Partnering with you for financial success
At Anne Mitchell, MS, CPA, we believe in the value of relationships. Every client relationship is a partnership, and our success is a result of your success. Our team of experts takes pride in giving you personalized, quality service that comes from years of advanced training, technical experience, customer service, and financial acumen.
As a fully-fledged tax and accounting firm based in Santa Cruz, CA, we offer a wide range of services to individuals and businesses. Our goal is to provide personalized, quality service to our clients, and our small firm size allows us to do just that. We understand that every client is unique, and we take the time to understand your specific needs and goals.
Our Services
We offer a comprehensive range of services, including tax planning and preparation, accounting, bookkeeping, QuickBooks services, and advisory services. Our team is dedicated to providing expert advice and personalized service to help you achieve your financial goals.
Our tax planning and preparation services include assistance with tax notices, the IRS, and the FTB, as well as tax effects of foreclosures, short sales, and cancellations of debt. We also provide planning for bankruptcy, inheritance, entity choice, and retirement/IRA's.
Our accounting and bookkeeping services include support for your bookkeeping staff or contractors, chart of accounts design, and financial statement preparation. We also offer QuickBooks setup and support services to help you get the most out of your investment.
Our advisory services are designed to help you structure and manage your business to its best advantage. We can help you with new business formation, entity choice, and consulting services to help you identify areas affecting profitability and growth.
Our Values
At Anne Mitchell, MS, CPA, we are committed to three core values: Competency, Commitment, and Personalized Service. We believe in being subject matter experts and staying up-to-date with the latest trends and changes in accounting, tax law, and financial management. We are committed to delivering quality work products on schedule and within budget, and we genuinely care about the well-being and success of our clients.
Get in Touch
If you have any additional questions about our firm or any of our services, we invite you to contact us. We look forward to the opportunity to work with you and help you achieve your financial goals.
Poor Experience with Ms. Mitchell
Lack of Professionalism
Reviewers had a terrible experience with Ms. Mitchell, citing her rudeness and unprofessional behavior. One reviewer was quoted as being told "it doesn't matter, I'm not accepting new clients" when inquiring about her services. This lack of professionalism was a common theme among the reviewers.
Inept and Unethical
The reviewers also expressed frustration with Ms. Mitchell's ineptness and unethical behavior. She was accused of dragging out the tax accounting process, charging exorbitant fees for basic services, and making significant errors after filing.
Communication Issues
Communication was also a major issue, with reviewers citing lack of communication and undisclosed fees. This lack of transparency and poor communication led to a nightmare experience for the reviewers.
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