Our entire family recently transitioned to Marisa McBride after our long-time tax preparer retired and the experience has been wonderful. Last year’s taxes were very complicated with death of my mother and stepfather, the sale of their home, living trust tax filings, K1’s, etc. Marisa guided us thru the entire process and handled everything with ease. Marisa also prepared our 26 year old son’s taxes who lives out of state, as well as our 23 year old daughters taxes. Marisa has very strong communication skills. I recall her promptly answering ALL my questions (which I had a lot of) and consulting me about the tax strategies for today and in the future. Our family highly recommends Marisa for all your tax and financial needs.
Paul S, Dana Point CA
Marisa is truly one of a kind, no matter when we need help or how often we reach out she is always available regardless if it the middle of December or April 15th we are always able to connect. Marisa treats us like we are friends vs. clients, she provides world class service and I am so grateful for her support and professionalism.
Julian and Julie Dumas
Marisa has a no-nonsense approach and was able to save me money on my taxes – win-win! She knows her stuff and I am very happy to have found her.
Deb Foley, Camas WA
Over the decades I’ve used half a dozen different tax professionals, and have never been as impressed and completely satisfied overall as I have been using Marisa McBride with Financials Right. Marisa has helped my wife & I navigate our way through some complicated taxes, with results that were considerably better than I had ever hoped for. Being self-employed for the past 18 years has brought with it the yearly tax time stress. Marisa McBride has been a blessing to us, and has truly eased our IRS/FTB anxieties. I’ve since referred her to quite a few friends, family members, and colleagues, and they too agree that Marisa is the best.
Mike Bojorquez, Coldwell Banker Residential Brokerage, Capistrano Beach CA
Your time is best spent doing what you do best. Since I hired Marissa I've had the time to grow my company.
The most important advice I give my clients is to keep their books separate and tidy. Hire Marisa and bookkeeping becomes an afterthought.
Marisa is excellent. Beyond her broad knowledge base in accounting she has exceptional follow up skills. She assisted my husband and I through a difficult transition of the passing of our former CPA and Marisa didn’t miss a beat. We feel heard, seen and understood and she dots all the I’s and crosses all the T’s.
Paul and Donna Bond, Consciousness Rising
Marisa handles my monthly bookkeeping along with filing my taxes at the end of the year. She’s extremely knowledgeable and has saved me lots of money and headaches. I highly recommend Marisa to all my friends and family.