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!

Lorie is thorough and thoughtful. She skillfully explains the details and the big picture in estate…read moreplanning. Her expertise and excellent service are evident in both her engaging manner and the legal documents she provides. Lorie is an outstanding estate planning attorney. My husband and I enjoyed working with her and we appreciate the quality of the finished product /documents we received.

I worked with Lorie settling my parents trust and was so impressed that I had her do a trust for…read moreme. I highly recommend her. Honest, knowledgeable, sensible and understanding. She is also helpful and a true delight to talk with.

My former accountant retired, and the new guy who took over his business raised prices six times…read moreover what they used to charge, letting the client base know only after he did their 2019 taxes. The client base immediately fled to find better prices. I was looking for a new accountant. Called this lady. She sounded smart and competent, I was going to hire her. I asked her to give me a price estimate of how much a final tax return (closing return) for a company that is now out of business due to COVID would cost. After getting a quote of $1,700 to do a final tax return, I was shocked. After I told her that it was totally unacceptable, she said that she needed like 12 hours with $100 or $90 per hour, I don't exactly remember, to "set up" the company on her system or some BS like that. The company is dead, out of business, why do you need to charge a horrible amount for set up? This is predatory, and I would say extremely predatory. She also recently moved from "poor" Boulder Creek to Capitola. I bet to look for wealthy clients in a new wealthy area. Terrible experience.

Doris has taken excellent care of my family needs. She is intelligent, knows her trade, and will…read moremake certain to take the time to understand your specific needs and work tirelessly to address them. You really cannot go wrong with Doris!!!

No digital product , paper only. No chance to review…read morewithout paying up front. Mistakes include filing for under pay penalty that was immediately refunded for obvious reasons. Far too many errors of omission & commission to be accidental. Finally had to pay someone else to correct and amend, because she refused.

An excellent tax accountant. I plan to continue with this tax preparer next year. Think I've…read morefinally found the right tax preparer.

Pamela was such a joy to work with, professional in every way, taking a process that can often be…read morecumbersome and avoided because it seems so confusing. Pamela was very patient with all our questions giving us time and space to be sure of everything we were working through before finalizing our documents. Her genuine care for our concerns were greatly appreciated and took a hugh weight off of our minds about what will be done once we are gone. I recommend that if you are contemplating this process that you reach out to Pamela, I think you will agree that from the first contact with her, you will realize that you have made a good choice.

Told me exactly what I needed to know immediately. Glad I found her on this website.read more

Ms Bodmer is personable, efficient, organized, and patient with our many questions. Scotts Valley…read morelocation is easy to find and park.

Highly recommend! I was able to schedule a quick introduction zoom appointment and then I had a…read moresurvey to fill out with all of my information. Kathleen responds within 48 hours or less and I was able to get painlessly get all of my affairs in order for when the big show happens. Kathleen does a great job of translating legal jargon and explaining everything in plain language. I appreciated the fact she is available both in Scotts Valley and over the hill so I was able to meet in person to sign the documents without having to take time off work. She is available also via FaceTime or Zoom.

I have worked with Emily Buchbinder twice. First was to draft a Trust for my sister. This was…read morecomplicated because my sister had neglected much of her financial concerns for some time. Emily assembled the material she needed, met with us regularly and completed the work expeditiously. When I needed to return for updates, she was immediate in her responses and helped me clarify the best approach to the problems involved. Then, more recently, my wife and I revised our trusts, wills, and other legal documents. Again, Emily clarified issues we hadn't considered, led us through the complications, revised the trusts frequently as we made more firm decisions about our wishes--all with a smile and encouragement. We have worked with two other law firms in this area and Emily is by far the best attorney we have consulted about trusts and wills.

Great job by the team on both probate and trust administration. I wanted to wait and see what my…read morereassessment from the assessors office was before reviewing. They nailed it and got my Prop 19 Exclusion saving me a lot of taxes in the property transfer. It was worth the fees to have it done right.

Dina is a caring, compassionate, and skilled attorney. I highly recommend her. She helped us with…read morealigning trusts with a marital settlement agreement.

Excellent, affordable, and friendly estate planning in downtown Santa Cruz. Dina came highly…read morerecommended, so I made an appointment, still expecting that she would be swamped with clients. But she took her time and engaged with me a personal level. Explained things very well to me and my family members.