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.

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.

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!

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.

Sorry, not a fan. I try to write reviews that are not an…read moreangry rant or in a mean spirit. HOWEVER The different times I have come to rely upon this office for tax matters and consultation over the past 5-6 years, I have left with an impression that my business wasn't big enough or my matters not sufficiently important. AND the cost is twice what my other CPA charges for filing simple business taxes. Funny, I just received a form letter citing that they (this agency) "will no longer be able to continue rendering accounting services" CanNOT recommend in good conscience. Am giving three stars because I'm in a magnanimous mood. Have a nice day.

Working with Bruce, I can finally say my taxes were filed on time! I've worked with a variety of…read moreaccountants in the past, and either they didn't have the time to file my taxes or made errors in the filing. I first called Bruce to get his input on my tax returns, and how to organize my business expenses. After speaking with him for 20 minutes, I decided to schedule a meeting-glad I did. He provided the feedback I needed, was easy to work with, and responded lighting fast! The experience was great-I dropped off my packet of information, emailed a few other items that were needed, and within a couple of days he sent me the completed state/federal returns for me to sign! I've never had my taxes done so quickly; it was nice receiving my tax refund checks before most people filed their returns! I've enjoyed working with Bruce, and look forward to many more years of service. Friendly, fast, thorough, and service fee's were less than previous accountants-awesome!

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.

Charges $425 for a simple W-2 tax return. My mom is on…read moresocial security and been a customer for 100 years. Do better.

At first they will help you then the next time they throw you under the bus and somehow say their…read more$10k mistake is not their problem Go anywhere else

I needed to update some legal documents…read more The staff was very professional, warm and friendly. My lawyer, Shane, was great. Very professional and friendly. I've absolute confidence in the quality of his work. Great communication skills and knows his trade. 100% recommended!

Curtis Abram did an OUTSTANDING job helping me navigate through a very difficult probate matter…read more He was professional, accessible, and knew exactly what need to be done to resolve the matter both promptly and economically. I give Curtis my absolute highest recommendation and am so grateful for his help.