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.

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'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!!!!

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.

My wife and I have been working with John for over 2 years. We have worked with other financial…read moreplanners in the past and were expecting more of the same kind of relationship. We were blown away by the time John invested in learning about our goals and dreams. He helps us through our personal finance discussions. It's not always easy for married couples to discuss money. With John there he is able to keep us on track and make the process smooth and actually fun. It's impossible to save for retirement without good saving habits to begin with. John takes the time to help facilitate an environment for us to achieve wealth health. He is a trusted adviser and I highly recommend him to my friends and family.

I have worked with John Buerger for more than 2 years, both as a business consulting and personal…read morefinance client. In both arenas I have found John to be highly intelligent, able to think out of the box to find the best possible solutions, and passionately committed to the success of my business and my family's financial health. Thanks John!

Met with Bill about insurance for myself and my wife after we were recommended to him by some…read morefriends. We both found Bill to be professional, friendly and very knowledgeable. He was thorough too, spending time getting to know us, and he was happy to work within our budget to find us a plan that fit our needs. We left the office very satisfied that we'd made an informed decision, with the guidance of someone who really knows their stuff. Bill is a SLO native and family-man, and it was really nice getting to meet him and benefit from his expertise.

Armand has been a great help to my clients and I. He is a great source of knowledge and tons of…read moreinsurance experience. Whenever one of my own clients asks me for any type of insurance I don't offer I send them to Armand. He has not only helped many of my clients but he has been like a mentor to me. If you are looking for health, life or business insurance talk to Armand.

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.

The best! Gina Krumland has been my Financial Advisor for years. She takes very good care of us and…read moretakes the time to really explain the current market. Gina does not push you into decisions but carefully explains both positive and negative aspects and listens to your questions. I would highly recommend Gina for small or large investment care.