Callahan Financial Planning | Palo Alto Financial Advisors - Palo Alto (CA)

Stephanie Capote David was a pleasure to work with. He was professional, timely and always responded in a timely manner. He took my concerns into consideration and was very helpful. Clear communication is important to me and David did just that. Working with David was a pleasure and would recommend him every time.

Bob Phillips I have been with this firm for over 35 years for personal and business income tax returns. The service has been excellent through transitions and senior partner transitions. I am now working with Sara Raby and she is terrific.