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!

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!

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!!!

Year Round Tax Service has closed and people did not get their documents back and in reviews are…read morealso reporting that they were having problems with false tax returns being filed. They are also apparently H&M tax preparation. Heather McTavish's CPA license is inactive as of June 30th. She claims to be an Enrolled Agent but she is not currently authorized by the IRS as a CPA or Enrolled Agent. You should consider filing a police report and a complaint with the Better Business Bureau based on the experiences you have had. Visit the following IRS link and complete and submit the appropriate form 14157 and/or 14157-A for the problem you experienced. If you didn't get your records or a copy of your tax return, that is IRS preparer misconduct. https://www.irs.gov/tax-professionals/make-a-complaint-about-a-tax-return-preparer

Absolutely deplorable tax accountant, we used Heather for years and then came back to her in 2018…read more My husband and I thought all of our taxes were being filed correctly and on time, only to receive letters from the IRS and FTB starting in December of 2022 that our corporate taxes were filed incorrectly for 2018 & 2019 AND 2021 corporate taxes were filed 7 months late. We tried to contact Heather and her staff by email and phone to no avail and no resolution. After 2 trips to her office in an attempt to get the specific requirements by the IRS and the FTB resolved, we are now sitting in her office (for the 3rd time this week) for 2 plus hours and the clock is still ticking, AND we are still waiting for all of the documents to address all of the misfiled tax documents by Heather. We incurred over $1750 in interest and penalties for the incorrect computation on taxes and for filing taxes 7 months late. She refuses to refund us for the penalty's and interest, although we submitted the tax paperwork on time, paid the taxes on time and paid her fees for work performed on time. If you want a shoddy shady accountant, who takes zero responsibility for her work Heather is a go to for sure!

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.

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.

Over the past three weeks, I have called this company twice to set a time to come in to discuss the…read morefinal tax return for my brothers estate. On both occasions, I was promised an email with appointment times available and some info. Nothing has been received. I can only surmise that they have more business than they can handle and probably don't need mine. So, I will look elsewhere. I would much rather they said that they don't want my business so I could move on rather than waste my time.

I called last year to get some help on my taxes. The first thing they told me was that they were…read moreonly doing business with "big" accounts now and their minimum cost for a tax return was $750. They did give a good referral.

Why 1star? The communication for tax year 2022 was the nail in the coffin. I was called and sent…read moreinfo to the wrong email and phone over and over again...even though we corrected them everytime. They weren't returning any phone calls I had to walk into their office. Another time I needed a notary. Left messages, Noone ever called back. The last tax return was awful as you might imagine. They answered zero questions I posed in my paperwork, instead they just filed my returns without that critical info. I also feel they line charge for many items that should just be part of the service. When called to get help with getting copies of my returns sent to my new tax preparer. They said it's $75 per year. I said this is part of why I left. She hung up on me. GO ELSEWHERE FOR TAX PREPARATION

No one looks at your stuff, but one person who doesn't even have her CPA license. The owner is so…read moreoverworked and can not give enough time for reviewing work done because he has to put his name on all work performed. If your company is small and wants cheap fast work down and dirty, this is your place. The service is just how fast and how quick can we get your stuff out the door, with out considering anything else. But, they will sell you the moon and provide the bare essentials.