I was behind on my taxes and in a predicament with liens breathing down my neck and was very happy…read moreto find Surf City Tax Services. Cole made everything feel simple and not so overwhelming. I will definitely be recommending Cole and Surf City in the future.

I started a new job recently and wanted to discuss how this would affect my taxes at the end of the…read moreyear. Cole responded quickly and set up a time to chat. I admitted my lack of knowledge in taxes made me nervous, but Cole assured me that him and his team would meet me at whatever level of experience I had. I left the conversation relieved and would absolutely recommend.

Christine and her team take their time getting to know each of their clients and their specific…read morefinancial needs and then basing their investment strategy on that. It is refreshing to know that they are watching out for us all the time!! We are grateful for their awesome service!!!

Christine is incredibly knowledgeable and approachable. Her methods helped me reach set goals for…read moreplanning for the future and surviving this pandemic. She really listened to me about my hopes and concerns. I highly recommend her services.

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

I have my account for 39 years an today I was treated very unprofessional, wanting to discuss…read morepersonal private information in the lobby is unacceptable

In addition to my teacher retirement money, Dad encouraged me to invest. Dad has yet to lead me…read moreastray when it comes to financial stuff and he has done quite well. If you don't have an appointment, you should know what you are talking about. The two men who were here were nice enough, but did not appear to be in the mood to explain... me being paranoid of being inferior, I had done my research and have a basic understanding of what the positives, negatives and risks of my investment.... I signed up for my account at their computer and handed them a check.. done deal. It wasn't a horrible experience and it wasn't a great experience.. initial three stars.

I met Bob Baldacci when I saw him speak at a local professional gathering, and was thoroughly…read moreimpressed by his knowledge around wealth management and many of the nuances in helping people grow their money. Since that time, as a local attorney, I have referred clients to him and his company (Ohana) and again been actually amazed at the work they do and the dedication they provide to the people they work with. You, and your money, will be safe with them.

From the owner: A motivated and dedicated individual, Alison McClure has almost two decades of professional…read moreexperience in the financial industry. In 2019 she founded her own financial business, Ohana Wealth Management, in which she provides financial advice, tools and resources to enable her clients to manage their finances. A client focused and family orientated business, Alison adopts a customized method in which she takes the time to understand her clients wants, needs and concerns, to create a tailored financial plan. Alison helps her clients in all personal and professional areas, from preparing for retirement, helping create an income strategy, working toward growing their financial portfolio, or simply providing for their family. Establishing her career as a teller for Great Western Bank, she went onto become an investment assistant in 2000 and later, a financial advisor in 2004. Throughout her years in this role she has effectively provided high quality and detailed advice to clients, helping businesses through economic cycles and two major recessions. Alison established her own company in 2019. Over the course of her career, Alison has also gained her series 7, 65,and 63 registrations, her life insurance license and she is registered in California, Hawaii, Massachusetts, Wisconsin, and Illinois.

Allison has been a dear helping me fix up my past year's taxes. It's a lot of work but she managed…read moreit well and she was able to hop on calls when needed! Would recommend her!

My wife and I were avid TurboTax users before considering a CPA for our tax planning and filing…read moreneeds (if I'm being real honest, I was probably the person really** pushing our family to look for someone reliable and trustworthy that could act as an advisory for us). After a new home purchase and more chances of us forgetting to do something with our full-time and side hustle income, we knew it was time to find a CPA, and I'm so happy we found Allison after three CPA interviews. Allison was responsive and provided us tangible things to consider as our annual income tax bill becomes more of a challenge. I genuinely appreciate her transparent approach, her "human-ness" in how she looked at our situation, and I'm glad we worked with her this year. Thanks, Allison!

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!

We have been using EzTax Service for over 25 years and we can highly recommend them as a careful,…read moreprofessional service.

Knowledgable, we learned new things this year about our taxes. Better prices and customer service…read morethan H&R.

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

We love them! Confidence and privacy! We Highly recommend! We have used them for years! No stress,…read moreand professional!

Allison has been the best accountant and bookkeeper I have ever worked with. She transitioned my…read moremedical practice from using desktop QuickBooks to online QuickBooks which has made running my business so much easier. She has great attention to detail and uncovered many errors my previous bookkeeper was making. She is also an incredibly nice and friendly person and a true pleasure to work with. I am so grateful to her and only wish I would have found her sooner!