Lorna was an incredible guide during a challenging time for our business acquisition. She has the…read moreheart of a teacher. She helped us understand what we were really looking at and make confident, informed decisions. If you're a small business owner who wants clarity, Lorna is the real deal.

I've worked with Lorna since 2012, and she's exceptional at helping business owners clean up and…read moretruly understand their businesses. As a CPA, I've had the privilege of working with a number of Lorna's clients, and it's easy to see the positive impact she has on their business, clarity, and confidence. She's a strong advocate for her clients and brings both strategic insight and genuine care to every interaction. Lorna helps business owners not only improve their financial results but also gain control and peace of mind in how they operate. She's fantastic to work with, and I recommend her without hesitation.

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

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'm an accountant by trade and had let my own book keeping get behind and just couldn't get my data…read moredownloaded from the bank feed ... Ms. Hilbert took over and had my issue resolved within an hour. She is Trustworthy Caring and professional. I completely trust her to handle any and all QuickBooks needs.

From the owner: * Do you want to spend more time with your family? * Are you…read moretired of being up at 11pm on Sunday evening to prepare the past week's payroll? * Are you frustrated with spending so much time to balance your accounts? * Are you sure you're capturing every possible tax deduction on your books? * Would you like more time to do what you do best by running your business? My passion is to allow small business owners the time and energy to focus on running and growing their business by having me focus on their books. I help small business owners increase profit by an average of $5-10k per year and save them an average of 60+ hours per year by streamlining their bookkeeping process. If you answered YES to any of these questions, I would love to help you achieve that goal. My work is virtual and mobile saving you the cost of overhead and your much-needed office space. In addition to taking care of your books during the month, I will provide you with Month End Financial Statements equipping you to be better informed regarding the financial side of your business. I look forward to hearing from you! Sincerely, Carina Hilbert QuickBooks Online Advanced ProAdvisor Enrolled Agent

WHY DID I WAIT SO LONG?!?!?! Tom Cook is hands down the best C.P.A…read more I have been through 2 bookeepers/tax preparation and 1 C.P.A. in the past 2 years. When my Roofing Company became Incorporated it was more then I could personally handle due to family tragedy and my inexperience. Not one business wanted to chew off the mess that I had made of my books. But Tom took us on, and I am forever grateful! He unraveled the mess (my books) and the taxes that another business prepared. Instead of me owing the IRS, they now owed me. Saving close to $20,000. He is very responsive to inquiry. No question is a dumb one to neither him or Stacey. Consider yourself lucky should he agree to take you on. Thanks Tom!!!

I have NEVER posted a bad review in my life. But this time I feel compeled to do so to help others…read moreavoid the same. 3 1/2 WEEKS ago I made an appointment with Thomas Cook, owner of Five Ciities, CPA. In our initial interview I made it clear theat time was of the essence in filing the return because I was going to make an offer on a home and needed to get the financing right away. He said there would be no problem. BUT three and a half weeks later NOTHING had been done. He went on vacation twice, never returned phone calls and was non responsive to emails. Yesterday, with onlty 72 hours to get my loan submitted I picked up my portfolio looked on Yelp for recommended CPA firms and took it to Rohr & Associates. My appointment with Daniel Rohr was at 2:00. By nooon TODAY he had my return completed!!!! Needless to say I highly recommend that if you need to get things done in a professional, courteous and timely way do not go to Thomas Cook. Save yourself the aggravation and go to Rohr, a family owned and highly Yelp reviewed CPA firm.

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.