Dollars and Sense - Santa Cruz, California

Introduction to Dollars and Sense

Dollars and Sense, located at 1734 Seabright Ave, Santa Cruz, CA 95062, stands out as a reliable local service provider with a specialization in tax preparation, accounting, bookkeeping, and tax consulting. With a contact number of 831-461-4304, prospective clients can reach out easily. Their online presence is strengthened by a website at dollarsandsenseinfo.com, which serves as a valuable resource for more information.

Key Features and Services

Tax Preparation Service: With the complexity of tax laws, having professional help is invaluable. Dollars and Sense offers meticulous tax preparation services aimed at ensuring clients pay no more than necessary and receive the maximum deduction possible.

Accountant and Bookkeeping: Their accountants and bookkeepers ensure that your financial records are accurate and up-to-date, providing peace of mind and a solid foundation for financial planning.

Tax Consulting: For those navigating through tax codes and seeking advice, their tax consulting services offer expert guidance tailored to individual needs.

Accessibility and Convenience

• The office offers online appointments, accommodating clients' busy schedules.
• Services can also be provided onsite, ensuring convenience for those who prefer in-person assistance.
• The establishment is wheelchair accessible, with an entrance and parking lot designed to be inclusive.
• A gender-neutral restroom is available for all visitors.

It's noted that an appointment is required, and it's recommended to book one in advance to ensure timely service.

Customer Feedback

The feedback on Google My Business reveals a generally positive experience, with an average opinion of 3/5. A review highlights the courteous and fair treatment by David, who showed great knowledge and flexibility with scheduling. This suggests that clients can expect professionalism and personalized service.

Recommendations for Prospective Clients

For anyone considering Dollars and Sense, here's what to expect and prepare for:

- Professional Services: Rely on their expertise in tax and accounting matters.
- Accessibility: Their inclusive facilities and online options cater to a wide range of needs.
- Preparation: Make sure to book an appointment ahead of time to avoid delays.
- Expect Excellence: While opinions are mixed, the commitment to fair rates and client service is clear.

👍 Reviews of Dollars and Sense

Paige

1/5

He charged me double what I was quoted and the reason given was not written or verbalized before beginning the process. Definitely suggest going to someone more ethical.

Alexandra S.

5/5

David was so courteous and fair with his time and knowledge. I recommend connecting to this office for any of your difficult tax Questions, their rate is doable and they will work with you. I appreciated the time and flexibility.