Carpe Diem Financial Services

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!

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 com

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 gr

Robert was referred to me by my dad?s business tax preparer to do the tax return for his trust and his final return, estate taxes was not something that they did but they highly recommended Robert. He has been a huge help to me and relieve me of a lot of concerns about getting all of my paperwork and taxes done especially in the emotional time after my dad?s death. He does all of my taxes now, business and personal. He is always very patient and kind and he does a great job.

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!

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 fi

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.

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.

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

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.

Robert is an honest accountant who has been preparing my taxes for many years, he is very individually client focused unlike the bigger firms and he never wants me to pay the government more than I have to, only what I need to. Very knowledgeable about the tax structure and good for financial advice as well.

Robert Arne is an exceptional professional, and a pleasure to know. Hi is diligent and timely, careful and thoughtful. In addition to keeping books and preparing tax returns to a high standard, he also contributes high quality articles to the local newspapers which do much to advance the understanding of his neighbors to a broad range of financial matters. He is highly recommended.

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.

Robert is a very kind & consciences man. I sincerely appreciate the time he takes with me when i show up with my shoebox of receipts lol. He's is willing to discuss all the details and make sure everything is done correctly. He is very knowledgeable and precise. I genuinely recommend him for your tax and accounting needs.

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 finanical 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 h

Robert has been doing our taxes for our home and rentals in Santa Cruz county for 2yrs. We have learned a lot about IRS rules (for domestic and overseas transactions) that we were not aware of before. Uber easy to talk to. Thorough. He has taken a load off our minds on complex issues.

Robert has helped me file my complicated tax returns for the past 2 years since my husband passed. This year he had to do a multistate return for me and he did a great job. He has done a great job and I will continue to use him going forward with my future returns.

Robert Arne of Carpe Diem did a wonderful job on my taxes. He found money I'd been paying that I didn't need to pay! Highly recommended.

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.

Robert helped me with a complex tax return , involving several LLCs, crypto, and deductions. He is always available and explains complex details in a way that you can understand. I highly recommend his services

Robert has been relentless in his work on a very complicated tax problem that involved back taxes, overpaid taxes and underpaid taxes. He is organized and is very clear and precise in his communications with IRS and FTB agents.He has saved our hide.

Robert Arne is an amazing CPA and individual! He gets it done in a timely manner with fair prices and expert knowledge! I would recommend him without reservation!

Robert helped me with my 990 taxes and was the consummate professional. He was prompt and competent. He takes the time to do the work right and will answer all your questions and concerns. Thanks so much Robert ??

I am indebted to Robert for helping me secure a bridge loan to purchase my new home. I am sure I could not have gotten one without his assistance. Thank you Robert!

I have used Robert of Carpe Diem for the past several years. I find him personable and available. My returns are filed timely and electronically.

He is right on saved me$$$$

Dedicated, responsive, effective