About

About TEAM

Tax Efficient Advice & Management, an accounting firm in Soquel serving Santa Cruz County.

Who we are

This practice has served Santa Cruz County for more than 30 years. Under the TEAM name we do the same work we have always done: helping individuals, families, and local businesses get their taxes right, and helping them plan ahead so the next return is easier than the last one.

We are small on purpose. When you call, you reach someone who knows your file. When something changes in your life, you have a person to tell rather than a support queue. That is the part of this work we care most about getting right.

Our office is on Park Avenue in Soquel. Most of our clients live and work within a few miles of it, and a good number of them came to us because a neighbor, a colleague, or their attorney told them to call.

Part of Santa Cruz County

We are members of Think Local First Santa Cruz County and the Capitola-Soquel Chamber of Commerce. Most of the businesses we work with are the ones you already know by name, and that is exactly how we like it.

Ready to get started?

Tell us a little about your situation and we will get back to you the same business day.