BEWARE!!! As a local family man and reputable business owner I highly recommend reading this review…read morebefore choosing Suzanne May Jakkola for accounting services. It's shocking and difficult to have to share this in our small, tight-knit Santa Ynez Valley community, but I believe it's important to know what to expect from the accounting services of Suzanne May Jakkola. After numerous unanswered emails and calls about my personal taxes and my mom's personal taxes, I received this statement from Suzanne. Personally, I was shocked to receive an email that oozes such disregard for the principals of caring for the client. "I apologize if my stated intentions don't always reflect when I actually get to what I was hoping and planning on doing. It's just the nature of my business. My priorities get redirected often but never on purpose or with intentional disregard." Don't make the same mistake I did. I've attached my email response to Suzanne which sheds more light.

we have gone to Suzanne twice now and we love her! she is so thorough and intelligent. i highly…read morerecommend using her for any tax needs. for what it's worth, she is also excellent with kids :)

Howard Hudson is truly a professional. My husband and I are physicians with diverse financial…read moreproblems. We have found him to care about accuracy, always responsive to any questions clearly in writing. Margaret Bischel MD, FACP

The worst. Never again. The unqualified lackey upon whom I was pawned off botched a simple tax…read morereturn after months of delays. After I had a qualified CPA at another firm redo the return, I owed 80 percent LESS than Hudson and Co. had estimated. Save yourself the aggravation and the fees. Find a firm that knows what they're doing and cares about their clients.

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.

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.

As our lives continue to grow more complex with taxes, businesses, real estate, and 1031 exchanges,…read morewe know we can rely on the team at Nasif, Hicks, and Harris. They not only ensure our filings are completed accurately and on time, but also help us plan ahead, stay informed about timelines and deadlines, and manage our overall tax strategy. We truly consider them part of our team and highly recommend them!

This firm is top notch, hands down. I had a consultation with one of their CPA's Michael Macias who…read moregreatly helped me understand a very complicated tax situation regarding a trust. His expertise gave me much-needed peace of mind. As they say, knowledge is power. Their services are expensive, but well worth it IMHO.

I've been using this company for years. I'm really happy with their work, taking over a chore…read morethat, for me, I do not excel at nor enjoy. Friendly, reliable, and competent.

Ken and his staff has been doing my taxes for over 10 years and even though I'm in San Jose, I…read morewould never dream of going elsewhere. Attention to detail, and personable service is second to none. Give yourself a treat and let Ken give you his undivided attention and who knows you just might make a lifelong friend. LOVE to Sorenson & Sorenson...

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.

David Brown is a true professional. Not only does he know the mortgage business inside and out,…read morebut he is very creative and can make transactions work where no one else could. He has helped my clients become educated in what is best for them with traditional mortgages and also in the confusing area of reverse mortgages. David is my 'go-to' guy when I or anyone I know needs assistance in his areas of expertise, and I am truly lucky to know him.

david, thank you for leading us through the reverse mortgage…read moreprocess. your skill and professionalism are second to none.