We have been going to Martinez Tax & Bookkeeping for at least 15 years. This past tax season was an…read moreabsolute disaster. Wynell was hostile and rude, when SHE MADE THE MISTAKES. She accused me of not providing all of our tax documents, when she literally had our 2024 tax return for reference and she did have everything needed to do our taxes correctly. Turns out it was a software issue that did not carryover our information from the previous year. Once the problem was resolved, She actually refused to speak with me and had me speak with another employee to get our tax returns amended. We are getting letters from the IRS stating we owe money. I have to now deal with the IRS because of the incompetence of Wynell Martinez. I can't believe we paid $500 for her service. Will never go back and will never refer her to anyone again.

I love Martinez bookkeeping. Also a great experience every year. I would recommend to family and…read morefriends.

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!

Brian Portesi is a CPA. We have been working with Brian and his staff for many years. Brian brings…read morea fresh approach in working with individuals and businesses to provide great tax and business operational advice to all of his clients. Whether you are in need of a full service CPA firm to handle all of your personal bookkeeping, finances and document preparation or just simple tax document preparation Brian and his staff can help you. Brian also specializes in working with businesses and their owners to assist with finance and operational opportunities including tax advice, accounting advice and investment analysis. Brian works with both our family and our business -- we highly recommend his services.

The BEST MOST KNOWLEDGEABLE ACCOUNTANT ON THE CENTRAL COAST...PERIOD. A little pricey but he is…read morethe best and has a great knowledge of the tax codes and changes particularly real estate rules.

I got my income taxes done here. The housekeeping at this establishment is very lacking! The…read moreservice is very well done. The receptionist David is very friendly and nice. The process of doing my taxes was complicated by another accountant using my accountants desk for at least 20 minutes . The little lady that did my taxes was probably 80+. I assume that she knew what she was doing. All in all I don't expect the IRS will be coming out to audit me. The process cost me $400+. I guess that's the average amount for a short form

I have been using Trina for tax filing for seven years, she is great and knowledgeable. Always…read morereview your tax forms after completion.

For the past few years, an accountant prepared our taxes. We decided to check if there was a…read morecheaper option than $640. My husband listed all the stuff we have. H&R Black quoted us $400 over the phone. We printed everything and brought the package into the office. After the review, the cost would be almost $900. We were told we would need to pay both fed and state (about -$3500 total). So we went back to the accountant who charged us $450. We are getting a refund from the feds and owe a little to the state (about +$1200). That's a whopping $4700 difference!

Pricing scammers. When we signed up online, the cost of the H&R Block "guarantee" bundle was $55…read more Our tax preparer told me on the phone that we would be charged $65, so I asked to have the cost reduced to what we were shown online. Instead of reducing the cost to $55, H&R Block increased the cost to $70. The H&R Block computer-generated tax forms had multiple mistakes. The tax preparer could not answer our questions and had to ask around and make a call to find answers, which were wrong. We had to correct the forms by hand ourselves. The H&R Block stores are franchises. We were H&R Block clients for many years at a different franchise. We will never use H&R Block again, and you should be warned. If you sign up with an H&R Block franchise online, take screen shots of every page. Review your H&R Block tax forms very, very carefully, preferably with a tax professional. The H&R Block computer system does not allow their tax preparers to correct forms manually. Forms look like they've been corrected on the tax preparers' computer screens, but when the forms are printed digitally or on paper, the corrections are reversed by the system. Therefore, do not under any circumstances allow H&R Block to e-file your forms. Keep control of them yourselves. Best of all, don't take a chance. Go to a tax professional.

.service is great. The team puts a lot of time into their work and it shows. Deadlines are always…read morehit.

They have a hard time completing payroll on time and without mistakes. They will not get back to…read moreyou in a timely manner. If you decide to use them your books will be worse off because of it.