Santa Cruz, CA Tax Services

Fast, easy and efficient

It was a pleasure working with John. He was very thorough and patient with all of our complicated paperwork. We both left with a feeling of relief knowing a true profes ... more

Francine is the sweetest woman I've ever worked with! I was so impressed with her due diligence doing my taxes - ended up saving me a considerable sum that my last accoun ... more

Mary was wonderful to work with.  She helped me get my business and personal financial situation so much more organized and saved me a lot of money for both the past and ... more

Jim was a referral from another professional.  I called in twice over a two week period and explained my entire situation to the secretary. My accountant of many years re ... more

Heather is knowledgeable, experienced, prompt and pleasant. What else could you ask for? I am new in Santa Cruz and randomly picked her out among other CPA's here -- ... more

Sarah was a true professional she gave attention to detail of all my concerns regarding my taxes.. I recommended her to my coworkers and a friend of mine at work made an ... more

Highly recommend Natural Bridges Financial Advisors. The first introduction meeting was very helpful with our decision to hire this team to help manage essentially our l ... more

We've been using Chad for many years for both personal and for business and for legal needs. He's honest and we've been very happy with him.

Les is a very thorough and conscientious  accountant.  He's been very helpful with tax planning and tax preparation.  I recommend him highly.

Nice customer service but horrible claims department. I have had to call twice now about the same exact claim. Claims requested an itemized statement, which I gladly su ... more

Jane has been doing my taxes for over 25 years.  We've never had a problem.  Very service oriented, with Jane it's more about the people she serves although she&# ... more

We moved my accounting, and I had to retrieve my accounts from this team.  Yes, this team was actually 100% efficient.  They mail me information about my account every ye ... more

David was so courteous and fair with his time and knowledge. I recommend connecting to this office for any of your difficult tax Questions, their rate is doable and they ... more

Very rude . Asked how much she would charge and was very short and said it doesnt matter Im not accepting new clients so much for having me as a future client .

What a bunch of crooks. Double charging, charging for mistakes they made in filing for us, and being sleazy, and underhanded in their dealings. They should be lawyers...

Awful man, terrible service

No public number to actually get ahold of them!