Fiduciary Resources - San Rafael (CA)

Alan Bleiweiss As an independent consultant small business owner, I have relied up on Linda Panicelli at Morre & Company accountants in Novato for all my tax preparation needs since 2011. Before I was introduced to the team at Morre, I had been burned by a couple different accountants over the years, so I was initially nervous. Linda quickly put that to rest. The work Linda and her team do is beyond invaluable to me, and I am not a normal case. Because I work for myself, from home, Ive moved every couple years across California and to other states. Yet its never a problem for her. The amount of experience and knowledge she has is vast. At the end of last year, I decided it was time to settle down and buy a house. So Ive had a number of questions regarding taxes, including whether I could use funds from my SEP-IRA (where John Morre and Linda had both provided guidance and insight on its setup and related decisions) toward closing costs. So dont just think youre going to get basic run of the mill services with Linda or the Morre team. They offer much more than that, and I am truly grateful.

Malik Hunter My experience with them has been good. They always help out when I need more time. They also help with car repairs. Probably one of the best car loan company i have worked with.

Tina DMarco My consultation was almost 2 hrs long, I was not charged, mr. Hunt Salembier was informative & sensitive to my needs. I highly recommend The Sterling Group.

jess I just got an amazing deal for two vehicles for a whole year! Thank you Fiesta Auto Insurance. Especially, Iridian, you were so helpful and so knowledgeable. I will definitely be renewing here.