We hired Tori Brown to handle our tax paperwork and tax returns. Unfortunately, communication was…read morevery limited, and the work was never completed. When we decided to switch to a different CPA, she was unable to provide our files to the new accountant. We also did not receive a refund for the services paid. Based on our experience, we would not recommend her services.

We made such a smart move going to Bottom Line Bookkeeping! Tori, Michelle and team are fantastic…read more Efficient, knowledgeable and always available for advice. We couldn't recommend them more.

Joe told us things that were incorrect, causing us to miss out on savings with IRA accounts. Found…read moresomeone much better in San Luis Obispo.

Joe Modica has done my taxes since my first job. His family run business makes you feel welcome,…read morecared for and understood. He always got me good tax returns and answered all my silly questions.

We had a fantastic experience working with Jessica. She is very experienced, knowledgeable, and…read moremakes the whole process stress free. Having a trusted tax advisor is so important and we are so happy to have someone we trust and who does amazing work. We will definitely be using her services for years to come."

JESSICA IS THE BEST!!!! She is currently sorting out my disaster that is Quickbooks and my business…read moreaccount, along with my taxes which were messed up in the past leaving me to pay the IRS taxes I didn't even know I had. She has done a fantastic job with that. I don't feel stupid asking her questions and she explains things to me in a way that make sense (I hate and am horrible with numbers). She is super knowledgeable, savvy and gets Sh** done. She has already saved me thousands. They do it the right way. Don't waste money on "cheap" accounting services like I did in the past. Get it done right the first time!!! Her assistant even texts me to update me / ask me questions about my QuickBooks which I appreciate as my time is very limited. I love that I can drop things off and not think about them again as I know that they will be fully taken care of. The staff also responds to me in a timely manner when I reach out. I am so appreciative and grateful for Jessica and her gal Lily. Thank youuuuu ladies!

Ron was so unprofessional and rude made me feel so humiliated. made me wait 45 minutes in the drive…read morethru window stating I o was incorrect in cash, tells me he'll call me because they have to dispute my money ! ive never had a unprofessional bank experience especially dealing with money . he acted like it was a fast food restaurant.

This bank approved our auto loan with Toyota. Unfortunately we have set up auto pay through our…read moreSESLOC bank account and the bank continually fails to make the payment. It's now affecting our credit. The bank does not notify us in a timely manner and it happens every few months over the past 2 1/2 years since we got the loan. It is getting very frustrating. We are ready to refinance and close our bank accounts with SESLOC. It is just ridiculous now.

Nick completed our taxes this year, and it was a pretty complex return with 3 businesses including…read morea farm that is out of state. He didn't miss one detail -- he is incredibly detail oriented. He made the process so pleasant. It is so nice to have a highly competent tax preparer who also has a personality! Look forward to next year's return, Nick.

I needed desperate help with finances, accounting, and taxes. I was met with encouragement and…read moresupport thru the entire daunting process. Nick turned me onto the Dave Ramsey money makeover and in less than 6 months I've paid off my school loans and Buisness loan and about to be on time with my taxes! Much appreciated and thankful for your guidance.

Tops in they're field of work !! Definitely a trustworthy…read moregroup of solution minded and friendly staff starting with the owner Steve Weber. He and his staff have been helping our family since my father first walked into this office many years ago. I can't say enough of great feedback on the level of service. The turn around time for claims, new policy's and general questions can't be beat. You won't be disappointed here. Carlos :) Special shout out to Amber :) Thank You !

I had an existing policy with State Farm when I moved here to Paso Robles, and didn't think much of…read moremy representative or their office. I decided to switch to a local office and it has made a hige difference. The whole team here is very professional and not only are very familiar with the policies and processes, but a delight to work with. Steve and members of the team take the time to answer any questions, and explain the insurance jargon, and give examples. They go out of their way to schedule any meeting when it is convenient to me. I had called to enquire about an additional rider to my policy and Steve thoroughly explained each area of the coverage offering various options and indicating how the plan worked in conjunction with my main home insurance policy. The cost was much better than I had anticipated, and I was able to enroll and pay for the plan over the phone. I would recommend this State Farm Office to anyone looking for a highly skilled and customer service-oriented experience where the ambience is down-to-earth and pleasant.

I'm on the fence about this CPA service. It was recommended by my girlfriend, who's had her…read morepersonal and business taxes done by Nick. For 2023, I decided to give them a try since they're local, and I had doubts about the reliability of my previous CPA, who was a friend of my ex-wife's. I submitted all the requested information to their front desk in February. However, in April, I received a notice from the FTB (Form 5071C) regarding a tax return filed under my SSN. I confirmed I hadn't filed a return and informed the CPA's office, but I never heard back from either the FTB or the CPA. In August, things got even more frustrating when I hand-delivered my girlfriend's personal taxes and our business taxes. They later claimed I hadn't submitted them. I provided the date, time, and her name, but nearly a week later, they said I had given the wrong last name for my girlfriend. This caused additional delays in processing. Then, in September, I learned their software couldn't file my taxes electronically--a problem that should've been addressed months earlier. They'd been waiting on my Schedule K-1, but once it was ready, I had to file my taxes by mail in early November. By October, my taxes were finally submitted, but after eight weeks, I noticed no refund was deposited into my account. When I called, they directed me to the IRS website, where I discovered my federal refund had been applied to an outstanding balance. The FTB later sent a letter saying my return had been changed, and I owed thousands. I contacted the CPA, and they investigated, but now my state return is stuck in limbo. To make matters worse, their emails have been condescending, suggesting I may have forgotten filing a return earlier in the year. I hadn't--it was their office's delays and errors causing the issues. Now, it's late December, and I still haven't heard anything from the FTB, nor has the CPA provided meaningful help in resolving the matter or tracking down my state refund. Will I continue using their services? Probably, since my girlfriend has been with them for a while, and I hoped using the same CPA would simplify things. That said, I'm cautiously optimistic they'll clear up this mess and improve the process next year--especially when it comes to filing electronically for 2025.

Nick Medeiros might be OK. But he's trying to expand and there's no vouching for who he hires. My…read moreexperience was absolutely terrible. I really gave them the benefit of the doubt. I even spent two years there. I regret every minute of it frankly. Do yourself a favor and find someone local that is not just an add-on to someone else's practice. I would give a one star review, but I worry it will be eliminated. I think it's important people see that this is not a good place to go.

Sarah was an absolute pleasure to work with. She helped make the insurance process -- a typical…read morenightmare -- easy to navigate! I feel totally confident she helped me select the right plan and am so grateful. Most certainly recommend.

I have worked with both Simon and Sarah at HFG. The are very helpful, friendly and trustworthy…read more It is nice to do business with a local family owned company.