Thomas K. Porta CPA, CFA, CFP, Esq. - Vallejo (CA)

5 /5 Susan Gibbs: Have been going to Tom about five years now. He is always helpful with questions and so I had him re-do our family trust also. I have had no problems with our taxes and would recommend him if you understand what you are doing and bring in the right materials it will be quick and easy to get the filing done. Susan Gibbs, Benicia

1 /5 sony k: I had some follow up concerns after I left his office, which looked as though something may have been overlooked by him. He emailed, "It appeared to me that you were trying to get additional services without payment I dont have time for that." I went into complete shock! It would have been helpful "if" he had divulged to me the legal aspects of his work, before I left his office. He is EXTREMELY defensive and will twist not only your legitimate concerns, but also, spin your intent into false accusations to cover himself...I will NEVER use his services EVER again!

1 /5 Craig C: Sorry, I hate to say this but, he was clearly over burdened and seemed distracted during my appointment. He quoted me an initial charge, then increased the amount by $100 and then wanted an extra $180 to go over my return, which I had to fix myself. So, $530 for something that looked identical to a Turbotax return? A waste of time and money for us unfortunately.

5 /5 kevin mcnamara: Tom and his office have been doing our taxes for 15+ years. have never had a problem with our taxes. Tom is helpful when we have questions and we plan to continue using his business.

3 /5 Nicol Sanchez: He used to handle our entire families estate, taxes, and hero with the OUR AND which occurred from the other negative reviews. My mom also filed her will with him and we had to take him to court to fight to get the will released. Add executor of the will he still refuses to talk to me or my attornies. Our my brothers. I dont know why he did that but its a mess now. And I thought the point of making a will and trust wad to ensure that after a passing things go smoothly. So far that isnt the case. I will attemp to reach him and will update your with the progress. He must have additional documentation that we require to help move things along. Lets pay he not get help in contempt of court and see if he will do right my by family. She trusted him for 20 years. They had a falling out about the taxes but that shouldnt be a reason to hold the will hostage until we got the court to order it. It shouldnt be this hard. And he was seen as a family friend. Friends dont allow their families to go through stess and uncertainty during a time like this. I hope it all works out.