Thank you to all of our amazing clients for the positive words and for allowing us to be a partner in your success.

Testimonials

Dustin Valette- The Matheson, Valette & Valette Wines

As a restaurateur and now vintner there is a saying that rings true throughout both the industries…. To make the best product, you need to start with the best ingredients and work with the best craftsmen in their field...  It doesn’t matter if you’re making a Michelin quality Scallop en Croute or a 97pt Oakville Cabernet, you need to start with the best ingredients you can source, then trust them in the hands of the most talented and passionate people you can find.

This philosophy is the backbone of our success, and we are honored to partner with the best accounting firm we have had the privilege to work with, Linkenheimer.  Carli Ortiz and the entire Linkenheimer staff treat us not like clients, though like partners in our business.  Carli and Co. go the extra mile to see us succeed; giving out their personal cell number, texting you at 7:30 am and pm to ensure your questions are answered, they understand that entrepreneurship doesn’t take a day off and they are there with you every step of the way.

We feel very fortunate to work with an accounting firm that has the insight, business acumen, depth of knowledge and integrity as we grow from a tiny mom and pop restaurant to the national stage right here in our hometown of Sonoma County.

Dustin Valette

Diana Angel- Exchange Bank

As a Trust Officer for Exchange Bank Trust & Investment Management, I’ve had the pleasure of working with several local CPA firms over the years, including Linkenheimer. The Linkenheimer team is experienced, courteous and efficient, and they can be counted upon to help navigate even the most complex income, estate and GST tax issues affecting the trusts we administer.

Diana Angell

Josh Sterling, Wealth Strategist

Carli Ortiz and LinkenHeimer CPAs and Advisors are top notch!  I know this because I have the pleasure of sharing several clients a year with them.  I enjoy working with Carli and the firm’s other partners because of their focus on tax planning and not simply tax preparation.  They take great pride in understanding the business owner and estate planning client’s needs, challenges, and goals, so they can bring real value and solutions with their expertise in planning.  The combination of advanced tax knowledge, client relationships and the “team” approach makes them a unique and trusted resource for my business owner and estate planning clients.

Josh Sterling, CLU®, CLTC®

Galanti Law Group

This firm gets 5+ (and beyond) stars! I have had the fortune of working with Linkenheimer for about 10 years now. They not only prepare my family’s personal income taxes, but they prepare our business income taxes and provide phenomenal guidance and strategic planning to help us understand and benefit from the ever changing tax code. I can personally attest to their stellar services, communication, guidance, planning, and professionalism. I have sent many close friends and clients their way, who continuously come back to me with glowing reviews. This firm can handle everything! I am an estate planning attorney in Santa Rosa, and whenever I have a business, income, or estate tax question, Linkenheimer is the leading expert in these tax specialties.

Erika Copenhaver

Wildbrine

Linkenheimer has been an invaluable asset to our business.  Honestly, we signed on with Linkenheimer to “just do the darn taxes”, initially thinking of this relationship as a necessary evil.   Our relationship has turned into so much more.  Linkenheimer has been right by our side to advise us in most every major business decision.  Linkenheimer has been proactive in bringing initiatives that we would never have considered that have saved us a lot of money.   We have had a few different businesses and, in the process, employed a few different CPA firms.  The relationship with Linkenheimer has been the best of all those.  We don’t think of Linkenheimer as “our CPAs”, we think of Linkenheimer as our business partner.

Christopher Glab and Richard Goldberg

Manzana

Manzana was a family owned business since 1922 and Linkenheimer has been the family’s accounting firm for many decades.  In more recent years our main contacts have been Mike Musson, Chrisi Valencia, and Carl Oblad in tax.  In 2012 Manzana was sold to Agrial (a French co-op) and Mike and Christi implemented the purchase accounting entries and created a consolidating trial balance for USA operations.

At the time I accepted the controller position with Manzana, my background was primarily in high-tech manufacturing and aerospace, and did not include any experience in the food industry.  I was very fortunate to have Mike and Christi to work with, and to explain the general business model for Manzana Products.  They continue to compile annual financial statements for banking purposes in addition to our USA tax returns.

Most recently, Christi created a worksheet as a “bridge” from the US GAAP accounting to the tax return.  Mike attended meetings and a conference call to France to explain the differences between US GAAP and USA tax accounting to the French finance team, giving them a better understanding of, and comfort with the year-end Tax Provision and the submitted Tax Return.

The entire team with whom I’ve worked is very knowledgeable, helpful and friendly.  They are quick to respond to questions and concerns.  Our year-end reporting coincides with the Linkenheimer annual company conference, yet the team is on hand evenings and weekends from wherever they are to complete the tax provision and assist with any issues that arise during the process.

I would highly recommend Linkenheimer to my business associates or to family members who require the assistance of a CPA firm.

Kathy Petrini

United Evergreen Floral Greens Inc.

Carl Oblad and his associates at Linkenheimer have provided us with very prompt, thorough accounting services and financial advice.

Our annual tax preparations have continuously gone very smoothly and efficiently. When I need specific advice on accounting issues, Carl  and his support group have proven time and time again to provide specific, and very real answers to help us make the best business decisions for our company.  We consider him as a very solid member of our business decision making team.

We feel very confident with the financial recommendations we have received. I would definitely refer other companies to Linkenheimer for their thoroughness and excellent service.

Ann Tscharner
United Evergreen Floral Greens Inc.

Redwood Hill Farms

Redwood Hill Farm & Creamery, Inc. has worked with Linkenheimer, LLP since 2009.  John Jones and staff made a seamless transition from our prior accountant. We started with tax return and consulting work.  Today  we work annually with Christi Valencia in preparation of our Review Financial statements.  She makes the process simple and clear. They have given us information and advice that has helped our business grow and succeed. We would highly recommend Linkenheimer, LLP to associates, friends and family.

Jennifer Bice

Folio Wines

We have several businesses related to our core business of selling wine.  Those other business are separate entities with similar owners, but not exactly the same.  In addition, these other businesses have transaction with our core business so it’s important for us (and our bank) to clearly understand that everything is done on the up and up.  Linkenheimer helps to identify those issues that may raise questions.  They then ask us questions so they can further investigate, evaluate and document exactly what is being done and how it affects the core business.  We don’t mind the prying questions for two reasons; we have nothing to hide, and Linkenheimer has our back.

What stands out  about their service and staff is that the people we deal with at Linkenheimer always show an interest in our business, and patience in asking questions (and waiting for answers) in order to understand the various complexities of what we do throughout the year. We work with Mike Musson and Christi Valencia, and have for several years.  It’s very helpful not to have to break in new staff every year or two to understand your business like at some larger firms.

The relationship has two facets.  First, the annual review is fairly standard.  Linkenheimer contacts us at the beginning of the year with a list of client provided information.  They may personally come to our office or simply do everything by telephone and email.  They know our business well enough at this point we and they are comfortable with either approach.  Questions and answers are exchanged and the process wraps up.  The other facet of our relationship is having them available for consulting on various issues that come up throughout the year.  Knowing they are available and can factor these issues into their understanding of our business gives us confidence in the advice they provide throughout the year.

Would you recommend Linkenheimer to family and friends?  Without reservation.  I already have recommended them to a friend’s business, which signed them up right away.

Chris Millich

Summit Engineering

Our main concerns each year center around our year-end corporate tax planning. Every year, Linkenheimer is consistently there for us, providing timely input and presenting useful suggestions. Linkenheimer provides solid support to our CFO, as well as to our other Principals, on company issues as well as individual ones.

We chose Linkenheimer to work with because they are knowledgeable and well-informed, friendly and helpful. They never talk down to us, they listen to our questions and concerns and are responsive. They are also set up much like our small business in terms of the way they care about client service, their employees, and their culture, so the fit was very good from the start.

We have mainly worked with Carli Ortiz and Mike Musson. And the process has been painless and pleasant! They are easy to work with and things get done efficiently and expeditiously.

I would absolutely recommend Linkenheimer to family and friends?! Our interactions and experiences with Linkenheimer have been consistently positive.

Pam Fischer