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.

Timothy is awesome. He was recommended to my husband and I by good friends of ours. After a…read morenightmare with TurboTax and Covered CA, Timothy took time out of his very busy schedule to look over our return. He provided very good advice and explanation for our situation within a day! I highly recommend him!

Well..... I don't know what to say here. I almost didn't write this review, but after the call I…read morejust had, I felt like I should. I gave 3 stars because this review isn't of his accounting skills (which I won't have the chance to experience), but rather his customer service, so I tried to be fair. After reading the great reviews I tried to call today to see if Tim might be a good fit for our business and 2 families that own the business. When he picked up the phone it sounded like I interrupted him. I asked if it was a good time to talk. He was a bit short-sounding in his response, so reading that, I asked if there might be a better time to connect. Again, the reply was short in tone and certainly not what I was looking for in a person who would be this important in our lives. I am happy he seemingly has enough business, but I guess we will have to continue our search.

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!

Bob, Gloria, Taylor, and the rest of the team at Coast Financial are as good as it gets for…read morebusiness and personal financial services on the Central Coast. Bob comes with decades of real world experience and really does an amazingly thorough job. Bob guided my family and I through a complex business purchase, a brutal state audit, incorporation, a home purchase, and retirement planning in the past several years and we have been so happy to have his advice and help. His expertise has helped us avoid numerous pitfalls and stumbling blocks we would have paid dearly for using a lesser accountant or bookkeeper (trust me - I have learned this the hard way). I was referred to Bob by an insurance broker that I trust. I have to admit, I was dubious about taking on all the services of Bob's firm at first. I felt I had "gotten by" (I would say I'm frugal, my wife calls it cheap!) with my own accounting degree and "a la carte" services of other CPAs in the past, but our business was growing and our financial position was becoming more and more complex. I bit the bullet and went all in with Coast Financial two years ago and we haven't looked back since. Bob and his team have saved me tens of thousands of dollars and countless hours of headaches, and we are forever grateful. We are always treated like family when we come by. Bob and the rest of his team really shine in terms of responsiveness and Bob is very generous with his time and advice, always taking the time to sit down and chat about changes in our business or tax law. I highly recommend Coast Financial services. In my opinion they are well worth their fees, and in my situation they have earned those fees back for me dozens of times over.

Why 1star? The communication for tax year 2022 was the nail in the coffin. I was called and sent…read moreinfo to the wrong email and phone over and over again...even though we corrected them everytime. They weren't returning any phone calls I had to walk into their office. Another time I needed a notary. Left messages, Noone ever called back. The last tax return was awful as you might imagine. They answered zero questions I posed in my paperwork, instead they just filed my returns without that critical info. I also feel they line charge for many items that should just be part of the service. When called to get help with getting copies of my returns sent to my new tax preparer. They said it's $75 per year. I said this is part of why I left. She hung up on me. GO ELSEWHERE FOR TAX PREPARATION

This guy is the best. He has helped me with all my finacial needs and is very responsive with all…read moremy finance questions...

I've been working with kirk for a couple years. Always very prompt to answer calls and has always…read moremeets my needs and time requirements. I would definitely recommend him to friends and family.

Though they are a far drive from my house, I have used W & K for several years now, to do my taxes…read more Max was friendly the few times I met with him, although I was always shocked at how messy and disorganized the office was. It really made me wonder what was in all those piles of papers that were stacked every which way. I also always found them a bit expensive. Last year they sent out a window of time to pick up and sign the tax forms. I showed up on one the days they said, and the whole place was closed. I went in the next day and mentioned that I had tried to come on the date that they specifically told me, and the woman working in the front desk looked at me like I was a horrible person and said in a shocked voice, "IT WAS EASTER!" This year, in January, when I scheduled my meeting with Max, to discuss a few things and drop off my tax forms. I specifically requested a date early enough to have my taxes filed on time. Last night, when I started to work on my tax packet I saw that they had a cut off date of today and so I called the office to get clarification, since I knew I had specifically requested a date before their cutoff. I should have another couple of days. Not only did they not apologize for their scheduling mistake, but they also told me they would charge me $150 to file an extension. I will not be using them ever again.

Tracy is great! She is easy to talk to, gives great tax insight and advice and very friendly.read more

I left all my documentation with the Randy in early April, and we filed "an extension". When I did…read morenot hear from him for over a month, I began calling him more frequently to inquire about the status of my taxes. I never received a return call for all the inquiries. In addition to being ghosted, I was charged a large amount of money. I left messages asking what the charge was for, (since they did not produce any tax information), again, no response. After more than two months passed, I picked up my documentation. I was charged significant amount of money for no tax return. Again I asked what was I being charged for, and again, no response. After 3 months, I took my documentation to another firm, and my taxes were done in 5 days, I had my refund in another 2 weeks.

We've been using the Reynolds Group to file our taxes for the past ten years and couldn't be…read morehappier. We have always found them to be timely, honest, and knowledgeable. Over the years, they have provided us with sound financial advice, which has saved us a fair amount in taxes. They are prompt in replying to our queries with great details. We never have to worry about our filings because we know we're in good hands. If you're looking for a professional firm that cares about the work they produce, look no further. Randy and the team at Reynolds group have you covered.

Hiring O'Brien and Company will be one of the best business decision's you will make…read more I am so glad that I found Cathy. She took my company books and completely bought them up to date! Now they are so nice and clean. Each month she takes care of my books and returns them completed and organized! One of the best business decision I ever made for my business! Thank you Cathy for making my life easier.

From the owner: Our service is designed to provide the most cost-effective and confidential method of managing your…read morefinancial affairs.