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.

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!

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.

Honest and reliable methodical insightful of the tax laws. Able to respond on short notice and…read morestill being accurate.

Fantastic cpa!! Completely trustworthy and with a great team. I hear she's merging with a bigger…read morefirm but wanted to cast this vote anyway