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I'm new to Berkeley, and looking for a tax preparer for the upcoming filing. Does anyone have recommendations (other than Terry Artz)?
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Jenni Nielson is in Walnut Creek but does our taxes fully remotely so we don’t have to drive out there. She has also walked us through the tax implications of various life events. Really smart, helpful, and doesn’t waste time — highly recommend.
I can tell you NOT to use Aman Deol, CPA on Piedmont in Oakland. He did our taxes last year and it was a disaster. Hope you find someone good! We are looking, too.
Nini Yang 408-464-7563. She’s an enrolled agent and a registered rep. So she understands the tax implications of investments and can make large picture recommendations. I’ve been using her for years