My mothers Trust attorney recommended Staszak & Co. when one of the beneficiaries requested an audit. I found working with Loni and team there, to be amazing! They were always there for calls, emails etc., as they worked with the 85 or so documents I sent needed to do this Trust audit. Im still in contact after 2.5 yrs., as we come to end of this Trust and most likely a beneficiary will request another audit on the remaining hold over funds. But, Im extremely confident that working with Loni and team, we will once again ace it with flying colors!
I have used the same CPA for several years but was referred to Brian Winger by a very successful business owner in Sacramento last year. I asked Brian to file my State and Federal income taxes and was I surprised. His diligence & thoroughness was amazing. As a mortgage lender my taxes are quite complicated with all of the activity as I move assets frequently.Brian got a signed POA from me and pulled copies of my previous 3 years taxes and uncovered missed items. He clearly explained everything he did, why he did it, what he uncovered that was not addressed in years past from the previous CPA and handed me a properly completed tax return.Knowing that he addressed everything down to the last detail I can sleep easy at night knowing the IRS wont come knocking. If they do, everything is in order. Fantastic job Mr. Winger. The customers I work with who have used your services all think very highly of you too. I recommend Brian Winger without hesitation.
Our company has known Dan for decades and started working with their firm a year ago. They have been able to negotiate new and complex issues for us as our company changes and grows and have been able to clean up any lingering accounting issues from before working with them. I highly recommend this firm.
I know this is cliche, but I would give negative stars if I could. We have used them for a few years and they were just fine (3 stars) before this past tax season. Then everything went horribly downhill and dramatically wrong this year. We could NEVER get a hold of anyone in the office, every time we called our rep was out of the office and when we emailed we never received a response.Not only that, they filed our taxes late with an extension without telling us! We thought we were clear and filed but couldnt get a hold of anyone to follow up until AFTER the deadline and thats when we finally got a hold of the receptionist who had to tell us.Go with someone else if you need to communicate or ask questions ever. Even the owner of the company is unreliable and never returns calls or resolves issues.