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.

Strong team of serious experts with a human touch. Excellent customer service, financial planning…read moreand tax execution.

Helpful experts. Looking forward to exploring services beyond financial planning as they offer tax…read more& estate planning.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Michael did a fantastic job with our retirement financial advising. He listened well, provided…read moreexcellent data and recommendations, had a quick turn around and very responsive. Highly recommend Michael Garber!

Russell has been doing my taxes for the past few years. He is extremely fast, very professional,…read moreand he makes filing taxes really easy. Any questions that I have he has been able to answer quickly. I filed my taxes early and they were completed the same day! I have nothing but praise for his services. You can count on Russell with all your Accounting needs. Tip: File your taxes early to receive the fastest service! Get your refund faster too =]

We have been using Russell as our accountant for the last four years. He's very thorough yet fast…read moreand I definitely recommend his services. Last year I ran our info through taxact to get a preliminary idea of our refund before we were able to get our information over to his office. I was extremely delighted when Russell informed us that our refund was going to be over 1k more than I had anticipated (based on the results of the software). Needless to say, I would never rely on a software program like Taxact again....not that I'd want to as working with our accountant is a pleasant experience!

Jerry is knowledgeable, thorough and very helpful. We moved from another tax consultant and the…read morewhole process was very smooth. Jerry is very tech savvy and security conscious. All of our document exchanges were over secure channels and stored securely as well. Overall, we are very happy that we switched and will definitely return next year.

Jerry has helped me so much with filing my taxes and giving unbiased financial advice. I've been…read moregoing to him for over 2 years. He can spot issues that need to be addressed and explains everything so that I can understand and make informed decisions. He is definitely "on my side" and caught a mistake I made to a previous tax return that I had done and got a large refund back for me. (I had really messed up!) He is very thorough and security conscious. I highly recommend him.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Randy has been our go-to for so many years, I have lost count. If/when you have the need for an…read moreexperienced tax advisor, he's fantastic to work with. Great for personal taxes and/or for mid size companies. Thank you Randy!

Randy is exceptionally knowledgeable and very helpful. I spent years as a tax attorney and Randy is…read morethe right person for personal and small-to mid size company taxes. I have referred numerous people to him and have never heard a complaint (and trust me, I would hear an earful if things weren't perfect).