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!

BEWARE!!! As a local family man and reputable business owner I highly recommend reading this review…read morebefore choosing Suzanne May Jakkola for accounting services. It's shocking and difficult to have to share this in our small, tight-knit Santa Ynez Valley community, but I believe it's important to know what to expect from the accounting services of Suzanne May Jakkola. After numerous unanswered emails and calls about my personal taxes and my mom's personal taxes, I received this statement from Suzanne. Personally, I was shocked to receive an email that oozes such disregard for the principals of caring for the client. "I apologize if my stated intentions don't always reflect when I actually get to what I was hoping and planning on doing. It's just the nature of my business. My priorities get redirected often but never on purpose or with intentional disregard." Don't make the same mistake I did. I've attached my email response to Suzanne which sheds more light.

we have gone to Suzanne twice now and we love her! she is so thorough and intelligent. i highly…read morerecommend using her for any tax needs. for what it's worth, she is also excellent with kids :)

This is probably the worst local bank institution. I've been a member since 2013. It has always…read morevery difficult to do things like access my account online or do mobile deposits. After upgrading their website from the 90s, customers including myself continue to have issues. Recently, I wrote a check for myself using the standard Montecito Bank and Trust check to deposit to another account. Note, both name and account number are fillable. After correctly writing the account number, I was charged a NSF. Although I had the funds in the account. I stopped by in person and the clerk confirmed the account number was correct. And was not sure why that had happens. She told me she could not refund me the full NSF fee but could maybe split it with me. I really though this was some kind of joke. She explained that where you open your account originally is where the branch manager decides the amount of the fee and if they will provide a refund. All the locations operate under Montecito Bank & Trust but the policies and regulations implemented are up to the specific manager in that branch. So if you open a bank account in Santa Barbara and move to Solvang you'll have to drive or call your original branch to discuss any fees. I do not recommend you wasting your time with this bank if you're looking for good customer service, mobile deposits or a user friendly website.

The staff here is amazing and so kind!! But the online banking system is a 0/10. Everything is…read morebeing pushed to being online nowadays and this online banking system in particular is not up to par with other banks. I get logged out of my account in seconds if I press the wrong thing... and I am not hitting log out. The system also cannot be reached unless I am on a computer and at that point it is still glitchy. I do not recommend just because of the online banking but in all other areas they are a 10/10.

Honesty and Integrity is what I got from jack and josh! You truly feel like they are helping you…read moreunderstand a complicated product like insurance and not just sell you something you don't understand or need!

Truly as good as it gets! I never knew there were insurance agents out there who truly cared about…read moregiving their clients the best coverage for the lowest premium! Before coming to Jack Clark Insurance Services, I was paying close to $100/mo. too much for my auto insurance and didn't even realize I had any other options. I had searched all over the internet and the agent I received my insurance from told me it was by far my best option. Little did I know, there were many factors that were being overlooked. When Joshua offered me a free quote, I thought, "it can't hurt to find out!" Within a few days, I received a comprehensive quote outlining the details of three different options I could choose from. I now have 3x the coverage for $600 less annually. Jack and Joshua are both very thorough and professional in their work. I highly recommend taking advantage of their complementary quoting service.