I used Ross | Carreiro | Brown CPAs for tax preparation and advisory services. In June 2025 I paid…read more$1,933.59 in person to close my account before relocating out of state and was explicitly told my balance was paid in FULL. Two months later, I was contacted and told I owed more money. The balance then changed multiple times -- first I was told $800. Then, AFTER a "50% discount," I was told the amount owed was $1,193! There was no clear or coherent explanation. Invoices issued months later included "Income Tax Return" charges despite my prior payment and being told the account was closed, making the billing appear retroactive and inconsistent. Communication was slow and unreliable despite repeated follow-ups. I was told the head CPA, George, would get back to me about my billing dispute once he was back from vacation. Two months went by before I reached out again and heard anything. I made a reasonable, good-faith offer to resolve the matter if a final invoice confirming no remaining balance was issued. That never happened. Instead, billing continued, including yet another invoice sent in January 2026. Their billing practices are confusing, delayed, and poorly managed. I would avoid them, but if you don't, I strongly caution you to scrutinize invoices carefully and not assume that being told an account is "paid in full" actually ends billing. Document everything. This was not a good experience - on top of their already exorbitant fees.

I am so happy I found George and his amazing staff. I couldn't be happier with their service. Not…read moreonly are they extremely professional and knowledgeable, but they are also so easy and a pleasure to deal with. I feel very confident in this firm, I love Liz. She goes above and beyond to help. After my accountant of 35 years retired, I met with a lot of firms, and I wasn't very impressed. After meeting with George, I knew I found the right fit. Taxes are stressful, and very personal. It's refreshing to have a staff of intelligent experience people helping you with your filing. I would highly recommend this firm.

Been a client for many years and my experience has always been great. They are professional, do…read moregreat work and are the best in the area. The service here is amazing, they make it easy to get organized and I would highly recommend them!

This was an awful job for a temporary employee through a staffing service. They did not comply with…read morethe hours offered on their job assignment they advertised for 3 months in advance. Did not provide lunch as stated and were not accommodating with office space or proper chairs. The work environment was not welcoming. If you are a temp. reading this I took the time to let you know because they are just awful mainly the lady who hires the temps. she was just God awful. Good luck!

EXTREMELY unprofessional business from Heather!!! I am a nurse who relocated and they quoted me…read more$130 originally to do my taxes, then they tried to charge me over double and told me I would get less than half of what I received last year for my taxes. I got my OWN paperwork that I submitted to them back to go get a second opinion and then when asking to file with them after the second opinion as expected with such a situation, they ended up refusing my business when I returned stating that they felt disrespected that I wanted to verify the amount was correct with a second opinion! This should be a normal business occurrence and I am very surprised that they'd turn down business just for someone wanting to get a second opinion on their finances. Completely disrespected a customer. Will be contacting management.

Steve Ocheltree and his team run a top notch CPA firm. I completely value and trust Steve's input.read more

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 needed to get my taxes done last year and I was late. I called and talked to David Eckstrom and…read morehe told me he would do them. Like I said I was late and he filled out a short form for my state and federal taxes. It cost me $400.00. I was appalled, I was there for less than an hour and he got $400.00? I had told him I needed to get them done because I needed them for a green card interview for my wife. I was 67 years old at the time on disability and of course he knew that! He clearly took advantage of me and that is why I waited until tax time to tell you of this. I will never go back to this David Eckstrom for anything!

From the owner: At H&R Block, we provide tax services for individuals, families, and small businesses in Los Osos,…read moreCalifornia, as part of a nationwide network of local tax offices. Our local tax professionals can help you prepare and file tax returns, answer tax questions, and find you every credit and deduction. We know taxes can be challenging on top of your regular schedule so support is available by walking in, making an appointment or dropping off your documents at our office. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents. Visit your local Los Osos office to connect with a tax professional.

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

We've got Greg as our tax guy and man is it nice to have someone local, and trustworthy…read more With my wife owning her own business, me working two jobs, there is A LOT to do come tax time. TurboTax just isn't cutting it anymore. Greg is funny, open, easy to chat with and great and explaining things so I understand and feel good about the decisions and choices we're making. Their office is nice, it's easy to access, and it feels safe and private, all the things I want when talking about money. The prices are good, not to say it's cheap, but I feel that the work I am getting done, the time and effort he has put in, his ability to be reachable when I have questions all go toward a quality job that is worth paying for. In addition to tax work they also do bookkeeping and financial management. Greg is not taking clients as of now, but his dad Joseph still is. So I'd feel free to give them a call to meet.

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.

Very rude. Extremely unorganized. Spoke to me as if I was a child with the pointing of the finger…read more Has clients information (SSN, addresses, names etc) scattered everywhere around her office. Poor communication skills. List goes on. Will never go to her again.