1. Tax 831

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Scotts Valley, CA

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Tax 831

2.2 (10 reviews)
Closed • 9:00 am - 5:00 pm

Services - Tax 831

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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7 years ago

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5 years ago

We've been trying to reach Marcus but have been unable to get a hold of him. Has anyone else else experienced something similar?

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Coast Financial Services

Coast Financial Services

(24 reviews)

Bob, Gloria, Taylor, and the rest of the team at Coast Financial are as good as it gets for…read morebusiness and personal financial services on the Central Coast. Bob comes with decades of real world experience and really does an amazingly thorough job. Bob guided my family and I through a complex business purchase, a brutal state audit, incorporation, a home purchase, and retirement planning in the past several years and we have been so happy to have his advice and help. His expertise has helped us avoid numerous pitfalls and stumbling blocks we would have paid dearly for using a lesser accountant or bookkeeper (trust me - I have learned this the hard way). I was referred to Bob by an insurance broker that I trust. I have to admit, I was dubious about taking on all the services of Bob's firm at first. I felt I had "gotten by" (I would say I'm frugal, my wife calls it cheap!) with my own accounting degree and "a la carte" services of other CPAs in the past, but our business was growing and our financial position was becoming more and more complex. I bit the bullet and went all in with Coast Financial two years ago and we haven't looked back since. Bob and his team have saved me tens of thousands of dollars and countless hours of headaches, and we are forever grateful. We are always treated like family when we come by. Bob and the rest of his team really shine in terms of responsiveness and Bob is very generous with his time and advice, always taking the time to sit down and chat about changes in our business or tax law. I highly recommend Coast Financial services. In my opinion they are well worth their fees, and in my situation they have earned those fees back for me dozens of times over.

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

Tax 831 - taxservices - Updated October 2026

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