After avoiding our impending RMD problem for too long, a rising IRA account balance finally made us face the music. Of course we turned to Marcus Lund of Tansill & Lund for help. Marcus had prepared our tax returns for a couple years, and we had confidence in him. Marcus guided us through the possibilities, laying our various scenarios to balance our competing requests for tax efficiency and preservation of assets. He helped us find a plan to resolve this problem, and a better plan than we could have come up with ourselves. Well done, Marcus! read more

New to the area and recently retired, I had to find a local CPA. Tansill & Lund CPA were great. They were responsive and clearly communicated Everyone in the office was kind and welcoming. I felt confident in their work and the entire process was stress-free. I would highly recommend them to anyone seeking a CPA. read more

Responsive and friendly. I had a couple of important questions and he patiently explained options. read more

Tansill & Lund Cpas - Marcus Lund CPA sitting in a desk. Smiling at camera. - Accountants Near Me - Pacific Grove, California

I recently met with the Tansill Lund CPA firm after receiving two letters from the IRS. They have prepared my tax returns for years, with never an issue. These letters were in response to an improper payment. Marcus was generous with his time, and quickly found the problem that I caused. Marcus is friendly, affable and has the energy I like. Pete, Marcus and Breanne are first rate in their service and I highly recommend them for your tax needs. John read more

I met with Marcus Lund about what tax issues I might have if I sell my business. He was very patient and took all the time needed to answer all of my questions. The advice he gave was extremely helpful. Highly professional office and staff. I highly recommend this team. read more

Pete Tansill is outstanding. He provides accurate, timely and exemplary tax preparation and assists his clients all year long implementing strategies to maximize wealth and improve cash flow. I highly recommend him to friends, clients, and colleagues. read more

Tansill & Lund Cpas - Accountants Near Me - Pacific Grove, California

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Peter and his office staff are very knowledgeable when it comes to preparing my tax returns each year. The experience is always pleasant even though I hate paying taxes. I highly recommend them for accounting and tax services. read more