I have been with this CPA firm since 1992. They don't just prepare my taxes and payroll, they have…read morehelped me build my business. Following their advice has made me extremely successful. Ben F Tarsitano, DDS, MD

We have been going to Barbara for at least ten years. We have been going to her every year like…read moreclockwork to do taxes for my business, my husband's business, and our personal. This year we called her office early in the year to file our taxes as usual. They told us to wait. They said they weren't due until October because of the time extension due to the storm disaster relief. So we waited per their instructions, even though we were ready for her to do them. We dropped them off before the 15th of September at her office thinking they have a month to prepare. They called back after they had been dropped off and told us Barbara cannot do our taxes because we aren't on her "list." I asked, What this "list" I have never heard of? She kept repeating that we are not on the "list" so they are not going to do our taxes. And, by the way, "your corporate taxes are due tomorrow, but Barbara isn't going to do them because you aren't on the 'list.'" We waited this late to file because they told us to. We never file late. Now she will not do our personal, nor corporate taxes because we are not on some "list." Very unprofessional. We have followed up with phone calls and messages, Crickets!

The best person you NEED to meet, hands down! Janine and team will be sure to take care of your tax…read moreneeds, no matter what it is. Whether it's personal, business, unsure of how to go about either, they got you! They give you a great piece of mind, and level of expertise that's rare and hard to find. Plus, everything they do is done diligently and professionally. Know you'll be taken care of here! Plus, they have pooches around, if you like furry friends! Talk about pet therapy too -- bonus! I recommend them hands down, and even if you have questions and just curious, as away! You're in good hands.

My business and my personal taxes were behind, and we were in dire need of help. When we reach…read moreout, Janine instantly put us at ease. I sent her our past taxes, and she immediately got to work. Within a very short amount of time she had us caught up, reconciled and had everything in order. Unbelievable!! Her rates are very reasonable and her professionalism, attention to detail and constant communication is the best you'll find. I highly recommend Janine and Big Dog Financial services for all your tax & financial needs. She was my savior!

Why 1star? The communication for tax year 2022 was the nail in the coffin. I was called and sent…read moreinfo to the wrong email and phone over and over again...even though we corrected them everytime. They weren't returning any phone calls I had to walk into their office. Another time I needed a notary. Left messages, Noone ever called back. The last tax return was awful as you might imagine. They answered zero questions I posed in my paperwork, instead they just filed my returns without that critical info. I also feel they line charge for many items that should just be part of the service. When called to get help with getting copies of my returns sent to my new tax preparer. They said it's $75 per year. I said this is part of why I left. She hung up on me. GO ELSEWHERE FOR TAX PREPARATION

No one looks at your stuff, but one person who doesn't even have her CPA license. The owner is so…read moreoverworked and can not give enough time for reviewing work done because he has to put his name on all work performed. If your company is small and wants cheap fast work down and dirty, this is your place. The service is just how fast and how quick can we get your stuff out the door, with out considering anything else. But, they will sell you the moon and provide the bare essentials.

Robert has prepared and filed my taxes for the past couple years, and more recently gave me…read moreexcellent tax advice that saved my family literally 1000s of dollars. Helped speak to the IRS on my behalf, and knew the right forms and questions to ask I wouldn't have known otherwise. Thank you!!

Robert was very nice and professional, i have not done business with him yet but he seems to be…read morehonest . i would recommend him

Sebastian and all of the team are great. Very helpful and patient to answer any all questions until…read moreyou understand. A relief in the world of not knowing who to trust - really helped make our taxes so much easier. I highly recommend this company!

Well, he might be fine for folks who are able to do everything on line, If you are not able to do…read moreeverything on line and should ask to see Sabastian in person, you will be charged an additional $400. to chat with him in his prefab shed behind his house where he moves around in his flip flops & shorts, (thats all fine but $400 for a 20min visit). I was not happy.

This is a great place to get help with your finances in the investment world. Trevin Kent is…read moreexceptional. He is friendly, very reliable, professional and always has great information. I give him a 10 out of 10 and highly recommend Trevin at Central Coast Financial management!

I've been coming with Amy for almost 10 years and I wouldn't want to be with anyone else. She is…read morequick, efficient, and very easy to communicate with. I am so thankful to have found her and be able to entrust her with my family's taxes! I will continue to have her complete my tax filing to until she decides to retire Thank you Amy for a painless tax experience.

Extremely efficient and knowledgeable. Appointment was timely and she answered questions about my…read moretax situation so I could easily understand. Very happy customer and I'll be returning next year!

I have been having my taxes done here for several years. Pretty painless…read more They send you a detailed (multi-page form) in the mail in January, which you are to fill out. We usually get an appointment time to review these forms we filled out in March - you chat an go through the docs you brought along (if you missed any they give you a list to gather together and send back). At the end of that appointment - they usually give you a rough idea of your refund or your owed money amount. About 2-3 weeks later you get another packet in the mail to sign and send off.