Taxes, Banking, and Money Help in Boulder Creek
A tax appointment, bookkeeping help or a cash deposit can still mean sitting down with someone. Boulder Creek has an appointment-based accounting practice and a bank branch on Highway 9; this guide also covers nearby options for services outside town.
This page collects them, along with the nearest valley options for what town doesn't cover. Nothing here is financial or tax advice, and credentials are worth checking yourself before you hand anyone your returns.
The accountant: AP Accounting & Consulting
- Based in: Boulder Creek; by appointment
- Phone: 408-309-0756
- Website: apaccountingconsulting.com
- Hours: Monday through Friday, 8 a.m. to 5 p.m.; weekends by appointment
AP Accounting & Consulting was founded in 2008 by Anil Prajapati, an IRS-registered tax preparer. The practice handles individual and small-business tax preparation, bookkeeping, financial planning, and consulting, serving Boulder Creek and the greater Bay Area. There's no storefront to walk into; this is an appointment practice, so start with a call or the website.
The bank: Liberty Bank's Boulder Creek branch
- Address: 13233 Highway 9, Boulder Creek
- Phone: 831-338-6477
- Lobby hours: Monday to Friday, 9 a.m. to 5 p.m.
Liberty Bank’s Highway 9 branch handles personal and business banking with a weekday lobby. Online and mobile banking are available between visits, and the bank is a member FDIC. It also has a branch down the valley in Felton.
The nearest valley options
Some money help lives just down the road rather than in town. In Ben Lomond, SLV Tax is Virginia Justus, EA, preparing taxes for individuals and small businesses across the San Lorenzo Valley, currently taking new clients by referral only (slvtax.com). In Scotts Valley, Timothy Imbrie, CPA MBA, offers accounting, tax preparation, bookkeeping, financial planning, and small-business consulting at 4340 Scotts Valley Drive, Suite G (831-438-4122). Also in Scotts Valley, Cassidy Insurance Agency is a family-owned independent brokerage writing home, auto, renters, business, life, and health policies (831-438-5490); if home insurance is the money problem on your mind, our fire insurance guide covers the mountain-specific side.
What still means a drive
The line falls in a particular place. Financial advisors, most CPA firms, and insurance offices cluster in Scotts Valley and Santa Cruz, and there's no credit union or second bank in town. What Boulder Creek does keep local is the recurring layer: the annual tax appointment, the bookkeeping, the branch errand. For what the numbers on those errands look like here, see our cost of living guide, and if you've just arrived, the new resident quick start puts these stops in context.
Frequently Asked Questions
Is there a tax preparer in Boulder Creek?
Yes. AP Accounting & Consulting, an appointment-based practice in town (408-309-0756).
Is there a bank in Boulder Creek?
Yes. Liberty Bank's branch at 13233 Highway 9 is open weekdays 9 a.m. to 5 p.m. for personal and business banking. Call 831-338-6477.
How did these businesses get on this page?
The page covers money and tax services with a current listing in town. Nothing here is financial or tax advice. Before you hand anyone your returns, check a preparer against the IRS directory of credentialed preparers, and a CPA against the California Board of Accountancy.
Related reading
- What It Costs to Live in Boulder Creek
- The Essential Shops: What You Can Buy in Town
- New to Boulder Creek? The Quick-Start Guide
- Notary, Shipping, and the Post Office in Boulder Creek
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