Cerity Partners - Santa Barbara (CA)

Regina Crawford I have so many wonderful thoughts about my experience with Virtual Tax and Financial Services. My first consultation was scheduled online and I received a prompt telephone call from Ms. West. Ms. West is knowledgeable and professional. She listened to my needs to understand what I wanted to accomplish and exceeded my expectations. I highly recommend Virtual Tax and Financial. I am overwhelmingly satisfied with the expertise, professionalism and promptness of service that I received. If youre just starting out or looking to change your tax professional, I recommend that you book a consultation with Virtuous Tax and Financial.

Jada Calypso Brotman Despite the fact I must be one of their smaller clients, they give me excellent service. Jeremy and all the staff are exceedingly patient, helpful and kind, and having watched them turn my parents money into a generous retirement, I am confident they know what they are doing. Could not recommend higher.