Lee Insurance And Financial Services / Farmers Insurance - Richmond (CA)

Teresa Threet Rushing CTS has been doing our family and business taxes for over 30 years. Our children started out as dependents. There now 27 and 30, one living in another state, they both still have CTS prepare there taxes. Once you meet Dave your taking care of. The best feeling all year long. Thank you for taking care of our family.

Gustavo Diaz I met Allegra & David outside of work, two of the best souls to be around. Their story is one of a kind and to see the two working together to improve others situations, is incredible. I highly recommend working with Allegra, shes very knowledgeable and passionate to help others.

Rika VL I recommend Doug Williams and his office manager Kristi Scherbaum very highly to anyone who needs financial advice and who wants to secure their family’s and their own future. Doug is highly experienced, extremely knowledgeable, and top-notch with his recommendations for investments. He is easy to talk to and very responsive to calls/questions you might have. He doubled some of my investments in only one year! Kristi also is top-notch. Very professional but also easily approachable, quick to respond to phone calls and emails, and truly caring. These are attributes I have equally found in Doug. I highly recommend Doug and Kristi at the Edward Jones branch in Alpine, CA to everyone who needs financial advise and who wants to invest in a safe future for their family and their own retirement. Rika (M.D.)

Tamryn Watson I’ve been working with Sean, Christine and the Code Accounting team for 10+ years across multiple ventures, and can confidently attest to their excellency. With a background in accounting where precision and efficiency are paramount, I truly appreciate their competence, agility and straightforward service under Sean’s leadership. Their professionalism, accuracy, and attention to detail consistently exceed expectations. Sean is incredibly thorough, reliable, and ensures everything is correct and up-to-date. He is always responsive, trustworthy, and willing to go the extra mile for me. The team promptly addresses questions and keeps you well-informed throughout the process, making collaboration smooth and hassle-free. What sets Code Accounting apart is their comprehensive understanding of tax code and AP/AR. Sean’s expert advice has given my businesses a solid financial foundation and peace of mind. His insights have been invaluable in helping us make informed decisions and develop smart accounting strategies that positively impact our bottom line. Beyond the expertise and excellent service, the value we receive from Code Accounting is outstanding. They handle our affairs efficiently while delivering exceptional results that make a palpable difference. If you’re looking for a skilled, reliable CPA and bookkeeper who truly understands their clientele and provides clear and effective service on top of a fair value, I highly recommend Sean and the entire Code Accounting team without reservation.

Barbara Caldwell Laura inherited my account which was a small 401k that just needed a place to stay. She was as courteous and efficient as anyone could want, and treated me with the respect of a much larger client. I would reccomend Laura to the hesitant investor. Her knowledgable and willingness to share it are invaluable.