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!

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

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 had an issue with my return processed by another office and the Manager Jeremy Baker took care of…read moreall my concerns! Take it from me go see Jeremy the first time and have no worries and know your return was done properly. Thank you Jeremy!

First two years were OK. THEN.. last year, they tried to boost me $90.00 over what…read more They represented the charge would be AND they insisted on a certain tax entry for vacation home. I tried to tell him he was wrong but he filled it out his way and filed electronically. Next day, I talked to IRS and did research and I was right so had to file Amended Return THIS YEAR: received an estimated charge AFTER he reviewed my supporting docs and said would get it done in couple days. Failed to hear word after a week so sent him texts and tel. calls but no response. Waited two more days and went to office to ask for my preparer only to be told "oh, he quit 5 days ago," Asked why no one called me and received only a cold shrug of shoulders and was told to talk to supervisor who was nowhere to be found. Went to different branch office and sat for hour and half while new preparer reviewed the EXACT SAME docs, filled out returns and boosted my promised fee received from first office by $290.00!! When I protested, he called his supervisor--who refused to speak to me--and simply said "best I can do is to cut it by a hundred." I protested that I had WRITTEN ESTIMATE from first preparer, showed it to him, but unmoved, he said pay it or I won't file it. I left without any Returns. DO NOT USE THIS OUTFIT. IN my opinion, they are UNTRUSTWORTHY

Absolutely way too much difficulty n this process. I trusted that the rep, knew what she was doing…read moreand she struggled with premium tax paperwork, etc. I had to work very hard to get them to clarify my return - they only gave me the 1040 form - no other documents - felt confusing and slapdash.

How bad can it be "let me count the ways"…read more I had the next appointment only to find that they qualified to handle a simple 1040C return. I had to give up my mileage for 2015 to get my return into their software. That was bad enough - but as time got by it got worse. A week later and I still can't get a pdf file of my return. Their user website sucks. I entered my secret answer and it refused to accept my answer. I re-entered it again,and and it was accepted. I know what your thinking I made a typo - wrong. I used copy and paste for entering the answer both time. This happens every time I try to see my return on-line. I paid more than previous years for a simple 1040C and recovered less.

Long story short, Ms. Runkle hung up on me when I questioned her accounting service. She does the…read morebooks for our subdivision's water company and emails monthly invoice. If a member misses payment on an invoice, they have no way of knowing because she refuses to put past due amounts on invoices. I am well aware that this would be a very easy task in QuickBooks which is the software she uses. It's easy to miss a payment because until this year we were only billed every other month; now this has changed to monthly. So, even with the best intentions, one can miss a payment. She refuses to send statements also which would be the other way to alert water company members of past due amounts. None of this would be difficult for her to do in QuickBooks. So, I called her after the water company treasurer explained to me that she was being uncooperative with them. They had asked her to send letters and a current statement to those of us who had missed a payment (in my case, due to a family disaster.) Her letter was inaccurate (and quite hostile) for which she did apologize. When I began with one last question, apparently she'd had enough and hung up on me! ! An individual who has worked with Runkel tells me that doesn't "do customer service." She has blamed her poor service on the inability to hire a competent bookkeeper. (As a former bookkeeper I would expect she'd assess their skills before hiring them.) I have worked for difficult CPA's and I will definitely add her to the list of ones to avoid when possible. Please be careful.

Lori is a very caring person. She'smart and personable. I trust her to give me the best advice.read more

Pleasant experience.Yessenia helped us with our 2025 taxes. We'll see her next year!First time…read morethere and making an appointment to meet our schedule was very easy.

I've checked out several tax services in Salinas and Monterey. I tried one in Salinas and I was not…read moresatisfied with the way they arranged my documents. I started looking for another tax preparer. Luckily I met Ms Estrella Bell who was working @Lopez Tax Service in Marina. Made my appointment with her during tax season in 2007 and I have been their client up to the present. They are awesome! Very knowledgeable, resourceful, and patient. Their professionalism is second to none!

Excellent personal service. Carol spends the proper amount of time helping us save so much money…read more Her many years of tax preparation and representation are immeasurable! Her estate and tax law knowledge are second to none! She takes care of our business and personal taxes, which puts our minds at ease.

Carol has been doing our taxes for years and years. She does a wonderful job. Explains everything…read moreto you, and has a very organized system that helps us prepare for our appointment. The best! Will never use anyone else...

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.