Absolutely best CPA I worked with in a long time. She took the time to look at my taxes to make…read moresure I filed all items responsibly and accurately. She even advised me on what I should be thinking about in the future years. I highly recommend her services.

So-I inevitably have to do a thorough search whenever I need to find a really good Tax Consultant…read more This year took weeks- andI honestly found a gem. There are many things that need to be considered when searching for someone you can entrust with all of the personal iformation required of a solid tax consultant- you are giving them years of information on your taxes, where you have worked, finances, etc., etc. and, well, my cousin is a C.P.A., but he is no longer local- so that is out. But I found a woman who is kind, wise, well educated at Cal Poly, is a young Mom. I met her husband, who works locally- and he is also very kind. The cost, I felt was exactly what I have been paying previously, and her office is close by-a good fit! She is sharp and obviously knows tax consultation very well, she is very considerate, her place is comfortable, and she may even consider coming to the client! I cannot recommend her strongly enough!

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.

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.

Very knowledgeable and quickly assisted with my taxes. Service is top level and very reasonableread more

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!!!

We hired Tori Brown to handle our tax paperwork and tax returns. Unfortunately, communication was…read morevery limited, and the work was never completed. When we decided to switch to a different CPA, she was unable to provide our files to the new accountant. We also did not receive a refund for the services paid. Based on our experience, we would not recommend her services.

We made such a smart move going to Bottom Line Bookkeeping! Tori, Michelle and team are fantastic…read more Efficient, knowledgeable and always available for advice. We couldn't recommend them more.

so I guess I should start with I am that person that is always looking for ways to save money,…read morebecause of this I call frequently to ask about pricing on both auto insurance and life insurance. everytime I talk to priscilla she is always more than happy to help with quotes and doesn't pressure me into any decisions. she doesn't make me feel like she's annoyed and has even reached out to notify me of price changing or different policy options. when I do decide to make the switch I will definitely go through priscilla! what a friendly and knowledgeable person.

State Farm Atascadero-continues to be Amazing! Sara & Mikayla both came through to help our…read morethoroughly confused mortgage company! As I'm sure others have experienced with their own-but I feel like our State Farm really goes the extra mile for us every time we need them. I hear insurance nightmares & am so lucky I've never had to experience any myself! I'd recommend our hometown State Farm any day! I've been with them since I could drive-over 30 years yikes-I feel old saying that! Thank you again Sara & Mikayla!!

Called and told me my policy was canceled after switching agents. Was going to collect an…read moreadditional 700 dollar premium in spite of my insisting I had just received a current decs page. (also never confirmed my deductibles and just made the lowest so my premium was higher) THEN they called corporate and informed me my policy wasn't canceled. Wasted all of my time on the phone not to mention upset when they should have called BEFORE giving me such misinformation. Sloppy work. I can't imagine this is an unusual incident. Never apologized for their error. These 5 star reviews must be incentivized

Courtney and her staff are so far superior than I have ever experienced before, in regards to how…read morethey treat their clients; always respectful to our concerns or just needing direction as to what best fits our needs~ If I could give 10 stars I would‼