Dear Clients and Friends,
As of November 29th
, 2021, I have completed the purchase of Dollars and Sense, another local tax practice in Santa Cruz. It is a tax practice that has been serving the local community for over two decades, and it is the practice I have been working with as a tax consultant for the past several years.
I plan to move forward working with all clients under the Dollars and Sense name, and I look forward to utilizing the expanded resources of the business to continue providing you with excellent service.
There will be some changes to my current business, starting with the fact that I now have an office location:
1734 Seabright Avenue, Second Floor
Santa Cruz, CA 95062
I will also have additional tax professionals and other staff on hand to work with the combined client base.
You can find more information and the new contact info for the combined business on the following site:
Please use this website going forward. My current email will still be available, but I may not be checking it as often.
Thank you for your continued business, and I look forward to working with you next tax season. If you have any questions about the business transition or tax planning for the coming year, I am happy to help.
David Kibrick, EA
Dollars and Sense