#### Yelp review Dan…read moreHerron with BBFS, Inc. was an incredible help when I became the executor of my grandmother's estate and needed assistance with tax paperwork. From the start, he was professional, patient, and kind, answering all my questions and making a stressful process much easier. His expertise and thoroughness gave me peace of mind, so I could focus on supporting my family emotionally during a challenging time. I'm deeply grateful for Dan's help and can confidently say he's the best!

We had our 2018 taxes prepared by BBFS after our long-time CPA had to resign in the middle of tax…read moreseason due to health problems. This was done without a face-to-face meeting. We thought their fees were high compared to transactions with our previous preparer's. Later, we made appt. to discuss implications of 2019 real estate transaction. Before our appointment, someone phoned us and now BBFS is billing us for telephone consultation. We kept the appointment which gave us identical information (no charge). We're confused about their policies and will not go back for 2019 taxes.

Actually ********** 10 Stars! This woman is an angel. She went out of her way to support us over…read morethe phone, by text, in person and on weekends. She is so knowledgeable and great at teaching. She was quick with making appointments and always on time. Mary helped us untangle a book keeping nightmare from a previous owner and helped us flourish. We couldn't have done it without her.

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!

High marks to Adam and Melissa at the Los Osos Branch. Very high marks. I stopped in with no…read moreappointment to open both savings and checking accounts for an Estate. Even though I had all the appropriate paperwork, that's not an in and out deal. Adam had an appointment with a customer coming right up so he'd have to schedule something. Understandable. It was a Monday after all. Suddenly, the someone cancelled. He had time if he worked quickly because he had another appointment right after that. He got the paperwork flying and got it done. That was important as I had some checks that were soon going stale. His hustle and bustle saved me having to get checks re-issued. That's a big deal. That effort saved me a lot of work. He really did not have to but he not only did it completely and he was finished in time for his next scheduled appointment with a minute to spare. Okay, maybe two minutes. only because the person for the next appointment was late. In the end, he took the time and made the effort for a guy, me, that just walked in the door. That's really good. Sure saved me. I thank you! Good job!

Briton Davis is an outstanding Representative for the bank…read more Answers all questions and finds the answers. He is the main reason I have chosen to bank at this location .

I entered an agreement with Bruce for a "financing" system called Check 90 for my business. I had…read morenever used financing for my customers, so I didn't want to enter his long-term agreement. He told me that I could try the system for 3 months, and if I didn't like it he would transfer the lease for the equipment from my company to someone else without any difficulty. That was the last time I talked to Bruce face to face. I have called and emailed more times than I can count, with only one reply: "I'll pick up the equipment and cut you a check for what I owe you" (obviously he never did any such thing). This man will absolutely NOT honor any agreement you make with him (unless it benefits him, I'm sure). Completely untrustworthy, completely false, a scam artist. Don't get taken like I did.

I used Ross | Carreiro | Brown CPAs for tax preparation and advisory services. In June 2025 I paid…read more$1,933.59 in person to close my account before relocating out of state and was explicitly told my balance was paid in FULL. Two months later, I was contacted and told I owed more money. The balance then changed multiple times -- first I was told $800. Then, AFTER a "50% discount," I was told the amount owed was $1,193! There was no clear or coherent explanation. Invoices issued months later included "Income Tax Return" charges despite my prior payment and being told the account was closed, making the billing appear retroactive and inconsistent. Communication was slow and unreliable despite repeated follow-ups. I was told the head CPA, George, would get back to me about my billing dispute once he was back from vacation. Two months went by before I reached out again and heard anything. I made a reasonable, good-faith offer to resolve the matter if a final invoice confirming no remaining balance was issued. That never happened. Instead, billing continued, including yet another invoice sent in January 2026. Their billing practices are confusing, delayed, and poorly managed. I would avoid them, but if you don't, I strongly caution you to scrutinize invoices carefully and not assume that being told an account is "paid in full" actually ends billing. Document everything. This was not a good experience - on top of their already exorbitant fees.

I am so happy I found George and his amazing staff. I couldn't be happier with their service. Not…read moreonly are they extremely professional and knowledgeable, but they are also so easy and a pleasure to deal with. I feel very confident in this firm, I love Liz. She goes above and beyond to help. After my accountant of 35 years retired, I met with a lot of firms, and I wasn't very impressed. After meeting with George, I knew I found the right fit. Taxes are stressful, and very personal. It's refreshing to have a staff of intelligent experience people helping you with your filing. I would highly recommend this firm.

The team at the Paso Banc of California branch is absolutely, hands down, the best group of banking…read moreprofessionals our small business has worked with. Kind, as in walk documents down to your business to get them signed when they know it's a busy time. Exceedingly professional (and we were with this team when they were Pacific Western, all the way through Covid nightmare), and just great to work with.

The Paso Robles Branch of Banc of CA takes very good care of our corporation and us, as owners. We…read moreappreciate all of the people at Banc of CA and especially the folks at the Paso Robles Branch of Banc of CA.

They are always so nice, and efficient. I highly recommend them for all business and personal…read moreaccounts.

From the owner: Banc of California is one of the nation's premier relationship-based business banks, providing…read morebanking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

Wow, after all these years of buying, selling, and refinancing it was Envoy Mortgage that was the…read morebest.. Even though I don't live in Cambria I was able to do my refi from San Diego without any issues. Previously I went with a large national credit union. I basically got lost in their massive system. I didn't get any help and got little communication. Envoy on the other hand was a completely different experience. In a nutshell this was the easiest loan process ever. There were constant updates and communications from our loan officer Jeff Tanaka. It took about three weeks total to get my refi closed.. - At every stage of the loan process you'll receive a short video via email that explains the stage and what the next steps will be. - Highly recommended no matter where you live.

From two professional customer service people to another, Jeff Tanaka's performance was stellar,…read moreabove and beyond, and absolutely marvelous. Jeff your personality matched wonderfully with ours while maintaining your professionalism. The Creme de la creme was you bringing us lunch on moving day.