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.

Allison has been a dear helping me fix up my past year's taxes. It's a lot of work but she managed…read moreit well and she was able to hop on calls when needed! Would recommend her!

My wife and I were avid TurboTax users before considering a CPA for our tax planning and filing…read moreneeds (if I'm being real honest, I was probably the person really** pushing our family to look for someone reliable and trustworthy that could act as an advisory for us). After a new home purchase and more chances of us forgetting to do something with our full-time and side hustle income, we knew it was time to find a CPA, and I'm so happy we found Allison after three CPA interviews. Allison was responsive and provided us tangible things to consider as our annual income tax bill becomes more of a challenge. I genuinely appreciate her transparent approach, her "human-ness" in how she looked at our situation, and I'm glad we worked with her this year. Thanks, Allison!

We have been using EzTax Service for over 25 years and we can highly recommend them as a careful,…read moreprofessional service.

Knowledgable, we learned new things this year about our taxes. Better prices and customer service…read morethan H&R.

Today I called the office to get some help to pay for this tax service online…read more We have been using this service for many years. I had a few simple questions about the online pay service but the very very very rude woman on the phone kept trying to talk over me and kept repeating herself and not listening to me. I'm think I might be done with this horrible rude PATRICK SCHEUFLER ACCOUNTANCY OFFICE. GO SOMEWHERE ELSE TO BE TREATED WITH RESPECT.

Patrick has done my taxes for more than a decade. He is great. His staff are great. I really…read moreappreciate all of them. I know if I have questions he is good at getting back to me. Everyone I have recommended him to has said they were happy with him.

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!!!

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.

Martha and her team make doing taxes actually easy. They answer my questions with language i…read moreunderstand. They listen to my concerns and speak to them with kindness and empathy. They've done my taxes while i was in business and now as a retired person. They are as important to my well being as my chiropractor, my mechanic and my hair dresser. You'd be fortunate to one of their clients.

Martha and her staff are amazing and so knowledgeable about everything I need to know for my small…read morebusiness. We have three businesses that Martha and her staff assist us on and we couldn't be more pleased with the service and assistance we receive. Martha is also an inspiration and a great example to all women in business! Amy Ramsey

Cynthia is here to help me with both business and personal taxes, do it legally, and give me a…read moreheads up when the laws change and when I need to get certain things done. She prides herself in being extremely knowledgeable in this area, and teaches others nationwide. I know she is here for me, and I would recommend her to ANYONE who would like to take taxes off their own plate. She can legally represent you before the IRS, which a CPA can't do, and takes at least 72 hours of ongoing education every 3 years to improve her knowledge and expertise. Also a wonderful woman to talk to about any challenges you're having in business or life that might affect your taxes/tax status. Always confidential.

Cynthia at Soquel Tax has done my taxes for years. I have also had her provide her expertise to…read moremany of my clients. I highly recommend her especially if you have more complex or unusual circumstances. Same sex marriage, registered domestic partners, foreign tax, self employed, havent filed for years, getting audited...she is your gal.

I was super pleased with the service I experienced at Aptos Tax Service. I received a huge refund…read morefrom both the IRS and state after having both David and Magdalene handle everything for me. They make a great team and communicated with me promptly and consistently in regards to any documents I needed to provide or questions I had. They did everything they could to serve my best interests and I will continue to use their service and recommend them to anyone looking for outstanding tax help! ~Jennifer F.

I have used Aptos Personalized Tax Service for the last few years and have had an excellent…read moreexperience. Dave and Magdalena were both great to work with ... patient with all of my questions and clear about what information that I needed to provide. I highly recommend their service. It is reassuring to have someone that I can trust to act in my best interest ... especially with a subject that can be so worrisome. L.R.

When you need the best, call SJK. They have saved me quite a bit of money over the years!!read more

As a CFP(R) Certified Financial Planner, we work with clients that vary in tax planning complexity…read more For those that are more complex, we have referred many businesses, entrepreneurs and affluent tax payers to the Kellerman firm. All have been very happy with the expertise, quality of advise and the friendly attitude of the entire staff. It is seldom that we refer to another professional with the confidence that we have when we recommend Shelia and all the staff to our clients.