I have been going to Compass financial for 3 years now and Zach is always so professional . The…read moreclient portal is so user friendly and Zach responds to every question. Stellar service in a timely manner !

New tax preparation client here! Had a really great experience with Aimee - transferred my tax…read moreinfo from another provider and feel like I got friendly personalized service at a really reasonable rate You want to feel confident that everything is done right and that's just how things turned out for me. Did my tax preparing via a couple of emails and uploading of my tax docs to a portal online. Easy and straightforward, and I really like the idea of using a local resource via a nameless HR Block or TurboTax helper who may well be located in another state. Recommend these folks and will use again.

When we had relatively easy taxes to file, they were great; offered excellent personal attention…read moreand did our taxes quickly and efficiently. But when our taxes become more complex--many more deductions and having to pay quarterly state and federal taxes as independent contractors, they were not up for the job--didn't return phone calls, and took weeks to file out taxes which needed to be redone. We ended up having to pay a more specialized tax preparer to straighten out what became an expensive mess. If you need a bookkeeping/simple tax preparation business, this is an excellent choice for you. But if your taxes are more difficult, pay the extra money for an accounting firm. The one we chose even had financial advisors who helped us choose the best way for us to keep inflation for eating up our savings, with no addition cost for the service.

Jackie is the best! She takes care of me year after year. I look forward to seeing her.read more

its always a pleasure to come do my taxes at her bussiness location. veronica is very friendly &…read moreprofessional, she makes everyone feel comfortable and welcomed as soon as they step in. very knowledgeable at what she does. her two other employees are also very friendly. no wonder people trust her and go to her for taxes. #1 best place to go do your taxes!

Jack was very helpful and took the time to answer and explain any questions I had, thanks Jack!read more

I made an appt. for my 80 year old mom. I called to confirm beforehand and told them the 4 tax…read moredocuments I had. All good. We live off-grid and had to drive 2 hours to the appt. When I arrived, the receptionist asked to scan my documents and had no idea what an identity protection personal identification number was; something the IRS sends out each year. Basic stuff. we had 4 documents, really could not have been easier. The Employee looks at my documents, when we sit down and says, "I don't know how to do this form, you'll gave to somewhere else." I was speechless. I left and entered the document on Turbo Tax in less than 20 seconds. I'm still in disbelief at their lack of knowledge. This is very inconvenient and a waste of my time.

I read Barry's Tax Tip column in the Monterey Herald in which he explained how cancellation of debt…read morecan be considered untaxable income by the IRS. I had him prepare my taxes and he saved me $10,000! Barry is extremely knowledgeable and professional. I couldn't have asked for a better outcome.

Honest and reliable methodical insightful of the tax laws. Able to respond on short notice and…read morestill being accurate.

Fantastic cpa!! Completely trustworthy and with a great team. I hear she's merging with a bigger…read morefirm but wanted to cast this vote anyway