John Kirkgard, the owner and founder, contrasts nicely with many of the large cookie cutter…read moreadvisers in the area. We have found that these large companies treat clients as a number, and rarely provide the individual attention needed to properly manage investments. When markets are tough and unpredictable it is nice to know that John is looking at my account and doing all he can to balance my portfolio in order to meet my goals. John limits the amount of clients he takes on in order to ensure he does not spread himself too thin. As concerned as I am with how well my account performed in charging markets, it is the performance of my investments over the last three years which really highlight J. Dyhr Capital's successes. John is an independent Registered Investment Advisor based in the Santa Ynez Valley who specializes in Investment Advising, Financial Planning and Wealth Management. Rather than taking orders from a regional or national branch, J. Dyhr Capital's independence allows it to allocate to the best possible investment vehicles for its individual clients. John also close relationships with CPAs, Tax and Estate Planners and local attorneys to assist his clients in all facets of retirement planning. He is local and knows many people in the valley. There is a good chance he is already working with one of your friends or associates. Ask around everybody knows John, and just about every can attest to his strong character and integrity. In our first meeting, John sat down and carefully educated me on the process. He walked me through my complicated quarterly statement from a large local branch and helped me understand the complicated tables and hidden industry vocabulary. If you are looking to chase market returns or flip stocks J. Dyhr Capital is not for you; however, if you are looking for some portfolio stability through someone you can really trust then look to John Kirkgard.

Very knowledgeable and extremely personable, Eric and his team walked me through the process and…read morehelped me make the right decisions for me and my family. I would highly recommend his firm to my closest friends and family.

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.

The best! Gina Krumland has been my Financial Advisor for years. She takes very good care of us and…read moretakes the time to really explain the current market. Gina does not push you into decisions but carefully explains both positive and negative aspects and listens to your questions. I would highly recommend Gina for small or large investment care.

Nick has been the best CPA we've ever had. We heard him interviewed on the radio and "took a…read morechance." He is wicked smart, has readily known the answer to every question we've thrown at him. He has good common sense and tells you what you need to know and not necessarily what you want to hear. We've found a CPA until we die or he retires. Love his generosity with his valuable time and we feel so grateful to have discovered this gem! He is highly respected and recommended!

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.

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.

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.

Best tax accountant I've ever had. He got my taxes done in 2 days and saved me over $70,000. Thanks…read moreDave!

Dave took care of my major tax problems I had with the IRS several years ago. He has since handled…read moreall the paperwork for my company. I am no longer afraid of tax season!