Accountants
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Sept 2007
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.
Anonymous
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.
Audrey
July 2007
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?
Thanks!
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.
Mike Schoenholz
Schoenholz & Spiegel, LLP
2033 N. Main St.,Ste. 365
Walnut Creek
925-977-4000
A great CPA is Dennis Middleton, CPA.
phone 510-339-8860. e-mail is: dnm[at]jps.net
Best of luck.
Karen K
April 2007
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.
anon
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.
Lynch.larry
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
cass m
March 2007
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:
http://www.execusite.com/dennismiddleton/
(510)339-8860
Eliot K
Hi there-
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!
Greenberg
Feb 2007
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
proprietorship. Lisa
I recommend for a tax accountant:
Barry Goldstein
Work 925-283-1040
Work Address
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
Ali
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.
Hilary
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
Pages...phone 482-9729.
cs
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)
488-0626.
happy
Nov 2006
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.
Wendy
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
ann[at]annvalliant.com
(510) 848-1516
Ernie M
Feb 2006
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!
Patsy
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
creativity).
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
Walnut Creek.
Jeanne
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.
Ali
Dec 2005
Does anyone have an excellent fiduciary accountant they can
recommend? I recently became self-employeed and bought a home
and can use some expert help on doing all the right things with
regards to my taxes and setting up all my insurance/SS etc.
jenn
I met Cathy Mu last year and am still delighted thinking of her. She has an insight into tax law that is unsurpassed, and she combines that with a deep desire to serve her clients in the best legal way possible. I recommend you call her for a free consultation at least. You'll enjoy yourself (which is rare with a tax accountant!) and you'll find out things you never knew about your own business and financial affairs. (925) 979-
2378
Julie
Nov 2005
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
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
Oct 2005
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!
newbie
We see Michael Shaw with Shaw and Shaw in Mill Valley and LOVE
him for both self-employment and small biz taxes.
Elizabeth
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.
Sara
Cathy Mu is fabulous with taxes! Last year she reviewed a
friend's taxes, found an error in the preparation, and saved my
friend $30,000 in taxes! (She's obviously high income, but
still!). Her number in Walnut Creek is (925) 979-2378. E-mail
is cmu at finsvcs.com
Julie
My father-in-law is an enrolled agent in Hayward. He also runs
the East Bay chapter of Enrolled Agents out of his office.
I've done bookeeping for him in the past and he has a number of
self employed clients. If you aren't interested in driving to
Hayward, he can give you a number of an Enrolled Agent closer
to you.
His # is 510-471-9492
Tracie
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.
Kukana
Sept 2005
Any recommendations for an accountant in the East Bay who is
familiar with the tax issues of owning and renting a duplex or
triplex?
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)
Ellen
March 2005
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
kristi
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
924-256-0800
Clarissa
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
Elizabeth
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.
Ali
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.
Tara
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
(925) 932-3443
150 N Wiget Ln # 110
Walnut Creek, CA
Nancy
March 2005
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
Amy
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.
Michele
Nov. 2004
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.
irina
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!)
Happy Client
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
Oct. 2004
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.
Thanks!
Francesca
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.
Contact:
Jon Kanter Associates
p: 925-945-6989
e: JonKanter at aol.com
Jan. 2004
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.
Thanks!
shari
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...)
Janice
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 $$$
aj kutchins
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.
Diana
October 2003
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-
8548.
Ann
I enthusiastically recommend my accountant Harry Bergland
in Richmond, (510) 243-9943
Jonathan
Jan. 2003
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.
CC
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.
Anonymous
Dec. 2002
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,
510.652.1000.
AJ Kutchins
I don't have a specific person to recommend, but this all sounds
like what my sister does as a Fee-Only, Certified Financial
Planner. She's in Ashland, OR, and too busy to take new clients,
but you can find one by going to the NAPFA site, clicking
''Consumer Services'' at the top, then clicking the link ''Find a
Comprehensive Fee-Only Financial Advisor.''
Good luck.
Jennie
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
good recommendation.
Juliette
November 2002
Hi,
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
appreciated!
thank you.
ios
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
Jill
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.
dtsifrin
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!
Juliette
October 2002
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.
sioux
July 2000
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.
Toby (7/00)
June 2002
Hello,
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.
Thanks,
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
Hadley
April 2002
Hi all,
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-
based businesses.
Thanks!
Michael
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.
Valerie
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.
adam
February 2000
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.
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.
Suzanne
January 2000
We use Ann Hubrig at EH Associates on Solano, just below San
Pablo, and think she's great.
Lauren
Dec 1999
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.
Kirsten
October 1998
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
Kiren
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.
Ann
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.
Ebneumark
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Last updated: Aug 5, 2008
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