Let's just start out by saying no one really wants to deal with insurance! But...when you have to…read moreyou can not go wrong with Engle & Associates. From business to personal they are top notch. Patient to new companies and attentive, fast responses. Highly recommend

We own our own business and have been working with Engle & Associates for over 2 years. They are…read morewonderful! Lisa (our agent) is a saint. We tend to have LOTS of questions. She is always quick to respond to any questions and concerns. She hunts around for good deals and gets the job done fast. Very professional and friendly. We were so impressed, we also arranged our health insurance policy through them. Richard helped us find a great price for health coverage and took care of everything for us. Working with this company is effortless. Highly recommended!

Ann Palmer has been doing my family's business accounting for many years and has done an…read moreoutstanding job. Very good at what she does and I highly recommend her work and office. Very friendly and easy to talk to about concerns you might have. You rock Ann!

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.

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!

Cheryl has been doing my taxes for more than 30 years. I have moved a bit over the years and now I…read moream in Oklahoma. If you want an honest, exacting person to get you what you deserve, then Cheryl Leroy is you go to person.

Cheryl has been doing my bookkeeping for 28 years. She does an excellent job and I would recommend…read moreher.

Linda Osty has been a cornerstone in our community for decades -- even recently recognized as such…read morethis year by the Arroyo Grande Chamber of Commerce as it's "Outstanding Citizen" award. She participates as an active member of our Rotary -- as International Service Chair -- and on many different organizations that send care packages, post cards and other things to support our troops overseas. She is a "doer' -- always involved and supporting great causes. She has been associated with the real estate industry for years, but my most recent experience with her has been as my family insurance agent, and the agent that I refer all of my friends and family to when they need a great local agent. She always beats the competition -- and even the internet bids -- because she and her staff don't just look at a client as an "applicant". They take in all of the nuances of your particular scenario, adding every discount you qualify for and coming out ahead of every other option time and again. She has put together a team of customer-service oriented individuals on her staff in their new Bridge Street Location that keep me in check when it comes to all of the details that I so often miss as a busy two-career household. And they reminded me of the importance of Life Insurance as well, right around the time my son was born -- beating the competition on that price as well. At the end of the day, what I look for in a referral associate is someone who is going to treat my clients as I treat them -- with the highest level of service, attention to detail and the most competitive pricing available. I have many clients who are now clients of Osty Insurance and repeatedly rave about her rates and service. Osty Insurance is my go-to Farmer's Insurance Provider -- but with many other products including the Life Insurance I mentioned... I feel confident that you will love this local agent too!

Linda and her team provide the very best service in the local insurance industry. The team at Osty…read moreInsurance (805) 473-2900 have provided my insurance services for many years and I hope to be their client forever! Linda is also a dedicated Rotarian who volunteers where ever needed. Osty Insurance makes our community a better place.

#### Yelp review Dan…read moreHerron with BBFS, Inc. was an incredible help when I became the executor of my grandmother's estate and needed assistance with tax paperwork. From the start, he was professional, patient, and kind, answering all my questions and making a stressful process much easier. His expertise and thoroughness gave me peace of mind, so I could focus on supporting my family emotionally during a challenging time. I'm deeply grateful for Dan's help and can confidently say he's the best!

We had our 2018 taxes prepared by BBFS after our long-time CPA had to resign in the middle of tax…read moreseason due to health problems. This was done without a face-to-face meeting. We thought their fees were high compared to transactions with our previous preparer's. Later, we made appt. to discuss implications of 2019 real estate transaction. Before our appointment, someone phoned us and now BBFS is billing us for telephone consultation. We kept the appointment which gave us identical information (no charge). We're confused about their policies and will not go back for 2019 taxes.

Charges $425 for a simple W-2 tax return. My mom is on…read moresocial security and been a customer for 100 years. Do better.

At first they will help you then the next time they throw you under the bus and somehow say their…read more$10k mistake is not their problem Go anywhere else