Mark D. Sears - Morgan Stanley - Monterey (CA)

Lori Beth Merrill As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a forensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.

Ann Horn These people provide great insurance plans and are the sweetest people personally!

Corey Every time I’ve visited this location the staff has always been respectful and polite. They have always worked with me when ever I needed help financially. Highly recommended if you are in the East bay. Thank you Tony for always being professional and helpful.