Moorman and Company

Did my own taxes with TurboTax for last 20 years, but it can’t handle CA Mental Health Services Tax for MFJ. Jeanne at Moorman did an awesome job two years running working this out and saving me money! Convenient, fast and effective.

I called to have my taxes done, and they suggested I call H&R Block. I’m not necessarily opposed to H&R Block, but it’s a little strange for a firm advertising their customer service to suggest a big box company.

Gerry Moorman took me under his wing when my sister was close to death from cancer and I had a million questions about estate management and tax implications. For what he didn’t know he hooked me up with the right professionals. He spent several hours with me, called to follow up, and wouldn’t take a penny from me.
I got his name off the California Association of CPAs site. It was one of those rare «by chance» finds.

This is the third time I’ve had my taxes done by a professional company, but the first time by the fine folks at Moorman. I’ve done the whole range from doing them myself (including business taxes) to having someone do them out of their house. When I bought a house last year, I had a lot of tax related questions, so I went around the south bay interviewing accountants. Gerald Moorman was nice enough to sit down with me (at no cost) for about two hours in August and go over my current tax situation and my expected situations over the coming years. He laid out a rough plan for me and gave me some adjustments to make for the rest of ’06. He invited me to come back in ’07, though I was under no obligation after the interview.
I met with Betsy last week for my ’06 return and she’s busily preparing my paperwork. Costs vary on situation, but anywhere from $ 250-​several thousand depending on the circumstances. I’m willing to pay a little extra to have a company there year round that I can get advice from.