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January 2024 by Paul Bowker
Best accounting firm on the Central Coast and possibly beyond! The entire staff from Payroll to CPA's are professional, friendly, and they all know their stuff! Thank you Carmen, Wendy, Sabrina, and Michael for all you do for my small business! The financials and tax planning services you provide for me is the best I have ever gotten. Thank you all!
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January 2024 by Chris R
Terrible communication with no sense of urgency. Last year was unique due to the California natural disasters extension. This was fine but then all communication ceased. After they got me through the door and signed on as a client, I never spoke to Bret again. God bless Sabrina and all that she puts up with. I am sure I am not the only client calling looking for answers to have her trying to tap dance answers for Bret. I called on two separate occasions and requested to speak to Bret and was told he was on vacation. I get it, he's human too and deserves a break but I am curious, if he took as long as he did with the given extension, would he have been able to meet the original tax deadline...to that, I have very low confidence. Ok, you may be saying, well I'm just being dramatic and needed someone to hold my hand. Maybe, but even after the extension, months of dodged calls, no answers and lack of follow up, our returns were still incorrect! They did correct the issue but with all this "extra" time, you would have thought a little more attention would have been paid.
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June 2021 by Jerrod G.
Waste of time trying to work with Bret, no follow up, no urgency, lack of consistency and integrity in keeping his word, lack of an admittance when he was in error. I would have gladly paid for the work to be done, but it just sat for many many weeks.
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February 2021 by dagmar k.
Knowledgeable and reliable accounting firm. Highly recommend for easy to complex tax issues.
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August 2019 by Trish K.
I had an old IRS issue come at me out of the blue and I was hitting the panic button. My partner referred me here and they got me in for an initial consult the next day (I think the fellow answering the phone could sense my panic). We all hear about the "free" consultations. But I met with the owner and he sized up the issue in minutes, saw that it was something that I could easily handle if I wanted to and even helped me with the wording for my letter to them all within the free initial meet. This saved me both sanity and money. I even had to call back a few days later because I couldn't recall one fact I was told to include in my letter. Received a call back later that day. Well, Brett did not charge but still solved the problem. I'll be back come tax time.
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February 2019 by Paul W.
Bret and his team took all of the stress out of the chaos that is taxes and accounting for this biz owner. He's an endless supply of knowledge, and is just a great guy to talk to. Not only did my initial meeting inspire me to take business finances more seriously, but he gave me a clear picture of why I need to that made sense to me. It was the first time I've ever genuinely enjoyed myself in any financially-related meeting. His team is top-notch and the office strikes a great balance of being welcoming and extremely professional. I'm ending my first year using their help and with this tax season's meeting I knew exactly how much I'd saved by planning and had my year end info ready to roll for the bonding company earlier than ever. Everyone was great. As for fees, they are not cheap but I got way more than what I'd pay for, not to mention the stress reduction.
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November 2018 by Curt C.
I would give the book keeper 5 stars for a great job and really fast.....but then the accountant got involved to approve the taxes. The accountant let things sit for many weeks and approached the needed approval with the speed of a sloth. The accountant turned a great experience into an unexpectedly disappointing experience. Because of the accountant, I would never recommend this company or use them again. I wish I'd looked up the yelp reviews before I used them. As a follow up: The taxes have now sat for review an additional 2 weeks: ridiculous. It was a mistake to use Scholl & Company.
