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.

Since leaving the corporate world to run our own business a couple of decades ago, we've had to…read morenavigate the murky waters of health insurance ourselves, and it's been a constant worry, not helped by confusing websites and questionable advice from various brokers. So, our expectations were low when we came across Goodacre's website at Calhealth.net; but as we watched Dennis Jarvis' excellent and up to date video on the Covered CA options for 2025, it was if the clouds had cleared and a ray of sunlight beamed down. We also watched an equally up to date and informative video on Medicare options, as that decision is coming up soon for one of us. I sent an email and was happily surprised to get a response from Dennis within a couple of hours with answers to all my questions and suggesting we set up a telephone meeting to talk the options through. We did, and in perhaps 20 minutes he cut through all the health insurance noise, helping us to choose the best plan and provider for us; and then guided us through the Covered CA application process on their platform in a fraction of the time and much less stress than it would have taken us to do it at coveredca.com ourselves. Long story short, we are now signed up for a plan that has better benefits and costs significantly less than our previous one; and we have a strategy outlined for the next move into Medicare. And, for the first time ever, I feel we have someone we can trust for good advice - and recommend to others.

I worked with Dennis Jarvis (CalHealth) and he's amazing. I explained my situation and what I…read moreneeded, and he was able to make it happen. Also, the application on his website is unbelievably fast and easy - it took me 10 minutes.

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

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.

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

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.

Tom has been our broker for Medicare related plans for several years. He does a great job of…read morecomparing plans and explaining the benefits to us. We have referred Tom to our friends who have similar needs.

Angelich Insurance Agency in Carmel on the Monterey Peninsula has been in business nearly 30 years…read moregiving great rates and service to business groups and individuals or family insurance needs for life, health and Long Term Care. Even travel insurance. I have known of them for five years and they proved to be of great service for many folks with the Affordable health care act. email Tom@health-life.com , he can answer any question you may have for medicare of government subsidies as well. Just call them at the Carmel office: 831 624 7488. All the best, EWS www.google.com/+ewsCarmel

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 don't recommend this business. He made a mistake on our taxes but wasn't honest about it. If he…read morehad told us, we would have understood. Instead he told us to make a change on the current year's taxes and when we asked for an explanation, he would not address the question. When we pressed the issue, he said he could no longer do our taxes. And sure enough when we sat down with a new CPA, it was confirmed, a mistake had been made. Why not just be honest? He is no longer local and lives across the country but still runs the office out of Hollister.

I have been using the services of Tom Harlow for over 30 years. They are always on time and very…read moretrustworthy. They keep me and our business on track and our government filings timely. Their advice is conservative - keeping us in good graces with the IRS and state.