We love them! Confidence and privacy! We Highly recommend! We have used them for years! No stress,…read moreand professional!

Allison has been the best accountant and bookkeeper I have ever worked with. She transitioned my…read moremedical practice from using desktop QuickBooks to online QuickBooks which has made running my business so much easier. She has great attention to detail and uncovered many errors my previous bookkeeper was making. She is also an incredibly nice and friendly person and a true pleasure to work with. I am so grateful to her and only wish I would have found her sooner!

Lorie is thorough and thoughtful. She skillfully explains the details and the big picture in estate…read moreplanning. Her expertise and excellent service are evident in both her engaging manner and the legal documents she provides. Lorie is an outstanding estate planning attorney. My husband and I enjoyed working with her and we appreciate the quality of the finished product /documents we received.

I worked with Lorie settling my parents trust and was so impressed that I had her do a trust for…read moreme. I highly recommend her. Honest, knowledgeable, sensible and understanding. She is also helpful and a true delight to talk with.

Dina is a caring, compassionate, and skilled attorney. I highly recommend her. She helped us with…read morealigning trusts with a marital settlement agreement.

Excellent, affordable, and friendly estate planning in downtown Santa Cruz. Dina came highly…read morerecommended, so I made an appointment, still expecting that she would be swamped with clients. But she took her time and engaged with me a personal level. Explained things very well to me and my family members.

Ms. Malkin ran up very, very large fees of what is described as acceptable billing (because it is…read moredocumented) but I never received a single bill showing minutes and hours. In addition to legal hours, she charged the estate for unapproved expenses. If you go with Ms. Malkin, do your best to be sure you do not authorize her to charge any time or court fees without approval, though it's unlikely she will comply with your requests. In addition to financial lack of accountability, she seems to have difficulty sticking to a simple list of what has to be completed to close probate. 5 years in and probate is not closed. I would recommend finding another lawyer.

Debbie Malkin is the best. I've known her as a fellow adoptive mom for years. She's super smart,…read morehardworking, and has a big heart. It's a pleasure to work with her.

No digital product , paper only. No chance to review…read morewithout paying up front. Mistakes include filing for under pay penalty that was immediately refunded for obvious reasons. Far too many errors of omission & commission to be accidental. Finally had to pay someone else to correct and amend, because she refused.

An excellent tax accountant. I plan to continue with this tax preparer next year. Think I've…read morefinally found the right tax preparer.

My former accountant retired, and the new guy who took over his business raised prices six times…read moreover what they used to charge, letting the client base know only after he did their 2019 taxes. The client base immediately fled to find better prices. I was looking for a new accountant. Called this lady. She sounded smart and competent, I was going to hire her. I asked her to give me a price estimate of how much a final tax return (closing return) for a company that is now out of business due to COVID would cost. After getting a quote of $1,700 to do a final tax return, I was shocked. After I told her that it was totally unacceptable, she said that she needed like 12 hours with $100 or $90 per hour, I don't exactly remember, to "set up" the company on her system or some BS like that. The company is dead, out of business, why do you need to charge a horrible amount for set up? This is predatory, and I would say extremely predatory. She also recently moved from "poor" Boulder Creek to Capitola. I bet to look for wealthy clients in a new wealthy area. Terrible experience.

Doris has taken excellent care of my family needs. She is intelligent, knows her trade, and will…read moremake certain to take the time to understand your specific needs and work tirelessly to address them. You really cannot go wrong with Doris!!!

My wife and I hired Kathy in 2017 after being referred by friends. She was wonderful throughout…read morethe entire process. All communication was done in an extremely professional and timely manner. We always felt like she had our best interest in mind and with her experience and guidance we were able to get through everything with no issues. She has a lot of experience and was always ahead of the possible issues that could arise. We are forever grateful for her guidance and support. We highly recommend her services. We would certainly use her services again and we'll definitely refer her to our friends.

Well - I am not sure what Jesse's problem is or was, but I had a very opposite experience with…read moreKathy. Kathy took such great care of my wife and I through our whole process. She communicated often and was never out of reach. Emails or requests for phone calls were handled promptly. We were never left to fend for ourselves. She carries herself in a very professional manner and is an expert in her field. I believe she charges fairly for her time and effort put into a case. She was by our side the entire way through the immigration process. I would very highly recommend Kathy to anyone looking to source and attorney for immigration related reasons. Out of all of the attorneys that my wife and I spoke to before hand, we went with Kathy for a reason. We were not disappointed in the least. Thank you Kathy!!!

They did my taxes fast and out of season. Very knowledgeable answered all my questions, easy to…read morereach unlike my old tax person. Will more than likely be switching to Monserrat Tax service for my future tax preparation.

Considering the time and effort, the pricing to have my state and federal taxes done was fair. I…read morealso neglected to bring in paperwork I had no clue I needed. They were understanding and accommodating despite my incompetence. The preparer who helped me (liliana) was patient and made sure everything was in order and was not hesitant to ask for second opinion from her co worker. 10/10 would tax again.