This year was the 3rd year we have used their services... I…read moremust say once again how thankful and pleased we are with Jeff Restivo... The best!!! We highly recommend him for ALL your tax needs... Extremely honest...helpful... knowledgeable.. trustworthy.. and he truly cares about his clients.. I wish I could give him MORE than 5 stars.. He helped us so much with our long form taxes for our small business. Thank you once again Jeff! Irene S

Simply the BEST. CPA Jeff Restivo is by far the most trustworthy, honest, ethical, competent and…read morehard-working professionals in the business. At our first meeting with Jeff, we immediately sensed his competence, expertise, and knowledge and we felt extremely confident about putting our financial matters in his hands. Jeff is down-to-earth, unpretentious and pragmatic. Plus, he does not charge exorbitant fees and give unnecessary or frivolous advice. It took us a long time and a lot of research to find a CPA that we could put our trust in, and we feel so fortunate to have found Jeff Restivo. He truly is a cut above anyone else.

Ernesto did my 2022 taxes after my previous tax preparer completely ghosted me. He was super…read morefriendly and professional and got my (in my opinion) kind of complex taxes done super quickly. Ernesto didn't even bat an eye - he totally knows his stuff. Comparable price for what I've paid other tax preparers. Looking forward to working with him for 2023 taxes!

Great service. Very efficient and knowledgeable. Definitely will get my taxes done there from now…read moreon.

We have been Clients for over 10 years, I don't know what is going on but we really miss Mariah…read more Every time we attempt to talk to Cheryl it seems like we are a bother and she is annoyed she has to do her job. We have recently moved elsewhere and are so much happier! Shame on you.

She has been doing me and my mother's taxes for over 10yrs. She makes it easy with a computer…read moreprogram so even though we moved to San Diego it's still simply to get info to her. Her or staff call if questions. She isn't cheap but effective and I always get a good refund. I trust her and she has a clause that if audited she would represent me.

One of my tax years was simply a nightmare. I had tried to file myself through TurboTax and even…read moretried another way and nothing was going through. I received a letter from the IRS and remembered that the dad of one of my students and his wife had their own tax prep business. I gave Rod and Julia a call and they were happy to help me with this issue. Also I used them for this year's return. So my problem was resolved and they will be my go to tax preparers from here on out. I think their rates are competitive. Mostly I just trust them.

I highly recommend against using SB Tax Pros. While Rod is a very nice guy, I do not believe he is…read morea good CPA. He may be a good CPA for maybe the basic of basic tax needs, but for anything slightly more complicated (stocks, crypto, backdoor roth IRA conversions, tax credits, etc) Firstly, when I sent him my tax documents, I also gave him specific instructions on what forms to fill out because my tax situation is a bit more complex than a typical tax payer. Not only did he not follow my instructions, he didn't even properly fill out the forms he was supposed to fill out. For anyone interesting, if you did a backdoor roth IRA, that requires an 8606 form which I told him he needed to fill out. Never happened. I also gave him other instructions as well such as using a previous years tax credit carryover. He never did that either. These mistakes resulted in him saying that I owed more than $13k to the IRS. I saved myself $13k by doing my owe taxes instead using TurboTax rather than paying Rod to do my taxes. Secondarily, before all of this, I recommended him to a coworker. With my coworker, Rod did not properly fill in the cost basis for capital gain/loss reporting even though my coworker has proof that he sent in both the 1099 and the supplemental stock forms (which has the adjusted cost basis). I ended up catching this mistake when I reviewed my coworkers taxes. Rod just used the cost basis of $0 rather than the actual cost basis. This resulting in over a $40k mistake in capital gain/loss reporting that my coworker never should have owed. So to summarize, do not go to SBTaxPros for anything complex, anything stock related, etc. It can cost you thousands of dollars, or even 10's of thousands of dollars.

Hands down the best CPA around! His staff is very…read moreprofessional and always available to answer questions.

Our family accountant for over 35 years and going strong!…read moreHe's been our trusted tax preparer, business account and IRS/EDD troubleshooter through thick and thin. He's amazingly available and highly reliable; a rock!

Ken was doing my taxes for my business and noticed that when Nicholson and Schwartz were now owned…read moreby someone else, the charges went way up. Told Ken that was too excessive and would be going elsewhere next year. He said he understood, and that he was losing a lot of his customers. I've since retired and had to go to Ken for a previous business year adjustment that he was familiar with. He said the new owners realized they were losing customers and adjusted their pricing. So, I decided to go back for my retirement taxes, Ken knows his stuff. Well, they went back to their old pricing. I was charged me nearly double from the previous year. They won't see me again.

My wife and I and several of our clients have worked with this reputable, honest, efficient, and…read moreprofessional accounting form for many years. Their CPA's are contentious and do a great job preparing taxes or planning for the future. We have been very pleased by their knowledge and guidance through the years. We love Carola as a person and a professional.

Greg Gandrud runs the show over there Luckily I chose them…read morebecause they're so close to my abode I had gone through a few accountants in Santa Barbara and Montecito - most were pretty competent there were other problems Anyway Gandrud is sharp,, a good deal financially smart honest and about a mile or two from me I forgot to mention he found some write off's the other guys didn't mention or weren't aware of them last thing the two ladies who work there are super competent as well Like I said it was luck I found the place

I had my State and Federal income taxes done today. Thank You, Greg and Ricki ( sorry if I spelled…read moreyour name wrong). As a first time client, I found them to be very professional and very personable. Their fee was also very reasonable. I would highly recommend Gandrud Financial Services for your tax prep needs.

I was shopping for a new insurance policy and, as usual, got three quotes to compare. All three…read moreinitially came back with the same offer from the same carrier, and I was about to go with another broker when Kat Robinson followed up with additional options. Kat took the time to review all of our existing policies and put together a comprehensive quote. In the end, she saved us a significant amount of money while improving our coverage. It's also great having all of our insurance handled by a single local agency. In a time when minimal service has become the norm, working with Kat was a breath of fresh air. Highly recommend.

Katherine Robinson was extremely helpful with our liability insurance needs. After a series of…read moremissteps and lack of communication with the broker we have used for many years, Katherine's professionalism and follow-up were a stark and very welcome contrast. Very highly recommended!