Marty Ryhanych is an excellent tax preparer! Patient, incredible expertise, meticulous - Highly…read morerecommend her services - Top notch

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.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

If you're looking for a financial advisor call Cheryl Rebottaro at Edward Jones in Scotts Valley…read more Her knowledge of the industry is extensive. She listens to what is important to you and your future and then prioritizes investment decisions accordingly. She confidently shares both positive and negative insights and will spend as much time as is needed to answer questions. In addition she is a joy to work with. Cheryl and her team have given us the assurance that our finances are being optimized.

Your financial status and planning is safe with Cheryl. She is here for me, smart, uses common…read morelanguage so I don't have to be a financial expert, and gives me options. She helped to explain some other financial vehicles I have, and helped me to create an annuity that will pay me for the rest of my life. I would happily recommend her to anyone, even someone with high control who likes to manage their own finances :-) like me.

Pamela managed to obtain, via my landline phone, an application to my Medicare Health Insurance…read morethat was accepted by an Health Insurance Company. It took some time due to the length of questions that needed to be fullfilled. She did a great job by staying with this elderly gent. P.S. Almost forgot: My first call went to a young man, Michael(?sp), who helped me get lined up before my call to Pamela regarding my Medicare renewal.

called wanting insurance quote, got put to voice mail, they never called back not good (so far)read more

Can I just say "WOW"!!! Jennipher is an outstanding financial adviser! I met with her to discuss…read moresome investing strategies and making some possible changes to what I am already doing. She advised me how I can manage my own investments with very little time commitment and for a better yield with my returns. She took the time to go over everything thoroughly (read: patient!) and in easy to understand ways. I felt encouraged and empowered to handle my finances in a more dynamic and educated way. I highly recommend taking some time to talk with Jennipher!

Jennipher, owner of Wildflower Financial, is amazing. She helped me to fully understand what my…read moreoptions are and explained the best options for me given my current financial situation. She is extremely knowledgeable and patient. I really felt like she had my best interest at heart and was honest and personable. I would recommend her to anyone seeking a financial planner!

customer service sucks. My account got frozen and now I can't move my money to pay my bills…read more Customer service didn't help. I can't even to an external wire the feature to do so is un functional. horrible...

5 stars awesome - Bay Federal is a great bank with great people -…read more Suggestion: you have courtesy coffee- so nice - n its good coffee- No covers for the cups - I asked - can we go just a touch farther n have covers for the cups?

Mary was wonderful to work with. She helped me get my business and personal financial situation so…read moremuch more organized and saved me a lot of money for both the past and the future. She was also a necessary advocate for us to the IRS. I wish I would've met and worked with her sooner. Very highly recommended.

From the owner: Tax Controversy is our specialty with offices in Santa Cruz and Silicon Valley. IRS and State…read moreproblems can happen to anyone ~ In fact, 1 out of 6 Americans are in some sort of trouble with the IRS. I'm here to alleviate all the stress and to be a shield for clients. Being a former IRS agent with over 35 years of invaluable experience on both sides of the desk, I specialize in assisting clients in successful resolutions with the IRS and State. Some of my services include Audits, Installment Agreements, Delinquent tax returns, Innocent Spouse relief, IRS appeals, penalty abatement. For those cases that are particularly sensitive like white collar crime for example, I am associated with tax attorneys that will work as an umbrella for my firm. This way, the clients are protected with client-attorney privilege. We also represent clients in Sales Tax audits before the California Department Tax & Fee Administration.

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

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!