Horrible lawyer, refused to show financial documents from estate, like she was hiding something…read more Not trustworthy and extremely disrespectful and dishonest

Martha and her office are consummate estate planning professionals. I appreciate their…read morestraightforward answers and no-nonsense approach--even in complicated situations. It isn't easy to find an attorney with her level of experience in our area. Comparing rates, she's also really affordable!

Actually ********** 10 Stars! This woman is an angel. She went out of her way to support us over…read morethe phone, by text, in person and on weekends. She is so knowledgeable and great at teaching. She was quick with making appointments and always on time. Mary helped us untangle a book keeping nightmare from a previous owner and helped us flourish. We couldn't have done it without her.

Mary is AWESOME! We enlisted her help when our (then fledgling) winery's books needed to progress…read morefrom a shoebox of receipts and 47 different Excel spreadsheets to Quickbooks Online. With a quick consultation and wave of her magic wand our business bookkeeping went from a yearly headache (because let's face it, that's about how often we were actually buckling down to deal with the shoebox) to a monthly organized dream! With this part of the business taken care of by a true professional we have a bit more time to deal with the day-to-day business. Mary is very patient and easy to work with. We have managed to do everything with her over the phone and email for the past 3+ years now. She is affordable and will take at least one thing off your plate!

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.

This review is overdue as my husband completed his permanent resident process in October of last…read moreyear. Kevin was amazing during all of it (it's a looong process with a lot of wait time). He was up front about the wait time, the cost, and admitted that, while things sounded good for my husband's case, nothing could be guaranteed. There were several changes during our process (the rollback of DACA, the attempt by Biden to create a new pathway) and Kevin was always available to answer our questions and explore these options in the off chance they could provide a faster process or guaranteed outcome. We received the notifications as our paperwork moved through the system, but I am confident that even if we hadn't, Kevin would have kept us up to speed as each notification was closely followed by an email or message from him. I was unable to accompany my husband when the time came for his interview, but Kevin made himself available to him and kept him on track to successfully complete the process. I am so thankful for all of his patience and guidance throughout this process and wholeheartedly recommend his services.

A friend recommended Kevin for my residence application…read more She had already heard a lot of good things about him, So I decided to give it a chance. I drove to Paso Robles I met with Kevin and he pretty much guaranteed I had i case. (Which is one thing I appreciate, since a lot of lawyers just want to take your money). By the time I met him he had already emailed me a list of the things I needed to file my petition. So I gave him all the paperwork and started the waiting game. It took a while since it was right after Covid. I let him do his job and trust it him with the process. He always communicate it with me to make sure everything was in order, or to let me know about the status of my case. I almost got my Daca expired if it wasn't for him reminding me. (Thank you Kevin) He helped me renewing my daca and also helped me with the advanced parole. All of this while my residence was in process. His price was pretty reasonable, and he offered a payment plan. He was proactive and make sure I was ahead in case immigration needed more proof. My process took about 3 years, but having him as my lawyer gave me confidence. Now I am finally a US Resident and I couldn't be happier. I recommend him 100% Thank you Kevin.

Matt at Edward Jones in Templeton takes the guess work out of investing. He really knows the market…read moreand makes sure you know the risks and the benefits of any programs he provides. Matt researched our portfolio for us, looked at a variety of programs and really made sure we are safe and still moving forward. Our 401k and family investments are safe with Matt!

Husband & I have been with Daniel Rohr & Assoc. for past 4 years. Really impressed with the…read moreknowledge he has to share. I learn more every year. That makes me feel more empowered, I like having a better understanding of tax laws and rules. We are pleased with his and Cheyennes professionalism and at the same time feel comfortable in the office asking questions. "No question is a dumb question." Very pleased with services he has to offer. Husband and I have developed trust in Daniel and Cheyenne and feel positive moving forward in the years to come. Dave & Sandy

Daniel Rohr and associates has completed our income taxes the past two years. They have done a…read morefabulous job, and our taxes were done very quickly. In meetings with Daniel Rohr CPA, he has been helpful and professional in answering our questions and serving our needs. Cheyenne Courtright, Senior Administrative Assistant is friendly, and has been amazing in helping us whenever we call her. Our experience with Rohr & Associates has been wonderful, and we highly recommend them!

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.

Laurel was referred to me from a fellow small business owner when I confessed to my friend that I…read morehad no idea what I was doing with my bookkeeping. What a lifesaver Laurel was! Her unending patience with my receipts in every which place, and the fact that sometimes kids can't sit thru business meetings... one meeting was held at REI with my two-year-old daughter and her four-year-old son in the climbing gym section, laptops out, kids running around and snacking on leftovers, papers and bills being exchanged. In short, if you feel like you're drowning in bookkeeping, can't be sure your P/L sheet is completely accurate, or feel you are in a constant tornado of bills, call Laurel. She'll help you breathe again.

Laurel and her team has been helping me with my books for my new business, which took off much…read morequicker than I expected. They were able to help me get my books all lined up and ready for my first round of taxes. They know their stuff and had great advice for me.