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!

Wes and Dru are so great to work with. I appreciate the personal approach they take with their…read moreclients and that do their homework before client appointments. Friendly, professional and trustworthy! I definitely recommend them.

As a retired bank president and former Certified Financial Planner I was looking for a financial…read moreadvisor to manage my investment portfolio since I no longer wanted to put in the time and effort to monitor markets, do research, and implement a retirement plan. I also needed someone that my spouse and family would be comfortable with if I were to become incapacitated. Fortunately, we found Wes Carlson, Financial Advisor and Andrea Smith, Sr. Branch Office Administrator at Edward Jones. They provide excellent service, attention to details, outstanding advice, and good results. Best of all, Wes has provided peace of mind during difficult and challenging times and the family loves working with him and Andrea! Highly recommended!!

Joe is great to work with. His office staff is kind and extremely knowledgeable. I am confident Joe…read moreand his team will take care of my money.

We have placed our trust in Joe & his staff to handle our financial investments. Joe is very…read morehands on, always communicating with his clients by in-person appointments, phone calls & client dinners. These gatherings are fun and enlightening.

I was referred to Carole with A-1 Accounting by my bookkeeper. Carole is, without a doubt, one of…read morethe best in the business. As a sole-proprietorship, carrying may hats in my business, Carole was extremely efficient, knowledgeable, friendly and patient. She went above and beyond and was very professional. Taxes are not my strong suit, I am grateful I found someone that truly enjoys what they do and does it well. The service she provided me for my 2019 taxes, has turned me into a loyal client for the future.

I called about making an appointment to do my taxes. lady who answered was super rude, cut me off…read moreand said " yeah we are not accepting new client" very rude and I understand but doesn't mean you need to have an attitude. For a place where I would be going to do my taxes I would not want to me talked to that way.

They are scammers, they charged me $2000 in a year and did nothing for me. Then when I stopped…read moregiving them money they went silent. They were not helpful at all.

Watch out for this company. The staff promise the world. When you do need them your creditor sues…read moreyou. This company promise me a lawyer to help and when I requested a lawyer they don't have a lawyer to help you. I feel this company is after your money and not help when you truly need them. You are better off getting help from Google. If Heritage reads this. Please stop calling me to get to changed my opinion. My opinion is protected under the first amendment of the Constitution.

I am finally getting around to do a review after 25 years. From the owner side everything has been…read moregreat from the statements to the oversight of two substantial property repairs. I can reach them and they reach out to me when needed. I appreciate everything Aaron and Fred have done over the years.

My wife and I went to Pope recently to apply for a rental. They put our name on a waiting list for…read morea particular property we were interested in (because there's far more people looking to rent on the Central Coast than there are properties available), and they required a $20 application fee. We gave them a check, and filled out the rental application. We didn't hear anything from anyone. In the interim, we found another property through a different property management company and we were accepted. We went back to Pope to cancel our application and get our check back 7 DAYS after we had left it with them. We showed up in the office and there were several applications lying on the desk, and ours was still in the mix, not even processed. Again, this was one week later after submitting it, and no one had contacted us, and the app had not been processed. We're actually glad they didn't process the app or cash the check, so that our credit was not affected by the inquiry. Our disappointment was due to their lack of communication and not processing our information in a timely manner. Every property we looked at in the Five Cities area we found ourselves going up against a number of other prospective tenants. We have been up against the clock because the house we had been renting was put up for sale almost two months prior. There didn't seem to be a sense of urgency with this company and a couple of others. One might think that these property management companies are running a business to collect exaggerated processing fees. It seemed funny to me that the company we finally went through charged us less than any other company in the area. Me having a real estate license in California - I understand what customer service is about...most of my experiences with property management companies and real estate agents in this area leaves me scratching my head. FYI, I am a recipient of the Centurion Award through Century 21, which is reserved for the top 2% of Century 21 agents worldwide. I only mention this because I have a thorough understanding of real estate, customer service, and the urgency in which to process a transaction. I am very shocked at the lack of professionalism on the part of this company and others in the area. I was tempted to give them 3 stars only because we were able to get our check back and save our credit from another inquiry, but the fact that they gave us little to no attention is very disturbing.