Ernesto did my 2022 taxes after my previous tax preparer completely ghosted me. He was super…read morefriendly and professional and got my (in my opinion) kind of complex taxes done super quickly. Ernesto didn't even bat an eye - he totally knows his stuff. Comparable price for what I've paid other tax preparers. Looking forward to working with him for 2023 taxes!

I did my taxes with Maya around March of 2020 for the year 2019, and I also asked them to fix an…read moreissue with the IRS because they kept sending me letters stating that I owed money for 2018. I knew there was something wrong because that year I barely made 35k and still, I got discounted Federal and State taxes like crazy on my paychecks throughout 2018. In like around 30-45 minutes, after I brought all the paperwork Maya asked for, they filed 2019 and re-filed 2018. Today, I got a letter from the IRS finally giving the money they retained back! 3K (See picture attached)! This was the best news I have received since 2021 started.

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!

I've been using Tolan & Associates for at least a decade. They are the consummate professionals --…read moreefficient, expert about all matters related to taxes, and courteous. They know the complete ins and outs of the IRS and have answers to all questions from charity donations to foreign investments to the great state of California. They make my life so easy. I feel secure knowing that David, Paula and James are looking after my taxes.

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.

Ken was doing my taxes for my business and noticed that when Nicholson and Schwartz were now owned…read moreby someone else, the charges went way up. Told Ken that was too excessive and would be going elsewhere next year. He said he understood, and that he was losing a lot of his customers. I've since retired and had to go to Ken for a previous business year adjustment that he was familiar with. He said the new owners realized they were losing customers and adjusted their pricing. So, I decided to go back for my retirement taxes, Ken knows his stuff. Well, they went back to their old pricing. I was charged me nearly double from the previous year. They won't see me again.

My wife and I and several of our clients have worked with this reputable, honest, efficient, and…read moreprofessional accounting form for many years. Their CPA's are contentious and do a great job preparing taxes or planning for the future. We have been very pleased by their knowledge and guidance through the years. We love Carola as a person and a professional.

John and his team doing amazing job for me on my taxes and bookkeeping. He and his team handle a…read moremultitude of my businesses. He is always available for questions and is very responsive. I would highly recommend him to anyone looking for a CPA.

John was amazing to work with. Timely and proactive, straight to the point. As I am a small…read morebusiness owner with no idea what I'm doing and a bunch of tangled wires involving previously filed LLC taxes, John quickly assured me with patience of the best path forward and got me there quickly, at a good price. I would absolutely recommend John and his team to anyone looking for a kind, helpful, responsive and overwhelmingly great CPA.

I first found Josh through Yelp and he has proved to be an excellent CPA. He is honorable,…read moredependable, informed, and helpful. I think he is perfect for individual tax returns or a small business. Highly recommend!

I came across Josh on Yelp and decided to reach out to him to see if he could help me file an…read moreamendment for a prior year as well as file my current personal taxes. Josh was very helpful and forthcoming with advice in the discussions we had, and although we didn't end up working together (I decided to prepare/file my taxes myself) I wouldn't hesitate to work with Josh if I needed a CPA.

I have been using Susie for at least 7 years and she has always been the best. She gets to know her…read moreclient, she is easy to talk to and get the job done on time. I recommend her.

Super professional, to the point, knowledgeable and clear. Carolyn is a really effective, friendly…read moreand polite face of the business. Really impressed and although we had to wait to get on her schedule, it was worth it!! Highly recommended!

One of my tax years was simply a nightmare. I had tried to file myself through TurboTax and even…read moretried another way and nothing was going through. I received a letter from the IRS and remembered that the dad of one of my students and his wife had their own tax prep business. I gave Rod and Julia a call and they were happy to help me with this issue. Also I used them for this year's return. So my problem was resolved and they will be my go to tax preparers from here on out. I think their rates are competitive. Mostly I just trust them.

I highly recommend against using SB Tax Pros. While Rod is a very nice guy, I do not believe he is…read morea good CPA. He may be a good CPA for maybe the basic of basic tax needs, but for anything slightly more complicated (stocks, crypto, backdoor roth IRA conversions, tax credits, etc) Firstly, when I sent him my tax documents, I also gave him specific instructions on what forms to fill out because my tax situation is a bit more complex than a typical tax payer. Not only did he not follow my instructions, he didn't even properly fill out the forms he was supposed to fill out. For anyone interesting, if you did a backdoor roth IRA, that requires an 8606 form which I told him he needed to fill out. Never happened. I also gave him other instructions as well such as using a previous years tax credit carryover. He never did that either. These mistakes resulted in him saying that I owed more than $13k to the IRS. I saved myself $13k by doing my owe taxes instead using TurboTax rather than paying Rod to do my taxes. Secondarily, before all of this, I recommended him to a coworker. With my coworker, Rod did not properly fill in the cost basis for capital gain/loss reporting even though my coworker has proof that he sent in both the 1099 and the supplemental stock forms (which has the adjusted cost basis). I ended up catching this mistake when I reviewed my coworkers taxes. Rod just used the cost basis of $0 rather than the actual cost basis. This resulting in over a $40k mistake in capital gain/loss reporting that my coworker never should have owed. So to summarize, do not go to SBTaxPros for anything complex, anything stock related, etc. It can cost you thousands of dollars, or even 10's of thousands of dollars.

Called in and they said they are not taking new clients right now. However, they answered my…read morequestions free of charge . B&F Contact me if a slot opens up.

I contacted them a new customer looking to do personal income taxes. Jeremy was super fast to…read morerespond and after review of my past taxes and a quick discussion confirmed they have availability and sent over a quote. I think the fee for service was very reasonable. They were able to provide me a way to securely upload my documents for processing. They prepared our taxes quickly and called for clarifications prior to sending them to us for approval. I was super impressed with everyone and this company and how quickly they worked. I did contact them early and filing late February probably helped. I would definitely recommend contacting them if considering a CPA or Tax preparation service. Thanks!!

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.