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Someone to prepare tax returns
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from BPN are outdated or the contacts are not accpeting new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
We've been using John Stephenson on Fairmount Ave in El Cerrito
for years now. We started with him on the recommedation of a
friend, and I cannot sing his praises enough. John can handle all
sorts of tax troubles, and he's a ceramicist as well, so he has a
wonderful artistic balance to his personality. Another thing that
has been really important for us is that he has always, always
gotten our tax returns to us by the date that I said I needed it.
I have used Monika Hengesbach, owner of Decision Financial
Services, since 2003 and have been very pleased. (She even
makes house calls!) Their number is 925-756-7815.
[editor note] reviews also received for Accountants
We have just finished a lengthy IRS audit and received a
settlement offer in the mail that far exceeds what we were
expecting to owe the IRS. We are now in the process of seeking
the advice of a tax attorney and can not find any
recommendations. We would love any recommendations for a great
attorney in the greater bay area.
Try Kristin Pace at Fitzgerald, Abbott & Beardsley at 1221
Broadway in Oakland. She helped a lot when the IRS wanted so
much of my mom's estate. Tax attorneys cost a bundle, but I'd
rather see the money go to them than to the IRS...
Re: financial planner for family finances & taxes
To the person looking for a Financial Advisor/Accountant
(and anyone else ''looking'') - I'd like to highly recommend
that you contact John Griffin. I've known John for about
six years. He has a broad range of experience in tax,
business, and estate planning. He is a member of the
California Bar Association, has a Masters in Taxation, and
experience on his own as well as four years experience with
Big Five accounting firms (KPMG, Deloitte & Touche).
What's more, he's ''real people'' - I'm sure you'll feel very
comfortable working with him.
John can be contacted at:
Law Office of John H. Griffin
1160 Brickyard Cove Road, Suite 200
Point Richmond, CA 94802
510 439-4123 Office
john AT jhgriffinlaw.com
From: Andrea (10/98)
We felt very comfortable with and have used Rebecca Walden of Tierney,
Walden and Watson several times. She was highly recommended to us by
someone we trust and who had worked for a large law firm for many years
so was familiar with that world. The number for their offices (San
Francisco - worth the drive) is 415-974-1900.
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