Don Rudger is brilliant. He got me out of a very difficult situation. His diligence and…read morepersistence, especially with Covid epidemic, have been nothing but but first class. All paperwork had to be redone, as so much lost, or unopened during shutdown. Don continued to pursue on my behalf, and finally got me a magical resolution. Can't possibly praise his efforts enough. Thanks so much. Scotti.

The simple fact that it took this guy over 14 months to even respond should speak for itself…read more Do not use him!

Robert Arne, owner of Carpe Diem, prepared our tax returns for the first time this year. He was…read morerecommended by a friend whose tax he has done for several years. We were very happy with the service Robert provided and will definitely use his service again. We got an appointment right away and he completed our returns and filed them electronically within a few days. He was thorough in asking for all of our information so that we didn't miss any possible deductions. The entire process start to finish was the most painless tax prep experience I've had in years. His price, I feel, was very fair. Our return is about medium in terms of complicated, with a few rental properties and to be honest he could have used that to bump his price. He didn't do that. I don't know Robert yet but I have the feeling he is above board and honest in his financial dealings, just had the impression he isn't someone who gets every penny he can in an exchange. His office is in his home and his home is on a remote road in the Santa Cruz mountains. We only needed to make one trip there as he was very willing to do everything electronically after the initial visit to meet each other.

We are a retired couple with a duplex in Boulder Creek. I haven't done our taxes in a few years…read moreand the wife finally pushed me to call carpe diem. The gentleman there is very nice, but we didn't feel he took the time to understand who we were and where we were coming from. He chatted with my wife for some time, but mostly talked about himself. He made some assumptions about how we wanted to handle the duplex, which were wrong. He seemed to think we were much wealthier than we actually are. At some point he apparently triggered some deep feelings she had, but he did not seem to notice it care. She cried all the way home. After we got home, we consulted AI. It turns out that we needed a different kind of tax person, if we even need one at all. AI was able to put us on the right track. Thank you, Gemini . That's about it. I don't like confrontations so I am still in contact with this man, but the wife says just pay him for the visit and cut our losses.

Liberty Bank Boulder Creek is the best! Great customer service from the tellers and the manager…read moreGinia, is always helpful with any of my questions. Since I do Bookkeeping for businesses and often have to deal with other banks out of the area, I know how lucky we are to have them in our community and the great service they provide.

I LOVE Liberty Bank!!!!!They are professional and helpful in all situations.Especially when my…read moregrandma was being targeted by fraud.The bank payed close attention to her account activity and always checked to see if it was legit and safe.Somehow the thieves were electronically transfering funds,so the bank alarmed me and helped get the money back,changed the account and paid attention after that..... They are always friendly and Reginia goes out of her way to accomodate anything I need.In this time of high tech,it is nice to STILL have a bank,you can walk into and know the people Care!!!!This is a small community,and we appreciate the excellent service provided!!!!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Floyd Shanholtz was a great help to our small business. He provided us with plenty of useful tax…read moreinformation. His prices are not only reasonable but he will work to help your business. He is knowledgeable and very resourceful. What a find.

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!