Better Business Financial Services - San Luis Obispo, California

Nichole W.

Pros: professional, thorough, conscientious, thoughtful, patient
Cons: I honestly can’t think of any.

The staff at Better Business Financial Services helped complete our 2017 tax return. We have been doing our own taxes but because we were in the middle of some more complex financial transactions we needed the guidance of a professional.

The Better Business Financial Services went above and beyond our expectations of service. They helped us gather every last piece of necessary documentation and information we needed to complete a very thorough tax return, including items we would have never thought to consider. They took extra time then originally estimated to make sure that all possible deductions were considered and we know that our liability was appreciably lower due to their knowledge and perseverance.

We are very happy with the personal service and professionalism of Better Business Financial Services and will continue with their tax services in the future.

Kym K.

A friend recommended Better Business Financial Services to me. I am so glad he did. I wasn't very happy with my previous accountant. Not only will they go the extra mile for you, they will make sure you are not taken advantage of. They are a pleasure to work with.

If you are looking for someone to do your taxes, go to Better Business Financial Services. Hands down, they are the best. They are very helpful and definitely knowledgeable. What I appreciate most is that they are genuinely a good group of folks, sincerely interested in your well-being, taxes or otherwise.

Damian C.

Over the years Better Business Financial Services has always been outstanding when I come to them with my tax questions. Whether it's questions about what to file for a new job or if I get any new deductions on my annual taxes, the staff there is always up to date on new laws. They have the most helpful staff I've ever come across in a tax office!

Allison C.

My boyfriend owns his own business. He’s been doing his own taxes for a while. I finally convinced him to seek out a little help. His workload has been getting overwhelming. A friend of his recommended Better Business Financial. At first, we weren’t sure it would be a good idea because we are located in another part of So. Cal, but we decided to give them a try since they have an option to do your taxes remotely. Boy did we make the right choice! Suddenly, they have helped him save a little money and keep all of his records organized. The headaches and complaints are now gone. For larger businesses, they offer payroll services and for individuals, they are there to make crunching your numbers at tax time easy too. BBFS was a great little find.

Erin T.

I love BBFS! I had limited knowledge on taxes when I came to BBFS and not only were they able to find me new exemptions I qualified for and increase the amount I was getting back, but they were able to explain those deductions in detail and what I needed to do to set me up for better tracking next year. They are very knowledgeable, thorough, affordable, and a pleasure to work with, I highly recommend them!

Linda S.

When it comes to financial planning I am lost. I had to roll over a small 401K and the more research I did the more confused I became. A friend recommended Better Business Financial Services and after five minutes on the phone I knew this was the right choice. They not only answered my questions, they answered questions I did not even know I had. What a relief. I know my finances are in good hands.

Evan S.

I am an attorney in SLO. I Had a few tax questions and reached out. Very honest and straightforward professionals. Responsive and easy to talk to. Recommend to anyone in need.

Dustin R.

She is awesome ! Had my taxes done in no time and keeps my business books in order . Excellent!