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 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.

I needed to have personal income returns and a partnership return reviewed for accuracy. Anderson…read morewas friendly, accurate, efficient and honest. What more could you want from and accountant?!?!?!

I used Anderson Accounting for the first time during last tax season. A friend of mine highly…read morerecommended them. I only needed my income taxes done and the final cost for tax prep service was over $700. I was shocked when they told me the final cost. I normally do my own taxes at home using Turbo Tax, but I thought I'd give professional tax preparation a chance. That's the last time I do that! In all fairness to Anderson, prior to having my taxes done, I did sign an agreement that acknowledged their $200 per hour cost. I didn't realize that it would take a tax professional over three hours to do something that I can do in 45 minutes! The tax prep was great... returned to me in a tidy folder and they electronically filed my taxes, but definitely not worth $700. I won't be returning to Anderson Accounting for future Accounting needs.

Today I called the office to get some help to pay for this tax service online…read more We have been using this service for many years. I had a few simple questions about the online pay service but the very very very rude woman on the phone kept trying to talk over me and kept repeating herself and not listening to me. I'm think I might be done with this horrible rude PATRICK SCHEUFLER ACCOUNTANCY OFFICE. GO SOMEWHERE ELSE TO BE TREATED WITH RESPECT.

Patrick has done my taxes for more than a decade. He is great. His staff are great. I really…read moreappreciate all of them. I know if I have questions he is good at getting back to me. Everyone I have recommended him to has said they were happy with him.

I had a tax issue that had me spinning. I called several other CPAs that were NO help at all. I…read morecalled Thomas Castillo's office. And they were different. They listened. They understood. They treated me (a very small fish) like a VIP. They took care of me and they took care of my problem. Whew!! Absolutely recommend Thomas Castillo CPA.

Tom is the best CPA I have ever worked with. He always provides effective advice…read more Recently, I started my own small business and he has been instrumental in guiding me to create the best tax structure, balance sheets, and a other finance related aspects of my business. I'm confident that with his guidance, I'm not missing out on any important considerations to set myself of for success for the long-term. He's kept me up to date on all of the latest tax changes so I know what is coming around the corner. He is also a awesome guy who I hang out with when we aren't doing business together! I will do business with Tom for years to come

When you need the best, call SJK. They have saved me quite a bit of money over the years!!read more

As a CFP(R) Certified Financial Planner, we work with clients that vary in tax planning complexity…read more For those that are more complex, we have referred many businesses, entrepreneurs and affluent tax payers to the Kellerman firm. All have been very happy with the expertise, quality of advise and the friendly attitude of the entire staff. It is seldom that we refer to another professional with the confidence that we have when we recommend Shelia and all the staff to our clients.

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!!!

I've used Peak Accounting for small business accounting consultation services for the last 3 years…read more Jason has been extremely helpful in answering my questions and steering me in the right direction during both the start-up phase of my business, and now during our growth phase. He goes above and beyond to make time for me when I need accounting/tax advice, and he has provided me with a wealth of information. He is very prompt in returning my calls and emails, and his staff is always very friendly when I call. I have another friend who went through 3 CPAs to handle his corporate taxes before choosing Peak. The other firms either had questionable business practices, poor response time, or not enough knowledge about corporate taxes. Jason and his team were quick to respond, quick to prepare his taxes, and very knowledgeable about his tax situation. I would highly recommend Peak Accounting.

My experience with this business was excellent. I contacted them to help me obtain an individual…read morelife insurance policy and for advice with retirement funds. Financial advisor Richard Burde not only answered all the questions I had but also helped me understand all the other aspects of my particular retirement situation that I had not even been aware of. My new life insurance policy saves me $800 per year and I have changed to a different type of retirement investment plan. I highly recommend this company.

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!

Allison is the best! She holds my hand through tax season and beyond. I've had many accountants in…read moremy life (including my father!), and I finally feel comfortable. Allison is easy to talk with, she understands our crazy freelance situation, and she is always available for support...wish I'd found her sooner!