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Chiorini Hunt and Jacobs

901 Center St
Santa Cruz, CA 95060 831-423-3883

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Very professional and responsive. - Jan 23, 2019

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E Z Tax Service

4245 Capitola Rd
Capitola, CA 95010 831-479-9292

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Excellent, for many years - May 06, 2020

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H&R Block

724 Water St
Santa Cruz, CA 95060 831-423-7111

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They did our tax return remotely this year do to the COVID 19 pandemic, once... - May 12, 2020

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Coast Financial Service

655 Capitola Rd # 101
Santa Cruz, CA 95062 831-128-3784

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No raters have left a written comment.

Karen A Phelps CPA

824 Bay Ave #20
Capitola, CA 95010 831-438-5184

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Wonderful woman I have gone to over 25 years. I have recommended her many... - Jul 25, 2022

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Meisser & Associates

8030 Soquel Ave #100
Santa Cruz, CA 95062 831-458-1600

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Very knowledgeable folks. A bit pricey, but worth it in my opinion. - Jan 16, 2016

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PTB Services

645 Cabrillo Ave #2
Santa Cruz, CA 95065 831-479-4782

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Redell & Kremer Accountancy

412 Cedar St #E
Santa Cruz, CA 95060 831-457-1120

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Excellent work, but often done at the last moment. - Nov 08, 2017

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Anne Mitchell

575 Soquel Ave
Santa Cruz, CA 95062 831-429-5710

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Very professional, resolved my matter within a weeks time. - Jul 14, 2022

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Berger Lewis Accountancy

740 Front St Ste 365
Santa Cruz, CA 95060 831-423-6500

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Firm is now merged with Armanino & no longer exists. I really can vouch only... - Aug 18, 2016

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H&R Block

1804 Mission St
Santa Cruz, CA 95060 831-427-9712

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Heather Babcock

Santa Cruz, CA 95060 831-426-3400

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Richard R Rammer

1414 Soquel Ave #207
Santa Cruz, CA 95062 831-429-8587

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Provider is very client-focused and knowledgeable in both taxes and investments. - Jan 13, 2014

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Seghetti-Waxler

1717 Seabright Ave #4
Santa Cruz, CA 95062 831-425-7676

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.