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.

We have been using EzTax Service for over 25 years and we can highly recommend them as a careful,…read moreprofessional service.

Knowledgable, we learned new things this year about our taxes. Better prices and customer service…read morethan H&R.

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!

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 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

The team at Lacey is great, very professional and responsive! They are very knowledgeable and if…read morethey don't know an answer, they will research and give you options/advice.

Sebastian and his team are absolutely fantastic and such professionals. He has been our go-to CPA…read morefor our family for several years, through new kids and changing jobs and businesses started and house rentals and more, the Lacey team has been just a joy to work with while delivering great results. Highly recommend.

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!

The level of service and follow through here is horrible. I had to contact them multiple times for…read morestatus on my returns, they had software issues, and they delayed my filing multiple times. For one of my returns they had to file an extension due to their incompetence. The manager and Jim Register would say they'd call back and didn't. I'd have to go in to the location in person to get status. Several times my meetings were canceled at the last minute as they still weren't ready. Going to go to a real accounting firm in the future. Stay away!

I called Saturday morning (9/19) to schedule an appt. The call went unanswered and rolled to the…read morecall center (in Florida). The call center said the Capitola office was open until 4pm and I should get a call back by 2pm confirming the appt for Wednesday 9/23 at 2pm with John. I called the Capitola office at 3pm and the receptionist told me that the tax preparer who our appt was with was still w/a client. I explained that the call center said I would get a call confirming our appt with (for Wednesday 9/23 at 2pm). The Capitola receptionist then said the office manager (a male?) had not put out the schedule for (9/21-26). She then said that she wrote us in for the appt. And as I thanked her, she said the Capitola office is closed on Wednesdays. I said that I'm confused, do I have an appt or not? She said the manager would see the scheduled appt and call me. On Monday (9/21) morning I was called by the Capitola office manager (a male). He said that I had a drop off appt scheduled for Wednesday 9/23 at 2pm. I said that I scheduled us an in-person appt. He said those are not being done. I said that I misspoke and that it was a social distancing / in office / in person appt, and he replied "Oh, ok, good we are doing those." He then told me that he was going to call our tax preparer (John) and then call me back. Well, you guessed it that never happened. I just looked at the Capitola HR Bock website and the office is open by appt on Tuesday/Wednesday. Yet, I still do not know if we have an appt or not. Total management incompetence!! The only reason we travel to there is that John has prepared our taxes for decades. Later this morning (9/22) I called again...no answer...transferred to Florida... From there an email was sent to all email contacts for the Capitola office. About 10 minutes later my phone rang. It was the male office manager and he said, "So there is confusion about your appointment?" I replied, "I am not confused. You said you'd contact John, confirm our appointment, and call me back. You never called me back as promised. No one answered at your office, and we live about 1.5 hours away. Do we have an appointment tomorrow with John on Wednesday 9/23 at 2pm or not?" Maddening!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!