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!

Fueron muy amables buen servicio gracias por ayudarme mucho les recomiendo sus serviciosread more

I met Mariella while we were getting our nails done and she left such an impression on me that I…read morewas curious and very intrigued to know more about business. Little did I know I would be making such a great investment and on top of that financial knowledge. She helped me and my dad with our life insurances and gave us a free financial consultation. She is such a warm and helpful person. If anyone needs life insurance, she's totally the one to go to. You'll not only make a good choice, you'll learn. Thank you, Mariella!

Our Dad had his business liability insurance through Leavitt, and when he passed away, he left us…read morewith his taxes to file! We needed to collect information, and quickly! We asked Leavitt if they could help, and they did! They pulled up Dad's premium history so we could add that to his list of business expenses for tax filing purposes. They were courteous, helpful, and prompt. Shout out to Suzette Chacon for super customer service! Thank you Suzette!

After a couple of years of bouncing around with mediocre agencies, we absolutely found a winner…read morewith Leavitt Central Coast. We are a VERY small client for these guys, and they ALWAYS treat us like a premier clients. Their customer service is absolutely top shelf, they respond quickly and really go the extra mile to make sure they have met your needs. They even take phone calls directly from our employees who have questions about coverage, qualifying events, etc, which is rare in my experience. Even during their busy season when they are super overwhelmed they respond the same day, and continue to go the extra mile. I would recommend these guys to ANYONE! Thank you Juan, Charity, and the whole Leavitt team for your hard work and great service!

I would like to take a moment to express my heartfelt gratitude to Richards and Associates in…read moreMonterey, California. I especially would like to thank Mark Zorne, who has been instrumental in helping me organize and consolidate my debts and credit card at a time when I truly needed clarity and direction. Mark's patience, guidance, and professionalism has made a substantial difference and because of his efforts, I feel I am stepping into a more stable promising future. I cannot thank Mr. Zorne enough for his support and peace of mind I now have. Cordially, warren chong

Yes! Mark is a great guy. His company will get you the cash if you have any large court judgments…read moreand can liquidate any debt you may have. Been using Richards & Associates for years.

Vestus Group has given really good financial advice. My advisor listened to my financial goals and…read morediscussed carefully with me my tolerance for risk. From this discussion we put together a portfolio which has performed very well. I am not really financially sophisticated and my advisor explains financial issues in a clear concise manner. i could not be more satisfied with a financial advisor

When we had relatively easy taxes to file, they were great; offered excellent personal attention…read moreand did our taxes quickly and efficiently. But when our taxes become more complex--many more deductions and having to pay quarterly state and federal taxes as independent contractors, they were not up for the job--didn't return phone calls, and took weeks to file out taxes which needed to be redone. We ended up having to pay a more specialized tax preparer to straighten out what became an expensive mess. If you need a bookkeeping/simple tax preparation business, this is an excellent choice for you. But if your taxes are more difficult, pay the extra money for an accounting firm. The one we chose even had financial advisors who helped us choose the best way for us to keep inflation for eating up our savings, with no addition cost for the service.

Jackie is the best! She takes care of me year after year. I look forward to seeing her.read more

My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris…read moreCabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris' services for years and he developed an excellent relationship with them, something that wasn't always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris' expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne's help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It's been a pleasure working with them.

I have been working with Neil Shah and his team for over a year now. Neil and the whole team are…read morevery respectful and super helpful. Every time I come into the office, everyone is so friendly and welcoming. They answer all my questions and help me navigate taxes around my personal and business income. Neil is truly passionate about helping you and your business succeed. He is always available for his clients and gives great advice on business growth & scaling. I am lucky to have Neil and his team in my corner.

Great CPA Firm! I contacted their office regarding a consultation and I was called within a few…read morehours. Neil Shah was very knowledgable and courteous. He was very helpful with my situation and I would highly recommend him!