Tax Preparations in Santa Barbara

““

“Did my taxes for 16 years when I needed a street wise accountant and did a GREAT job ,(schedule C and S). Took me to audit by IRS for 1 year and they dropped the other 2 years because he found an extra few dollars due me!“

“We have been with Mercer for over 20 years. We could not ask for better service. They treat you like family and have done really well for our investments. We always look forward to our yearly meetings. I highly recommend Yvonne Woods who is our advisor“

“Mark and his staff are helpful and have been taking care of my business and personal accounting and tax needs for almost 20 years. He keeps on me , which I need ! as I don't like accounting at all. He understands my limits and has created a system that works. I can highly recommend him for both Personal and Business Accounting and Tax needs.“

“Very responsive, great staff, worksheet makes endless paperwork so much easier, Thank you.“

““

“They are a wonderful family who is communicative, helpful and detail oriented. I have full confidence in their expertise and services. I appreciate being able to count on them annually, in addition to applicable life events.“

“Rod is the best! Fast response and great customer service! Highly knowledgeable. Definitely recommend for all your tax needs!“

“Sheryl has been doing our complex small business taxes for over a decade, and has been wonderful. She's an advocate for the self employed and small businesses that need a tax expert, and has saved us far, far more than she's cost us over the years, as she knows exactly what she's doing.“

““

“Great place to get your taxes done. Highly skilled professionals that actually take the time to make sure things are done right. Thank you Cathy and Tom for all your help!“

““

“Great experience every year. As a business owner and client, I cooperate when information is requested by my CPA. But I think some people would rather cause a stink, play the blame game, and write a negative review. Not me! Keep doing great work!“

“Great service. Haven't had a problem over the last decade doing business with Perez Tax Services. We have a complex tax basis but they keep everything quick and simple. Thank you.“

“SB Tax Pros are exceptional!
Rod is friendly, knowledgeable and always makes sure that the process is smooth and easy to understand.
Thank you, Rod!“

“BPW is a top-tier midsize firm specializing in tax, bookkeeping, and accounting services. They excel in navigating complex tax regulations with precision and offer proactive financial management solutions. BPW's personalized approach ensures clients receive attentive service and valuable insights for strategic planning. Their commitment to excellence makes them a trusted partner for anyone seeking expert financial guidance.“