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9AM - 9PM
740 Paradiso Ct, Soquel
Financial Advising
“This was my first year working with Surf City Tax Service and I can say I’m here to stay. Communication is excellent and I was surprised and happy with the outcome, to the point that I intend to have them look at past year’s returns to see if they could have been done better. Cole has a wealth of knowledge and is so easy to work with. I can’t recommend this company enough.”
“I came in their office today to submit an application to convert my brokerage account. The front desk lady, Liliana, provided excellent customer service! She was polite, friendly, and knowledgable. She reviewed my applications and found errors so she printed new blank forms for me to complete. This saved me time because my application would be significantly delayed.
I appreciated Liliana very much!”
Financial Advising
Financial Advising
“As first-time home buyers, my husband and I had no idea where to start when we thought we might have the funds to finally take the plunge into buying a house. Calling Dan was our and we're so glad we did. He patiently explained everything we needed to know, put things in clear, easy to understand terms, and kept us informed and updated every step of the way.”