Coast Financial Services

Bob Mason is great, you are with the right people here.

They are great as long as you are not calling around tax season and you are already an existing client otherwise they don’t really want to waste their time helping you and don’t have the ability to take new people unless they can guarantee your future business.

Bob, Gloria, Taylor, and the rest of the team at Coast Financial are as good as it gets for business and personal financial services on the Central Coast. Bob comes with decades of real world experience and really does an amazingly thorough job.
Bob guided my family and I through a complex business purchase, a brutal state audit, incorporation, a home purchase, and retirement planning in the past several years and we have been so happy to have his advice and help. His expertise has helped us avoid numerous pitfalls and stumbling blocks we would have paid dearly for using a lesser accountant or bookkeeper (trust me — I have learned this the hard way).
I was referred to Bob by an insurance broker that I trust. I have to admit, I was dubious about taking on all the services of Bob’s firm at first. I felt I had «gotten by» (I would say I’m frugal, my wife calls it cheap!) with my own accounting degree and «a la carte» services of other CPAs in the past, but our business was growing and our financial position was becoming more and more complex. I bit the bullet and went all in with Coast Financial two years ago and we haven’t looked back since. Bob and his team have saved me tens of thousands of dollars and countless hours of headaches, and we are forever grateful.
We are always treated like family when we come by. Bob and the rest of his team really shine in terms of responsiveness and Bob is very generous with his time and advice, always taking the time to sit down and chat about changes in our business or tax law.
I highly recommend Coast Financial services. In my opinion they are well worth their fees, and in my situation they have earned those fees back for me dozens of times over.

My husband and I are in our early thirties and began working with Bob from Coast Financial a few years ago when we were attempting to buy our first home. Over the past few years we have been so happy with the service we have received. He has helped us navigate our taxes and financial planning through job changes, home purchasing and, currently planning for our first child. The entire team is very prompt and responsive via email and phone and they always seem to remember the details of our finances. They have worked with us on creative and efficient pricing so that we could continue to receive services when money has been tight and there is always someone I can reach out to when I have a question. They have been honest, hard working and straightforward. We are very happy to have established our relationship with them a little before we really needed it as they helped us stay on top of our finances through some major life transitions. Highly recommend!

I recommend Coast Financial Services–
Bob and Gloria’s team is amazing. They are very knowledgeable and quick to answer ALL your questions. I have not met a better CPA and Bookkeeping company in Santa Cruz County. If you are looking for a CPA, this is a company you want to consider ;)
Si ocupan servicios en enpañol Gloria les puede asistir :)

My business partner and I have been using CFS since March 2013. Our previous CPA & book keeper did a very poor job of setting up our books and they were overcharging us. Bob and his team worked patiently with us to get our books square and to ensure that our newly formed company was on solid footing. All of Bob’s employees have been courteous, thorough, professional and prompt. Bob has a wealth of knowledge and is quite easy to speak with. I highly recommend CFS.

Another year, and another tax return done.
I could tell you I stressed over my tax return for months. Or how I stayed up late nights figuring out my deductions and reading tax code. Maybe even how lived in fear of an IRS audit… but none of that would be true.
Truth is that I emailed all my documents to Bob’s team mid February and never gave it another thought. For the 5^th year I have used Coast Financial Services for my tax return and I’ve always been pleased. More and more of my friends are realizing they don’t have the time to become experts in tax code through some cheap software and they don’t want to take the risks of an audit. I’ve recommended them to Bob and they’ve always been as happy with his services as I am.
Do yourself a favor, skip the Turbo Books or what ever software you were planning on using and have a professional do your taxes.

As a realtor, I often refer clients to Bob Mason at Coast Financial for advice on the tax implications of their real estate transactions. He is very knowledgeable, always up on the latest laws and willing to go the extra mile. He has done my taxes for many years and has always provided a high level of service and accuracy. Bob and his entire staff are top notch.

Bob Mason and his team have been my CPA and bookkeeping company since I opened my own law practice back in 2002. I find Bob knowledgeable and responsive, as well as easy to get a hold of. Additionally, since I am an attorney, we have some joint clients, and I have only heard positive remarks from them in regard to Bob’s services and tax savings. I would strongly recommend Coast Financial Services for your tax, accounting and bookkeeping needs!