Soquel · Santa Cruz County
Tax help that keeps up with your life
TEAM is an accounting firm in Soquel serving individuals, families, and businesses across Santa Cruz County. Tax preparation, planning, bookkeeping, and payroll, handled by people you can reach.
Why people call
You might be looking for us if
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Your preparer retired, and you need someone to pick up where they left off.
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Your return got more complicated than the software can handle.
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Something changed this year. A business, a house, a marriage, a retirement, an inheritance.
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You have a feeling something was missed on a past return, and you want a second look.
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Someone you trust told you to call us.
Any of those is a good reason to start a conversation. Most of them are easier to solve months before April.
Services
What we do
Five services, built around the same idea: your taxes are easier when someone is looking at the whole year, not just the deadline.
Not sure where you fit?
That is what the first call is for.
What to expect
What happens when you call
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Step 1
We get back to you the same business day.
You will talk to a real person, and we will ask what brought you in and what your return looks like.
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Step 2
You meet with our CPA.
A short introductory conversation, no charge, to see whether we are the right fit before anyone commits to anything.
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Step 3
We review your last returns.
Before we start on the current year, we look at what came before and tell you if we see something worth amending.
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Step 4
You send us your documents securely.
You get a private folder in our secure file system. Nothing sensitive travels by email.
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Step 5
You have one point of contact.
A named person who knows your file and answers when you call.
- 30+ Years serving Santa Cruz County
- 200+ Clients served
- 98% Client satisfaction
Ready to get started?
Tell us a little about your situation and we will get back to you the same business day.