I called this firm and told the receptionist I was interested in tax advice. She offered to set…read moreup an appointment. I told her that before I did that I would like to speak to a representative in order to determine whether or not the firm offered services fitting my circumstance. She said she would connect me to a representative. Within twenty seconds the receptionist came on the line again and told me the firm was taking no new clients. I remarked that if that was the case why had she offered to set up an appointment. She said that is what she had been instructed to do. If other words, this firm seems to not want only new clients for which they can charge an initial consultation fee. Something is wrong with a tax guidance firm that won't first talk by phone with a potential customer.

Blake Pintar is a gift. He is a critical part of my business, and our personal and trust taxes…read more Blake stays ahead of the changes being made at the Federal and State levels. More importantly, he knows case law. I once interviewed him for my clients who were looking for a CPA, and I was so impressed with his answers that I switched to Bake on the spot. My husband always did his own taxes, but happily switched to letting Blake do it instead! We continue to be impressed by his breathe of understand of tax law and tax law changes! A great CPA, with an incredible background!

I have been working with Neil Shah and his team for over a year now. Neil and the whole team are…read morevery respectful and super helpful. Every time I come into the office, everyone is so friendly and welcoming. They answer all my questions and help me navigate taxes around my personal and business income. Neil is truly passionate about helping you and your business succeed. He is always available for his clients and gives great advice on business growth & scaling. I am lucky to have Neil and his team in my corner.

Great CPA Firm! I contacted their office regarding a consultation and I was called within a few…read morehours. Neil Shah was very knowledgable and courteous. He was very helpful with my situation and I would highly recommend him!

I Love this place! I have been in contact with several agents for so many different things over the…read moreyears and each one of the people I have dealt with have been wonderful and amazingly helpful! Anytime I have a problem occur in dealing with our business, medical, home or auto insurance these guys get it handled and always follow through with me to make sure everything was handled accordingly. I could rave all day long about these guys because they have saved me so many headaches! I highly recommend this company!

Since leaving the corporate world to run our own business a couple of decades ago, we've had to…read morenavigate the murky waters of health insurance ourselves, and it's been a constant worry, not helped by confusing websites and questionable advice from various brokers. So, our expectations were low when we came across Goodacre's website at Calhealth.net; but as we watched Dennis Jarvis' excellent and up to date video on the Covered CA options for 2025, it was if the clouds had cleared and a ray of sunlight beamed down. We also watched an equally up to date and informative video on Medicare options, as that decision is coming up soon for one of us. I sent an email and was happily surprised to get a response from Dennis within a couple of hours with answers to all my questions and suggesting we set up a telephone meeting to talk the options through. We did, and in perhaps 20 minutes he cut through all the health insurance noise, helping us to choose the best plan and provider for us; and then guided us through the Covered CA application process on their platform in a fraction of the time and much less stress than it would have taken us to do it at coveredca.com ourselves. Long story short, we are now signed up for a plan that has better benefits and costs significantly less than our previous one; and we have a strategy outlined for the next move into Medicare. And, for the first time ever, I feel we have someone we can trust for good advice - and recommend to others.

I worked with Dennis Jarvis (CalHealth) and he's amazing. I explained my situation and what I…read moreneeded, and he was able to make it happen. Also, the application on his website is unbelievably fast and easy - it took me 10 minutes.

My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris…read moreCabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris' services for years and he developed an excellent relationship with them, something that wasn't always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris' expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne's help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It's been a pleasure working with them.

She is fast and knowledgeable, and She does things by the book so you wont have any problems down…read morethe road with the irs.

Juanita was amazing, she made it really easy to do my taxes and took all the stress. I'm planning…read moreon coming back next year again! Juanita fue increíble. Me facilitó muchísimo la preparación de mis impuestos y me quitó todo el estrés. ¡Planeo volver el año que viene!

I decided to use their service today to file a PNO on my car…read more The only thing I didn't care for is they charged a $25 service fee on top of my $22 PNO registration which made the total cost $47, more more than double what it would have cost me at the DMV. On the flip side, it's light years more convenient than waiting in the looooong lines at the DMV office, which actually can take the better part of a day. Also, the staff here was very nice and friendly.

Tom has been our broker for Medicare related plans for several years. He does a great job of…read morecomparing plans and explaining the benefits to us. We have referred Tom to our friends who have similar needs.

Angelich Insurance Agency in Carmel on the Monterey Peninsula has been in business nearly 30 years…read moregiving great rates and service to business groups and individuals or family insurance needs for life, health and Long Term Care. Even travel insurance. I have known of them for five years and they proved to be of great service for many folks with the Affordable health care act. email Tom@health-life.com , he can answer any question you may have for medicare of government subsidies as well. Just call them at the Carmel office: 831 624 7488. All the best, EWS www.google.com/+ewsCarmel