Martha and her team make doing taxes actually easy. They answer my questions with language i…read moreunderstand. They listen to my concerns and speak to them with kindness and empathy. They've done my taxes while i was in business and now as a retired person. They are as important to my well being as my chiropractor, my mechanic and my hair dresser. You'd be fortunate to one of their clients.

Martha and her staff are amazing and so knowledgeable about everything I need to know for my small…read morebusiness. We have three businesses that Martha and her staff assist us on and we couldn't be more pleased with the service and assistance we receive. Martha is also an inspiration and a great example to all women in business! Amy Ramsey

Can I just say "WOW"!!! Jennipher is an outstanding financial adviser! I met with her to discuss…read moresome investing strategies and making some possible changes to what I am already doing. She advised me how I can manage my own investments with very little time commitment and for a better yield with my returns. She took the time to go over everything thoroughly (read: patient!) and in easy to understand ways. I felt encouraged and empowered to handle my finances in a more dynamic and educated way. I highly recommend taking some time to talk with Jennipher!

Jennipher, owner of Wildflower Financial, is amazing. She helped me to fully understand what my…read moreoptions are and explained the best options for me given my current financial situation. She is extremely knowledgeable and patient. I really felt like she had my best interest at heart and was honest and personable. I would recommend her to anyone seeking a financial planner!

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!

We followed our CPA to Chorini, Platt & Jacobs. Ekaterina Miller (Cate) has been advising us and…read moredoing our taxes for many years. She's thorough, friendly, and saves us from worry.

We moved my accounting, and I had to retrieve my accounts from this team. Yes, this team was…read moreactually 100% efficient. They mail me information about my account every year and have it available when I need it. They also remind me about taxes! I also unfortunately had a seizure on their premises, because I have epilepsy, and they were extremely professional and very kind. While I can't 100% get behind the amount they charged for the empty service they provided, (795$ for my taxes and SPNT--don't do that, it's a waste), I can say they are extremely reasonable for offering such fine service.

I've owned Harbor Cafe (a local restaurant) for over 17 years, and one of the best decisions I made…read morewas hiring Candace Ebert & Company to handle just about ALL of our bookkeeping needs! Candace and her team of experienced account managers & payroll specialists have made my life as a business owner so much easier, allowing me to focus on operations. They are capable of providing a full A-Z service: paying bills, providing timely financial reports, processing payroll, handling all governmental filings, HR services, bank runs, and so much more. I highly recommend using their services for your small business.

Dont let this short hot chick fool you, she saved me tons of money and manages my business…read more Absolutely the best decision we made to allow this professional firm and thier lovely ladies tend to all our accounting. When it comes to taxes and running a business on the backend this firm is aggressively commited to helping every business they touch.

Casey always does my taxes, and gets me the best possible return! And the client portal makes…read moreeverything simple and easy. Thank you Casey! 10/10 recommend Big Sky Tax Services!

No digital product , paper only. No chance to review…read morewithout paying up front. Mistakes include filing for under pay penalty that was immediately refunded for obvious reasons. Far too many errors of omission & commission to be accidental. Finally had to pay someone else to correct and amend, because she refused.

An excellent tax accountant. I plan to continue with this tax preparer next year. Think I've…read morefinally found the right tax preparer.

Ms. Malkin ran up very, very large fees of what is described as acceptable billing (because it is…read moredocumented) but I never received a single bill showing minutes and hours. In addition to legal hours, she charged the estate for unapproved expenses. If you go with Ms. Malkin, do your best to be sure you do not authorize her to charge any time or court fees without approval, though it's unlikely she will comply with your requests. In addition to financial lack of accountability, she seems to have difficulty sticking to a simple list of what has to be completed to close probate. 5 years in and probate is not closed. I would recommend finding another lawyer.

Debbie Malkin is the best. I've known her as a fellow adoptive mom for years. She's super smart,…read morehardworking, and has a big heart. It's a pleasure to work with her.