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.

I have worked with Rebecca twice, and found her services to be truly high quality, and at the same…read moretime personable. She is amazing with her knowledge and experience. She presents with confidence, and I felt from the beginning that I was in good hands. As a lawyer in the Santa Cruz area for over a decade, I take notice when a professional such as Rebecca Rounds, works for me, and delivers. She did, and I took notice. You will not be disappointed if you need her services. Aaron J. Lodge Attorney

I found Onepoint Services on Yelp. Rebecca responded quickly and I knew I was in good hands. I…read morehad Rebecca handle my taxes and over the course of two face-to-face meetings, she proved highly competent and detailed in assembling my tax package. During the meetings, I came to realize that Rebecca can also help me and my family in many other aspects of potential business and financial matters and aspirations. We will use her services again.

We have worked with Paul Brooke and his father before him. Paul is a highly knowledgable proactive…read moreagent with a very deep understanding of the insurance industry. He can help you choose the best insurance package for your company or for your personal needs. He will help you navigate the ins and outs of your insurance and is very responsive to your needs. If you need the best in insurance agents then better call Paul!

I went to Nancy because I needed a fiduciary/trustee for a special needs trust. She insisted on a…read more$500 retainer just to review my case. A big red flag. Otherwise, she was very responsive and seemed capable, but I didn't hire her. Beware of her five star rating on Yelp; the review is from her friend not a client. She has no client reviews.

I have known Nancy for 20 years, she's dedicated to helping families get through trying times. I…read morehave personally worked with her, she's professional, thorough and looking out for your best interest. I'd recommend her to you! Patrick Adair, Intero Real Estate - senior specialist

Don't use this guy. They aren't that friendly and will drop you as a client with no explanation…read morewhatsoever.

I have worked with Blaettler for three years now, after using a major firm. Blaettler has done a…read moregreat job for me at much lower cost, and with a much more personal touch.

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!

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!!!

McEwan & Associates have done my taxes for over 10 years. Such a wonderful establishment very well…read moreeducated and so much knowledge to help me get the deductions from my return. Office is a fun spot with art and open style. Had a great personal client portal so I can go and check on my return and print any part at any time. It's awesome, I can also just send my paperwork through the portal. Love it

I used to do my own taxes until they got a little too complicated for me to do on my own. Thank…read moregoodness for Emily for stepping in and helping me to make sense of my taxes. She always works hard set me up for the tax year to ensure I act smartly with my taxes. Also last year we were a part of a fraud scheme in which someone fraudulently filed taxes in our name, and Emily was extremely helpful in such a stressful situation.