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!

Best tax accountant I've ever had. He got my taxes done in 2 days and saved me over $70,000. Thanks…read moreDave!

Dave took care of my major tax problems I had with the IRS several years ago. He has since handled…read moreall the paperwork for my company. I am no longer afraid of tax season!

Pioneer accounting group is definitely a top notch accounting firm. I've worked with Armaven and…read moreMadison. They are professional, kind and extremely knowledgeable. If you have a small business and need an accountant or bookkeeper I would definitely recommend them!!

We've worked with several financial advisors over the years, but none have come close to the…read moreexperience we've had with Kevin. From the beginning, it was clear we'd found the perfect match--not just in terms of financial strategy, but in values, communication, and overall approach. Kevin brings a depth of knowledge that's both impressive and reassuring. What really sets him apart is his commitment to continued learning; he's constantly staying ahead of the curve and bringing thoughtful, informed guidance to the table. More importantly, Kevin is just a genuinely good human being. He listens. He cares. And he always has our best interest at heart. We feel incredibly fortunate to have found someone we trust so completely with our financial future. We highly recommend.

I've spent years educating myself on investment strategies so I wasn't expecting to be surprised,…read morebut I left our first consultation with several powerful ideas I hadn't even considered. Kevin took a meticulous approach to understanding my personal situation and made strategic, tailored recommendations to help me minimize taxes both now and in retirement. It's rare to find a firm that balances deep expertise with such a thoughtful, personalized touch. Highly recommend!

#### 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.

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.

The worse experience in processing my annual returns in 35+ years. First impression, Ray appeared…read moreto be professional and possessed the experience to provide a good service. After two years of not receiving returns, contrary to my prepared returns from State and Feds, I questioned Ray. He responded with statements which needed clarification and when asked became extremity difficult and evasive. He never did answer any clarification questions and immaturely closed business ties - which I actually appreciated....

We love Ray. He has helped us for over 15 years and we feel like he is part of our family. He…read morecontinued to grow our investments during the hard times and looked for every way to protect us as our CPA through financial ups and downs. He has given us the best advice when managing our 3 children's college funds as well. One graduated in 4 years and had a comfortable little nest egg to get her started off on her own, one is looking towards med school after her undergrad degree and is currently being advised by Ray on how to make the dollars stretch and we have one with a few years before he has to make college plans so the money will be there when he needs it. Meanwhile, Ray is helping us plan for our retirement so we can feel good about the time we are putting in now - and enjoy or freedom later. Grace, the office manager, is pleasant and helpful. She makes his office warm and inviting no matter how stressful tax time is! Ray has our trust and our backs...can you say that about your CPA and Financial Planner?

We were very fortunate to be able to work with Sean at Sure Mortgage on our recent home equity…read moreloan. Throughout the process, he took time to answer any questions or concerns we had in a warm, friendly and highly professional manner and kept us posted throughout. He obviously cares about his customers, and wants to ensure a positive experience--which it was! We highly recommend him to anyone in the market for loan services.

We have refinanced with Sean twice, and each time he secured the lowest rate available. He makes…read morethe process easy, and is a delight to work with.