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.

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.

Nick Medeiros might be OK. But he's trying to expand and there's no vouching for who he hires. My…read moreexperience was absolutely terrible. I really gave them the benefit of the doubt. I even spent two years there. I regret every minute of it frankly. Do yourself a favor and find someone local that is not just an add-on to someone else's practice. I would give a one star review, but I worry it will be eliminated. I think it's important people see that this is not a good place to go.

Condescending, unable versus unwilling to answer financial questions. Not a good fit for people…read moreearly in their business tax journey.

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.

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

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!

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.

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!

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!!!!

The worse experience in processing my annual returns in 35+ years. First impression, Ray appeared…read moreto be professional and possessed the experience to provide a good service. After two years of not receiving returns, contrary to my prepared returns from State and Feds, I questioned Ray. He responded with statements which needed clarification and when asked became extremity difficult and evasive. He never did answer any clarification questions and immaturely closed business ties - which I actually appreciated....

We love Ray. He has helped us for over 15 years and we feel like he is part of our family. He…read morecontinued to grow our investments during the hard times and looked for every way to protect us as our CPA through financial ups and downs. He has given us the best advice when managing our 3 children's college funds as well. One graduated in 4 years and had a comfortable little nest egg to get her started off on her own, one is looking towards med school after her undergrad degree and is currently being advised by Ray on how to make the dollars stretch and we have one with a few years before he has to make college plans so the money will be there when he needs it. Meanwhile, Ray is helping us plan for our retirement so we can feel good about the time we are putting in now - and enjoy or freedom later. Grace, the office manager, is pleasant and helpful. She makes his office warm and inviting no matter how stressful tax time is! Ray has our trust and our backs...can you say that about your CPA and Financial Planner?

If you are looking to solve your IRS issues, get in touch with these people. If you're planning to…read morewaste time and keep putting your IRS issues off, don't give them a call. They know their stuff and they helped me to recover. I used to be a truck driver back in the late 90s and I ended filing my tax years in 2000 when I filed Bankruptcy... that was a mistake. The IRS confirmed I owed $64,000. Their attorney work determined that considering that I'm finally retired and on fixed income, I can't pay this. I wouldn't even think to fight the IRS alone. I attempted to give them a call and even that was a chore within itself. I'd get a different individual every time I contacted and they never cared about my situation or perhaps helping me to fix it. Thank GOD for this business as well as their expertise.

Yesterday I had a visit from an IRS office and so I called them. I'm so glad I did. If I had to…read moreconfront this officer on my own, I have no idea what I would have done. He was exploring my house and penning things down. I need to pay over $100K for a business deal from many years ago. I should've taken care of it, but just kept putting it off. I'm happy with the assistance I've received coming from them. They've taken a HUGE load off my shoulders.

Mark did my taxes for me. He was thorough and efficient and answered all of my questions. He's very…read morecareful and I highly recommend him.