Craig has handled my financial portfolio for over a decade (first at Morgan Stanley until he…read morestarted this Stifel office). I have been extremely pleased with his knowledge and professionalism as well as my returns. I have recommended him to several friends/family who now all use him as well and are equally impressed. I don't even live in CA anymore since I moved to Vegas but I continue to stay with him as I trust him

I met a couple of the financial advisors from this firm at our local Rotary Club. They are clients…read moreof ours and great people to work with. When the Morgan Stanley office closed, some of the investment advisors moved to Stifel. They are now in a beautifully remodeled Victorian house on Vine St. It's worth stopping by to see them just for the tour of the home. While you're there, you can ask for investing, retirement, estate and financial planning advice. Good people.

Nick completed our taxes this year, and it was a pretty complex return with 3 businesses including…read morea farm that is out of state. He didn't miss one detail -- he is incredibly detail oriented. He made the process so pleasant. It is so nice to have a highly competent tax preparer who also has a personality! Look forward to next year's return, Nick.

I needed desperate help with finances, accounting, and taxes. I was met with encouragement and…read moresupport thru the entire daunting process. Nick turned me onto the Dave Ramsey money makeover and in less than 6 months I've paid off my school loans and Buisness loan and about to be on time with my taxes! Much appreciated and thankful for your guidance.

Kathy is the best! She's very knowledgeable, quick, thorough, affordable and friendly. I don't know…read morewhat else to say except we highly recommend her for your tax services. Hopefully she's accepting new clients.

Used AAA for taxes & for my business financials for 3 years then my husband made us switch to a…read moregentleman in Atascadero that was in his networking group. Biggest mistake EVER! He was charging us almost $1,000 for his services. He was arrogant and he made me feel like I was an idiot when I asked certain questions. He also made me feel like I was a bother when I would call with a question. Not with AAA and AAA charged us $400 for MUCH better and more services. We have now been back with Kathy & AAA for the last 3 years and couldn't be happier. Kathy and her staff are very friendly and knowledgeable. They offer free advice throughout the year and are always available to answer my questions and they seem to really value me as their client. I would highly recommend them. I will never use anyone else.

I'm not feeling comfortable hiring people who's personal homes were foreclosed on and vehicles were…read morerepossessed. They even returned a dog!

From the owner: Payroll, Bookkeeping, Taxes, Business consulting, Compliance Filing Requirements for multiple types…read moreof business taxes.

Great experience. Staff was very very friendly and professional. They got us in on short notice…read more They took time to get a great picture of our tax situation and even gave recommendations for next year. They completed the forms quickly and thoroughly. Will definitely go back next year. Wonderful organization.

Hiden fees. My wife and scheduled a one on one with a preparer online. Once we got there we were…read moregreeted with " What do you want?" When said we came for a 4 o clock appointment, before i finished saying appointment I was cutoff to" I am not doing appointments just drop offs!" The only reason we came in is because we have questions, then very angrily the woman said she can give us 5 minutes. Before I could even asked a question she just wrote down more info she needed and pretty much pushed us out the door. Once she finished our taxes she charged us an outrageous fee that was not near the website stated for $85 plus additional state filing. The fee was 7 times much as expected. There was never any communication regarding any extra fees other than stated on the website. After talking to other tax professionals the fees should have been no more than $350.

Laurel was referred to me from a fellow small business owner when I confessed to my friend that I…read morehad no idea what I was doing with my bookkeeping. What a lifesaver Laurel was! Her unending patience with my receipts in every which place, and the fact that sometimes kids can't sit thru business meetings... one meeting was held at REI with my two-year-old daughter and her four-year-old son in the climbing gym section, laptops out, kids running around and snacking on leftovers, papers and bills being exchanged. In short, if you feel like you're drowning in bookkeeping, can't be sure your P/L sheet is completely accurate, or feel you are in a constant tornado of bills, call Laurel. She'll help you breathe again.

Laurel and her team has been helping me with my books for my new business, which took off much…read morequicker than I expected. They were able to help me get my books all lined up and ready for my first round of taxes. They know their stuff and had great advice for me.

They could return calls left on voicemails. No business is too busy to return a call to potential…read morecustomers.

I have been going to Linda for years and have always experienced professional service. She knows…read moreher business and completes my taxes quickly and efficiently. I do have investments so my returns are not simple or standard. I have never had a problem. Her assistants are always helpful and respond immediately to any requests that I have.