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.