Testimonials

Samantha K., Santa Rosa, CA 10/26/2016

We started with Bob last year. Our amazing financial advisor recommended him. Bob has been really responsive. He is quick and easy to work with. He has great communication skills and is very knowledgeable.

Mitch S., San Rafael, CA 10/25/2016

Bob was very helpful and patient. I appreciate that as it was close to the deadline and he moved quickly for me. I recommend Bob for your taxes.

Tim S., Santa Rosa, CA 7/31/2016

We engaged Bob to amend and refile a return that was completely botched by another local provider. She often failed to respond to phone calls, mixed up information and generally did the worst job of preparing taxes than anyone in my 40+ years of using tax professionals.

In contrast, Bob has been a breath of fresh air compared to the poor service and substandard work we got from our last preparer. From the beginning, he has been responsive, always returning emails and phone calls on a timely basis.

He is also thorough. He asked lots of questions and dug into the details until he fully understood our situation, and then looked for the most advantageous way to approach it for us.

Thanks to Bob’s efforts, our taxes were lowered by more than $1,000 vs. the prior return, and we feel confident that future returns will be filed correctly the first time.
Matco, Inc. Construction, Santa Rosa, CA 10/16/2015
I met Bob early this year and he has been invaluable to my company. Knowledgeable and explains complex tax issues in understandable terms; he gives me usable info that allows me to make informed business decisions. He also does my personal taxes and I am very satisfied with the results of both. I highly recommend Bob to anyone that is in need of his expertise and services.

David F., Santa Rosa, CA 7/31/2015

I have worked with Bob for over 10 years. He is thorough and detail oriented. He has made my tax preparer very happy, for the reports and P&L’s he creates. He has also helped me out of an accounting black hole, several years ago. I would highly recommend him for individuals and businesses alike.

James Sanders, Mill Valley, CA 6/24/13

Bob has handled my tax preparation and accounting needs for my corporation for 7 years. He’s prompt and provides highly personalized attention. His recommendations are dollar savvy and he is always willing to listen. I would heartily recommend him to anyone who is looking for a personable and capable tax person.

David Whitehead, Attorney, Sebastopol, CA 6/13/13

I’ve known Bob Heisler for about two years. I’ve worked with him to review my self-prepared income tax returns during this time. He has been very helpful in identifying minor mistakes and helping to maximize my tax savings. I would recommend him to anyone who wishes to have tax preparation or review handled in a professional and timely manner.

Samantha K., Santa Rosa, CA 10/26/2016

We started with Bob last year. Our amazing financial advisor recommended him. Bob has been really responsive. He is quick and easy to work with. He has great communication skills and is very knowledgeable.

Mitch S., San Rafael, CA 10/25/2016

Bob was very helpful and patient. I appreciate that as it was close to the deadline and he moved quickly for me. I recommend Bob for your taxes.

David F., Santa Rosa, CA 7/31/2015

I have worked with Bob for over 10 years. He is thorough and detail oriented. He has made my tax preparer very happy, for the reports and P&L’s he creates. He has also helped me out of an accounting black hole, several years ago. I would highly recommend him for individuals and businesses alike.