The Testimonials

Our relationship with Linkenheimer began when our CPA of 40 years decided it was time to retire. We did our research on local CPA firms, we asked many in the business community to share their contacts, and we interviewed several firms here in our area.

After much research, Linkenheimer was definitely our choice to partner with for our accounting needs. When we first spoke to John Jones, I felt like we were talking to someone who understood our business and he offered up great ideas for tax planning, etc.

John introduced us to his team, and we work yearly with Kelly and Megan in producing our financials. The Linkenheimer group has what it takes to get it done, but even more than that they are a pleasure to work with.

We have always structured our business on the foundation of relationships first and we have found with Linkenheimer this to be true as well. The working relationship we have established with their team is what I appreciate most.

We would highly recommend Linkenheimer to others in our community.

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.

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.

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.

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.

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.

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.