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.

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.

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

I'm proud to be the first review for the new office as I know there will be a long list of 5 star…read morereviews soon! Rudisill is up to date on current tax law (confusing because of all the changes with Covid) and she is easily assessable to everyone on the peninsula. Lastly, the service was reasonably priced! Highly recommend for all accountancy needs.

Jennifer is a very competent knowledgeable CPA. Highly recommend. She is thorough and professional…read moreand prompt!

Finn and Cohen are the best! I used to drop off my employers taxes here years ago. I didn't know…read morethen they do personal tax returns too. When I decided I needed a CPA I gave them a call. My CPA Mark is the best! I have worked with him for 5 years and couldn't be happier. Our return is always correct. A few years ago I got a letter from the FTB and when I contacted Mark he reviewed our return and realized it was the states error, wrote them a letter and straightened it out. To have the peace of mind of a qualified CPA is priceless. I really can't recommend them highly enough.

When I bought my business the first place I came to assist me with bookkeeping was Finn & Cohen…read more Duncan has been SO helpful and is able to easily explain things in a way that makes sense. He was able to setup my Quickbooks company so that I can efficiently record my sales and keep track of everything I need for my taxes. The peace of mind I have from knowing I am doing everything correctly is priceless.

My family's experience with Lori stretches back over 5 years and we have had nothing but excellent…read moreservice in both tax accounting and related services. Lori and her staff are highly competent and have prepared my taxes, my daughters taxes, my mom's taxes. The office also helped with a very complex tax situation after the sale of a large multi family residential complex. Not only were we satisfied, she help correct errors on documents produced by out of state accountants who thought they understood California's Franchise Tax Board rules and nuances. Thank you Lori and staff.

Lori Silver has guided me through multiple trust and probate issues over more than twenty years…read more She is compassionate, skilled, and experienced in these aspects of the law. On a scale of 1 to ten she is a true 11. She is capable of of handling complicated estates and complicated personalities. I'm eternally grateful to her and her staff for all their support.

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 have been doing my business and personal taxes with McGilloway and Ray for over ten years now…read more Professional across the board. Gerry Ray knows everything and is an impressive consultant for taxes, business structures, and mergers and acquisitions. I have leaned on him for advice during critical phases of growing my business and dealing with partnerships and changing business structures. A great company with great people.

From the owner: For over thirty years, McGilloway, Ray, Brown & Kaufman has been providing high-quality,…read morepersonalized financial guidance to local individuals, businesses, non-profits and local governments. Our expertise ranges from tax/advisory services and accounting services to comprehensive assurance services such as financial statement audits, single audits, grant compliance audits, agreed upon procedures reports and peer review.

After avoiding our impending RMD problem for too long, a rising IRA account balance finally made us…read moreface the music. Of course we turned to Marcus Lund of Tansill & Lund for help. Marcus had prepared our tax returns for a couple years, and we had confidence in him. Marcus guided us through the possibilities, laying our various scenarios to balance our competing requests for tax efficiency and preservation of assets. He helped us find a plan to resolve this problem, and a better plan than we could have come up with ourselves. Well done, Marcus!

Full disclosure, I have been a client of Pete Tansill for many years and recently began working…read morewith his new partner Marcus. There is always a little hesitation when restarting with a new CPA as they don't know the specifics or details of your finances since it takes time to get to know someone. But I tend to naturally trust people until they prove me otherwise. In the case of Marcus, this trust was well placed, he was attentive, listened closely to my concerns and researched questions I had about the every evolving system we call the U.S. Tax Code. He was timely in his responses and had my taxes ready to go ahead of schedule.

Horrible. I Had company taxes done by a david huey here. Besides charging me top dollar for tax…read morepreparation he didn't do- Underlings do the actual tax work, he literally charged me by the minute for simple questions. Not returning my calls didnt help- maybe he can only charge when i call. No, Not for my company!

From the owner: Specializing in: - Accountants-Certified Public…read more- Financial Services - Accounting Services - Tax Return Preparation