I'm looking for a tax consultant from the Bay Area (Santa Clara, Mountain View). Can you recommend someone?
I have been a TurboTax user for the past two years, but increasingly have found the need for a tax specialist. Feel free to recommend a tax consultant of your choice.
Location specific: San Francisco Bay Area
Good Answers (2)
Hi Mario,
We use Leslie Ingham in San Jose. She's very helpful with things like self-employment taxes. She is great about answering quick questions (as part of the package) during the course of the year. Her phone number is 408-238-6568.
Hi Mario,
I have been using RD Tax Services for about 10 years.
Bob Dietz is the head of the firm
RDs Tax Service
1725 S Bascom Ave Ste 108
Campbell, CA 95008
408-879-9181
He is extremely knowledgeable and has a lot of experience with cllients who work for high technology and start-ups. They are a full service firm and he does investment and financial planning services as well. I use him for tax services exclusively, but I do have friends who have fared very well under his finanical advisement. The business and staff have grown steadily thru the years so you may have to request you want to meet with Bob directly. This is the busy season so you should call ASAP to get an appointment.
Links:
Clarification added February 24, 2008:
Marisa Brown
More Answers (2)
James C Brandon J
Owner, JCB Capital Performance - Personal Wealth Management, Asset Manager, Financial Planner, Financial Adviser
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Hi Mario,
JC Brandon
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James C Brandon J also suggests this expert on this topic:
Eileen B
IT Professional, Information Security Quality Assurance Operations & Administration / President, CMU SEI LI SPIN
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I have found some great, highly recommended people in the services area when I needed help, that may also help you as well. The search function gives you the ability to filter in many ways, really helpful :)
Eileen
