Thomas Clifton S CPA Cfp

Saw the great reviews for this CPA so I had Clif do my 2012 tax return and I think he did an good job.
The initial meet and great was okay but I wish he had asked me more questions to get to know my financial history instead of me telling him since he’s the expert in his field.
One good note, Clif did help me setup my W-​4s at no additional cost which was great. I was getting huge returns and I could have used the money during the year. Hopefully next year will be balanced with the new changes we’ve made.
I will update if I get audited!

I don’t have much experience yet but plan to keep this review up to date and re-​review after some other work has been done.
Thomas seems very nice… and have the feeling of an old fashioned Southern gentleman. He seems to know what he is doing and we plan to do our taxes with him but we will see. He seems to know a lot about his field and have a lot of experience, so I look forward to having someone who knows us well instead of the HR Block’s of this World. Price is $ 250 an hour but the first $ 250 goes towards your taxes, so it is kind of like getting a free consultation and a tax guy. I think we will like him for our more complicated taxes now that we are homeowners, have stock, jobs, and actual money. :) I will keep you updated but so far so good.

Starting a multi-​state LLC is a tricky business, and I really had no idea what I was looking for or what to ask about when I went in to see Clif. He took the time to explain things to me very carefully, and I left with a pretty full understanding of how my taxes were going to work. Would definitely recommend!

After a month of interviewing potential CPAs (yes, it was an absolute blast) for my new start up, I luckily saved the best for last. I had the pleasure of meeting Clif last week and it’s clear that he’s an expert at what he does. He kindly answered a bunch of my newbie start up questions and challenged me in places where I might possibly get myself into trouble. I like his straight forward approach to business and his rates are very reasonable, especially for his level of expertise. I look forward to growing my business with him over the years. Thanks Clif!

Clif is a great CPA. My business is 20 years old and I’ve been through 4 CPAs. Clif is by far the keeper. He has a masters degree in taxation, so no IRS nightmares. Clif is also a really nice southern gentleman. If you or your business is looking for high value and low hype CPA, he’s your guy.

I pride myself on doing my own tax returns, but as my household income has gone up over time (at least until this year), it seems like I find myself in a new tax dilemma every few months. Between marriage, moving, and buying/​selling property, there’s always something, which is why I’m glad that I’ve had Clif Thomas to answer my questions over the past few years. In fact, I like Clif so much that in spite of the fact I’ve left the Bay Area and moved to Dallas, I still use his services. As the other reviewer mentioned, Clif is an old-​school gentleman who takes the time to give you solid, well-​explained advice at a more than fair price. He’s creative, but honest to a fault, finding you ways to pay the absolute minimum amount of tax possible while still doing everything the right way. Indeed, just a few months ago, I came to Clif to run a couple proposals by him, and he helped me avoid a $ 17,000 tax trap. Definitely the most profitable 30 minutes of my life!