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.

We have been going to Barbara for at least ten years. We have been going to her every year like…read moreclockwork to do taxes for my business, my husband's business, and our personal. This year we called her office early in the year to file our taxes as usual. They told us to wait. They said they weren't due until October because of the time extension due to the storm disaster relief. So we waited per their instructions, even though we were ready for her to do them. We dropped them off before the 15th of September at her office thinking they have a month to prepare. They called back after they had been dropped off and told us Barbara cannot do our taxes because we aren't on her "list." I asked, What this "list" I have never heard of? She kept repeating that we are not on the "list" so they are not going to do our taxes. And, by the way, "your corporate taxes are due tomorrow, but Barbara isn't going to do them because you aren't on the 'list.'" We waited this late to file because they told us to. We never file late. Now she will not do our personal, nor corporate taxes because we are not on some "list." Very unprofessional. We have followed up with phone calls and messages, Crickets!

I have been with this CPA firm since 1992. They don't just prepare my taxes and payroll, they have…read morehelped me build my business. Following their advice has made me extremely successful. Ben F Tarsitano, DDS, MD

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!

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

its always a pleasure to come do my taxes at her bussiness location. veronica is very friendly &…read moreprofessional, she makes everyone feel comfortable and welcomed as soon as they step in. very knowledgeable at what she does. her two other employees are also very friendly. no wonder people trust her and go to her for taxes. #1 best place to go do your taxes!

Pleasant experience.Yessenia helped us with our 2025 taxes. We'll see her next year!First time…read morethere and making an appointment to meet our schedule was very easy.

I've checked out several tax services in Salinas and Monterey. I tried one in Salinas and I was not…read moresatisfied with the way they arranged my documents. I started looking for another tax preparer. Luckily I met Ms Estrella Bell who was working @Lopez Tax Service in Marina. Made my appointment with her during tax season in 2007 and I have been their client up to the present. They are awesome! Very knowledgeable, resourceful, and patient. Their professionalism is second to none!

Jack was very helpful and took the time to answer and explain any questions I had, thanks Jack!read more

I made an appt. for my 80 year old mom. I called to confirm beforehand and told them the 4 tax…read moredocuments I had. All good. We live off-grid and had to drive 2 hours to the appt. When I arrived, the receptionist asked to scan my documents and had no idea what an identity protection personal identification number was; something the IRS sends out each year. Basic stuff. we had 4 documents, really could not have been easier. The Employee looks at my documents, when we sit down and says, "I don't know how to do this form, you'll gave to somewhere else." I was speechless. I left and entered the document on Turbo Tax in less than 20 seconds. I'm still in disbelief at their lack of knowledge. This is very inconvenient and a waste of my time.

Kathy Ju was awesome!! I moved recently so I had two different state taxes to file and she helped…read moreme get the most money in my return as possible! Even when it was difficult to figure out how to make the two state tax returns work, she read more about it and was able to figure it out quickly and effectively. Most would've said oh well and moved on, but she got me an extra couple hundred dollars by sticking with it! The price was worth the peace of mind, especially since I received about 5x the price in my return.

Price was 3-4x what they said it would be. They showed a little chart for transparency at beginning…read moreof appointment, we did not discuss cost again til I was being charged much much more and they said there was nothing they can do about it. This was back in 2020, but they just called for another appointment haha

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.

I spoke with Brittany after I lost my W2's and didn't file them on time and even though she didn't…read moreneed to help me since I wasn't a customer, she kindly talked me through the process and now I'm on the right track! I will be coming to this place in the future and recommending Brittany's amazing service! THANK YOU BRITTANY!!

The office staff is so friendly Lina and Sam always have a smile, Debbie has done my taxes for…read moreyears and always gets them done quick and painlessly. Office has a new look, but still receive the same professional high quality service See you all next year