North Coast Financial Services: David Von Bima, EA
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Areas Served: Rohnert Park CA, Santa Rosa CA, Petaluma CA, Cotati CA,…
Services: tax return preparation, tax return filing & tax services
Naturally, you want the biggest refund possible, but too many tax preparers attempt it in ways that send up red flags at the IRS and put you at risk for a full blown audit, leading to costly penalties and interest.
What if there was a tax return preparation service in Sonoma County that could get you the biggest refund, and without the risk of an audit?
Clients say David Von Bima, EA (Enrolled Agent) is that tax preparer. David Von Bima is the owner of North Coast Financial Services in Rohnert Park CA, and they're so confident of being able to get the biggest tax return for the client ethically to avoid the risk of an audit, they guarantee in writing they'll pay any resulting penalties and interest in the unlikely event of an error.
North Coast Financial Services: Experienced Tax Preparation You Can Count On
We interviewed Enrolled Agent David Von Bima and asked him how North Coast Financial Service gets such big refunds for its clients without the risks at other tax preparation services. 
David explains, "I've been in business for 26 years so I've handled every kind of tax return. Some other services just say they guarantee their claims, but we actually put it in writing. If we make an error, we'll pay any penalties and interest, and the preparation is free."
Doing a huge volume of tax returns doesn't mean quality. Staff at the big chain services prepare a lot of returns, but they're usually paid based on the sheer number of tax returns processed, so they're incentive is to rush, not carefully find and claim every deduction possible for the client, and it leads to costly mistakes and lost refund revenue. A client named Steven backed that up during a research phone call for this article when he said of David Von Bima, "He took specific interest in all of my details, instead of just my name and number."
Earning the designation of an Enrolled Agent means that David Von Bima has demonstrated a higher standard of expertise in the tax code and tax returns, and his EA license allows him to represent taxpayers before the IRS.
David Von Bima and his staff at North Coast Financial Services are flexible to their clients' needs. With extended hours during tax season, drop-off services so clients in a hurry can simply drop off their paperwork, and even mail-in and electronic submission services for clients who live out of the area, clients are delighted at how easy North Coast Financial Services makes tax preparation.
During research phone calls, a client named Christina shared, "David is very flexible and accommodating with regard to my schedule, even after hours." Walter added, "I can just drop the documents off and pick them up later. That makes it really simple for me."
Experienced Financial Advice from David Von Bima, EA
In addition to being a licensed Enrolled Agent, David Von Bima has several other licenses, including a securities license, a real estate license and an insurance license. He's also an accredited tax adviser. And that breadth of experience means clients benefit from his ability to see the bigger picture with more thorough tax preparation, larger refunds and better tax advice.
David acknowledges, "All of my licenses revolve around money and investment and that helps me provide better financial services to my clients," he explains. "That way, I am able to let clients know how to best prepare and organize throughout the year in order to get the biggest refund come tax time. I also advise my clients about annuities, investments, and mortgages."
Clients of North Coast Financial Services also benefit from their long-term approach to tax preparation. David Von Bima explains, "Part of our standard procedure is to look at the past two years of tax returns for all of our clients. For return clients, we're able to pull up a summary of their returns, and we ask all new clients to bring in their past returns. That history helps us be sure the client has remembered to claim everything on their forms and also helps us determine further deductions."
More Than Numbers
David Von Bima and his wife support local youth groups, including Rainbow Girls. David shares, "My wife and I serve as youth advisers. It's very rewarding to watch them grow and see their self-confidence and poise develop. We really embrace the outlook of the organization, promoting good morals and good citizenship."
David's wife is the office manager at their Rohnert Park CA office of North Coast Financial Services. When you enter their upstairs office you see that it provides a tranquil view facing the lovely green Rohnert Park golf course. The homey touch of trains running on tracks along the office walls tip you off to David's interest in model railroading.
When polled during independent research phone calls, clients throughout Sonoma County attest that North Coast Financial Services experienced tax preparers benefitted them, including Ronald who summed it up, "He saved us a lot of money." David Von Bima, EA is available to take your calls Monday through Friday, 9 a.m. until 4 p.m.
North Coast Financial Services: David Von Bima, EA Scorecard
| Company Name | North Coast Financial Services: David Von Bima, EA |
| Facility Address | 460 City Center Dr Rohnert Park CA 94928 |
| Phone Number | (707) 585-8300 |
| Alt Phone Number | |
| Office Hours | 9a-4p M-F / Other hours by appointment. |
| Email Contact | Send an email to this Company |
| Areas Served | Rohnert Park CA, Santa Rosa CA, Petaluma CA, Cotati CA, Sebastopol CA |
| Owners | David Von Bima, EA |
| Owner’s Years in Industry | 1985 |
| Number of Employees | 5 |
| Licensing | IRS EA #41021 |
| Insurance | Liability Insurance in-force |
| Insurance | Workers’ Compensation Insurance in-force |
| Insurance | |
| Education Credentials | Bachelor’s Degree in Business Administration, Accounting & Economics, from Golden Gate University in San Francisco CA. |
| Certifications & Memberships | Prime Buyer’s Report TOP 10, CSEA (California Society of Enrolled Agents), NAEA (National Association of Enrolled Agents) |
| Awards | |
| Area of Expertise | tax return preparation, tax return filing & tax services |
| Key Equipment | |
| Customers Served per Year | 600 |
| Type of Customers | Individuals, businesses, small businesses, sole proprietorships, landlords and property owners, corporations, partnerships, non-profits, payroll services, bookkeeping services. |
| Warranties & Guarantees | Written guarantee–in the unlikely event of an error, North Coast Financial Services will pay any resulting penalities and interest. |
| Pricing | |
| Credit Cards Accepted | |
| Financing |
North Coast Financial Services: David Von Bima, EA Capability Reviews
The following are verbatim responses given during research phone calls to randomly selected clients asked what they liked best:
"He has integrity and I feel confident that he's looking out for me." -Roger F.
"When you're with him you feel like you have his total attention and when he doesn't have an answer he finds out and calls you back." -John C.
"He's very easy to work with, accurate and always finding ways to help me save money." -Susan C.
"I thought they were very helpful. They were also willing to listen to my questions and provide the information that I needed. A couple times I did not have all the information needed and they were very patient. It was a very positive experience." -Cecilia Y.
"Jim is very flexible and accommodating with regard to my schedule, even during afterhours." -Christina D.
"I like Dave. He is knowledgeable and helpful." -Connie C.
"They keep their appointments and do their work." -Dale W.
"They are attentive, knowledgeable, and always very responsive." -Diane G.
"He is friendly and knowledgeable." -Edward W.
"He got me a lot of money back." -Eileen R.
"Everything, I've been using them for thirteen years. He has been helpful and knowledgeable." -Gayla Y.
"He is a nice fellow. He is always on time and professional. He has a good sense of humor and personality." -James B.
"They treat me like family when I am there. They are doing just fine." -James Y.
"They are close, convenient, and professional." -Joanne O.
"He is good at what he does. Their final preparation is excellent. He communicates well." -John C.
"We can trust them. He makes complicated issues understandable. They go above and beyond my expectations." -John H.
"They are competent and on time with everything. They have a high degree of integrity. I have had no problems." -John P.
"The work was done correctly and quickly." -Kenneth T.
"They are personable and professional." -Leland C.
"He saved me from being audited." -Leonard W.
"They are responsive. I feel that Dave is a trustworthy individual." -Mildred B.
"They are honest and totally reliable." -Norman D.
"I liked that he took specific interest in my details, instead of just a name and number." -Steven D.
"They were very friendly and they didn't try to push anything on me. They reduced the stress of taxes for me." -Trent P.
"I appreciate their straightforwardness in answering my questions." -Kelley W.
"I can just drop the documents off and pick them up later. That makes it really simple for me." -Walter B.
"He went through a lot of work to research for us. He worked really hard." -Walter W.
"I think they're trustworthy and accurate." -Adrianne B.
"The personal service" -Donald M.
"The personal attention" -Gary B.
"The personal service, and it is usually easy to get an appointment there." -Howard A.
"I liked how they evaluated my taxes, the ease of making appointments, and their good service." -Jeanne B.
"I liked their accuracy." -John D.
"He was very knowledgeable. He answered all of my questions." -John W.
"I liked the one-on-one time with David. He was very clear, prepared, and professional. He got to the point." -Margarita M.
"Dave is a nice guy." -Michael D.
"They are qualified." -Ronald B.
"He was very efficient with his time. He got my taxes done in a timely manner." -Susan R.
"He gets my taxes done on time." -Wally Y.
"I liked their rates. They were reasonable." -Bryan W.
"I like the service." -Darold G.
"I've been using them for ten years. They are timely. They get things done on time." -Donald B.
"I've been using him for ten years. I like and trust Dave." -Gerry P.
"They are accurate and responsible." -James B.
"He is knowledgeable and helpful." -James W.
"I liked their promptness and politeness." -Jared A.
"I liked their availability." -Karen J.
"I felt very comfortable with David. I just thought he was very good." -Kenneth B.
"I liked their availability. They are right there for you." -Nancy M.
"They were extremely efficient and quick." -Regina R.
"He knows what he is doing." -Carolyn R.
"They seem like they are a hometown company. They are local and easy to do business with. I've used them for the last ten years." -Elissa S.
"I liked Dave's personality." -Scott C.
"Friendly, efficient and I've known him for a long time." -Fredrick B.
"He helps you to understand the taxes, there's never been any trouble, he's talented, he can have a nice smile on his face and he's with himself." -Paul I.
"He was fast and courteous and everything just got done right." -Susan R.
"He's prompt, on time and he does everything right." -Ronald M.
"He's very organized, has all of our information and he remembers our stuff from the previous year." -Leonard W.
"I know them personally, they are very thorough." -James B.
"I've gotten to know the guy, he's just a nice guy, and his work has been quick for us." -James H.
"Professionalism" -Kelly C.
"Since I've used him, he's saved me some more money; I like what he does for me financially." -Christine F.
"They tell you when it's going to be ready, your word is always right, never had a complaint from Internal Revenue or anyone else." -Melvin K.
"He's very thorough and he knows what's going." -Robert J.
"They took care of problems that came up."
-Samuel A.
"He was fast." -Cynthia A.
"He's a fun guy." -Donald A.
"I like how informative he is." -Steven B.
"His honesty" -Charles B.
"His efficiency" -Robert B.
"He talks with you. He goes through everything with you right there. He's patient and thorough." -Mark B.
"He's great and gives personalized service."
-Ronald B.
"He's very organized. We get through everything very fast. I'm in and out, and it is very pleasant." -Elmerene B.
"He's very efficient, very friendly and I wouldn't trade him." -Mary B.
"I am very satisfied." -Amelia B.
"He does a very good job and is easy to talk to." -Mera C.
"Whenever I have a question, David always takes the time to answer it." -Paul C.
"He is quick and efficient." -James C.
"He is professional. He is a total professional, and I can't say enough about David."
-Randall C.
"He's efficient." -Connie C.
"He gives personal service and he treats his customers like friends." -Tommy C.
"When you're with him, you feel like you have his total attention and when he doesn't have an answer, he finds out and calls you back."
-John C.
"His overall attitude puts you in a very relaxed position, and he is very professional." -John C.
"He's very easy to work with, accurate and always finding ways to help me save money."
-Susan C.
"He's not only fast, but he explains thing to you." -James C.
"He's available year round. He gave me information that was excellent and saved us a lot of money." -Ronald D.
"He's fast, knowledgeable." -Michael D.
"He was honest, knew his business and was reasonable." -Norman D.
"He is personable and confidence-inspiring."
-Paul D.
"He's very friendly." -Michael D.
"I put 100% of my trust in him." -Robert D.
"He's tops. He is a jewel of a man." -Jim E.
"He's very knowledgeable." -Loretta E.
"He's just so good about telling me what to do because I'm blind." -June F.
"It was fast." -Larry F.
"I like his integrity and I feel real comfortable and confident that he'll be looking out for me." -Roger F.
"He seems to do everything right and he's a lot less expensive." -Toni F.
"Efficiency" -Heide F.
"He knew what he was doing. He's very honest, very open and very friendly. A+!"
-Jane F.
"He's very polite, and he explains everything. He's a nice person to go to and he's very knowledgeable." -Peter G.
"He did the work correctly. I often gave him my information late and he still got it done."
-Glenn G.
"He was very prompt and went above and beyond." -Nicole G.
"He's accurate and fast." -Darold G.
"He takes the time to explain the tax laws."
-Debra G.
"We've been using him since we lived here."
-William G.
"He was really forthcoming with answers to my questions and very knowledgeable."
-Garrett H.
"He's very complete and yet never took any chances." -James H.
"He's very friendly, easy to talk to and always gives us good advice." -John H.
"I've known him for years. He's very conscientious and calls us and lets us know."
-Thomas H.
"He always goes the extra mile. He will take the extra time to explain everything." -Paul I.
"He's very helpful, accurate, friendly and informative." -William J.
"He's efficient and I have complete confidence in him." -Beverly J.
"He's very professional and very efficient."
-Gary J.
"He's a professional and he knows what he's doing." -John K.
"The IRS made a mistake and David called and corrected them." -Melvin K.
"He's prompt, to the point, and got us out fast." -James K.
"He does the job and gets them back pretty fast." -Donald K.
"He knows me. I don't think I'd ever change."
-George L.
"He just does a good job." -Helengrace P.
"He was very thorough and speedy in getting my return done." -Deanna R.
"He's quick, accurate and pleasant to deal with." -Maris R.
"He's very accurate and very good. I'm very pleased with his services." -Arlene S.
"It seems really personal. He was really looking out for our best interest." -Heather S.
"He's always done me pretty good. I wouldn't have stayed with him if I wasn't satisfied."
-William S.
"He is always available for me when I need him." -Robert T.
"It's all neat and organized." -Caleb W.
"I like his whole professional demeanor. He made me feel real comfortable and more of a friend than a customer." -George W.
"He's very reliable." -Gretchen W.
"Fair pricing and he seemed to be faster than anyone I've ever been to before. I feel he's an honest person." -Mary L.
"There's no confusion. He's very professional." -Sarah W.
"I like his efficiency and helpfulness. He answered my questions." -Ceclia Y.
"He did it right then and there on the computer." -Mervyn A.
"He's very friendly and he treats you like a friend not just a client or customer." -Byron B.
"He gives very detailed answers and quick responses. He seemed to understand all the issues." -Andrew B.
"Availability when I needed him" -David C.
"He is very personable and we feel secure about giving him our information." -Patrick C.
"He's very professional and accurate and willing to answer your questions." -Robert D.
"He's very knowledgeable, honest and straightforward." -John D.
"He was efficient, timely and he did the job."
-Leonard F.
"I've always found him to be efficient. I think he does a perfect job on my tax stuff and he's a gentleman." -Marjorie F.
"He is down to earth and takes his time to explain things." -Stephen F.
"The person himself" -James G.
"He was always available. He kept all my files which helped when my computer crashed."
-Kirk H.
"He is very friendly and easy to talk to."
-James H.
"He's been very fair and pointed out things we needed to know." -Wallace K.
"I like his thoroughness. I always feel confident in the work he does." -Andrew R.
"He's very thorough and knowledgeable."
-Frank S.
"I liked the friendliness and the willingness to get things done quickly." -Marni W.
"I like the speed with which my tax return was completed." -Christopher A.
"I think he is very professional and I like his work." -Tima A.
"I like his explanations. He's very organized and always sends the return in plenty of time."
-Steve B.
"He gave me the information I needed at different times in my life." -Mildred B.
"Everything was completely wrapped up. I have no worries about putting it together"
-Laura B.
"He's usually pretty quick and pretty fast."
-Diana C.
"I can actually get to him." -Mark D.
"Electronic filing and local" -Richard E.
"He was very upfront and accommodating. He's brief and too the point." -Richard H.
"He seems very on top of things. He seems professional, knowledgeable, and truthful."
-John H.
"I thought he was very efficient and did our taxes in a timely manner." -Ebb R.
"He's very businesslike and very thorough."
-Sharon T.
"Everything seemed to be done properly."
-Harold W.
"He's always very personable, helpful and available." -Adrianne B.
"Quick and easy" -Timothy F.
"He's pretty thorough and fast." -Danny G.
"He seems friendly enough." -Marilyn J
"Only reason we used him is because my husband had used him in past" -D. B.