I was behind on my taxes and in a predicament with liens breathing down my neck and was very happy…read moreto find Surf City Tax Services. Cole made everything feel simple and not so overwhelming. I will definitely be recommending Cole and Surf City in the future.

I started a new job recently and wanted to discuss how this would affect my taxes at the end of the…read moreyear. Cole responded quickly and set up a time to chat. I admitted my lack of knowledge in taxes made me nervous, but Cole assured me that him and his team would meet me at whatever level of experience I had. I left the conversation relieved and would absolutely recommend.

Allison has been a dear helping me fix up my past year's taxes. It's a lot of work but she managed…read moreit well and she was able to hop on calls when needed! Would recommend her!

My wife and I were avid TurboTax users before considering a CPA for our tax planning and filing…read moreneeds (if I'm being real honest, I was probably the person really** pushing our family to look for someone reliable and trustworthy that could act as an advisory for us). After a new home purchase and more chances of us forgetting to do something with our full-time and side hustle income, we knew it was time to find a CPA, and I'm so happy we found Allison after three CPA interviews. Allison was responsive and provided us tangible things to consider as our annual income tax bill becomes more of a challenge. I genuinely appreciate her transparent approach, her "human-ness" in how she looked at our situation, and I'm glad we worked with her this year. Thanks, Allison!

Trish is the best in SC hands down!!! I am so grateful to be a client of hers. I highly…read morerecommend because she's caring and passionate about the people she works with. Trish loves saving us money with her email tax advantage. These emails give us current information about what to pay so we can get the best tax credits I am self employed so this is very helpful.

An excellent and reasonably priced tax preparer. I found her through yelp with excellent reviews…read more She was extremely easy to work with and l would not hesitate recommending her to others.

The team at Lacey is great, very professional and responsive! They are very knowledgeable and if…read morethey don't know an answer, they will research and give you options/advice.

Sebastian and his team are absolutely fantastic and such professionals. He has been our go-to CPA…read morefor our family for several years, through new kids and changing jobs and businesses started and house rentals and more, the Lacey team has been just a joy to work with while delivering great results. Highly recommend.

Heather is knowledgeable, experienced, prompt and pleasant. What else could you ask for? I am new…read morein Santa Cruz and randomly picked her out among other CPA's here -- and I certainly lucked out. It was great working with her and while I may be moving out of state soon I intend to keep her as my accountant. If you're looking for an accountant with whom to have a relationship that gives you peace of mind she's a great candidate. And her little office in a beautiful Santa Cruz yard is very pleasant to visit. I highly recommend her.

Heather is very helpful and professional. She does what she says she will and in a timely fashion…read more She has been completing our taxes for about a decade. I highly recommend her.

Timothy is awesome. He was recommended to my husband and I by good friends of ours. After a…read morenightmare with TurboTax and Covered CA, Timothy took time out of his very busy schedule to look over our return. He provided very good advice and explanation for our situation within a day! I highly recommend him!

Well..... I don't know what to say here. I almost didn't write this review, but after the call I…read morejust had, I felt like I should. I gave 3 stars because this review isn't of his accounting skills (which I won't have the chance to experience), but rather his customer service, so I tried to be fair. After reading the great reviews I tried to call today to see if Tim might be a good fit for our business and 2 families that own the business. When he picked up the phone it sounded like I interrupted him. I asked if it was a good time to talk. He was a bit short-sounding in his response, so reading that, I asked if there might be a better time to connect. Again, the reply was short in tone and certainly not what I was looking for in a person who would be this important in our lives. I am happy he seemingly has enough business, but I guess we will have to continue our search.

SBC has been a saving grace for our small local business. I have been working with Berkley for a…read morecouple years, and I am so grateful for his efficiency, support, and expertise. All I can say, is contact them! It has taken me years to find the right tax consultant to work with. The entire staff in general is kind, caring and very supportive. Santa Cruz is very fortunate to have such a great consulting group. They really take their time, and understand every area of small business. Highly recommend!

Yes, we would highly recommend!…read more Having a local business to assist us with our taxes, and other financial needs was important to us. And the first time we met Berkley we were extremely impressed. Not only by his demeanor his knowledge his professionalism, but also his kind heart. In our first meeting, he sat down with us and explained what their company is about, and listen very well to what all our needs and expectations were. A perfect fit! They have a great team!

I had a tax issue that had me spinning. I called several other CPAs that were NO help at all. I…read morecalled Thomas Castillo's office. And they were different. They listened. They understood. They treated me (a very small fish) like a VIP. They took care of me and they took care of my problem. Whew!! Absolutely recommend Thomas Castillo CPA.

Tom is the best CPA I have ever worked with. He always provides effective advice…read more Recently, I started my own small business and he has been instrumental in guiding me to create the best tax structure, balance sheets, and a other finance related aspects of my business. I'm confident that with his guidance, I'm not missing out on any important considerations to set myself of for success for the long-term. He's kept me up to date on all of the latest tax changes so I know what is coming around the corner. He is also a awesome guy who I hang out with when we aren't doing business together! I will do business with Tom for years to come

Jim, Monique, Karen and their incredible staff are very dedicated, responsive, and professional in…read moreevery regard, as is the wonderful office staff always ready to help in any way. As my family has had to navigate some difficult issues this year involving significant medical concerns as well as closing our beloved 40+ year old business we were met with extraordinary patience, compassion and remarkable support--way above and beyond what we could have ever expected. Redell and Kremer and the incredible humans behind this business are a real gift to our community and we are so happy we found them.

Jim was a referral from another professional. I called in twice over a two week period and…read moreexplained my entire situation to the secretary. My accountant of many years retired so I was looking for a new one. On my second call I politely asked for a reply of yes or no as a new client and was promised a response within a day which did not happen. Left not sure what to think but I want a new accountant that is responsive.