Love going to Esperanza she's always so curtious and respectful. She's fast and very nice. Been…read moregoing there for a few years now. (Maybe 6) And Lorena the front desk admin is great as well. The whole staff is very welcoming. Highly recommended!!

Highly recommend Lopez Tax Service, they are by far the most knowledgable tax prepares in the…read moreMonterey County. They have great customer service experience and build relationships with their clients. Family owned business no a franchise, they also have many location around the county, check out the website for details. I trust and know that I am getting the best options for me while getting my taxes done. They also stand by their mission to go over and beyond to support you in all those difficult tax questions and audits. Great job Lopez Family and Thank You!

We always do our taxes here always welcoming and nice especially Benito is always the one helping usread more

Good Experience...needed forms Notarized and quick. Walked in seen right away, took about 5 to 10…read moremin. Definitely recommend for your Notary needs.

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

6 month follow-up update…read more. I know you may have been waiting with bated breath, so I'll try my best to keep this short. After 20+ additional emails (between both parties), we were finally able to receive our federal and state abatements from 2024. While this is good news and we are pleased with the outcome, it does not negate the unpleasant experience. After the last review, they took note and designated someone to call the IRS on our behalf, instead of repeatedly sending papers in the mail that the IRS would never receive. After receiving the federal abatement, we then had to ask them to help with the state abatement. In case you aren't aware (since I was initially not educated on this matter), you are allowed a 1-time federal and state abatement. Meaning, if you are in good standing, they will erase your fines, but not the interest. Some additional notes: 1. They are a global team, as their new name implies (Unified Global). This means that your team may be located in various time zones and countries. 2. Their software is straightforward and simple to follow, which I did appreciate. 3. Their timelines for filing, in my opinion, do not include a sufficient buffer if you have additional questions and/or corrections. We were asked several times to remove the last review, and after some thought, I have chosen to amend it. Similar to prior Yelpers, I believe that it they have improved their services, my initial review will just be background noise as the one off.

I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

I needed help with a tax situation that I'm dealing with and had a call with Elina. She listened to…read morewhat I needed help with and patiently answered all the questions I had. She ended up telling me that she didn't feel she was right for the job and referred me to someone else who she thought could. Despite not using her services, I'm really thankful for her pointing me in the right direction, she comes off as a very kind person.

Allison has been a dear helping me fix up my past year's taxes. It's a lot of work but she managed…read moreit well and she was able to hop on calls when needed! Would recommend her!

My wife and I were avid TurboTax users before considering a CPA for our tax planning and filing…read moreneeds (if I'm being real honest, I was probably the person really** pushing our family to look for someone reliable and trustworthy that could act as an advisory for us). After a new home purchase and more chances of us forgetting to do something with our full-time and side hustle income, we knew it was time to find a CPA, and I'm so happy we found Allison after three CPA interviews. Allison was responsive and provided us tangible things to consider as our annual income tax bill becomes more of a challenge. I genuinely appreciate her transparent approach, her "human-ness" in how she looked at our situation, and I'm glad we worked with her this year. Thanks, Allison!

"I know 2 guys that went to Snyder. This is what happen. One man had to pay him over $1000 to…read morerepresent him at the audit. The other man is being billed $9k. The IRS wanted over $31k and disallowed all wright offs. Snyders rep. went into the audit and now the IRS wants "ONLY" $20k (how wonderful?!) Snyder promises more deductions probably.???? so since they did such a great job at getting $11k removed from the bill they want $6k? Does that make sense to you??? I think not! After you are audited Snyder admits that his clients get audited and talks like a pro in handling the situation with the IRS. Yet he does nothing and sends in an assistant to do all the work. BEWARE!!! Snyder knows how to line his pockets and the IRS's with your money....whether you have it or not! NEVER GO OVER $10k in donations this is a red flag and a guarantee audit. I'm sure Snyder knows this but an audit means he gets paid Phate!" (Wanted :others who have had similar experiences with Snyder.)

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.

I started a new job recently and wanted to discuss how this would affect my taxes at the end of the…read moreyear. Cole responded quickly and set up a time to chat. I admitted my lack of knowledge in taxes made me nervous, but Cole assured me that him and his team would meet me at whatever level of experience I had. I left the conversation relieved and would absolutely recommend.

My husband and I were looking for a new accountant when we found Travis. I had an initial…read moreconsultation over the phone, and then his office sent over a packet to help us get started with our taxes. After a few weeks, we had our meeting via Zoom (pandemic), and I have to say that he was very thorough, extremely informative, and is really knowledgable about tax laws. He answered all our questions and made some great suggestions as well. Most importantly though, he is very personable and really seemed to care about getting to know us and doing his best for us. I would highly recommend Travis.

Travis is great CPA and extremely helpful with various random questions. I would not hesitate to…read morereccomend his services to anyone looking for a quality/trustworthy CPA.