They are scammers, they charged me $2000 in a year and did nothing for me. Then when I stopped…read moregiving them money they went silent. They were not helpful at all.

Watch out for this company. The staff promise the world. When you do need them your creditor sues…read moreyou. This company promise me a lawyer to help and when I requested a lawyer they don't have a lawyer to help you. I feel this company is after your money and not help when you truly need them. You are better off getting help from Google. If Heritage reads this. Please stop calling me to get to changed my opinion. My opinion is protected under the first amendment of the Constitution.

Dorothy and her team were personable and quick to answer any questions I had. With my financial…read moresituation I had to file for an extension. She did a phenomenal job explaining everything to me and putting it into terms I could understand. All I had to do was scan all my tax documents to her office and that was it. As a millennial who wasn't taught squat about taxes, I would highly recommend her services to friends and family.

We have been using a great CPA for the last 15 years. She was personable, meticulous, empathetic,…read moreand sometimes brutally honest. But she retired last year, and we were referred to Dorothy Hamilton for 2015 and 2016 taxes. In the two years we have been with Dorothy Hamilton's office, I have never met Dorothy nor have I met the person preparing our taxes. Last year, the customer service resembled a wet towel. It was minimal and unpleasant. Some guy called me asking questions using what sounded like IRS jargon. I had to ask 20 questions to get an understanding of what he actually wanted when that is what he should be doing from the start. I pay someone to prepare my taxes because I don't want to spend my time learning about tax code. Not cheap either, by the way. This year was worse. We had some very busy work hours, so we were unable to get an appointment with anyone at the office. After all, they work 9 - 5, and they have no weekend appointments. Not only that, but they actually are not there from 9 to 5. I showed up at 9:30 one day. Door was locked. I showed up at 4:15 another day. Locked door again. Don't forget hour and a half lunches too, so don't show up between 12pm and 1:30pm. So clearly, they have better-than-banker hours. Finally, after scanning our tax packet to them four times and they claim they didn't receive it, I finally had to drive it down there. Come to find out, they have some kind of email spam filter that continuously filtered out my email. They could tell it was filtered, but they couldn't get the attachment. Somehow that was my fault. We didn't make the deadline they have of March 31st for our packet, so they said they'll have to file an extension on our behalf. That's fine, but I have never filed a late tax return in my life. I have no idea what is involved. So now, in July 2017, after paying my taxes, I get a letter from the IRS claiming that I have not paid my taxes on time, and I owe penalties and interest. You could very well say this is my fault, but this is also something my expensive tax preparer should have told me somewhere along the line. When I called to ask them about this "error," the lady told me that this is all disclosed in the paperwork mailed to me at the beginning of the year. Sure, I should have read the 50 page packet I received, but I would expect this to be conveyed to me verbally at some point over the 4 or 5 phone calls I had with them asking about the deadlines. But not a word about implications. Not a word about penalties. When I mentioned this to them and how I never had any problems in the 15 years I was with my previous CPA, I was told that my previous CPA "worked 12 hour days for months, and we don't do that here." This was insulting to both me as well as my previous CPA. It is essentially saying, "We choose not to offer the level of service you were previously accustomed to because it's too much work for us. In fact, we won't even fake it." Well then. If you want a tax preparer that does no more than crappy H&R Block would do but charges twice as much, by all means, choose Dorothy Hamilton's office. If you want a CPA that doesn't really care about her customers, this one is for you. If you don't expect to be given any critical information about your tax returns, go here. Otherwise, if you value quality and direct communication that isn't hidden in 50 pages of a mailing, stay far away from this one.

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!

Moyses has been my advisor for several years now. I have had 4 advisors before him and can honestly…read moresay he is one of the easiest to work with. He listens to my input and concerns while understanding my long-term goals and asks questions about what I want now and for retirement. With his guidance, I'm getting about a 20+% return, and I can't ask for much more. He reaches out when opportunities become available and explains what's going on. I can't recommend him enough.

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

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.

The level of service and knowledge that Travis offers is second to none! He is undoubtedly the best…read moreCPA my husband and I have ever worked with. His attention to detail, responsiveness, and ability to explain answers to all of our questions is what keeps us coming back year after year. Getting your taxes done can be a stressful experience, but with Travis I am fully at ease during the entire process. Not only is he available during tax time, but he is always willing to answer financial questions that pop up during the year that may affect my taxes. This way, there are no surprises come the new year. If anyone is looking for a friendly, experienced, responsive, and overall phenomenal CPA, Travis is your man!

Horrible CPA! I first started with Travis a few years ago and initially he was nice and…read morecommunicative but the last two years he's done my taxes he's been sloppy, lazy and failed to respond. This last year he didn't even give me my taxes until the day before the deadline to pay even though I had been emailing and admin about them. When I told him I had questions and I didn't want them filed a certain way he told me it was too late and I would have to pay anyways, even if I wanted to file an extension. Now I'm out $12,000 because he filed the wrong way and refuses to correct them. He either won't respond to emails or give nothing but excuses. If you care about having someone who's concerned about your best interest stay far away from this person.

Garrett's professionalism, knowledge and experience makes him the right choice for our tax advice…read moreand guidance! Moreover, in a time of processing and working with clients Garrett made us feel like preferred customers not like another number. Comprehensive and thorough, highly recommend his services.

Garrett Sabin from Central Coast Tax and Financial Services has filed several years of returns for…read moreus and we highly recommend his services. He does an amazing job. He travels to meet us, takes time to go over every detail and works extremely hard. He has made himself available to answer any questions we have and always returns calls, emails and texts promptly. Extremely affordable and excellent value! Garrett has consistently gone above and beyond what any other tax professional has ever done for us. Because of his honesty and hard work, we will continue to use CCT&FS in the future.