Robert has prepared and filed my taxes for the past couple years, and more recently gave me…read moreexcellent tax advice that saved my family literally 1000s of dollars. Helped speak to the IRS on my behalf, and knew the right forms and questions to ask I wouldn't have known otherwise. Thank you!!

Robert was very nice and professional, i have not done business with him yet but he seems to be…read morehonest . i would recommend him

Timothy is awesome. He was recommended to my husband and I by good friends of ours. After a…read morenightmare with TurboTax and Covered CA, Timothy took time out of his very busy schedule to look over our return. He provided very good advice and explanation for our situation within a day! I highly recommend him!

Well..... I don't know what to say here. I almost didn't write this review, but after the call I…read morejust had, I felt like I should. I gave 3 stars because this review isn't of his accounting skills (which I won't have the chance to experience), but rather his customer service, so I tried to be fair. After reading the great reviews I tried to call today to see if Tim might be a good fit for our business and 2 families that own the business. When he picked up the phone it sounded like I interrupted him. I asked if it was a good time to talk. He was a bit short-sounding in his response, so reading that, I asked if there might be a better time to connect. Again, the reply was short in tone and certainly not what I was looking for in a person who would be this important in our lives. I am happy he seemingly has enough business, but I guess we will have to continue our search.

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!

Sean is easy to work with, knows his stuff, and is quite helpful and very accommodating. A great…read moreagent to have on your side.

Sean Rovai has been our home, auto, flood and umbrella insurance agent for 25 years. After all that…read moretime I shouldn't be surprised at the continued high-quality level of service and real caring he and his staff show us: they are true professionals and really good people, too. But as customer service levels drop everywhere, they do keep surprising us because they are so clearly different from everyone else. As my husband and I are now seniors on a fixed income, this is especially important. The two big events that stand out the most where Sean has helped us in an especially difficult time were when we had to evacuate for the CZU Fire in 2020 and all the post-fire insurance and other hassles and costs that caused, and then the last several months after Farmers dropped us for fire insurance and everything got unbundled, causing potential chaos, a shift to the California FAIR Plan plus a separate wraparound policy, and unavoidable higher costs. Sean and his team worked hard to get us the best possible deals. Now, we just finalized an auto and umbrella insurance plan they found us that is saving us quite a bit. We highly recommend Sean and his team without reservation.

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!

It was two days after Christmas of 2024 when We got a random phone call from a "fiduciary". Had no…read moreidea what this was. Had to Google it to see if it was a real thing. Looked up Paige Fiduciary and found Stevie Slaughter. Seemed real enough. Called her back with caution, not knowing what to expect. She was calling about our Mother. Mom was in the hospital and wanted me to know. Sadly we had been estranged for many years with no contact. We were able to meet Mom and reconnect. We got to spend the last month of her life smiling, laughing, crying and being a loving family. After getting to know Stevie during this time, we had many interaction regarding the details of the Estate and what Mom's wishes were for care etc. We found Stevie to be the most honest, caring, professional advocate for our Mom. Stevie lived the term "guardian" with all her clients. I know without a doubt she would protect a client as if it were her own family member. She and her staff were amazing at helping clean out Mom's house, helping to arrange funeral and burial services, as well as handling the financial aspects. She was constantly reaching out to us and willing to offer her knowledge of ways we could handle things. We both owe the deepest thanks and gratitude to Stevie. If it were not for her doing we may never have gotten to reconnect with our Mom for the last days she had. Stevie became and always will be a dear friend for what she did to help our family. I would suggest her to anyone that is even thinking they may need end of life services. She will not disappoint and will be on your side 100%.

This Individual makes too many mistakes and has hate in Her heart. I was excluded!! discriminated…read more! and lied too every single time I had an experience with this team it was negative and degrading . Complete joke. Shit show. From hell I was told I was priority to pick first since I'm the oldest grandson and that was a complete lie. Everybody got to pick before me and it's evident changing the options to choose. This person needs to hold herself, some accountability and lose her license. She's breaking too many rules that she has an obligation to uphold her license! Crooked ! Rip off !!! Total disappointment and no, never provided full accounting, which is a beneficiary right and a fiduciary duty to provide she plays favoritism, which takes from a family and causes issues. She'll take your money and run , and get your family to turn on you! Evil person ., A true wolf in sheep's clothing! She lost everything I was told from my lady cousin ,supposed to give to me she had held for me .. never got them .. junk jewelry with Missy diamonds popped out ,total disrespect.. baby has the oldest grandson I was supposed to go first and Pick like she said well she messed up and gives everybody else a chance to pick my first pick out of one out of five. My little sister got ! Ha ha how the hell is that fair? She caused an uproar with me and my family , and they should take her license away. I want my accounting for accounting not what you want to provide. That's not providing full accounting that's being a control freak and breaking the law.

I reached out to Michael as one of very few fee-only advisers on complex whole life and universal…read morelife insurance policies I found nearby. Michael has analyzed the existing offers vs. my needs and recommended to change the policy I was about to choose. The new policy my brokers have found with his advice was much more efficient and my family will eventually gain a very substantial extra benefit. Even if Michael's consulting fee was 10x higher, his help would have easily paid for itself. He really knows the life insurance business and is one of the best financial advisers I've ever worked with. I know he also advises on investing, retirement and estate planning and am looking forward to working with him again after he helped my family so much with his objective life insurance recommendations.

I agree, Susan Robinson was terrific, but unfortunately she has not been there for a long while…read more.. Based on the recent disastrous service we received from BTA when our 2014 tax returns were prepared I am astounded that they are still in business. In fact I ought to have sent an invoice to BTA for sorting out a multitude of confusion and problems that I had hired them to do. I spent hours dealing with a group in India via emails and phone calls at late hours in an effort to resolve the most simple queries. Though I had already provided my QB files and other necessary information to the local BTA office well in advance of tax deadlines, but it seemed that they had never received any of it. I sensed the group in India were highly competent but had not received all of our documents, and more importantly they got no assistance from the Santa Cruz office. I actually ended up feeling rather sorry for the tax group and they expressed apologies for the confusion that lead to mistakes...which I caught! This brings me to the BTA local office in particular. During the chaos I'd also sent emails and made phone calls to the SC office in attempt to enlist help and/or get answers as to why this was all happening. I do not recall one returned phone call. And when I was able to reach someone, more than once my inquiries were answered with (something akin to) "the preparation of tax returns is now handled by our tax division group of qualified CPAs, please talk with them". This is no way to do business. The experience was made worse because I never received a follow-up phone call nor an apology. That alone told me a lot...

I've been working with BTA for 10 years and have been really satisfied with the work the company…read morehas done for me in my growing stages of business. I own Dynamic Cleaning and BTA handles all of my bookkeeping and financial statements including payroll twice a month. There were some issues initially with the sale of the business in 2015 but with the transition over to Robert and Susan everything has been great. There is always someone in the office to answer a question and see me when I drop off my paperwork. I trust them with everything.