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!

Marty Ryhanych is an excellent tax preparer! Patient, incredible expertise, meticulous - Highly…read morerecommend her services - Top notch

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.

Trish is the best in SC hands down!!! I am so grateful to be a client of hers. I highly…read morerecommend because she's caring and passionate about the people she works with. Trish loves saving us money with her email tax advantage. These emails give us current information about what to pay so we can get the best tax credits I am self employed so this is very helpful.

An excellent and reasonably priced tax preparer. I found her through yelp with excellent reviews…read more She was extremely easy to work with and l would not hesitate recommending her to others.

Jeanette has been our accountant for many years and provides avaluable insite to our tax questions…read more An important source of information throughout the years

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?!?!?!

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

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.

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!