Anspach Financial Group

Excellent, professional work. Turnaround time was fast. AAAAA+++++

Great work on quick time frame at a reasonable price! We are procrastinators; filed an extension and waited until it was a week from due to try to find a tax preparer in the off-​season. Within a minute of picking up the phone to call, I was speaking to Adam and getting started on our return. We met him in the office 2 days later and everything was completed on time, after getting some additional paperwork from our end to him a couple days later. He was very thorough and professional. I would highly recommend using their services.

My husband and I have crazy complicated taxes. Probably somewhere between 30 different documents worth of stuff. However, working with Jackie, it’s a breeze compared to previous CPA’s and finally feel like I have someone who is doing my taxes ethically, is responsive and is forward thinking. Great service.

We own a business. We used to have an accountant in the San Francisco financial district in a fancy high rise, a big firm. We live in Marin and decided to go with someone local. The big firm’s work wasn’t impressive and was expensive. We have used Susan Harper of Anspach Financial for years and couldn’t be happier! She is always available. Great service. Great work. Great price. Enough said.

Gary, Jackie, Susan, and Adam are the most reliable, trust worthy, hard-​working professionals I’ve ever come across. There is no situation, challenge, or unique case that they cannot handle and take care of in a timely matter. Adam prepares my personal and business returns, and does it all flawlessly. I’d recommend all four members of Anspach Financial Group to anyone and everyone who wants the most knowledgeable, friendly, and intelligent individuals handling their finances.

I used to be locked into a dysfunctional relationship with a tax preparer who embodied everything you wouldn’t want your tax preparer to be: late, non-​responsive, foggy-​headed, and sometimes flat-​out wrong. Why it took me so many years to break away is a question for my therapist. When I finally decided to go to a REAL professional I found myself here, in the amazingly capable hands of Jackie Thomson. It was like the storm broke, the Jesus rays shone down from the heavens, the sky cleared, and it was a cloudless-​still-​74-​degree-​day. And that’s the way it’s been ever since. Hallelujah.
Jackie answers e-​mail in a flash, gets the job done on time, exhibits work ethic excellence, is reliable, trustworthy, organized, and timely. Basically, she’s the consummate professional and I’m left looking for her replica in every other service business I patronize.
So, there you have it. Why you’d go anywhere else can remain your little secret but once you switch to Jackie (and Anspach) you’ll want to blab it all over the place just like me.

Anspach Financial Group is a true paradox for me. I’m very uncomfortable with math and numbers and taxes… However, I’m so at ease with this group of superb number crunchers and tax wizards! They’ve helped my business tremendously, all the while being utterly lovely people to work with; lots of patience, expertise and care at work all the time. Highly recommended if you are looking for help with your taxes or business finances. Jackie and Adam have been helping me and I’ve really come to appreciate their communication and professionalism. Thanks!

I was referred to Susan Harper, EA at Anspach Financial Group and I could not be more pleased. It was worth the trip over to Marin to meet with her. Anspach handles all types of tax related and financial planning matters, and Susan specializes in the self-​employed. She really knows her stuff. She takes the time to get to know you, your business, and your particular tax-​related situation and is totally non-​judgmental. Susan has a wonderful warm personality giving you the feeling that you’re in capable hands. The service was fast, professional and reasonably priced.