Best Gold IRA Investment Companies Near Me in Ben Lomond, CA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
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Carpe Diem Financial Services
ADDRESS: 870 Woodland Dr, Ben Lomond, CA 95005, United States
NUMBER: +1 831-539-9475
SERVICES: Advanced Financial Planning, Estate Planning, Financial Accounting, Financial Advice, Financial Life Planning, Real Estate Investors, Retirement Planning, Risk Management
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Robert Arne has been my financial planner and tax preparer for close to 4 years. As a widow I didn’t know much about financial planning and taxes as my late husband did that. Robert took the time to understand my situation and risk tolerance and made a plan that I was comfortable with. He educated me and with his guidance I now buy and sell stocks and bonds. I pay him a flat fee quarterly which is affordable and can call him anytime for advice and he does my taxes as part of that fee. My taxes are complicated as I now live out of state and have rentals in two states. Robert is very responsive and easy to communicate with. He’s knowledgeable in a wide variety of financial services( rentals, housing market, loans, stocks and bonds) and explains complex financial issues in terms I can understand. I highly recommend Robert for financial planning and tax work! – Jane Hood
REVIEW #2 – Robert has been a great help for us and our finances. When we lost our tax preparer, we found Robert and he has been filing our taxes for 2 years already. He is incredibly knowledgeable and brings tax a finance knowledge down to a level I can understand. We have been so happy with Robert on our taxes that we also began talking about financial planning. It has been a great experience and we are on our track to improving our future! – David Adams
REVIEW #3 – I personally recommend Robert Arne. He is easy to get along with, communicates well, is efficient and knowledgeable about taxes and money matters. I have been in business and have run several types of businesses for nearly 50 years and keeping taxes and tax returns in order is very important. Robert can be trusted to do the job, large or small. – Terry Adams
REVIEW #4 – Robert was referred by my financial planner three years ago. I’ve been impressed with his professionalism, knowledge of tax laws, fast response times and kindness. I highly recommend Carpe Diem Financial and Robert. – Dottie Jakobsen
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – This is our 5th year working with Robert at Carpe Diem. Robert is always professional and pleasant in our interactions; and he is extremely knowledgeable and skilled in a wide variety of financial services. He is a great communicator and always willing to clearly explain complex tax issues. In summary, we are very pleased with the tax preparation and consulting services he has provided over the years. – Jim Rinkert
REVIEW #2 – Robert of Carpe Diem Financial Services is the easiest tax preparer I’ve ever worked with. He’s quite knowledgeable, his communications always prompt, and his expertise beyond compare. In fact, tax season for me has become relatively painless–and that’s saying something because normally it terrifies me! I highly recommend him for your own tax or financial services needs. – Nicki Kerns
REVIEW #3 – I would like to take a brief moment to say a word about Robert Arne and Carpe Diem. I have been with Robert Arne for many years and continue to receive excellent service. He has helped me immensely with my business and guided me through all the technical tax requirements allowing me to be worry free about any issues with the state and IRS. Robert has immense knowledge about taxes and financial planning offering his wealth of knowledge and wisdom to his customers. His personal approach is welcomed and greatly appreciated. I will use his expertise in the future for any mortgage loans that are needed as he expands his services into this field. – Mark Collins
REVIEW #4 – Robert prepared my mom’s estate taxes over the last 5 or 6 years and did a great job. We had a complex mix of assets and interests among the siblings and Robert navigated all of it for us. It was great having someone so knowledgeable and responsible doing this work. Highly recommend Carpe Diem Financial! – SaidWhatWhen
REVIEW #5 – Robert has been a lifesaver for us.
We started using his services for tax preparation a couple years ago, and immediatley learned we had deductions that were not being exercised by our previous tax preparer. Robert saved us thousands and helped guide us to better tax strategies. Which leads us to financial planning, Robert has helped guide us towards smart and manageable practices throughout the year. His insight is priceless and he is always available for us to discuss tax business matters when we need him. What a joy to work with him, Thanks Robert ! Gordon and Roni. – Gordon Rudy
REVIEW #6 – Robert Arne has prepared my taxes for the past two years. He is consistently responsive, easy to reach, and prompt in all communications. He values his clients, which is evident in his professional and gracious approach. His clear explanations and helpful guidance takes the worry out, and makes the tax filing process smooth and stress-free. – Miranda Allen
REVIEW #7 – We became clients of Robert Arne in 2021 when Unfortunetly our accountant of 55 years died suddenly and we were in the process of selling our business and needing sound financial advice. At the same time my elderly mother was failing and we were assuming responsibilities of her finances only to find out that she had neglected to file any taxes for 10 years. Robert not only picked up the sale finances cold, but with sound advice we had no problem with all that was involved with getting us through the sale by answering any questions we had. On top of that he “handled” my mom’s delinquent tax returns with no problems. We have always found his fees to be fair and reasonable. He responds to phone calls or e-mails very promptly; sometimes within an hour and then researches and finds the answers to your questions right away. In addition he has a very informative web site with all the latest financial news. We highly recommend Robert Arne. He truly the kind of person that is pleased to help you out. – Linda and Wayne Strong
REVIEW #8 – I had an outstanding experience working with Robert Arne on my mortgage loan. From the very beginning, he demonstrated an exceptional level of professionalism, knowledge, and integrity. Robert is truly an intellectual in his field — he explained every detail of the mortgage process with clarity and patience, making what is usually a stressful experience feel smooth and manageable.
What stood out most was his honest and thoughtful advice. He didn’t just rush the process; he took the time to understand my financial goals and tailored his recommendations to what was truly best for me. His expertise helped me make confident, well-informed decisions throughout the entire process.
I felt supported every step of the way. His communication was always timely and thorough, and he was quick to answer my questions, no matter how small. Thanks to Robert, I secured a mortgage loan that fit perfectly with my needs and long-term plans.
I highly recommend Robert Arne to anyone looking for a reliable, knowledgeable, and genuinely caring mortgage advisor.
Five stars without a doubt!
I had a truly excellent experience with Carpe Diem Tax Services. From start to finish, their team was professional, efficient, and incredibly knowledgeable. They made the entire tax filing process easy and stress-free — something I really appreciated!
What stood out most was their attention to detail and personalized service. They took the time to review my financial situation thoroughly and ensured I received all the deductions and credits I was eligible for. I felt confident knowing that everything was handled accurately and with care.
Their staff was also very responsive and patient in answering my questions, no matter how simple or complex. I never felt rushed or overlooked — they treated me like a valued client every step of the way.
If you’re looking for trustworthy, reliable, and skilled tax professionals, I highly recommend Carpe Diem Tax Services. Their name says it all — they truly help you “seize the day” when it comes to handling your taxes. I will definitely be returning next year! – Marietta Buta- Arne
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