Sequoia Wealth Advisors and Investment Management, Inc. - Aptos (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.

Cynthia Valle Stella is a very knowledgeable bookkeeper and she’s very reliable. I am also a bookkeeper and she helped me with my Quickbooks setup and business. She encouraged me to get certified in Quickbooks and helped me to pass the exams as well. Her clients are very pleased with her work and professionalism. She will also help you and your business on how to save money by reducing tax expenses.