IWB & Co

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133 E Blithedale Ave
Mill Valley, CA 94941
+1 (415) 389-8500
http://www.iwbco.com

IWB Co. is a trusted and experienced accounting firm based in Mill Valley, CA, specializing in tax planning and preparation for individuals, partnerships, corporations, estates, and trusts. With a focus on providing close, personal attention to their clients, IWB Co. has built long-term relationships and has helped increase the net worth of their loyal customers by millions of dollars over the past three decades.

Committed to the principles of trust and relationship, IWB Co. is dedicated to supporting clients in having a more nurturing and satisfying experience with their financial affairs. Their team of professionals strives to optimize clients' financial well-being by providing opportunities and advantages to relieve the stress and worry associated with tax filings, investments, and money management.

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Reviews

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3.59 reviews
Photo of Katherine N.
Katherine N.
3/10/2016

We have worked with this firm for twelve years and have worked with four people there. They have prepared both personal and business returns during this time. Their advice has been sound, thorough...

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Mark G.
5/20/2022

IWB has prepared my tax retruns for nearly a decade. In addition, they have provided me with tax related real estate and financial advice on numerous occasions. I am very grateful for the work...

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Jonathan R.
1/20/2022

I was hopeful about working with this small accounting firm and had a positive initial conversation and agreed it seemed like a good fit. The accountant asked to review my prior tax filings and...

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Bryan B.
1/28/2009

It's that time of year and I'm shocked that I haven't already reviewed IWB & Co. IWB stands for Irving William Bernstein and I've been going to Irving for about 5 years for all my tax needs. When...

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Jacqueline S.
7/9/2013

I am an owner of two small businesses relating to sales and marketing apparel and accessories. I have worked with IWB & Co over the last 17 years. I have always felt I received attention as if...

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United States›California›Mill Valley›IWB & Co

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