When we had relatively easy taxes to file, they were great; offered excellent personal attention…read moreand did our taxes quickly and efficiently. But when our taxes become more complex--many more deductions and having to pay quarterly state and federal taxes as independent contractors, they were not up for the job--didn't return phone calls, and took weeks to file out taxes which needed to be redone. We ended up having to pay a more specialized tax preparer to straighten out what became an expensive mess. If you need a bookkeeping/simple tax preparation business, this is an excellent choice for you. But if your taxes are more difficult, pay the extra money for an accounting firm. The one we chose even had financial advisors who helped us choose the best way for us to keep inflation for eating up our savings, with no addition cost for the service.

Jackie is the best! She takes care of me year after year. I look forward to seeing her.read more

I have been going to Compass financial for 3 years now and Zach is always so professional . The…read moreclient portal is so user friendly and Zach responds to every question. Stellar service in a timely manner !

New tax preparation client here! Had a really great experience with Aimee - transferred my tax…read moreinfo from another provider and feel like I got friendly personalized service at a really reasonable rate You want to feel confident that everything is done right and that's just how things turned out for me. Did my tax preparing via a couple of emails and uploading of my tax docs to a portal online. Easy and straightforward, and I really like the idea of using a local resource via a nameless HR Block or TurboTax helper who may well be located in another state. Recommend these folks and will use again.

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!

The person on the phone said she couldn't help me do my taxes and then sent me to Salinas where…read morethey also could not help me with my simple tax problem. At the Salinas location they completely wasted my time and had me wait hours. The Salinas location next to DD's the younger Hispanic women looked annoyed and extremely uninviting. These people do not care about helping you. The only thing you will get dealing with them is a horrible feeling of incompetence. They also all take 2 hour lunch breaks at 12-2 while they all sit and eat with the open sigh on then drag it out for 3-4 hours while costumers are waiting.

Opened up a policy got into an accident and my claim now has been ongoing for more then a month and…read morea half then I purchased a new vehicle went back to get it insured as well and canceled my old policy they charged me over 500 right off the bat to open the account then put my card on auto pay and charged me again for the policy I had allready canceled over 250$ and it's been over a week and now they are saying I can't get a refund and needs to be credited to the account

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!

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

Kathy Ju was awesome!! I moved recently so I had two different state taxes to file and she helped…read moreme get the most money in my return as possible! Even when it was difficult to figure out how to make the two state tax returns work, she read more about it and was able to figure it out quickly and effectively. Most would've said oh well and moved on, but she got me an extra couple hundred dollars by sticking with it! The price was worth the peace of mind, especially since I received about 5x the price in my return.

Price was 3-4x what they said it would be. They showed a little chart for transparency at beginning…read moreof appointment, we did not discuss cost again til I was being charged much much more and they said there was nothing they can do about it. This was back in 2020, but they just called for another appointment haha