Sorry, not a fan. I try to write reviews that are not an…read moreangry rant or in a mean spirit. HOWEVER The different times I have come to rely upon this office for tax matters and consultation over the past 5-6 years, I have left with an impression that my business wasn't big enough or my matters not sufficiently important. AND the cost is twice what my other CPA charges for filing simple business taxes. Funny, I just received a form letter citing that they (this agency) "will no longer be able to continue rendering accounting services" CanNOT recommend in good conscience. Am giving three stars because I'm in a magnanimous mood. Have a nice day.

Working with Bruce, I can finally say my taxes were filed on time! I've worked with a variety of…read moreaccountants in the past, and either they didn't have the time to file my taxes or made errors in the filing. I first called Bruce to get his input on my tax returns, and how to organize my business expenses. After speaking with him for 20 minutes, I decided to schedule a meeting-glad I did. He provided the feedback I needed, was easy to work with, and responded lighting fast! The experience was great-I dropped off my packet of information, emailed a few other items that were needed, and within a couple of days he sent me the completed state/federal returns for me to sign! I've never had my taxes done so quickly; it was nice receiving my tax refund checks before most people filed their returns! I've enjoyed working with Bruce, and look forward to many more years of service. Friendly, fast, thorough, and service fee's were less than previous accountants-awesome!

John has been taking care of my business taxes for the last 8 years. He always asks great questions…read moreto insure the best return. He is conscientious and timely in his work. If you are looking for a brilliant, and hard working accountant, I can highly recommend John Warner.

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 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.

They aren't taking on new clients. It's great when they let you know on the website, but she…read morehasn't done that. So to save you time..go elsewhere.

Christina impressed us immediately with her knowledge doing taxes! Caught an oversight by our…read morecurrent CPA & spent time correcting it. We are definitely using her from now on. She is personable, bright, kind & dependable.

If you are looking to solve your IRS issues, get in touch with these people. If you're planning to…read morewaste time and keep putting your IRS issues off, don't give them a call. They know their stuff and they helped me to recover. I used to be a truck driver back in the late 90s and I ended filing my tax years in 2000 when I filed Bankruptcy... that was a mistake. The IRS confirmed I owed $64,000. Their attorney work determined that considering that I'm finally retired and on fixed income, I can't pay this. I wouldn't even think to fight the IRS alone. I attempted to give them a call and even that was a chore within itself. I'd get a different individual every time I contacted and they never cared about my situation or perhaps helping me to fix it. Thank GOD for this business as well as their expertise.

Yesterday I had a visit from an IRS office and so I called them. I'm so glad I did. If I had to…read moreconfront this officer on my own, I have no idea what I would have done. He was exploring my house and penning things down. I need to pay over $100K for a business deal from many years ago. I should've taken care of it, but just kept putting it off. I'm happy with the assistance I've received coming from them. They've taken a HUGE load off my shoulders.

We hired Tori Brown to handle our tax paperwork and tax returns. Unfortunately, communication was…read morevery limited, and the work was never completed. When we decided to switch to a different CPA, she was unable to provide our files to the new accountant. We also did not receive a refund for the services paid. Based on our experience, we would not recommend her services.

We made such a smart move going to Bottom Line Bookkeeping! Tori, Michelle and team are fantastic…read more Efficient, knowledgeable and always available for advice. We couldn't recommend them more.

Taxes and payroll are the storylines from which nightmares are created! Mosaic Business Services…read morehas decided to make their life's work to make taxes and payroll less scary for all of us. I have worked alongside of Mosaic for over 10 years now and experienced their magic at work. I have watched them successfully navigate complex small business payroll batches. I have watched them respond to the IRS audit notices. I have watched them file simple tax returns. I have watched them work with small business clients and help them navigate toward their next big goals. Their office is conveniently located downtown San Luis Obispo with plenty of parking for clients. A tip for those who want to hire a tax professional...don't wait to do it. The earlier you do it, the better the chance that you will be able to have a calm sit down meeting and not a last minute tax scramble!!!

Stay away! Worst service ever by the co-owner of mosaic accountants, Cay. She'll hung up on you if…read moreyou don't pay her extra for something the promised to do for free on their own. Stay away from this blood sucking company. Most unorganized, sketchy and rude accounting office we've encountered in SLO.