Dave is fantastic. He helped me sort through all of my tax confusion. He thought of items and areas…read moreI didn't even realize were important for my taxes. He was professional and kind and easy to talk to about my finances. He was completely on my side, watching out for me. I will never take my taxes to anyone else again. I highly recommend his services!

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

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.

Not accepting tax consultations. I tried to contact them a week ago-never got a call back.read more

Only the best accounting group in the Central Coast! We appreciate all they have done for our…read morebusiness & family!! D Smith

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 are new business​ owners and moved to the Central Coast a couple years ago. We used Dritsas &…read moreCo. for our personal and business needs​. Jim and his staff are amazing. Very knowledgeable and helpful. We would highly recommend​ him and his company to anyone.

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.

I have been a loyal customer of H&R Block since 2007. My…read moreoriginal visit was at the Crossroads Shopping Center & I was satisfied with the work. The woman who helped me was impersonal & spent no time explaining anything. Her work was acceptable & I had no complaints. After several years of chaos I returned & received unbelievable care & concern. Jim O worked with me to straighten out six years of neglect & letters from the IRS. I was convinced I was going to have access to my finances frozen. Jim O worked with me & gave me peace of mind & taught me how to organize my paperwork so I could receive the maximum refund. I currently have 3 of my tennis partners using Jim O & we all agree that he is calm, patient & the BEST at explaining what was done & how to make the next year even easier to prepare. I am more than satisfied with H & R Block and believe Jim O is everyone's best bet for a quality product.

Hands down the worst customer service I've ever experienced. Said they've made numerous calls to…read morereach me which I have zero records of. Paid over $400 for services but never received anything. Then said I would have to do all the leg work of figuring out what happened with the irs. Office is almost never open. Happy to take your money though, definitely will never use their services again.

John has been taking care of my business taxes for the last 8 years. He always asks great questions…read moreto insure the best return. He is conscientious and timely in his work. If you are looking for a brilliant, and hard working accountant, I can highly recommend John Warner.

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.

Very rude. Extremely unorganized. Spoke to me as if I was a child with the pointing of the finger…read more Has clients information (SSN, addresses, names etc) scattered everywhere around her office. Poor communication skills. List goes on. Will never go to her again.

"As you know my dad gifted your services to me. I can honestly say it was THE BEST gift I've ever…read morereceived! I feel like I have a new found appreciation for my body and what she can do right now in this moment is pretty amazing! I've learned so much from our sessions over the past 6 months from learning how to be a good steward of my time to knowing that it's perfectly okay to take some time for myself. My biggest takeaway has been that things just don't magically come together! You have to plan for it and that goes for everything- finances, workouts, awesome home cooked meals. Working with you has changed my quality of life in the best way possible. I've learned the importance to being kind to myself and knowing that I should strive for consistency and NOT perfection. I seriously can't thank you enough Paige! I can now set goals and have no doubt that I can make them happen because of all the tools I've learned from you. I've recommended you to everyone with ears and I hope they follow through!"

For as long as I can remember, I've been waiting for the next life step to make everything better,…read moreto make me happy: college graduation, the first job, the move to a new & exciting city, etc. etc. When these steps didn't make me instantly happier, I found other ways of coping, including emotional eating. Emotional eating turned into restrictive eating - I can't buy that food because I'll eat it all - and the cycle just spun and spun. Then, I finally decided to invest in myself by working with Paige. It was truly the only big "life step" that has resulted in a positive change in my life & my happiness. Paige helped me to understand that first and foremost, we need to love ourselves now. She taught me how show compassion towards myself by allowing myself to be imperfect and care for myself through dedicated personal time. As women, we spend so much time caring for others, it's not instinctive to care for ourselves. I re-learned what truly makes me happy and how to prioritize myself over others. Finally, I learned how to listen to my body. Intuitive eating has given me a completely new perspective on eating & food. Before, eating was forced by time of day or emotions and often resulted in feelings of guilt. Now, I know when I'm hungry or just emotional, which allows me to truly savor my food and enjoy eating again! Bottom line, Paige is an amazing listener and friend. Every phone call and email is met with true compassion, empathy, and care. One of the best aspects of coaching with Paige is that you never feel like a student or unequal from her. It's an absolutely amazing feeling to realize that the issues I've been having are no different than so many other women - I'm not alone! Paige's coaching went so far beyond what I expected. I went into the sessions expecting to only talk about emotional eating and how to be an intuitive eater. But Paige is so insightful and always had the right questions to ask which helped me see the little aspects of my life that needed more attention. Those little aspects led to a greater understanding of myself and the true root of my emotional eating. I'm so grateful for Paige and her passion for helping women like me lead healthier lives! I'm finally happy with myself and there's absolutely nothing that can explain how good that feels.