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July 2023 by Navjot S.
It's never the intent to run down somebody's business but sometimes this is the only way to hold folks accountable. In this case, I'm sharing my experience because I was advertised a service that this business does not have expertise in and charged $800+ for unfinished work that should take an expert 30 minutes to do.I had a reasonably good experience working with Tammy on our tax returns. They were simple and she handled the only bit of complexity adequately.Then I requested her help with modeling post-tax cashflow for a potential business scenario. We had 2 phone conversations about this. On both those conversations, I walked her verbally through how I expected the calculation to proceed and she confirmed my understanding. I needed to model post-tax cashflow, and I further described this request in writing when I uploaded files to her system.Tammy charged me more than $800 and produced a sloppy calculation of pre-tax cashflow that did not even consider the interest deduction (which I had also explained to her on our calls). To make it clear: I was charged $800+ for a spreadsheet that was incomplete and inaccurate. When I pointed this out, Tammy said that "the invoice is accurate based on your communications to me regarding the project.".Insanely bad experience.
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March 2023 by Brian B.
Ellen was amazing. Very professional, responds timely to email, reasonable rates, very close to my home. First time my family and I used her and we definitely will be returning.
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March 2023 by Farah K.
Ellen has been handling my taxes for a few years now. She is a wonderful CPA who is extremely helpful and thorough. She is also great at explaining and answering questions in a manner that is easily understood and comprehensible. I highly recommend working with Ross-Stern & Associates. They are extremely professional and always keep your best interests in mind, while making tax season significantly less stressful and a lot more manageable.
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February 2023 by Lisa C.
Tammy was so helpful and informative handling trust taxes and making difficult decisions clear and easy. I appreciate her responses to the questions we had and the speed in which she delivered it. She was beyond the best.Lisa & Ron
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September 2021 by David K.
Ellen is such a pleasure to work with. I know am in great hands with her. She gives me tremendous confidence she has my back when dealing with the overzealous California Franchise Tax Board. I highly recommend these ladies and feel very fortunate to have found them.
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January 2021 by Ron P.
Excellent tax service. Tammy has been doing our taxes for over 10 years and is great to work with. If we have any issues that need to be further researched, she will always call us back promptly with a solution.
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November 2020 by C C.
Tammy has been doing our non profit taxes for several years now. She is always very thorough and pleasant to work with. She makes the whole process quick easy for us. I definitely recommend her services
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March 2020 by Howard K.
Tammy has been handling all of our tax related issues for about 10 years. Both filing returns and advising on tax strategy. We have always found her to be very knowledgeable, easy to work with, responsive, reliable and fairly priced. She communicates complex financial issues in easy to understand ways. She has our complete trust and we would recommend her to anyone looking for help with filing or planning for their taxes.
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February 2020 by Steph O.
Ellen is wonderful. She really goes above and beyond for us every year. She makes tax season way less stressful!
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February 2020 by Matthew D.
Ellen has been a great accountant, and has served my family and I for many years, don't walk, run to get your taxes done at this firm!
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October 2019 by Jason Abrams
Warmly welcomed. Tammy is so kind and such a joy to work with. Thank you to everyone at Ross-Stern & Associates.
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October 2018 by Brian Teeter
We have worked with Ross-Stern & Associates for ten years, for our business and personal taxes, accounting, and financial consulting. Their firm is highly professional, prompt, and accurate. They have saved us thousands of dollars on our taxes and in the financial advice for our businesses and personal affairs. Their customer service is top-notch. They are neither too small to provide the breadth of services we need nor too large to care about our business. I give them my highest recommendation.
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October 2016 by Mel Felipe
Ms. Stern has been my tax accountant for many years. She's professional and current in new tax laws. She recently helped with Estate and final tax returns, which was a comfort during a difficult time.
