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.

JESSICA IS THE BEST!!!! She is currently sorting out my disaster that is Quickbooks and my business…read moreaccount, along with my taxes which were messed up in the past leaving me to pay the IRS taxes I didn't even know I had. She has done a fantastic job with that. I don't feel stupid asking her questions and she explains things to me in a way that make sense (I hate and am horrible with numbers). She is super knowledgeable, savvy and gets Sh** done. She has already saved me thousands. They do it the right way. Don't waste money on "cheap" accounting services like I did in the past. Get it done right the first time!!! Her assistant even texts me to update me / ask me questions about my QuickBooks which I appreciate as my time is very limited. I love that I can drop things off and not think about them again as I know that they will be fully taken care of. The staff also responds to me in a timely manner when I reach out. I am so appreciative and grateful for Jessica and her gal Lily. Thank youuuuu ladies!

We had a fantastic experience working with Jessica. She is very experienced, knowledgeable, and…read moremakes the whole process stress free. Having a trusted tax advisor is so important and we are so happy to have someone we trust and who does amazing work. We will definitely be using her services for years to come."

Nick has been the best CPA we've ever had. We heard him interviewed on the radio and "took a…read morechance." He is wicked smart, has readily known the answer to every question we've thrown at him. He has good common sense and tells you what you need to know and not necessarily what you want to hear. We've found a CPA until we die or he retires. Love his generosity with his valuable time and we feel so grateful to have discovered this gem! He is highly respected and recommended!

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.

Sherry and her team have helped us tremendously with our small buisness. Can't Thank them enough!…read moreWe are pleased with their service and how they run their buisness. They helped us do clean up work from previous years and have advised us in the right direction moving forward with our small buisness. Always available to help us with any issues that may arise and answering our questions , we don't feel like we need to chase them or wait days for an answer. We can see they truly are passionate about what they do and how much they care to help small businesses succeed and grow. I highly recommend them for your small buisness bookkeeping , buisness planning needs. Thank you Sherry and her Team!

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

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!

Very friendly, and excellent service! They explain concepts very well and offer good advice…read more Highly recommended!

After what I thought was a good 3-year stint with this office, they decided to drop us without…read morenotification. Apparently they're only accepting high dollar clients these days. Sorry if COVID affected my business for them.

Great customer service and high quality work all done at a reasonable rate. A strongly endorse Mr…read more Sexton and his team.