Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine and her team take their time getting to know each of their clients and their specific…read morefinancial needs and then basing their investment strategy on that. It is refreshing to know that they are watching out for us all the time!! We are grateful for their awesome service!!!

Christine is incredibly knowledgeable and approachable. Her methods helped me reach set goals for…read moreplanning for the future and surviving this pandemic. She really listened to me about my hopes and concerns. I highly recommend her services.

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.

After trying to work with several other financial advisors my husband and I finally met one that…read morefilled our needs. We met Lance at his Santa Cruz office near the harbor, where he helped us to evaluate our current financial situation and make a personalized plan to achieve our goals and objectives. Together we looked at our investments and our cash flow and made a plan that would keep us on track. He even checks in with us to make sure everything is going as planned. Lance is very professional, always prepared to answer our questions and very responsive to our calls. He is very easy to work with and with his help we feel much more confident in our plan for our future.

I am thankful for Lance's expertise and knowledge in financial planning…read more Having been this my first time one to one with a financial planner he was very patient,addressed my questions and concerns and was very clear every step of the way. He assessed and evaluated my retirement goals and created strategies towards an optimal outcome. I feel confident about his professionalism and look forward to working with him.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

If you're looking for a financial advisor call Cheryl Rebottaro at Edward Jones in Scotts Valley…read more Her knowledge of the industry is extensive. She listens to what is important to you and your future and then prioritizes investment decisions accordingly. She confidently shares both positive and negative insights and will spend as much time as is needed to answer questions. In addition she is a joy to work with. Cheryl and her team have given us the assurance that our finances are being optimized.

Your financial status and planning is safe with Cheryl. She is here for me, smart, uses common…read morelanguage so I don't have to be a financial expert, and gives me options. She helped to explain some other financial vehicles I have, and helped me to create an annuity that will pay me for the rest of my life. I would happily recommend her to anyone, even someone with high control who likes to manage their own finances :-) like me.

Brian Cooke has been one of my trusted advisers for many years. I asked him take over the…read moremanagement of my business' 401K plan and under his watchful eye it has grown many times over. He keeps his finger on the pulse of my plan and steers a steady path in all market conditions. He has been flawless in his management, making sure that the plan meets all deadlines and is in full compliance of all the rules and regulations. He has always responded quickly, generous with his advice for myself and all of my employees. I highly recommend that you let Brian help you if you need a competent financial adviser.

Brian is the best in the west. Highly ethical, helpful and knows how to really manage money…read more Always with a smile and good old fashioned service, you will wonder why you haven't worked with him yet!

David De La Rosa is an outstanding person and financial planner and investor…read more I trust not only my own assets to him, but he manages many of my clients and family members investments. He takes his clients assets to heart and does a fabulous job of protecting, investing and communicating with us all. I am grateful for your wisdom and advice and your communication skills David. Thank you for taking such good care of so many of us! Monica :)

From the owner: Free Financial Planning for New Clients & Business Owners to prepare for retirement…read more I help clients create strategies to mitigate taxes and generate retirement income.

Mary was wonderful to work with. She helped me get my business and personal financial situation so…read moremuch more organized and saved me a lot of money for both the past and the future. She was also a necessary advocate for us to the IRS. I wish I would've met and worked with her sooner. Very highly recommended.

From the owner: Tax Controversy is our specialty with offices in Santa Cruz and Silicon Valley. IRS and State…read moreproblems can happen to anyone ~ In fact, 1 out of 6 Americans are in some sort of trouble with the IRS. I'm here to alleviate all the stress and to be a shield for clients. Being a former IRS agent with over 35 years of invaluable experience on both sides of the desk, I specialize in assisting clients in successful resolutions with the IRS and State. Some of my services include Audits, Installment Agreements, Delinquent tax returns, Innocent Spouse relief, IRS appeals, penalty abatement. For those cases that are particularly sensitive like white collar crime for example, I am associated with tax attorneys that will work as an umbrella for my firm. This way, the clients are protected with client-attorney privilege. We also represent clients in Sales Tax audits before the California Department Tax & Fee Administration.