Nick completed our taxes this year, and it was a pretty complex return with 3 businesses including…read morea farm that is out of state. He didn't miss one detail -- he is incredibly detail oriented. He made the process so pleasant. It is so nice to have a highly competent tax preparer who also has a personality! Look forward to next year's return, Nick.

I needed desperate help with finances, accounting, and taxes. I was met with encouragement and…read moresupport thru the entire daunting process. Nick turned me onto the Dave Ramsey money makeover and in less than 6 months I've paid off my school loans and Buisness loan and about to be on time with my taxes! Much appreciated and thankful for your guidance.

Laurel was referred to me from a fellow small business owner when I confessed to my friend that I…read morehad no idea what I was doing with my bookkeeping. What a lifesaver Laurel was! Her unending patience with my receipts in every which place, and the fact that sometimes kids can't sit thru business meetings... one meeting was held at REI with my two-year-old daughter and her four-year-old son in the climbing gym section, laptops out, kids running around and snacking on leftovers, papers and bills being exchanged. In short, if you feel like you're drowning in bookkeeping, can't be sure your P/L sheet is completely accurate, or feel you are in a constant tornado of bills, call Laurel. She'll help you breathe again.

Laurel and her team has been helping me with my books for my new business, which took off much…read morequicker than I expected. They were able to help me get my books all lined up and ready for my first round of taxes. They know their stuff and had great advice for me.

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.

Sherry and her team have helped us tremendously with our small buisness. Can't Thank them enough!…read moreWe are pleased with their service and how they run their buisness. They helped us do clean up work from previous years and have advised us in the right direction moving forward with our small buisness. Always available to help us with any issues that may arise and answering our questions , we don't feel like we need to chase them or wait days for an answer. We can see they truly are passionate about what they do and how much they care to help small businesses succeed and grow. I highly recommend them for your small buisness bookkeeping , buisness planning needs. Thank you Sherry and her Team!

Actually ********** 10 Stars! This woman is an angel. She went out of her way to support us over…read morethe phone, by text, in person and on weekends. She is so knowledgeable and great at teaching. She was quick with making appointments and always on time. Mary helped us untangle a book keeping nightmare from a previous owner and helped us flourish. We couldn't have done it without her.

Mary is AWESOME! We enlisted her help when our (then fledgling) winery's books needed to progress…read morefrom a shoebox of receipts and 47 different Excel spreadsheets to Quickbooks Online. With a quick consultation and wave of her magic wand our business bookkeeping went from a yearly headache (because let's face it, that's about how often we were actually buckling down to deal with the shoebox) to a monthly organized dream! With this part of the business taken care of by a true professional we have a bit more time to deal with the day-to-day business. Mary is very patient and easy to work with. We have managed to do everything with her over the phone and email for the past 3+ years now. She is affordable and will take at least one thing off your plate!

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.

We had a fantastic experience working with Jessica. She is very experienced, knowledgeable, and…read moremakes the whole process stress free. Having a trusted tax advisor is so important and we are so happy to have someone we trust and who does amazing work. We will definitely be using her services for years to come."

JESSICA IS THE BEST!!!! She is currently sorting out my disaster that is Quickbooks and my business…read moreaccount, along with my taxes which were messed up in the past leaving me to pay the IRS taxes I didn't even know I had. She has done a fantastic job with that. I don't feel stupid asking her questions and she explains things to me in a way that make sense (I hate and am horrible with numbers). She is super knowledgeable, savvy and gets Sh** done. She has already saved me thousands. They do it the right way. Don't waste money on "cheap" accounting services like I did in the past. Get it done right the first time!!! Her assistant even texts me to update me / ask me questions about my QuickBooks which I appreciate as my time is very limited. I love that I can drop things off and not think about them again as I know that they will be fully taken care of. The staff also responds to me in a timely manner when I reach out. I am so appreciative and grateful for Jessica and her gal Lily. Thank youuuuu ladies!

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