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.

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.

Marty Ryhanych is an excellent tax preparer! Patient, incredible expertise, meticulous - Highly…read morerecommend her services - Top notch

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.

Jennifer is a very competent knowledgeable CPA. Highly recommend. She is thorough and professional…read moreand prompt!

I'm proud to be the first review for the new office as I know there will be a long list of 5 star…read morereviews soon! Rudisill is up to date on current tax law (confusing because of all the changes with Covid) and she is easily assessable to everyone on the peninsula. Lastly, the service was reasonably priced! Highly recommend for all accountancy needs.

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've been coming with Amy for almost 10 years and I wouldn't want to be with anyone else. She is…read morequick, efficient, and very easy to communicate with. I am so thankful to have found her and be able to entrust her with my family's taxes! I will continue to have her complete my tax filing to until she decides to retire Thank you Amy for a painless tax experience.

Extremely efficient and knowledgeable. Appointment was timely and she answered questions about my…read moretax situation so I could easily understand. Very happy customer and I'll be returning next year!

Do NOT use this tax preparer…read more My main complaint is incompetence and rudeness. I would not recommend her to anyone who expects their taxes to be completed and filed on time. She repeatedly promised to get the job done but failed to deliver. Our tax returns were filed late every year we used her services. What made the experience even more frustrating was that if we contacted her to ask when our taxes would be completed, we were billed for the email or phone call. I felt this was never clearly disclosed upfront. Overall, I found her communication, reliability, and follow-through to be very disappointing. Based on my experience, I cannot recommend her services.

Long story short, Ms. Runkle hung up on me when I questioned her accounting service. She does the…read morebooks for our subdivision's water company and emails monthly invoice. If a member misses payment on an invoice, they have no way of knowing because she refuses to put past due amounts on invoices. I am well aware that this would be a very easy task in QuickBooks which is the software she uses. It's easy to miss a payment because until this year we were only billed every other month; now this has changed to monthly. So, even with the best intentions, one can miss a payment. She refuses to send statements also which would be the other way to alert water company members of past due amounts. None of this would be difficult for her to do in QuickBooks. So, I called her after the water company treasurer explained to me that she was being uncooperative with them. They had asked her to send letters and a current statement to those of us who had missed a payment (in my case, due to a family disaster.) Her letter was inaccurate (and quite hostile) for which she did apologize. When I began with one last question, apparently she'd had enough and hung up on me! ! An individual who has worked with Runkel tells me that doesn't "do customer service." She has blamed her poor service on the inability to hire a competent bookkeeper. (As a former bookkeeper I would expect she'd assess their skills before hiring them.) I have worked for difficult CPA's and I will definitely add her to the list of ones to avoid when possible. Please be careful.

After avoiding our impending RMD problem for too long, a rising IRA account balance finally made us…read moreface the music. Of course we turned to Marcus Lund of Tansill & Lund for help. Marcus had prepared our tax returns for a couple years, and we had confidence in him. Marcus guided us through the possibilities, laying our various scenarios to balance our competing requests for tax efficiency and preservation of assets. He helped us find a plan to resolve this problem, and a better plan than we could have come up with ourselves. Well done, Marcus!

New to the area and recently retired, I had to find a local CPA. Tansill & Lund CPA were great…read more They were responsive and clearly communicated Everyone in the office was kind and welcoming. I felt confident in their work and the entire process was stress-free. I would highly recommend them to anyone seeking a CPA.