tax advice

Location: Menlo Park, CA

With this crazy financial year coming to an end, I'm trying to figure out what I can do to minimize my taxes. Anyone have a good, inexpensive advisor you recommend? (I'm not even sure exactly what I should be looking for... tax accountant? financial planner?). Thanks.

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asked on Nov 23, 2008

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comments and reviews

We've been quite satisfied with our accountant, Tom Vocker -- I'm sure he'd be happy to sit down with you and chat.. he's been very good about not charging me for occasional meetings (he just charges for doing our taxes).

#1 - posted on Nov 26, 2008 (12:03 pm)

Vocker Kristofferson & Co
1700 S El Camino Real
San Mateo, CA 94402
(650) 574-5000

Reliable, friendly accountant

Pros:	Tom is very friendly, personable, willing to spend 1-1 time without "starting the clock" for every conversation, affordable
Cons:	gets very busy and sometimes cuts it close at tax time -- had to file and pay this year on the 15th even though we submitted all our stuff well before.

We've used Tom Vocker as our accountant for 8 years. We "can't be bothered" to do our taxes ourselves.

He's reliable and friendly, and has always been willing to give advice and chat about a variety of tax issues. I don't think he's ever charged me for 1-1 conversations, just a reasonable annual rate for tax prep.

I just spoke with Tom today... he has helped clients buy and start retail businesses so would be happy to chat about it--just give him a call and feel free to mention my name.

One last thing: I'm not the type to scour every last detail of our returns, so I can't really vouch for whether he's "amazing" at saving us every last penny. But as far as I know he hasn't made any big mistakes, and has several times pointed out a few things to save us some real money.

reviewed by: the poster above

Thanks Roy! I'll give him a call. Have a happy thanksgiving.

#2 - posted on Nov 26, 2008 (2:18 pm)

I've used Tom Glascott for several years and have always had good luck.

tom@glascottcpa.com

http://www.glascottcpa.com/

He's in the south bay area.

#3 - posted on Nov 28, 2008 (4:30 pm)

Thanks Brett... I'll try him too.

#4 (reply to #3) - posted on Nov 30, 2008 (12:45 pm)