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.

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

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.

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.

Jennifer is a very competent knowledgeable CPA. Highly recommend. She is thorough and professional…read moreand prompt!

I'm proud to be the first review for the new office as I know there will be a long list of 5 star…read morereviews soon! Rudisill is up to date on current tax law (confusing because of all the changes with Covid) and she is easily assessable to everyone on the peninsula. Lastly, the service was reasonably priced! Highly recommend for all accountancy needs.

Very accurate, personable, and professional, love the service. No one doe's it better only Louis…read morecan he's my man for any tax situations.

Excellent and responsive tax preparation. Very knowledgeable and helpful in all respects, glad I…read morefound them through Yelp! My experience was very positive. I felt like I was in good hands. Louis was thoroughly professional and supportive. He was also very knowledgeable about the IRS and how to address my particular issues with them. Will be coming back next year!

Great place to do your taxes!…read more Amy Parker is very knowledgeable, professional and organized. I have been using her for several years and couldn't be happier. My taxes are pretty cut and dry, not too complicated, but I still like someone to organize it all for me. It is very easy to get an appt with her come tax season. I have been to HR Block before, but I felt they could care less if I got the best refund. Mrs. Parker asks you a lot of questions to make sure she covers every possible tax break. She also gives you pointers on how to save in the future. An example I learned from her: save your receipts from improvements you made on you house to show when you sell your house. It's great to support an honest, small business owner in Salinas.

I've been coming with Amy for almost 10 years and I wouldn't want to be with anyone else. She is…read morequick, efficient, and very easy to communicate with. I am so thankful to have found her and be able to entrust her with my family's taxes! I will continue to have her complete my tax filing to until she decides to retire Thank you Amy for a painless tax experience.

Long story short, Ms. Runkle hung up on me when I questioned her accounting service. She does the…read morebooks for our subdivision's water company and emails monthly invoice. If a member misses payment on an invoice, they have no way of knowing because she refuses to put past due amounts on invoices. I am well aware that this would be a very easy task in QuickBooks which is the software she uses. It's easy to miss a payment because until this year we were only billed every other month; now this has changed to monthly. So, even with the best intentions, one can miss a payment. She refuses to send statements also which would be the other way to alert water company members of past due amounts. None of this would be difficult for her to do in QuickBooks. So, I called her after the water company treasurer explained to me that she was being uncooperative with them. They had asked her to send letters and a current statement to those of us who had missed a payment (in my case, due to a family disaster.) Her letter was inaccurate (and quite hostile) for which she did apologize. When I began with one last question, apparently she'd had enough and hung up on me! ! An individual who has worked with Runkel tells me that doesn't "do customer service." She has blamed her poor service on the inability to hire a competent bookkeeper. (As a former bookkeeper I would expect she'd assess their skills before hiring them.) I have worked for difficult CPA's and I will definitely add her to the list of ones to avoid when possible. Please be careful.

Lori is a very caring person. She'smart and personable. I trust her to give me the best advice.read more