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!

Brian Portesi is a CPA. We have been working with Brian and his staff for many years. Brian brings…read morea fresh approach in working with individuals and businesses to provide great tax and business operational advice to all of his clients. Whether you are in need of a full service CPA firm to handle all of your personal bookkeeping, finances and document preparation or just simple tax document preparation Brian and his staff can help you. Brian also specializes in working with businesses and their owners to assist with finance and operational opportunities including tax advice, accounting advice and investment analysis. Brian works with both our family and our business -- we highly recommend his services.

The BEST MOST KNOWLEDGEABLE ACCOUNTANT ON THE CENTRAL COAST...PERIOD. A little pricey but he is…read morethe best and has a great knowledge of the tax codes and changes particularly real estate rules.

We are new business​ owners and moved to the Central Coast a couple years ago. We used Dritsas &…read moreCo. for our personal and business needs​. Jim and his staff are amazing. Very knowledgeable and helpful. We would highly recommend​ him and his company to anyone.

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.

Do not open a retirement account with Benedetti & Associates…read more Over a full decade, my Roth IRA account yielded an abysmal annual return of under 4%. For context, even the most conservative retirement portfolios averaged 6-8% annually during the same period. More aggressive Roth IRA strategies returned around 12-13%. And the U.S. stock market has averaged about 10% annually over the last 30 years--meaning this firm underperformed even the most basic, passive investment benchmarks. To make matters worse, I paid a 1% annual management fee, adding insult to injury. I essentially paid for underperformance. Even more painful: this decade of poor returns covered the prime investing years of my life--ages 25 to 35--when time and compounding matter most. They didn't just underperform; they did lasting damage to my long-term financial growth. I cannot recommend Trent Benedetti Associates to anyone looking for competent, growth-oriented investment guidance. Do yourself a favor and look elsewhere.

A very short summary ... My husband and I have discussed…read morethis in too much length, and all we can say is "Total Disgust" about filing our 2018 federal and state income taxes with Benedetti & Associates. In addition to an overall lack of communication throughout the tax season; we were sent SOMEONE ELSE'S tax returns! (Yes, you read that correctly.) I consider tax returns one of the most sensitive and personal financial documents. This is beyond concerning to me in a way words cannot even explain. Since we received our "completed forms" after Tax Day, there was NO opportunity to review them before they were due. What about our deductions? California state tax law allows 2% miscellaneous itemized deductions in 2018. Benedetti & Associates didn't ask anything about my expenses. The offices of Benedetti & Associates took no time, nor concern, to communicate throughout the process; no time, nor concern, to ask any questions that might help our returns; no time, nor concern to get our completed taxes returned in a timely manner; and took no time, nor concern, to protect our privacy. Gene Peterson, our previous CPA, would be disappointed his clients went through such a fiasco. It is absolutely appalling anyone would be put in a situation such as this. I cannot believe my husband and I paid $295 to Benedetti & Associates to be treated this way. Total disgust.

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.

Kathleen took her time to break down our taxes in a way that we could understand. She is very…read moreknowledgeable and easy to get ahold of which is key for us. We had so many questions!! Thank you Kathleen

Kathy has been doing my taxes for a couple of years now. She's always available to answer any…read morequestions I may have and is always very responsive. As a new client, she took the time to review my taxes with me and explain everything in detail, which I really appreciated.

Ike I. ran this business for many years, then retired and sold the business to Dakhil. Dakhil is…read moreincompetent and a crook. He botched the filing of my tax returns, causing me to be charged thousands of dollars in penalty and interest. This happened because of an error made by Dakhil in the way that he filed my tax returns. His error caused me to be charged thousands of dollars in penalty and interest. Any respectable accountant who makes a mistake like that will take responsibility for it. This crook refused to take any responsibility. I'm updating my review to respond to a lie told by Dakhil, specifically that my tax return was "dropped off". This is a lie. I have 2 letters from Dakhil, both dated March 4, 2022. In one letter he says that he is electronically filing my tax return with the IRS, and in the other letter he says that he is electronically filing my tax return with the FTB. I paid Dakhil to prepare and electronically file my tax returns and he botched the filing of the returns. Because of his incompetence I was charged thousands of dollars in penalty and interest. In conclusion, Dakhil is incompetent, a crook, and a liar. Obviously you don't want to do business with this crook.

Ike, did my moms taxes for 27 years, and guess what??? Never raised the price on her, she paid like…read more$30.00 for 27 years, thats how good of a person he is!

Such great environment. I love filing taxes here. I highly recommend this place. Very affordable…read moreand professional

Tax Preparer Samantha Bork, is very knowledgeable and friendly. I been to other tax offices around…read morethis area and know for a fact that not many people love their job as much as Samantha. She was very patient and explained everything with detailed. I been struggling with some past IRS debt and she was able to get to the bottom of my tax problem. I feel like I left 100lbs of weight off my shoulders. Thank you so much Sam. I will definitely send my friends and family to you in the future. Thank you so much!! I am eternally grateful to you for all your expertise help in this subject.