Very knowledgeable and quickly assisted with my taxes. Service is top level and very reasonableread more

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.

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.

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.

Heather Arnold at Glenn Norris CPA is amazing! She helped me with tax return prep/filing, and tax…read moreplanning for my C Corp, S Corp, and personal taxes. She reviewed the tax returns my previous CPA filed in 2023 and found several mistakes which resulted in us getting a large tax refund for the prior year. For our current year 2024 filings, she has done a diligent job to ensure accuracy and tax efficiency. Her communication is stellar and I trust her to do a professional job and treat you fairly. I'll be a client of hers for life. She is truly a diamond in the rough. Thank you, Heather!

Glenn has been my accountant for three years and I couldn't be happier. He's honest, smart, and…read moregreat at what he does. Plus, how often do you meet an accountant that's funny? Also, we love that every time we go into his office, we immediately get offered a drink and a snack! As a new business owner with accounting novice, I have appreciated how Glenn has always been patient and willing to guide me through the complicated world of taxes, bookkeeping, and corporation setup and maintenance. Additionally, Glenn has saved us thousands on our returns. I highly recommend Glenn Norris, CPA.

Absolutely best CPA I worked with in a long time. She took the time to look at my taxes to make…read moresure I filed all items responsibly and accurately. She even advised me on what I should be thinking about in the future years. I highly recommend her services.

So-I inevitably have to do a thorough search whenever I need to find a really good Tax Consultant…read more This year took weeks- andI honestly found a gem. There are many things that need to be considered when searching for someone you can entrust with all of the personal iformation required of a solid tax consultant- you are giving them years of information on your taxes, where you have worked, finances, etc., etc. and, well, my cousin is a C.P.A., but he is no longer local- so that is out. But I found a woman who is kind, wise, well educated at Cal Poly, is a young Mom. I met her husband, who works locally- and he is also very kind. The cost, I felt was exactly what I have been paying previously, and her office is close by-a good fit! She is sharp and obviously knows tax consultation very well, she is very considerate, her place is comfortable, and she may even consider coming to the client! I cannot recommend her strongly enough!

Highly recommend Ermina and the whole team here at Guaranteed Rate. The whole staff was very…read moreknowledgable and quick to respond and take action. They made what is supposed to be one of the most stressful times very easy and smooth. Highly recommend! Thank you again, Ermina!

Donna Lewis and her team are the best! We had a 21 day escrow but were ready to close by the 17th…read moreday! Donna is truly a problem solver which was a must for my unique financial situation. She made no promises that she couldn't fulfill and worked tirelessly to ensure everything went as smoothly as possible. Her team members were equally as great and extremely helpful whenever I was in need. I highly recommend Donna Lewis for your home financing needs!

My husband and myself met with Larry for our taxes. Gave him all the paperwork at our initial…read moremeeting. After a little while, we asked about the completion of our taxes only to be asked to send him the paper work. He literally requested the same paperwork multiple times! Finally he got it done, only to get a bill from the IRS with fees and interest !! First time in my life I got a bill from the IRS. All because Larry didn't ask us one simple question. Save yourself hundreds of dollars and headache and go somewhere else or use TurboTax!

I have found Larry and his wife, Lorraine, most helpful when I have tax questions. I highly…read morerecommend using their services.