Nancy & Ron

“Catherine Atwood has been our wonderful tax professional since 2016 (tax year 2015). She handles our retirement and regular incomes and is instrumental in helping us with our small business, including amortization of start-up expenses and the income vs. expense components.  Recently, Catherine guided us through our inheritance of a family trust fund, making the tax process less stressful. We appreciate Catherine's tax knowledge and friendly demeanor.  She is totally trustworthy!”

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Tom Benson, Petaluma, CA