Heather Arnold at Glenn Norris CPA is amazing! She helped me with tax return prep/filing, and tax…read moreplanning for my C Corp, S Corp, and personal taxes. She reviewed the tax returns my previous CPA filed in 2023 and found several mistakes which resulted in us getting a large tax refund for the prior year. For our current year 2024 filings, she has done a diligent job to ensure accuracy and tax efficiency. Her communication is stellar and I trust her to do a professional job and treat you fairly. I'll be a client of hers for life. She is truly a diamond in the rough. Thank you, Heather!

Glenn has been my accountant for three years and I couldn't be happier. He's honest, smart, and…read moregreat at what he does. Plus, how often do you meet an accountant that's funny? Also, we love that every time we go into his office, we immediately get offered a drink and a snack! As a new business owner with accounting novice, I have appreciated how Glenn has always been patient and willing to guide me through the complicated world of taxes, bookkeeping, and corporation setup and maintenance. Additionally, Glenn has saved us thousands on our returns. I highly recommend Glenn Norris, CPA.

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!

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

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.

I've used Modica for two years for personal and business taxes. They are knowledgeable, helpful…read morewhen I have had questions, and take care of everything. I highly recommend.

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.

David has been very helpful with my selection of health insurance. He is low key but knowledgeable,…read moreso helpful but not pushy. He is kind and will give you the time and support to make the right decisions. I've recommended him to family members and they now feel the same way about David.

David is a personable & easy to talk to. He tackles difficult subjects life Life Insurance with…read morecare and ease which is something I appreciate. He is quite knowledgable in all areas of insurance & investments and is a broker so he has lots of options at his finger tips. I would gladly recommend him to anyone looking to make an investment in their future.

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.

Johnnie C Tax Preparation saved me a bunch of money and was able to correct errors that I had…read moremissed by trying to do my own taxes. Very professional and extremely knowledgeable. I highly recommend Johnnie C for any of your tax needs. I am not local and I was able to safely and securely send in my documents and everything was handled in a timely manner. Stress free, no hassle. The price is very affordable for his services.

I've been using Johnnie C for the last 3 years. He's super smart and good at what he does. He's…read moremade the dreaded process of taxes simple and easy to understand. Best of all, his organizational skills and comprehension of the current tax law offers me the best possible return for the least amount of effort (at least on my end!) Highly recommend!!!!

Tobin is the Best. Very organized and pleasant to work with. Just started with him but plan on a…read morelong relationship working together! Thank you Tobin for assisting my business to succeed!

Tobin handles QuickBooks with incredible skill and accuracy. I know he will ALWAYS know how to fix…read morea problem that I've been stressing over and he fixes it quickly. He doesn't say "I just google it". He know this program inside and out and is a true expert.