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9AM - 9PM
740 Paradiso Ct, Soquel
Financial Advising
“Marty at Surf City Tax has been handling my taxes for years now. She remains prompt, professional, and kind. I get lost with the paperwork needed practically every year, and she is always patient with me, and breaks down whatever is needed on my end. I’d recommend Marty to a friend, and certainly to a stranger :)”
“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
“Dan and Liz were both a pleasure to work with. I truly don't think we could have done this without them. If I could give them more than five stars, I would.”