Nevin T Hougardy - Morgan Stanley - Santa Cruz (CA)

Rohi Zacharia Always helping and great people

Dawn Gonzalez They dont answer the phone.

Addison Lueras Megan is an incredible financial advisor - honest, extremely knowledgeable and very communicative when it comes to all things finance related. She’s very trustworthy and it’s one reason why I made the switch from my last financial advisor to her. Highly recommend- you will not be disappointed.

dp Highly recommend! I probably review them every year because each experience is so good. Super chill and easy to work with, great job, make handling taxes an effortless and headache free experience. Give them a call, they are also very generous with answering questions even if you dont use their services. I would honestly pay 5 times the price for such great support.

Christine Diaz Lisa has been doing our taxes for 20+ years. We live out of state now and still have her preparing our taxes. She is knowledgeable, fair, easy to reach for questions and I cant imagine going anywhere else. I goofed one year and forgot to send her a W-2 and when the IRS contacted us months later, Lisa worked with them to have penalties and interest removed if we paid the missing tax immediately. That alone was worth having a professional do your taxes! We value our relationship with Lisa.