Testimonials

"I began working with Lisa several years ago. Initially, I was hesitant to begin working with a new accountant because I thought it would be difficult to transition. Since Lisa came so highly recommended, I decided to become her client. The transition was simple and efficient. Her expertise and organization help to make tax season much less stressful. Lisa's honesty and integrity combined with her tax knowledge make her a standout in her field."

-Michele Garza (Watsonville)

"I am impressed with Lisa's knowledge about taxes and the rules governing filing and deductions, especially for small businesses. She always takes time to listen when I have a question, and will give me a quick, informed answer on the spot, if appropriate. For my more complex questions, she has thoroughly done the research where necessary, then explained my options so I can make choices. I appreciate her calm focus when I come to her with financial questions. She works hard at staying current in her profession, and has provided excellent service to me as a client."

-Dr. Elizabeth Quinn, M.S., D.C. (Santa Cruz)

"Lisa M.Cole has been terrific in assisting me in my business. Not only has she she helped me save money on my taxes, she has eliminated so much of my stress and frustration with the whole process. Her calm, clear and straight forward nature combined with her efficient, professional and organized services have relieved me of my tax headaches. I would recommend Lisa to anyone who would like to streamline their business and increase profitability as well as having an excellent account to file taxes."

-Kayla Garnet Rose (Santa Cruz)