This year was the 3rd year we have used their services... I…read moremust say once again how thankful and pleased we are with Jeff Restivo... The best!!! We highly recommend him for ALL your tax needs... Extremely honest...helpful... knowledgeable.. trustworthy.. and he truly cares about his clients.. I wish I could give him MORE than 5 stars.. He helped us so much with our long form taxes for our small business. Thank you once again Jeff! Irene S

Simply the BEST. CPA Jeff Restivo is by far the most trustworthy, honest, ethical, competent and…read morehard-working professionals in the business. At our first meeting with Jeff, we immediately sensed his competence, expertise, and knowledge and we felt extremely confident about putting our financial matters in his hands. Jeff is down-to-earth, unpretentious and pragmatic. Plus, he does not charge exorbitant fees and give unnecessary or frivolous advice. It took us a long time and a lot of research to find a CPA that we could put our trust in, and we feel so fortunate to have found Jeff Restivo. He truly is a cut above anyone else.

We have been Clients for over 10 years, I don't know what is going on but we really miss Mariah…read more Every time we attempt to talk to Cheryl it seems like we are a bother and she is annoyed she has to do her job. We have recently moved elsewhere and are so much happier! Shame on you.

She has been doing me and my mother's taxes for over 10yrs. She makes it easy with a computer…read moreprogram so even though we moved to San Diego it's still simply to get info to her. Her or staff call if questions. She isn't cheap but effective and I always get a good refund. I trust her and she has a clause that if audited she would represent me.

I've been a customer for over 30 years. They are knowledgeable and courteous, have saved ne money…read morewith tax advice. John Bostwick is awesome.

Looking for a local company to do my taxes I chose Anita Peca at Walpole. She was apparently busy…read morein March so filed for an extension with the IRS for me. It's now June and I hadn't even heard from her, so I went this morning and picked up my paper work and will find another tax person. She gave me a bill for $375. Filing an extension is free, and I had 3 short conversations with her on the phone, yielding no useful information other then her emphasizing the base fee was $1200. and advising me to call the IRS with my questions - which I did. She was useless. I"ve never been late with taxes until connecting with this firm. I guess I'm 'small potatoes" and their bigger clients come first.

Hands down the best CPA around! His staff is very…read moreprofessional and always available to answer questions.

Our family accountant for over 35 years and going strong!…read moreHe's been our trusted tax preparer, business account and IRS/EDD troubleshooter through thick and thin. He's amazingly available and highly reliable; a rock!

One of my tax years was simply a nightmare. I had tried to file myself through TurboTax and even…read moretried another way and nothing was going through. I received a letter from the IRS and remembered that the dad of one of my students and his wife had their own tax prep business. I gave Rod and Julia a call and they were happy to help me with this issue. Also I used them for this year's return. So my problem was resolved and they will be my go to tax preparers from here on out. I think their rates are competitive. Mostly I just trust them.

I highly recommend against using SB Tax Pros. While Rod is a very nice guy, I do not believe he is…read morea good CPA. He may be a good CPA for maybe the basic of basic tax needs, but for anything slightly more complicated (stocks, crypto, backdoor roth IRA conversions, tax credits, etc) Firstly, when I sent him my tax documents, I also gave him specific instructions on what forms to fill out because my tax situation is a bit more complex than a typical tax payer. Not only did he not follow my instructions, he didn't even properly fill out the forms he was supposed to fill out. For anyone interesting, if you did a backdoor roth IRA, that requires an 8606 form which I told him he needed to fill out. Never happened. I also gave him other instructions as well such as using a previous years tax credit carryover. He never did that either. These mistakes resulted in him saying that I owed more than $13k to the IRS. I saved myself $13k by doing my owe taxes instead using TurboTax rather than paying Rod to do my taxes. Secondarily, before all of this, I recommended him to a coworker. With my coworker, Rod did not properly fill in the cost basis for capital gain/loss reporting even though my coworker has proof that he sent in both the 1099 and the supplemental stock forms (which has the adjusted cost basis). I ended up catching this mistake when I reviewed my coworkers taxes. Rod just used the cost basis of $0 rather than the actual cost basis. This resulting in over a $40k mistake in capital gain/loss reporting that my coworker never should have owed. So to summarize, do not go to SBTaxPros for anything complex, anything stock related, etc. It can cost you thousands of dollars, or even 10's of thousands of dollars.

Think carefully before investing with this company. They will put you in investments that are not…read moreliquid, " meaning you can't get your money out till you die"!!! Also, heavily invest in annuities that have long maturities. Locks up your money for long periods of time. Buyer beware!!!!

Everyone was accommodating and kind, but all for the wrong reasons. 10 years ago I knew nothing…read moreabout investing and I sought Tim Tremblay's advice and support. I thought that was what you were supposed to do. He steered me toward an annuity that I am now stuck in. It made him a fat commission and it has made me basically no money and is impossible to get out of. Avoid this company like the plague. I would have been 6,000% better off if I had simply purchased an index fund. Also DO NOT purchase annuities. I wish I had known.

Coast Village Group is now my Favorite CPA, Accountant, Bookkeeping Service ever!…read moreAfter years and years of never being able to get a hold of my CPA, Account, Bookkeeper until they need me to pay one of their invoices, I now have Coast Village Group. Amazing, Incredible, Capable, Competent, Trustworthy and they work for me and my businesses. Never seen a CPA, Accountant, Bookkeeper respond faster to me than Coast Village Group. Plus, they don't overcharge or make up extra billing hours. 100% Recommended and I know the business and had my Series 7, 31, 64, Managed Futures, and other Degrees and Licenses.

I've been working with Sean at Coast Village Group and he's been amazing. Super genuine, smart, and…read morealways quick to respond. He's helped me save a ton on taxes and find smarter ways to run my business. If you need a reliable CPA in Santa Barbara who actually cares about your success, Sean's your guy.

I have been using Susie for at least 7 years and she has always been the best. She gets to know her…read moreclient, she is easy to talk to and get the job done on time. I recommend her.

Super professional, to the point, knowledgeable and clear. Carolyn is a really effective, friendly…read moreand polite face of the business. Really impressed and although we had to wait to get on her schedule, it was worth it!! Highly recommended!