Reviews for Coast Financial Services, Inc.
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Hours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Tips
open to all verified license
Ratings
Google: 3.7/5
Coast Financial Services, Inc.
655 Capitola Rd STE 101, Santa Cruz
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I've been with Coast Financial for about 4 years now.. initially going to them after missing a couple of years of filing returns.. Had some traumatic experiences with the IRS a few years earlier, and was in tax denial for a few years after. Bob and team were extremely patient with me and my neglectful ways.. They were able to get me caught up, and back on the straight and narrow. They are great at sending reminders, coaching and prodding to get everything together and files/forms uploaded. Oh, and they are also great at maximizing return potential.. I have worked with a number or their staff and simply only have good things to say about them. I highly recommend this group for personal tax filing.
I've been working with Bob and his team for over five years now. They have always been very responsive and work in a collaborative manner to make sure that everything is accurate and any and all tax savings are realized. I highly recommend them!