I have found Larry and his wife, Lorraine, most helpful when I have tax questions. I highly…read morerecommend using their services.

My husband and myself met with Larry for our taxes. Gave him all the paperwork at our initial…read moremeeting. After a little while, we asked about the completion of our taxes only to be asked to send him the paper work. He literally requested the same paperwork multiple times! Finally he got it done, only to get a bill from the IRS with fees and interest !! First time in my life I got a bill from the IRS. All because Larry didn't ask us one simple question. Save yourself hundreds of dollars and headache and go somewhere else or use TurboTax!

Pablo was super friendly and got my taxes done right away. He explained everything very well and he…read morelet me know when my returns were accepted. I definitely recommend him and will be going back next year.

WARNING - AVOID THIS TAX SERVICE…read more I strongly advise against using this tax service. Paul handled two years of tax filings for my business, and both returns were filled with errors. I'm now working with H&R Block to completely re-do everything, which has been a costly and time-consuming process. Despite multiple requests--over five times in the past month--I have yet to receive any of my records. Neither Paul nor his team has responded to a single message. Throughout the process, he was unresponsive, unwilling to explain anything, and ultimately "too busy" to provide the professional support I hired him for. His careless approach and lack of understanding of business taxes have left me in an incredibly stressful financial situation. I'm still waiting for the documentation I need. Hopefully, posting this review will prompt some form of accountability.

Fast and efficient! Their knowledge has help us get more money back on our taxes.read more

From the owner: The Tax Office has been serving the area for over 35 years and is operated by Jayne Heriford EA and…read moreKathleen Jo Ferguson EA. We offer tax preparation for Individuals, Partnerships, Corporations and LLC's.

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!

Mary With Forthright bookkeeping has been so great to work with. Running a small business is…read morechallenging, but it sure is easier with Mary keeping all of our financials tracked correctly in QuickBooks. Her Knowledge, professionalism, and willingness to teach has been awesome. I would highly recommend Mary to all my friends and family members. Thanks Mary, couldn't do it without you!!!

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!

We've got Greg as our tax guy and man is it nice to have someone local, and trustworthy…read more With my wife owning her own business, me working two jobs, there is A LOT to do come tax time. TurboTax just isn't cutting it anymore. Greg is funny, open, easy to chat with and great and explaining things so I understand and feel good about the decisions and choices we're making. Their office is nice, it's easy to access, and it feels safe and private, all the things I want when talking about money. The prices are good, not to say it's cheap, but I feel that the work I am getting done, the time and effort he has put in, his ability to be reachable when I have questions all go toward a quality job that is worth paying for. In addition to tax work they also do bookkeeping and financial management. Greg is not taking clients as of now, but his dad Joseph still is. So I'd feel free to give them a call to meet.

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.

Nick has been the best CPA we've ever had. We heard him interviewed on the radio and "took a…read morechance." He is wicked smart, has readily known the answer to every question we've thrown at him. He has good common sense and tells you what you need to know and not necessarily what you want to hear. We've found a CPA until we die or he retires. Love his generosity with his valuable time and we feel so grateful to have discovered this gem! He is highly respected and recommended!

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.

Hollie was great! She explained everything well to us, especially since we had a lot going on for…read morethe tax year she was a tremendous help and easy to work with.

Our taxes are now very simple - and this place is helpful and efficient. Every body must do taxes…read moread the family that runs this office (and several others in the area have been in the tax biz now for generations. Very friendly and reasonalbe. I like it!

Advertised price was not accurate. Started the process online, sent all my sensitive information. I…read morereceived a message from H&R if I wanted to proceed it would be $550 to continue. I would have not sent all my families information to them if I knew the price would be $400 more than advertised. I said thanks for your time but I'll pass. No return email or communication from H&R Block. Communication is important when private information is involved. One income simple return $550.00 hopefully my information was deleted. Solution would have been to contact me thru email stating they got my message and look toward them in the future if I change my mind. Also make the online part where you upload all your documents after seeing the real cost of service