Ernesto did my 2022 taxes after my previous tax preparer completely ghosted me. He was super…read morefriendly and professional and got my (in my opinion) kind of complex taxes done super quickly. Ernesto didn't even bat an eye - he totally knows his stuff. Comparable price for what I've paid other tax preparers. Looking forward to working with him for 2023 taxes!

Great service. Very efficient and knowledgeable. Definitely will get my taxes done there from now…read moreon.

This year was the 3rd year we have used their services... I…read moremust say once again how thankful and pleased we are with Jeff Restivo... The best!!! We highly recommend him for ALL your tax needs... Extremely honest...helpful... knowledgeable.. trustworthy.. and he truly cares about his clients.. I wish I could give him MORE than 5 stars.. He helped us so much with our long form taxes for our small business. Thank you once again Jeff! Irene S

Simply the BEST. CPA Jeff Restivo is by far the most trustworthy, honest, ethical, competent and…read morehard-working professionals in the business. At our first meeting with Jeff, we immediately sensed his competence, expertise, and knowledge and we felt extremely confident about putting our financial matters in his hands. Jeff is down-to-earth, unpretentious and pragmatic. Plus, he does not charge exorbitant fees and give unnecessary or frivolous advice. It took us a long time and a lot of research to find a CPA that we could put our trust in, and we feel so fortunate to have found Jeff Restivo. He truly is a cut above anyone else.

Beware. After working with Paul on my previous year's return I was expecting to do so again--until…read moreone afternoon I found a typewritten note posted on my front door nixing that plan. He had not warned me of any problems (I still do not know why he abruptly cut off contact) and I will not go back to him. Victor Goleta

Met up with Paul over 7 years ago after my former CPA was expanding in other areas. She was an…read moreincredible CPA and her referral of Paul was an introduction to an ethical and logical professional. It doesn't hurt that he's an incredible human. Hope everyone is as lucky as me and my business.

Russell is not only professional and trustworthy, but he really knows his stuff! I've been a loyal…read morecustomer for years now and I can always count on him for tips on how to get a better return on my taxes. Even when it's not tax season his door is always open for any questions or concerns regarding my finances before the next tax season. All of my paperwork is nicely filed in a folder so I can refer back to it if need be. The location is a little hidden but not hard to find if you are familiar with Hollister Professional Park area. The cross streets are Patterson and Hollister. The hours are very accommodating; although during this time as we are going through COVID-19 the way appointments are handled have changed. Instead of going in person you can drop off all your paperwork and leave it safely secured in one of the envelopes provided. Once your taxes are done you will be contacted by email or phone. Overall I will continue to see Russell for my taxes as long as he is in business.

Russ is very good with taxes and finding the best solution for your situation. I have trusted him…read moreto prepare my taxes for 20 plus years and he has always been quick and on top of the latest government tax changes.

Not that good. 2years ago, I had an excellent tax preparer, once 2 Ann and Sue retired, I do not…read morelike this place. Not a good tax preparer , I do not want to go back. Very low refund compare last 2 year!

I saw Audrey Martinez who is at the Santa Barbara and Goleta locations. She was friendly and…read moreknowledgeable. My taxes were painless this year with her help. She is there year round not just tax season, I recommend seeing her.

I have been using Susie for at least 7 years and she has always been the best. She gets to know her…read moreclient, she is easy to talk to and get the job done on time. I recommend her.

Super professional, to the point, knowledgeable and clear. Carolyn is a really effective, friendly…read moreand polite face of the business. Really impressed and although we had to wait to get on her schedule, it was worth it!! Highly recommended!

Liz fulfilled all my accounting and tax needs in the most helpful and kindest way! she never…read morehesitated to give me a call if she had a question about anything. I would recommend her to anyone and everyone!

We did our taxes with Tony two years ago. He is incredibly hard to get a hold of. I would call and…read moreemail him with no responses for weeks or months at a time. I get it is busy during tax season but you need some level of communication. It is 2020 now and I all of the sudden get notice from the IRS that he never even filed our taxes! I switched to a new accountant this year before even knowing this and so glad I did. Maybe this was just us and he is better than this but I found personally our experiences/services from him were just unacceptable.

I have done my taxes with Tony for several years, and he has always made id a stress free and easy…read moreexperience!

One of my tax years was simply a nightmare. I had tried to file myself through TurboTax and even…read moretried another way and nothing was going through. I received a letter from the IRS and remembered that the dad of one of my students and his wife had their own tax prep business. I gave Rod and Julia a call and they were happy to help me with this issue. Also I used them for this year's return. So my problem was resolved and they will be my go to tax preparers from here on out. I think their rates are competitive. Mostly I just trust them.

I highly recommend against using SB Tax Pros. While Rod is a very nice guy, I do not believe he is…read morea good CPA. He may be a good CPA for maybe the basic of basic tax needs, but for anything slightly more complicated (stocks, crypto, backdoor roth IRA conversions, tax credits, etc) Firstly, when I sent him my tax documents, I also gave him specific instructions on what forms to fill out because my tax situation is a bit more complex than a typical tax payer. Not only did he not follow my instructions, he didn't even properly fill out the forms he was supposed to fill out. For anyone interesting, if you did a backdoor roth IRA, that requires an 8606 form which I told him he needed to fill out. Never happened. I also gave him other instructions as well such as using a previous years tax credit carryover. He never did that either. These mistakes resulted in him saying that I owed more than $13k to the IRS. I saved myself $13k by doing my owe taxes instead using TurboTax rather than paying Rod to do my taxes. Secondarily, before all of this, I recommended him to a coworker. With my coworker, Rod did not properly fill in the cost basis for capital gain/loss reporting even though my coworker has proof that he sent in both the 1099 and the supplemental stock forms (which has the adjusted cost basis). I ended up catching this mistake when I reviewed my coworkers taxes. Rod just used the cost basis of $0 rather than the actual cost basis. This resulting in over a $40k mistake in capital gain/loss reporting that my coworker never should have owed. So to summarize, do not go to SBTaxPros for anything complex, anything stock related, etc. It can cost you thousands of dollars, or even 10's of thousands of dollars.

Great first call. Contacted them to secure their services and they ghosted me…read more I understand things get busy, but a business who does not even provide a answer after we both invested time shows they don't care about their customers.

I had a really good experience with Open Paths Financial, and I have to share my appreciation for…read moreAubrey. He was attentive, knowledgeable, and super patient. What really impressed me was how he took the time to truly connect and understand my situation instead of just giving generic advice. He explained everything clearly, helped me put together a financial plan I could feel confident about, and never made me feel rushed or pressured. The whole process felt easy and stress-free, which is not something I ever thought I'd say about finances. Aubrey made complicated topics simple, and I left feeling empowered with new skills instead of overwhelmed and wanting to avoid them. If you're looking for someone who genuinely cares about helping YOU, give Open Paths a shot. I no longer avoid financial questions or processes. I'm honestly interested in going deeper.