I have been going to Compass financial for 3 years now and Zach is always so professional . The…read moreclient portal is so user friendly and Zach responds to every question. Stellar service in a timely manner !

New tax preparation client here! Had a really great experience with Aimee - transferred my tax…read moreinfo from another provider and feel like I got friendly personalized service at a really reasonable rate You want to feel confident that everything is done right and that's just how things turned out for me. Did my tax preparing via a couple of emails and uploading of my tax docs to a portal online. Easy and straightforward, and I really like the idea of using a local resource via a nameless HR Block or TurboTax helper who may well be located in another state. Recommend these folks and will use again.

The best person you NEED to meet, hands down! Janine and team will be sure to take care of your tax…read moreneeds, no matter what it is. Whether it's personal, business, unsure of how to go about either, they got you! They give you a great piece of mind, and level of expertise that's rare and hard to find. Plus, everything they do is done diligently and professionally. Know you'll be taken care of here! Plus, they have pooches around, if you like furry friends! Talk about pet therapy too -- bonus! I recommend them hands down, and even if you have questions and just curious, as away! You're in good hands.

My business and my personal taxes were behind, and we were in dire need of help. When we reach…read moreout, Janine instantly put us at ease. I sent her our past taxes, and she immediately got to work. Within a very short amount of time she had us caught up, reconciled and had everything in order. Unbelievable!! Her rates are very reasonable and her professionalism, attention to detail and constant communication is the best you'll find. I highly recommend Janine and Big Dog Financial services for all your tax & financial needs. She was my savior!

Honest and reliable methodical insightful of the tax laws. Able to respond on short notice and…read morestill being accurate.

Fantastic cpa!! Completely trustworthy and with a great team. I hear she's merging with a bigger…read morefirm but wanted to cast this vote anyway

My husband and I were looking for a new accountant when we found Travis. I had an initial…read moreconsultation over the phone, and then his office sent over a packet to help us get started with our taxes. After a few weeks, we had our meeting via Zoom (pandemic), and I have to say that he was very thorough, extremely informative, and is really knowledgable about tax laws. He answered all our questions and made some great suggestions as well. Most importantly though, he is very personable and really seemed to care about getting to know us and doing his best for us. I would highly recommend Travis.

Travis is great CPA and extremely helpful with various random questions. I would not hesitate to…read morereccomend his services to anyone looking for a quality/trustworthy CPA.

I had an issue with my return processed by another office and the Manager Jeremy Baker took care of…read moreall my concerns! Take it from me go see Jeremy the first time and have no worries and know your return was done properly. Thank you Jeremy!

First two years were OK. THEN.. last year, they tried to boost me $90.00 over what…read more They represented the charge would be AND they insisted on a certain tax entry for vacation home. I tried to tell him he was wrong but he filled it out his way and filed electronically. Next day, I talked to IRS and did research and I was right so had to file Amended Return THIS YEAR: received an estimated charge AFTER he reviewed my supporting docs and said would get it done in couple days. Failed to hear word after a week so sent him texts and tel. calls but no response. Waited two more days and went to office to ask for my preparer only to be told "oh, he quit 5 days ago," Asked why no one called me and received only a cold shrug of shoulders and was told to talk to supervisor who was nowhere to be found. Went to different branch office and sat for hour and half while new preparer reviewed the EXACT SAME docs, filled out returns and boosted my promised fee received from first office by $290.00!! When I protested, he called his supervisor--who refused to speak to me--and simply said "best I can do is to cut it by a hundred." I protested that I had WRITTEN ESTIMATE from first preparer, showed it to him, but unmoved, he said pay it or I won't file it. I left without any Returns. DO NOT USE THIS OUTFIT. IN my opinion, they are UNTRUSTWORTHY

Very accurate, personable, and professional, love the service. No one doe's it better only Louis…read morecan he's my man for any tax situations.

Louis was a tremendous help as a first time customer with filing this year. He understood my…read moreconfusing and frustrating tax situation immediately and was able to not only address what needed to happen (saving me tons of time) but also helped me save money. Highly recommend anyone give him a call with both simple and certainly more diverse portfolio/tax scenarios.

I read Barry's Tax Tip column in the Monterey Herald in which he explained how cancellation of debt…read morecan be considered untaxable income by the IRS. I had him prepare my taxes and he saved me $10,000! Barry is extremely knowledgeable and professional. I couldn't have asked for a better outcome.