Petaluma, CA Business Financial Services

Friendly and efficient

Shout out to Kyle Swarthout! He's got a heart of a gold and a brain full of computers. I'm very grateful for his clear and patient communication and explanation o ... more

In just a couple of months of working with Dr Peace I have experienced vast improvements. Had seen various therapists in the past without feeling comfortable or challenge ... more

My wife and I just had our wedding weekend in Monte Rio. During the event we kept saying to each other "without Tyler we would die" Run, don't walk. Book Tyler for your e ... more

Scott knows his stuff. He is knowledgeable, personable and a solid guy to work with. Glad I had him do my taxes because he noticed I qualified for certain credits I would ... more

Kevin is hands down the best tax preparer I have ever used. I travel for work and have a minimum of 3 states and 4 W2's each year; Kevin took the time to explain how best ... more

Dale was great, took the time to answer my questions and was very personable. Thank you for being so generous with your time and for your dedication to responsible invest ... more

Was with Exchange Bank since 2004 or so. Decent e-banking app, tellers are always at least professional and occasionally pleasant, and never had any unresolvable debit ca ... more

They were very helpful in finding my mother a place. The costs and area is local. Here she is on Mothers Day

Best in class hospitality-focused accounting firm. Whether you are a full-service restaurant, quick service/fast casual restaurant, bar, or brewery, these are the guys t ... more

Older lady at the desk consistently rude, huffs and rolls her eyes when helping customers. Has interrogated customers about what buisness they are from and why they are v ... more

I recently had to navigated through a divorce. My ex and I owned a business together and had very different ideas of what the true value was. Exit Strategies was not refe ... more

This place is very nice. He is my grandfather and he is an awesome one

Unlike most accountants, David Haas doesnt guess when it comes to the numbers and just hope he doesnt get audited. He owns at least one calculator THAT I KNOW OF and does ... more

Great people

I have been going to Sharon for over a decade and highly recommend her.

A convenient location for an ATM.

Very helpful, knows what they are doing. The staff were friendly and they got our accounts done quickly

I haven't used them yet but they were very helpful when I talked to them on the phone.

So very difficult to find the office you want there is no front desk staff to guide you around, also for some reason the numbers of the offices go from odd to even in the ... more

Not trustworthy and would not recommend him in any of your upcoming projects. I know multiple people who have bad experiences with this man. My advice is find someone e ... more