
realize that the IRS just works on peoples fears, and you
cant play into it.
If her brother really never did 1099 her, then it should be
easy to prove- in fact, make them produce proof that he did!
And definitely don't stress out to much over it
-Don't fear the tax man!
Desperately seeking CPA!
Please, we need help! We have had absolutely terrible luck with our
taxes lately. We had an expensive SF firm, they messed up our taxes,
didn't communicate, and lost stuff. We went with a small,
inexpensive N. Bay co-op, they messed up our taxes, didn't
communicate, and lost stuff! My husband is a sole proprietor
attorney and we have a rental property in Berkeley, so our situation
is not too complex but takes a bit more attention than some. We need
someone who can help us get back on track and can resolve some loose
ends with the IRS. Nothing major, just a payment plan for last years
quarterlies as our last person didn't tell us what to pay them as we
went. We definitely need someone who isn't afraid of dealing with
the IRS, but at the same time will be conservative in their dealings
and not raise any red flags. Most of all, we need someone who is an
excellent communicator and can help us plan ahead, pay quarterly,
and stay on track. We are now in the Santa Rosa area but will travel
for the right person.
Desperately seeking CPA!
We highly recommend Jeff Vogel, CPA in Novato. We have used
him for years and find it worth driving for the sake of his
solid, unflappable, highly experienced guidance. All the best.
Hate taxes, love Jeff Vogel
I am so sorry you have had a bad experience with your tax professional.
I would like to suggest you consider an enrolled agent to get you back on
track. Enrolled agents are federally licensed to practice before the IRS
and unlike CPA's or attorneys, they only specialize in tax. (That is not
to say there are not excellent tax attorneys and CPA's out there.)Often
an EA's services include tax planning, tax preparation and tax
representation (specialist in dealing with the IRS).
You can look for an enrolled agent in Santa Rosa by visiting the
California Society of Enrolled Agents website at www.csea.org and click
on the ''Find an EA'' link.
Best of luck to you.
I highly recommend Peter Morfin of Morfin Finances. I got
Peter's name through BPN and have been with him for a number
of years. I had a CPA for decades who took weeks and weeks
to do my taxes, always waiting to finish them on April 15th
and made errors. Peter is careful and knows his stuff AND
does my taxes within days of having all my materials. Check him out.
He's also a trained therapist......he
communicates really well and is always available. His wife
works with him and she too has this double training. win-win, in my
view. good luck!
I am so sorry for the ineptitude you've encountered with
your tax prep. I can very highly recommend Michael
Schoenholz of Schoenholz & Associates in Walnut Creek. We've
used him for close to 10 years and have never, ever had a
problem. Mike is totally up to date on every new tax law. He
mails us everything we need to do to prepare our taxes well
ahead of time every year.
Mike helped me enormously with my father's trust and estate.
He also helped my dad's widow with her taxes which got a
little complicated, plus she was in the early stages of
Alzheimers and all that implies. He was incredibly kind and
patient in dealing with her.
Even though he is in Walnut Creek, you might only have to
meet with him once. I of course went in more often while
handling my dad's issues, but for my family's taxes we do it
by mail mostly.
As far as dealing with the IRS goes: there we some confusing
issues with some of my dad's investements and holdings. I
asked Mike during a meeting if he wanted to investigate and
get back to me. He said, ''Let's just call the IRS now.'' He
got someone in the right dept. on the phone immediately and
got the questions resolved right there. I was amazed. It was
like he had some secret hotline.
So, in answer to that part of your question: has no problem
dealing with IRS and does so quicky and easily.
His firm info:
Schoenholz & Associates
1350 Treat Blvd., Suite 280
Walnut Creek, CA 94597
I highly recommend our CPA, Hank Levy. I had known Hank for decades
before switching to him for our tax work about 6 or 8 years ago ... he
immediately managed to get us enormous refunds by redoing returns that
our prior accountants (including the late unlamented Arthur Anderson) had
done badly. Since then he has guided us painlessly through an audit and
given us great advice. And he's a very sweet guy: Henry C. Levy &
Carl Flemming is and has been my families tax guy for about
35+ years he is truly amazing and an excellent communicator
he doesn't pull punches and he's truly a genius when it
comes to taxes and the delicacies that come with taxes and
their preparation. To be honest Carl has been in business
for quite sometime I'm not sure if he is accepting new
clientele or only referrals. You can send me an email and I
can give u a referral if necessary email@example.com
Accountant for small business
My husband and I are looking for an accountant to work on our
taxes. We both have our own small businesses and own income
property. Any recommendations?
I've used several local accountants and have been very happy
with Bob and Carole DeSilva at DeSilva and Holman
I use KeAloha Couch in El Cerrito:
firstname.lastname@example.org / 510-558-8060, she's great, as
is Bill Pezick in Albany: email@example.com /
510-526-6121. Good luck.
I highly recommend Deborah Bell Fisher. She is the Director of Tax
for Williams, Adley and Co., a CPA firm. She has been a CPA for over
25 years and worked at IRS in charge of auditing for 18 years. So,
she knows the tax law inside and out. Many of her clients own real
estate and business. Her services are beyond filing taxes. She puts
in lots efforts in tax planning and strategies. Several clients of
mine work with Deborah and speak highly about her. She is thorough,
takes initiative and always stays on top of the game. Her fees are
very reasonable and competitive. She is a wonderful person, and she
offers free consultation upfront. You should give her a call and
find out for yourself. Deborah's phone # is 510-893-8114, ext. 16
or email: firstname.lastname@example.org
I'm looking for a good accountant (at this late date!) in the East Bay,
preferably one who has experience, is flexible, and reasonable. We have
other issues to discuss, including one of us trying to start a business,
prior IRS challenges, and childcare/school write-offs. Any
recommendations, please let me know. Thank you so much.
Monika Hengesbach, Decision Financial Services, (925) 756-7815
- I believe she's been doing this for over 15 years - patient,
personable, trustworthy - she's been doing my taxes since 2003
We are looking for an accountant to help us with our 2008 personal
income taxes. We will be employing a nanny in 2009, so we would
also like an accountant who can help us pay employment taxes. If
you have a good accountant / tax preparer / CPA who has experience
with nannies, please let us know about him or her. Thanks!
tax man cometh
Dennis Middleton is a great CPA, skilled in all things tax
related. I've used him for the last two years and am always
confident in his work. He's conveniently located in Montclair
off Hwy 13 and Moraga. Reach him at 339-8860.
I highly recommend Michael Steele. He has been a CPA for over 25
years and has a lot of experience with similar situations like
yours. He is very easy to work with. I have heard nothing but
good feedback from people who have worked with him. I am sure
Michael and his partners will be able to help you out as well.
His contact is 510-985-0505 or email@example.com.
I can't speak highly enough of my accountant, Diane Tyler at
D.A. Tyler and Associates. She always gives sound advice that
keeps you within the guidelines of what is acceptable by the IRS
but she never gives me the sense that she is too much on the
side of ''the taxman''. She is very professional and good at
getting back to you in a timely fashion. She handles many
clients who either have employees or are self-employed. Good
My accountant of thirty years retired. I am looking for a
progressive, sensible accountant in Berkeley.
I live in Berkeley and I use an accountant based in Walnut Creek.
He's been great for me and helps a lot with various issues. Give
him a try: Brent Burr - Brent@burrtax.com - (925) 676-6007
Help! We're looking for someone in the Berkeley/Albany/El Cerrito
area who can prepare our 2007 tax returns. Our paperwork should be
relatively straight forward; we just need someone we can trust and
who may be able to provide tax advice. All the previous postings
from BPN are outdated or the contacts are not accpeting new
Better late than never
John Paul Cross, CPA and Masters in Tax, has done a terrific job
for us at finding deductions we were unaware of for our tax
returns and doing a very thorough job. 805-637-4700.
Patrick McDermott is fabulous. He is a C.P.A. and really knows
what he is doing. He is down to earth and speaks to you in a way
you can really understand. I highly recommend him.
His office is in Berkeley.
Jay Schneider, 234-1040, does my taxes and was rec. by a
colleague. He is a lovely and professional person.
We enjoyed working with Rob Stephenson of Just Taxes on Fairmont
Ave. in El Cerrito for a number of years. His fee is very
reasonable and he helped me with two audits when I had a small
We are looking for
someone/firm that deals with smaller portfolios, simple plans
for the future (savings, investment, education, retirement,
daily budget, etc), just on our level...modest!!
Someone in the east bay is preferred! Also, we're doing this
from abroad so please...someone/firm that is truly good,
trust worthy, and NOT too expensive!!
We have used for our personal taxes Mark Hawkes, with Hawkes &
Hastings in Walnut Creek for many years. I have also worked with
Mark, I'm a third party plan administrator for pension plans and
he is the CPA for mutual clients. His number is 925-946-4141,
2700 Ygnacio Valley Road, Suite 140, WC 94598. Check out their
website hawkesandhastings.com Mark is great to work with. You
can tell him we referred.
I'm looking for current recommendations for CPAs in Berkeley. I've seen
the reviews on BPN and would
like to get a few more. Nothing complicated, just a tax return, some
deductions and the occasional question. Thanks!
I have a great accountant in El Cerrito (next to BART and EC Plaza) near Berkeley.
She helped me straighten out a prior messy tax situation. Since then, she and her
staff have responded to my questions on a timely basis. What I enjoy about KeAloha is
she considers me and my situation first, then presents options and advice. Here is
her contact information, give her a call:
KeAloha Couch, EA
Couch & Associates, LLC
I wanted to respond to the person looking for
a CPA in Berkeley. Our accountant is Malcolm Roberts who has an office
in the Golden Bear building on the corner of University/Milvia. My
husband first worked for him way back in 1997 as his systems
administrator, and later we ended up hiring him when our taxes became
too complicated for us to handle on our own. My husband learned a lot
about him from being his employee and we find him very honest, precise
and easy to deal with. We are very happy with Malcolm and recommend him
highly. He is a very ethical, trustworthy accountant.
Roberts & Company
1995 University Ave Ste 265
I am seeking the answer to a complicated question regarding
Mortgage payments and tax claims. I am not sure of who exactly
(what profession) would have the best, legally thorough answers.
The question: If I am not on the title of the house or a
co-signer on the loan, but will be paying the full mortgage
payments, property taxes, and contributing to the account set-up
for house maintenance, (essentially as a renter) how can I (or
can I?) claim this legally for a tax deduction?
This is not an uncommon scenario. These particular tax deductions, as a matter of
public policy, support home ownership. So you have to be a homeowner, on title,
to take these tax deductions - the tax law is clear on this.
I recommend that you go to the IRS website - they have a publication (that is
designed to be readable by lay people) on home deductions. These publications have
FAQs and will probably answer your questions and can be accessed at your
convenience. I don't know the local tax professionals but do know that there is a
local H&R Block and they'd be able to answer this for you quickly.
I highly recommend ''Just Taxes'' in El Cerrito - they are super knowledgeable and
have always saved us money and given great advice. Just Taxes is located at 6327
Fairmount Ave in El Cerrito (near the plaza) and their number is 510 528 8299.
My mother is looking for a CPA to help her with taxes. Her situation is not all that
complicated, but involves a number of weird twists - income from a dislaimer trust, sale of
a house, moving to another state mid-year, sale of stocks many many years after
acquisition, etc. etc. I'd like to find her someone in the Albany/El Cerrito or Berkeley
area. Any recommendations?
You should definitely call Mike Schoenholz of Schoenholz and Spiegel in
Walnut Creek. His office is right off of 24 and is quick to get to from
anywhere in the East Bay.
He has done our personal taxes every year for the past 7 or 8 years. He also
helped me with my father's estate tax filing and his trust filings. (It was
pretty complicated.) Furthermore, he was a big help to my father's widow when
she needed to file after he died -- part of the year they filed jointly, then
the rest of the year the trust kicked in. It was messy and he handled it
extremely well. My co-executor and co-trustee on my father's estate was an
old family friend who was an investigator for the federal gov't. (He handled
many financial fraud cases.) He was blown away by how up to the minute Mike's
knowledge of obscure tax laws was and how quickly he got things done.
I would recommend him to everyone.
Schoenholz & Spiegel, LLP
2033 N. Main St.,Ste. 365
A great CPA is Dennis Middleton, CPA.
phone 510-339-8860. e-mail is: dnm[at]jps.net
Best of luck.
We had a terrific tax accountant who is retiring. We are looking
for recommendations for a tax accountant who can help us with our
personal taxes and my business taxes, which is a sole
I recommend for a tax accountant:
938 Dewing Ave #3
Lafayette, CA 94549
We have been with him since 1999 - he was with the IRS before and
knows really the details. Steff
We have worked with Michael Schoenholz of Schoenholz & Spiegel
for several years now. He also handled my late father's quite
complicated trust and estate tax issues. I cannot recommend him
highly enough. He is kind, quick, efficient, easy to talk to, and
is so completely up to date on even the most arcane new tax laws
it is unbelievable. His office is in Walnut Creek, very near the
24/680 interchange. His number: 925-977-4000.
I love Herb Yarmo. He was recommended to us a couple years ago, and after talking to,
and considering three people, we went with Herb. He's all the adjectives you want in
an accountant, *and* he saved us big bucks - thousands - helping a situation created
by a mistake my husband made using Turbo Tax the year before Herb started doing our
taxes. We were going to be hit with huge penalties plus the taxes - Herb fixed it. I
can't remember the details - too painful - lol.
His office is across the street from Walnut Square in Berkeley.
510-849-0360, http://www.herb-yarmo.com Jessica B
We have been with Hawkes & Hastings for many years. I have worked with Mark Hawkes
both on our personal taxes and we also have mutual clients regarding pension plans.
We highly recommend him. 2700 Ygnacio Valley Road, Suite 140, Walnut Creek, CA
94598 (925) 946-4141
Try Maria Ku, whose info we got from this list years ago. Maria
is a parent of two and an obsessively careful tax accountant. She
keeps in touch with us all year about tax laws and ideas for
saving us money. Maria is excellent and professional.
Hi, I found Christine Harkinson, CPA, through this list and she is fabulous...We also
have a small business and I feel her advice and tax prep for the business (and also
some sale of stock earlier this year), has been excellent. She helps us come up with
all deductions we're entitled to, yet she is totally ethical and above-board. She
does our taxes for $300/year; we had been paying twice that with our previous
accountant! She's in Oakland near Lake Merritt but doesn't advertise in the Yellow
I have been using a wonderful tax preparer for more then ten years now. He is
fabulous, always available to answer questions during the year, rewriting me the
addresses of places I need to send papers to, etc.
He is great at using all possible deductions and gives great financial advise. I
think he's quite reasonable too. I often send him the stuff by mail, we talk re
questions, and he e-
files and mails me the originals.
His name is John Yannotti, his business Marin Tax and Financial Services, phone (415)
We are looking for an accountant to help us with our taxes.
Someone who will be sharpeyed and diligent and could perhaps
advise on on strategies.
I strongly recommend Ann Valliant for accounting and tax help. She has many years of
experience helping small businesses and has loads of integrity. You can reach her at
hi. i'm looking for a good, easy to work with and reasonably
priced tax accountant in the Lamorinda area for tax
preparation. if you know of someone who has experience with
deductions related to more alternative medical treatments that
would be even better. thanks!
David Coulter (925-962-2999) in Lafayette is an excellent tax
accountant AND tax attorney. He is a solo practitioner on Dewing
Avenue. He remembers everything about us even though we usually
only speak around tax time. He seems to really enjoy his work
and his enthusiasm always cheers me up when I am in the throws of
getting all of the paperwork together. He has been doing our
taxes for about four years as well as those of many of our
friends for even longer. He is very smart and handles the tricky
stuff (stock options, investment properties, etc.) with ease (and
A delighted client
John Harper is very good. He has been our accountant for
several years. My husband has a fairly complicated tax
situation, not related to alternative medicines, though. John's
number is 925-295-3024. He is located on Mt. Diablo Blvd. in
I would highly recommend Mark Hawkes of Hulme & Hawkes
Accountancy Corp. in Walnut Creek (925) 946-4141. He is a
registered representative and financial planner. I have worked
with him professionally and he does our personal tax return.
He is very reasonable and his office also offers Investment,
Planning, Insurance & mortgage advise. Feel free to tell him I
recommended him. A couple of our friends now go to him and they
all seem to like him too.
My husband and I are looking for a good and not too expensive
accountant in the Berkeley/Albany/El Cerrito area to help us
figure out our taxes this year.
I will echo the recommendations for Christine Harkinson, CPA
(whom I found on this list). She prepared the taxes for our
small business last year, and did so for half the fee of our
previous accountant. In addition, she advised us on setting up
a retirement account for the self-employed, which our previous
accountant had never done, so I felt we actually got more for
less money! She is willing to give help over the phone on
small matters, and in general I find her to be very competent,
reassuring, and helpfully assertive (I could easily imagine her
going to bat for us in case of an audit!). She's at 3640 Grand
Ave. in Oakland, phone 510-482-9729. (She doesn't advertise in
the phone book, so copy her number down from here!)
Susan Kopman who does my taxes is reaaly good and not too
expensive. I am self employed have been paying a couple
hundred a year for years. She also seems really knowledgeable,
gets back to me quickly when I have questions and is easy to
get to, she's at the bottom of Solano in Albany. Her Name is
Susan Kopman 510-526-8255.
Give her a call
Happy Tax Payer
We're looking for a CPA, mainly for tax-filing purposes, who
can handle a change of state mid-year, child support, and a
recently self-employed spouse who wants to start off on the
right foot, tax-wise. Ideally, this person would be a
certified financial planner who can answer questions for us but
will not try to sell us anything. We've read the archived
recommendations but want to know if there are any new ones.
As a self-employed consultant, I have used the services of Tom
Young, CPA, in San Francisco for the last 5 years. As a fellow
self-employed person, he is acutely aware of tax law and
processes as they impact small business people. I was referred
to Tom several years ago by one of my entrepreneurial
colleagues, and have been very pleased with his services ever
since. Tom does my taxes, as well as provides me with ongoing
counsel over the course of the year on a variety of financial
and tax decisions as needed. He is a Single Dad of two young
boys and, in addition to being very savvy on tax matters (former
Manager at Anderson Tax Division-back when they were a credible
entity), is also a very nice guy to do business with. Tom can
be reached at 415-296-3855 or tyoung at webfairway.com (he's an
avid golfer, too...)
Hank Levy. He's on College Avenue, in Rockridge. 652-1000.
He's really great, and wonderful to deal with. And he saved us
a ton of $$$
We have used Maria Ku, who we found on this website for the last
couple of years. She's been really great. She is knowledgable and
very good at explaining the complications of tax filing! She is
honest and dependable, and I think that she should be able to handle
the things you mentioned very well.
She will not sell you anything! If you would like further information, you can e-mail me.
We are in need of an accountant who can deal with New
York taxes. Anyone lurking on the list, or do you know
of anyone? This is for filing for, um, a missing return.
I have had 4 accountants in the last 8 years and I can
wholeheartedly recommend Bloom & Company in Berkeley.
They are incredibly knowledgeable, incredibly through
and they don't treat you like you should have taken
Accounting 101 to understand what they are saying. They
are dealing with our overseas taxes so I imagine they
can handle some stuff in NY. No doubt. Ask for Judith
510 644 3645
Tax Accountant for self-employed + K-1 income
My partner and I are looking for a new accountant/tax preparer. Our needs run the
gamut. We are not married, but we co-own a home and have two kids together, so we
would like to find one accountant to take care of both our taxes. I am self-
employed and work in arts/media, so I need someone who is familiar with the ins
and outs of filing taxes in CA as a single-member LLC. My partner has employee
income (W-2) but also has significant income from real estate investments
(K-1's). And we both have a boatload of questions about what tax liability (if
any) we may have for two irrevocable trusts my father in-law recently set up with
our kids as beneficiaries. Sheesh. We live in Oakland and would prefer to find
someone nearby, but we are willing to cross the bridge or the tunnel for the
right person. If you have someone to recommend, can you please provide details on
what your experiences with your accountant have been and what, exactly, you like
about him/her? Many thanks!
Hi Rockridge Mama,
I honestly would recommend Bruce Friedman - (510)-984-0349. He helped us when my
father passed a few years ago with our trust issues. We had huge problems with our
trust because we went to H&R Block and they really didn't pay attention to our
trust at all. Everything got mixed up (like the handling of our properties and
investment portfolios) and basically we need a LOT of help. Bruce was really sweet
and understanding and he helped our get our issues in order before my mother
passed. He also does my taxes and I own a small business, so I really recommend him
and if he can't help you I'm sure he can find someone who can.
I am a self-employed attorney who has had some tax problems in the past. I've
also used three different accountants - two CPAs and one Tax Attorney. A friend
recommended Chris Detzer who has a Masters of Law in Taxation, is a trained
accountant (although not a CPA) and is amazing. Chris is one of the smartest
people I've ever met and is reliable, funny, very creative and is able to deal
with the FTB and IRS beautifully. I had to negotiate some back tax debt and
Chris got me an incredible deal. He also looked at some previous tax returns
prepared by my tax attorney and pointed out problems. He amended three years of
tax returns and saved me thousands of dollars when I didn't even know I had any
problems with those returns. He's also a really interesting guy.
I have the perfect CPA for you! her name is Christine Harkinson, and she just
saved my family and our LLC. We have a super complicated picture too-- own a
rental property, married (LGBT) only in the state, have a child, have K-1s for
four members of our family from family business. She dealt with all our back
taxes from two years and got us in good shape for the future in just a few
weeks. She worked a miracle for us and is striaghtforward, honest, with
reasonable fees. Call her. 510-482-9729. Tell her dani marchman sent you.
Accountant knowledgable about small businesses
I find myself needing someone with very specific knowledge
to move forward on my best footing as a small and unique
business, soon to become an LLC. If you know of a tax
attorney who might sit with me for a one-hour and give very
specific advice running the gamut from structuring an LLC
umbrella covering more than one DBA or brand (and .com, and
trademark), ecommerce issues (retailing), and how to handle
the sticky business of not having an office address but not
wanting my home address appearing on paperwork like a
trademark or LLC filing - and whether or not I have to file
for a local business license even though I don't do any
business locally... whew, yes, I need help from someone in
the know! Please let me know if you have a good referral for
You don't need an attorney, that's for sure! For probably half the price of an
attorney, you should call Couch & Associates in El Cerrito (510-558-8060). They
will give you the exact advice and guidance for the issues you are asking. One
of their specialties is tax planning for individuals and small businesses. They
can help you get through all the red tape associated with setting up your LLC (if
that's the best way to go).
Best of luck on your mompreneurship!
happy with her tax folks
Need savvy accountant/financial adviser for my small business
I'm looking for a sharp savvy creative aggressive but honest
accountant/financial adviser for my small business and for me personally.
I've reviewed all the postings but would like some more current
recommendations, specifically for someone who can handle both the
personal and business side of things in a coordinated way. I've been
using an accountant whose advice I really respect, but his responsiveness
has become utterly unreliable (it frequently takes over a month with lots
of prodding to get a response to an email query or phone call.) I clearly
need someone who is more accessible. In particular I'm looking for a
person of integrity who knows this stuff inside and out, who can help
bring a big picture perspective to my business and personal finances, who
can offer sound financial advice, who is aggressive in preparing taxes,
who is trustworthy and responsive, and who can relate to people like me
for whom taxes and finances don't come naturally.
Looking For the Full Package
After years of using a high-end accountant who offered no proactive
advice, we switched to Kim Lee-Conwright (510-739-6075). She is located
in Fremont (we are in Berkeley), but after one visit we have had great
experiences via email and phone. She is responsive and proactive. Our
taxes are somewhat complicated as I am self-employed, my husband works for
someone else, and we have a business partnership with my in-laws. She has
done a great job on both our personal and business taxes. We've saved
money using her, not only because her fees are very reasonable, but also
because she has made some great suggestions about ways to reduce our
Feel free to email me if you want more information.
Please call Cathy Mu, Tax expert and financial advisor par excellence!
She's adorable, very used to dealing with those of us (myself included)
who are not so savvy in this area. She's doing with me exactly what you
are asking for and I couldn't be more pleased. She has offices in Albany
and Walnut Creek, (925) 2378.
Accountant for my retail business
I'm looking for a new accountant for my retail business (small
corporation) in Berkeley. Ideally I'd like someone who is in the
East Bay and is very experienced with taxes. I'd also prefer
someone who can offer advice in the area of financial
planning/investments and someone who is familiar with Quickbooks.
I also want the person to be someone I can call throughout the
year with questions if they come up - so someone personable. My
current accountant who I've been working with for the past 9
years is very unorganized and always waiting until the very last
minute to complete my taxes - I've also caught too many mistakes
on my payroll taxes, so I'm ready to find a new one.
It is difficult to find someone who does both the financial planning/investment planning
piece AND the tax preparation well. You may find someone who does them both, but someone
who attempts to do both, will inevitably end up doing neither very well. These are both
very separate and distinct skill sets. I would recommend that you go talk to Jonathan
DeYoe of DeYoe Wealth Management (510) 848-0012, to get the financial and investment
planning part started. Jonathan could help you with tax planning and would be able to
help you build a local ''board of advisors'' that would include a tax-preparation person.
I have worked with DeYoe Wealth Management and he not only is the best, but he's honest,
intelligent, easy to talk to and at the top of his game.
This guy is fabulous; he can solve all of your tax problems. He is great with planning
ahead and explaining everything, and he's a really nice guy. Call Mike at The Tax Pros
in Oakland: 836-6003
Accountant who specializes in restaurants/small business
Hi Everyone. Hoping I can get a recommendation for an accountant that
specializes in restaurants/small business. I just opened a small cafe
and need help with the books for taxes, etc. Any names or leads would
greatly be appreciated.
Thanks in advance for any advice.
need help with taxes
I have not used an accountant myself, but I have heard a lot of
good things about, and have met, Dennis Middleton, CPA in
Oakland/Piedmont. Super nice guy. Very, very professional:
That is so exciting that you are opening a restaurant!! I would love to hear more about your
business. What type of food? Where is it located? When will you open??
I have a recommendations for you - I don't know if she specializes in restaurants, but she
is top notch in terms of accounting and ethical standards in her work. She takes a great
interest in working with people who are starting new businesses. I found her to be very
clear in explaining what I need to do for record keeping and what her role is so that I can
have the freedom to just do my business (solo psychotherapy practice)
Her contact info is: Shelagh Gallager 510 614-1830. Please feel free to email me to get more
info. Best of luck in your business venture!
Accountant for self-employed attorney
I am an attorney who just started working on my own and I need
to find someone to talk to about the tax implications of my
working situation. A good tax attorney who has worked with
self-employed attorneys before would be great. Any
recommendations are welcome! Melanie
I'd like to recommend an excellent CPA, Jim Stern, who could easily advise on the tax implications of your new venture. He been in business for well over 25 years and has been working with me for almost 15. His e-mail address is jbstern[at]prodigy.net
I'd really appreciate any recommendations for a CPA/tax
preparer who is knowledgable about self-employment issues and
small businesses, as well as real estate investment (we have
several rentals and will be doing our first 1031 exchange
soon). Thanks in advance!
We see Michael Shaw with Shaw and Shaw in Mill Valley and LOVE
him for both self-employment and small biz taxes.
I am self employed and have an accountant that I absolutely
love. Her name is Diane Tyler. She is very organized, honest
professional and knowledgeable about tax laws for small
business owners. Her website is www.dltylerandassociates.com
and her phone is 510-444-1355. I have never worked with her on
real estate issues, but do give her a call and ask if she can
help you in this department.
We use Mark Schisler, CPA for our tax needs. My husband runs
his own business out of our home and we own our own home. He
and his staff are very knowledgeable and friendly. His contact
information is: (510) 658-5600 or 1865 Pleasant Valley Ave.,
Oakland, CA 94611. Email if you need further info.
My family needs a new accountant in the Walnut Creek area, both
for our small school business and for personal taxes. There is
one local recommendation in the archives from 2003, but I would
also like to hear from anyone with a more recent and perhaps,
but not necessarily, school specific accountant to recommend in
the Walnut Creek area.
We love our accountant, TIM Mulgrew at API in concord. I don't
have his number handy as thye recently moved from Walnut Creek.
He's great, up on things, creative, does personal as well as
business and is responsive when you call with a question.
If you can't find his number in information e-mail me and I will
track it down
I've used Wayne Lippman of Lippman & Associates CPAs, Inc. for
more than 10 years for business and personal accounting. I would
highly recommend him. He spent 20 years as an accountant at
PriceWaterhouseCoopers before starting his own firm.
Lippman & Associates CPAs, Inc.
201 North Civic Dr., Suite 180
Walnut Creek, CA 94596
I would wholeheartedly recommend our fantastic accountant, Cathy Mu to help you
with all your taxes and financial planning both business and personal. She is warm,
friendly and very knowledgeable. Her main office is in Walnut Creek but she also
does business out of her Albany office once a week. Her number is (925)979-2378
I highly recommend Mark Hawkes, Hulme & Hawkes Accountancy
Corp., 2700 Ygnacio Valley Rd. #140, Walnut Creek, 925-946-
4141. Mark does our personal tax return and for my husbands
sole proprietorship and some of my clients. Their fees are very
reasonable. And he is very personably.
I use accountants in Concord for my small business, about five
minutes from Walnut Creek. They are very responsive and
knowledgable about small business needs -- proficient in
Quickbooks, allowable deductions, etc. There are two woman,
Lois Caggiano and Susan Hanson -- phone number 925-969-9404.
I have used Charles Schreiber (Chuck) for my tax returns for the
past 5 years and have been very happy with his service. He was
highly recommended by a friend who has a small business.
Schreiber Jr, Charles F CPA
150 N Wiget Ln # 110
Walnut Creek, CA
Looking for an honest but ''aggressive'' CPA to do tax
preperations for our small business (and also individual)
returns. Ideally located in Albany, Berkeley or El Cerrito.
We've been using Jon Kanter CPA in the East Bay for the last 10
years. With a Masters in Tax, Kanter is probably one of the
most personal and business tax savy accountants we know. He's
thorough and extremely detailed oriented. As for his
personality, he's warm, honest, and wonderfully personable.
He's a professional who you know is truly looking out for you
and your interests.
Jon Kanter Associates
e: JonKanter at aol.com
We're looking for a CPA, mainly for tax filing purposes, for our
personal and small business (corporation) income tax returns.
Can anyone give a recommendation (or otherwise) for either Jeff
Brethauer or Peter Brethauer, whose offices are in Walnut
Creek? We're not familiar with either person but their names
have been mentioned to us. Thanks.
I have been going to Peter Brethauer for many years - he is
prompt, inexpensive, knowledgeable, and does good, quality
work. His assistant, Olga, is wonderful. I also know people
who have been going to Jeff, and have heard the same great
things about him. I would definitely recommend them! They are
in business together now and their phone number is 925-934-1884.
I can strongly recommend our accountant, Tess Hoover, who is located off
of Lakeshore in Oakland. She's very nice and very knowledgeable and also
gives price breaks to lower income customers. Her phone number is 444-0061.
I checked the listings for accountants and financial
services and didn't see this particular issue addressed.
My wife is on the verge of starting to work for herself,
possibly out of our home, and we'd like to find an
accountant who can advise us now in the event that there is
anything we need to do to make things better at tax time
next year, and who could also do our taxes for us.
Ideally, we'd like to find someone experienced with home-
I have a home-based business and I use Kathleen Stone, of
David Stone and Associates. They are on Piedmont Avenue,
phone number 547-5090. We've had a couple of problems, but
nothing serious. I've used her for 5-6 years.
You might try Mark Morris at Morris and Morris, CPAs in
Emeryville. Both my wife and I have been self-employed for
many years and he has always handled our tax returns and
provided advice about doing the self-employed thing
correctly from a legal / accounting perspective. He isn't
cheap, but he has always done good work for us.
You can reach Mark at 510-65-9080
Good luck on your self-employment.
Recommendations for CPA/Financial Planner
I'm looking for recommendations for a financial planner who can help with deciding
on Mortgage Loans and advise on tax laws related to buying a home.
We are first time home buyers and could use some help figuring best options for
loans. We are hoping to find someone who is familiar with real estate tax law and
is in the berkeley or Oakland area.
A & Z
Cathy Mu, an Albany and Walnut Creek-based CPA and CFP, would be a terrific place to
start. I've known her for over 9 years, and trust her advice and expertise with my money
as though she were family. Plus, she is an absolute delight. She has saved me a ton of
money in taxes, and made me a lot in interest, shifting my funds into much more
appropriate vehicles. My husband and I just took on refinancing ourselves, and until
Cathy told me it was a good idea for us, I wouldn't do it! She can be reached at (925)
979-2378, or email at firstname.lastname@example.org. You will love her!
We need good, sympathetic, financial and tax advice. Our
finances are in a snarl since our beloved accountant
retired--he used to come to the house to do our taxes!--and
we are hoping to find someone who has a secure grasp on
legal/tax aspects as well. In short, a therapeutic
accountant/financial advisor! Does such a person exist? Do
you know him or her? If so, please share! Thanks.
-- Financially Incompetent
Our accountant is literally a licensed therapist and a very
experienced CPA. He won't do house calls, but he is fantastic,
sympathetic, helpful and has saved us thousands.
His name is Peter Morfin, his office is in Kensington. I know
lots of people who use him and haven't heard any complaints.
Jerry Ostrander is a financial advisor who is sympathetic as well
as thoughtful. He is well versed in the therapeutic side of
things as his wife is a therapist. He is experienced and helpful
- give him a call and see what you think. His number is
We're looking for a tax accountant who could review our last
few years of individual tax forms (nothing too complicated)
to make sure we're doing everything we can to keep our taxes
low, and also give advice on how we might invest or plan for
the future (whether to open a 529 account for our daughter's
education, ideas for retirement planning, etc.).
Can anyone recommend someone in the east bay who is
excellent at either accounting or financial planning, or
ideally, both? Ideas about how much someone would charge for
these services would also be appreciated. thanks!
I think it's best to have both a CPA and a financial advisor who can communicate
with each other. The fields are both too deep to be fully facile in each, and I
like the confirmation, idea generation, back-up of having two perspectives. (I
have come across financial advisors who have a CPA background but only provide
financial advisory services.) That said, I do look to my CPA for financial advice
but not for what exact investments to choose. I also think it's important to have
an accountant who understands the implications of your situation (e.g., I have met
many CPAs who are not excellent with real estate investors).
Here is a CPA and a Financial Advisor I can recommend without hesitation:
Marvin Tate, CPA, JD
Timothy Yee, Cathedral Financial Group
Forgot to mention another excellent accountant with whom I have experience. Herb
is an Enrolled Agent, not a CPA, but has *many* years experience and, like Marvin
Tate, has also saved people (including me) bundles o' cash:
P.S. Need I add that - unless your situation is an emergency - it's best to
contact tax people after 4/15?
End financial/tax woes; call Maria Ku! I cannot recommend
Maria Ku (CPA) highly enough as a remarkable financial and tax
advisor. I had a very complicated tax and financial situation
involving the sale of a house, the purchase of another, rental
income, investment issues--all of which were handled with
extreme professionalism, knowledge, and product excellence.
Maria is extremely intelligent (UC Berkeley Haas School of
Business with Honors), completely updated on new tax laws, far
sighted and creative--offering year-round financial and pre-tax
planning advice, remarkably organized (maintaining a client's
complete history of questions and issues), accessible (she's
always available to answer questions), quick (she turned around
my complicated tax return in less than a week!). Moreover,
Maria is a community activist committed to many issues including
public education. What's not to like? Please see Maria's web
Or call her at: (510) 531-6614
Re: Financial planner for middle class family
I've had my accountant, Jim Jourdonnais, for 15 years and
can't say enough good things about him. He's very warm and
easygoing, extremely competent, and a pleasure to work
with. He's in the Glem Park section of San Francisco, so
it's a bit of a drive, but worth it. You can email me with
specific questions if you like. Jim's number is (415) 337-
I enthusiastically recommend my accountant Harry Bergland
in Richmond, (510) 243-9943
I'm seeking an accountant who can help me prepare a financial
plan as well as help me with my taxes. I'd prefer someone who
is creative about his/her work - not the straight and narrow
thinker. Thanks! LH
I can't speak too highly of our accountant, Hank Levy ... he's
a good guy, easy to deal with, low key and with a much better
sense of humor than your average CPA ... and he has saved us a
lot of bucks in taxes over the last few years. In fact, when
we switched to him two or three years ago, he filed amended
returns for the years before that, and managed to get us
refunds that our previous accountants (my wife and I had
separate ones) had missed. He's on College Ave. in Rockridge,
Sandra Madison Reinhardt415-453-0207- she does the accounting
for my small non profit and I find her very professional and
not too expensive. If she can't do it I am sure she can make a
I am in the process of starting a non-profit and need some
legal and accounting assistance. I have checked the archives
and there aren't any recommendations for lawyers with non-
profit experience. Of the accountants recommended, two that I
called said that they don't do non-profit work. On the legal
side I need someone to look over the bylaws and on the
accounting side, I would like some help with the 501(c)(3)
paperwork. Obviously, I am looking for someone who would also
have reasonable rates for a non-profit! Thanks
Regarding Accounting, Call Barry Goldstein, CPA 5767 Broadway
Suite 3 Oakland, CA 94618 (510)658-5050. Not sure about his rates
but he does do work with non-profit organizations.
I'm looking for a local CPA to take charge of all the
appropriate tax filings for an incorporated non-profit 501(c)3
elementary/preschool. Any recommendations are greatly
When I was working for a nonprofit in the city, we used Hydeh Ghaffari for the
three years that I was involved in the internal audits. She's very good, very
no-nonsense and honest. She's at (510) 834-6542
I highly recommend CPA Christine Harkinson. She is professional,
competent, responsive and easy to work with. I am a local
attorney and have referred my clients and friends to her over
the last couple of years, and everyone has been quite happy with
the results. Christine also has reasonable rates that I am sure
your organization will appreciate. Her telephone number is 510-
482-9729 and her email is charkinson AT earthlink DOT net.
If you have questions about my experiences with her, feel free
to contact me via email.
Sandra Reinhardt is our accountant (we are a small 501(c)(3)- I
have found her to be timely, professional and cost saving. She
has a lot of experience working with schools, towns and
organizations like mine. Her number is 415-453-0207. Good luck!
Can anyone recommend an accountant/tax preparer in
Berkeley/Albany area. I checked the post and they are a
few years old. We need someone who is familiar with filing
for a married lesbain couple with children.
We've been working with Lillian Lea, EA in Kensington for
years (she used to be in Albany). I highly recommend her for
your tax needs - http://www.jvituccifinancialservices.com
She's work with us through a number of complex transactions
(including relocating out of the country, then back, adoption,
etc.). (510) 526-2220
My partner and I are looking for an accountant who specializes in or
understands the tax issues facing gay couples and families. We had our first
child and bought our first home this year and need advice on our taxes!
Jay Schneider is the go to tax guy for you! He's great at what he does.
Not only is he extremely knowledgable, but also very, very open and
accepting and understanding. He can be reached at (510)234-1040.
Happy with the Tax Man
We are a lesbian couple with kids and we use Ellen Abel, in San Francisco,
at 415-469-9100. She is patient, smart, very well-versed in same-sex tax
stuff, and good at explaining things in English.
I recommend you talk to Katy Pletter. I know she has several lesbian/gay
clients. She's sharp and easy to talk to. email@example.com, (510)
I would recommend Jan Zobel, EA for dealing with gay/lesbian families. In
fact, she is giving a free lecture on Fri Feb 11 at Boedecia's Books in
Kensington. She will be talking about her book, Minding Her own Business: The
Self-Employed Woman's Guide to Taxes and Recordkeeping, and talk about tax
law changes for 2000. I find her quite knowledgeable and to the point in
dealing with her speciality, taxes.
[Sept 2014 Editor Note: Jan Zobel is no longer accepting new clients]
Seeking knowledgeable CPA for landlords
My wife and I own a triplex, live in one unit while renting the other two. We're
looking for a CPA who can help us with the proper deductions, improvements,
depreciation, and all those other little things related to rental properties.
Doesn't have to be a specialist necessarily - if you have an all-around kick-ass
accountant that you think can help us then we're open to those recommendations too.
Thanks in advance.
You want a kick ass tax guy? I was thinking of fooling with Wikipedia to put
Chris Detzer's picture under that definition. He is brilliant. He is down to
earth. He is amazing with deductions but not overly aggressive. I know because
he's defended me with the IRS. I did just fine.
Chris is over in SF but travels to the East Bay for clients. (415) 742-5403
Seeking CPA Familiar with Real Estate Issues
We are seeking recommendations for a tax accountant who specializes in real
estate taxes (capital gains), and who can help us file our 2012 taxes after
selling some rental property and buying residential property this year. We are
a same sex couple legally married in California and required to file separately
(with community property) at the federal level. We prefer someone located in
Berkeley, Albany or El Cerrito but we would go to Oakland for the right person.
(The archives are somewhat outdated and certainly don't address the more recent
same-sex couple issues.)
In need of tax help
My CPA is worth his weight in gold. I have been with him over 7 years. My wife and I look forward
to tax season each year because its like a second Christmas. He is able to do all that he does
for us because we have real estate (that's his specialty). Call him up his name is Marvin Tate
Accountant familiar with tax issues renting a duplex
Any recommendations for an accountant in the East Bay who is
familiar with the tax issues of owning and renting a duplex or
We own a duplex, live in one unit and rent the other. Our
accountant, Bill Lafayette, has handled our taxes since we bought
our house a couple of years ago, and seems knowledgeable about
the implications of the situation as far as improvements,
writeoffs, depreciating expenses and so on.
We were recommended to him by friends who own a triplex.
His phone number is (510) 428-2577 (Emeryville)
Fulbright Fellowship and taxes
I'll be a Fulbright scholar in the UK this next academic
year and am hoping to consult with a CPA or other tax
preparer about how best to document expenditures for tax
purposes. Can you recommend someone or do you have any
Congratulations on your Fulbright. I served as a Fulbright Scholar to
Viet Nam in 2007 and was advised by Eliott Buchdruker, CPA (office on the
Embarcadero in SF). I found I could write off all my expenses: travel,
housing, meals, transportation in country (train, bus, taxi's etc,some
dependent education expense/childcare/tutor, all of misc. teaching
supplies, books, media materials, and equipment, shipping expenses, etc.
I simply kept all receipts and a journal of entries of expenses organized
by category, which I updated periodically while abroad. Hope this helps,
but I think you'd be wise to get updated advise from a CPA.
Best wishes on your time abroad, M.
Home grown accountant
I am looking for a home grown accountant, which means a
person who works out of their home or a small office (not a
large accounting firm) and is someone who is personable and
easy to talk to. Thanks. T.
Patrick McDermott fits your needs exactly. He has a small office in
Berkeley (just recently moved out of his home). He is very personable and
knowledgeable about a wide variety of topics (not just accounting,
although he is a self-
I use a a great accountant who works out his home office in
Oakland (Glen Park area). His name is Youssef Kubis, and
his email is firstname.lastname@example.org. He is great. Very
relaxing and easy to work with. He is also a certified
nutrition educator and a trained chef, and he usually serves
you tea and a snack before delving into the tax talk. It
makes what can usually be a stressful situation quite
I can highly recommend my CPA. His name is Tony Carion and he
has proven to be invaluable, saved me countless hours of
frustration AND managed to recoup tax savings for my business
and personal taxes. He listens, understands the pressures of
parents living in the Bay Area (because he is one) and can also
assist you in financial planning. His number is 415-362-4999.
Feel free to contact me via e-mail with any questions.
I recommend my excellent and reasonably-priced CPA, Connie Vandament
for tax return preparation and tax planning advice. She is meticulous
and explains everything you want to know.
(415) 461-4466 700 Larkspur Landing Circle #140.
Well worth the drive to Marin for this yearly task.
We use Ann Hubrig at EH Associates on Solano, just below San
Pablo, and think she's great.
I am really happy with my accountant: Ron Yee, 510-843-6511 in Berkeley. He
is easy to talk with,
flexible about when to get together and very creative about deductions.
Besides preparing taxes, he has
given great financial advice about buying our home, investing in stocks,
etc. He is very knowledgeable about
the tax code and has done excellent work for my consulting business and a
friend's home writing business as
well as handling our personal taxes. Good luck.
Here is my recommendation for a TERRIFIC and VERY REASONABLE
accountant in Berkeley who specializes in and knows a great deal about
tax issues common to academics. His name is is Ron Fujie and he has an
office in downtown Berkeley. He is best reached by e-mail:
ronfujie AT earthlink DOT net
I've had my tax accountant, Jim Jourdonnais, for over 10 years and I
absolutely love him. He's extremely nice, always on top of tax laws, never
makes me feel inferior for not being organized, and is a joy to work with.
He's been my accountant since I started my own editing/writing business and
I couldn't be happier with his work. He's in San Francisco, 415.337-8548.
CPA: I highly recommend Doris (last name escapes me...Ford
perhaps). She works at Merchants bookkeeping & Tax Service in
Oakland. (They also have offices in SF but she is in the Oakland
office). She is excellent and will give you endless advice
patiently. I have been to many before her and now I wouldn't go
anywhere else. she also has a wonderful personality and a great sense
of humor. Maura.
Re A great CPA is Nancy Voils who has her own firm located in Walnut Creek.
I have used her for 3 or 4 years and have referred many people to her with
nothing but good feedback. I would recommend her highly.
this page was last updated: Sep 25, 2014
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