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.

I had informative tax help at Burkart & Stevens CPAs on investments that saved me time, money, and…read moreheadaches with Cole Stevens who put my mind at ease.

Brian Portesi is a CPA. We have been working with Brian and his staff for many years. Brian brings…read morea fresh approach in working with individuals and businesses to provide great tax and business operational advice to all of his clients. Whether you are in need of a full service CPA firm to handle all of your personal bookkeeping, finances and document preparation or just simple tax document preparation Brian and his staff can help you. Brian also specializes in working with businesses and their owners to assist with finance and operational opportunities including tax advice, accounting advice and investment analysis. Brian works with both our family and our business -- we highly recommend his services.

The BEST MOST KNOWLEDGEABLE ACCOUNTANT ON THE CENTRAL COAST...PERIOD. A little pricey but he is…read morethe best and has a great knowledge of the tax codes and changes particularly real estate rules.

His mistakes on our taxes cost us dearly; we had our new accountant point out that we were missing…read moretax documents from our 2021 and 2022 returns which required us to then pay back taxes and penalty fees totaling $10k. Not to mention that we then paid our new accountant $975 to redo everything. He was late with filing our taxes in 2022 and he still messed up; how could he not know which documents are required when one has stocks or a brokerage account? I would steer clear.

I've been a client of Marlin for 30 years. Accurate, thorough and reasonable cost. Fast turn around.read more

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 best customer service, Victoria has been super helpful by far the best agent I've ever had!read more

From the start with my agent Victoria Pollock unlike other agencies everything we discussed was…read moremet with accuracy and she came through on every occasion if there was any doubt to correct the issue with class and understanding. Great to work with!and we were with another company for 30 years and Mike Smiths group really helped make things happen with our house and 2cars. Easy connection to a live person and not AI. Thank you again Victoria

My girl friend told me about this insurance company. Sh said that Amanda is great and will be able…read moreto help you get a Medicare plan that will fit your needs. So I gave them a call and Amanda got me set up. I am very pleased being there are so many to choose from and it's confusing when you first sign up for Medicare. So a big shout out to Bill Senna's Insurance and Amanda!

Everyone in this office has been extremely helpful! They are all so professional and could not be…read moreanymore grateful for their services. After moving back to the Central Coast from San Diego I was in a bind trying to find good health insurance services, and they definitely made me feel at ease. Everything I needed was very well taken care of. Thank you to the entire team of helpful women! Rosemary helped me with my health insurance and was phenomenal. I showed up late due to one lane closure on the 101 and she was very understanding!

As everyone already knows applying for Insurance is a long and confusing process! Well at least for…read moreme it is! But not anymore!! If you need any help at all, give Nathan Hedges a call!! He was so helpful and knowledgeable! He is very friendly and returns emails and phone calls promptly! Thank you so much for everything Nathan! The Smith Family

Nathan is very helpful knowledgeable. He came out to my…read morehouse! Who makes house calls in this day & age? He has helped my friends & family with all their health insurance needs! Thanks Nathan !