Jim and David have provided my business , and my family with excellent tax assistance for over 7…read moreyears now. They are terrific. When I have questions, I can call them and usually get to speak to them the same day. I have an elderly family member with complicated returns and David has been very kind and extremely patient with her. They are honest and provide an exceptional value for what they do.

Was recommended to Tolan & Associates through some friends of ours. I have to say it can be…read morediffificult to find great tax services in Santa Barbara. Upon calling, they were extremely helpful and set us up with appointments immediately. After trying to find a tax service for my mom we are now comfortable knowing she is in great hands. Thanks for your help!

We made an appointment to have our trusts redone at Lawvex. Our attorney Logan Howard did an…read moreoutstanding job! The Lawvex staff was extremely professional and thorough, with attention to every detail. I highly recommend Lawvex for all your estate planning needs. S. Dweck Santa Barbara

Fortunate are we to have such comprehensive resources during a significant life transition such as…read moredivorce. I have referred his services to satisfied clients. He has created a community of resources - choosing top notch solution providers to assist and give insights during the many aspects of such a transition. If you are exploring such a transition as well, contact Zen Divorce Solutions. The care, knowledge, compassion & ace suppliers will serve you well. Having someone who understands the bigger picture of a client is critical in a successful relationship. John Duffy is the real deal. A financial consultant who has deep ties to the community is also reassuring. John serves on various community boards and is a real addition to SBA.

John is a professional colleague I trust to refer my clients to. His knowledge brings confidence…read moreto a stressful transition inside and he is honest and caring in his delivery. Highly recommend.

This year was the 3rd year we have used their services... I…read moremust say once again how thankful and pleased we are with Jeff Restivo... The best!!! We highly recommend him for ALL your tax needs... Extremely honest...helpful... knowledgeable.. trustworthy.. and he truly cares about his clients.. I wish I could give him MORE than 5 stars.. He helped us so much with our long form taxes for our small business. Thank you once again Jeff! Irene S

Amazing experience with CPA Jeff…read more He is very efficient, friendly, and skilled at what he does. He has helped me ensure that I am maximizing my tax return. Probably my favorite thing about him is that he doesn't seem to give his clients the "you're wasting my time" uptight vibe that I'm sure many of you have experienced with other accountants. The overall process with him has been extremely simple and cost-effective. I highly recommend Jeff as a business accountant and as a personal income tax accountant.

As a creative minded business owner, Accountix makes me feel excited to discuss my business. I…read morewas getting overwhelmed and exhausted by trying to understand my numbers (even though I had another bookkeeping company helping me) but, Accountix gave me confidence and allowed me to know what's going on with my business so that I can make the best decisions for me and the direction of the company. Their advisory service was super helpful too!

I couldn't be happier with the onboarding experience and ongoing collaboration with our Accountix…read moreteam. I own a small winery, and the bookkeeping began to consume an inordinate amount of ownership's time. Accountix was able to get up to speed very quickly with our finances and take the burden off so my partner and I could focus on growing the business. They have numerous services that may or may not apply to every business, and we agreed to a package that fit within our budget and gave us confidence in our bookkeeping and financial reporting. Highly recommend!

I went to Mark Pasternak for advice and assistance with accounting and taxes for a newly formed,…read moresmall business. Mark spent approximately 30 minutes with me, explaining how various expenses should be recorded in Quickbooks. Afterward, he sent me home with a list of documents he would need to file my taxes. I provided Mark with what he needed via email and he did not respond. I sent several follow-up emails asking if he could move forward with helping with our taxes. Mark NEVER responded. Once I realized that Mark would not be helpful, I requested TWICE that he return my documents I provided in our first meeting and he still NEVER RESPONDED. I see that his website is still running so I assume he is still running a business. His lack of communication with me is pathetic. I have taken my business to McGowan and Guntermann and they have been outstanding. I happily pay my accounting and tax bills to McGowan and Gunterman, not Mark Pasternak.

Sadly I had the same experience that Will had. I "inherited" Mark when I bought a business and…read morewhile he was ok with small tasks here and there, he was completely unwilling to work with my accounting software, and sat on my Fed tax returns for over 6 months. Many unanswered emails and phone calls later, and a pressing deadline, I have taken my business elsewhere. At the recommendation of Will I went to McGowan and Guntermann. They seem MUCH more helpful.

Coast Village Group is now my Favorite CPA, Accountant, Bookkeeping Service ever!…read moreAfter years and years of never being able to get a hold of my CPA, Account, Bookkeeper until they need me to pay one of their invoices, I now have Coast Village Group. Amazing, Incredible, Capable, Competent, Trustworthy and they work for me and my businesses. Never seen a CPA, Accountant, Bookkeeper respond faster to me than Coast Village Group. Plus, they don't overcharge or make up extra billing hours. 100% Recommended and I know the business and had my Series 7, 31, 64, Managed Futures, and other Degrees and Licenses.

I've been working with Sean at Coast Village Group and he's been amazing. Super genuine, smart, and…read morealways quick to respond. He's helped me save a ton on taxes and find smarter ways to run my business. If you need a reliable CPA in Santa Barbara who actually cares about your success, Sean's your guy.

Kip Lytel at Montecito Capital Management has been our go to guy for over a decade. I recommend him…read morewhole heartedly. He is reliable, resourceful & highly respected in his field. He always comes prepared with pertinent information and on his "A" Game. He takes such good care of us and also oversees our daughter's accounts. I know he is not, but he feels like family! Staci Brawner

With regards to Montecito Capital Management, not only does Kipley Lytel have impeccable…read morecredentials, he is an astute financial advisor with that important personal touch. With his help I have been able to realize my financial goals in a way that best suits my current lifestyle and future plans. I also greatly appreciate that he is an outstanding communicator who can translate technical financial information into terms I can understand and appreciate.