SBC has been a saving grace for our small local business. I have been working with Berkley for a…read morecouple years, and I am so grateful for his efficiency, support, and expertise. All I can say, is contact them! It has taken me years to find the right tax consultant to work with. The entire staff in general is kind, caring and very supportive. Santa Cruz is very fortunate to have such a great consulting group. They really take their time, and understand every area of small business. Highly recommend!

Yes, we would highly recommend!…read more Having a local business to assist us with our taxes, and other financial needs was important to us. And the first time we met Berkley we were extremely impressed. Not only by his demeanor his knowledge his professionalism, but also his kind heart. In our first meeting, he sat down with us and explained what their company is about, and listen very well to what all our needs and expectations were. A perfect fit! They have a great team!

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.

Lucas has had a big impact on my professional and personal success. I have been working with him…read morefor over a year. He has helped change the way I show up. If you are looking for a good coach I recommend you give him a call.

I highly recommend Lucas Lehman Coaching for everybody, regardless of who, what, where or how you…read moreare. I first consulted with him after hiking with one of his previous clients and being really impressed by that person's personal insight, unabashed confidence and zest for life.I found myself thinking "I want what she's having." I was happy with my personal and professional life at the time, having no idea it could get so much better. And so much better it has gotten just in the short time that I have been working with Lucas. He helped me uncover a number of negative thoughts and limiting beliefs that were significantly restricting my personal and professional growth potential. He really helped me clarify my skills and talents, my purpose and passions, my dreams and desires as well as guide me in strategies to achieve them. Throw in a good dose of mindfulness techniques and pathways to accessing and expressing innate, self-sustaining joy and you have my experience of working with Lucas. My sessions always left me feeling energized with a clear plan of action. I encourage you to ask yourself "I wonder how it gets even better than this?" and give Lucas a call.

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

Are you a professional who wants to increase your profit? I have the solution for you in the form…read moreof Crystal Shanks of Run Right Consulting. Crystal is a numbers-driven CEO and Business Coach. Crystal brings 15 years of experience, sharp tech skills, and a talent for getting to the root of the problem and building systems that work. Crystal coaches businesses and executives to generate substantial revenues and maximize profit. Crystal has experience with law firms, real estate, doctors, insurance, restaurants & bars, coaches, and CPA's. If you need a coach who can help you get things to run right, think of Crystal Shanks of Run Right Consulting.

Year Round Tax Service has closed and people did not get their documents back and in reviews are…read morealso reporting that they were having problems with false tax returns being filed. They are also apparently H&M tax preparation. Heather McTavish's CPA license is inactive as of June 30th. She claims to be an Enrolled Agent but she is not currently authorized by the IRS as a CPA or Enrolled Agent. You should consider filing a police report and a complaint with the Better Business Bureau based on the experiences you have had. Visit the following IRS link and complete and submit the appropriate form 14157 and/or 14157-A for the problem you experienced. If you didn't get your records or a copy of your tax return, that is IRS preparer misconduct. https://www.irs.gov/tax-professionals/make-a-complaint-about-a-tax-return-preparer

Absolutely deplorable tax accountant, we used Heather for years and then came back to her in 2018…read more My husband and I thought all of our taxes were being filed correctly and on time, only to receive letters from the IRS and FTB starting in December of 2022 that our corporate taxes were filed incorrectly for 2018 & 2019 AND 2021 corporate taxes were filed 7 months late. We tried to contact Heather and her staff by email and phone to no avail and no resolution. After 2 trips to her office in an attempt to get the specific requirements by the IRS and the FTB resolved, we are now sitting in her office (for the 3rd time this week) for 2 plus hours and the clock is still ticking, AND we are still waiting for all of the documents to address all of the misfiled tax documents by Heather. We incurred over $1750 in interest and penalties for the incorrect computation on taxes and for filing taxes 7 months late. She refuses to refund us for the penalty's and interest, although we submitted the tax paperwork on time, paid the taxes on time and paid her fees for work performed on time. If you want a shoddy shady accountant, who takes zero responsibility for her work Heather is a go to for sure!

I am a female entrepreneur and Carolyn has helped me organize my business, so that I can focus on…read moremaking money. Carolyn is one of those magical business consultants who is brilliant at EVERYTHING! If you are looking for someone to organize your systems and get you streamlined for success...you definitely want to reach out to Carolyn. I've referred several people to Carolyn because not only do I know that she will get the job done, but she will do it well and fast, plus she CARES so much about her clients. She really wants them to succeed. I adore Carolyn and I know you will too!

Carolyn was recommended by a friend, a young mother with her own business. I needed help with…read moresocial media, branding, making myself present and followed. I am still learning, it takes me longer than some of her other clients, I am in my sixties. I trust Carolyn, ask her everything. She helps just enough, knows way more than I know how to ask for and is a fabulous teacher. She's willing to take the helm when Ican't find the time. I am smarter with Carolyn on my team.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

Pure numbers magic worker! Not only did Shannon help me organize my entire quick books but she has…read moregiven me relief and removed the stress from having to figure everything out for myself. THANK YOU!!

We have been working with Shannon and her team for two years. From the moment they came onboard the…read moreorganization and efficiency of our business improved. They are knowledgeable, thorough, organized and easy to work with. We are in the process of expanding our business and would not be able to do so without Redwood Consulting.