Lapp Fatch Myers & Gallagher

"We have been using their services to take care of our HOA bookeeping over several years. They have been consistently good at keeping track of all 104 homes accounts that are in our HOA. Dana and Julie in the front, as well as the rest of staff are always a pleasure to work with, and are prompt on returning emails and answering questions et cetera."

"I have been working with L F M & G since 2015. They helped me through an extremely difficult mess my prior accountant left me with. This was not a quick fix situation. They where knowledgeable, strategic, professional, and supportive on every level and followed thru until completed. A very professional firm! I am so glad to be working with them now."

"Very professional, they always communicate very clearly as to what, why and when things are needed. I would highly recommend them. A+++++"

"ETHICAL , PROFESSIONAL, KNOWLEDGABLE Had the pleasure of working with Julie Fischer on some tax obligations from a recent startup with an out of country business partnership for an LLC. Due to the complicated nature of the partnership, late penalties and tax obligations - untangling and sorting the mess was not an easy one. Before visiting Lapp Fatch Myers & Gallagher I visited another well rated firm in San Luis Obispo, told my story, and spent a decent amount testing the waters to see if I felt comfortable moving forward . THE "OTHER FIRM" The other firm recommend that I filed as a C corporation in attempt to avoid some penalties. Additionally, during my visit I explained that I was looking for a long term solution and need help managing this situation. To be more specific, I was looking for a firm that could see the big picture of what I was trying to accomplish and strategically get me there. However, during my visit I felt uncomfortable and something just felt off. In business I've had the unfortunate luck of ignoring that gut feeling one time in my life. I've never made that mistake again. In looking back at the visit, the whole thing felt very short sighted, rushed and I felt someone was trying to close me. LAPP FATCH MYERS & GALLAGHER & TEAM In the end I was VERY happy I went with Julie because I saw exactly how much the tax rate would have cost my business in the long run filing as a C corp instead of an S corp - peanuts compared to small immediate penalties. Julie, Pat and front staff were EXTREMELY professional. My tax situation was well thought out and strategic. I very much look forward to working with this firm in the future. Thank you Lapp Fatch Myers & Gallagher!"

"UPDATE: One of the partners read this review in July of 2017 and said she didn't realize that I was upset. She offered and then followed through with a refund of the entire amount. I think I can move the star from one to two. Here's the original text that I wrote: This is a firm you should avoid at all costs. They lied about the price they were going to charge us for our tax return, and they filed an extension without asking us first. We brought the return to them on March 17, 2016 at 9:00 am. a month before the deadline of April 18, 2016, and we still haven't gotten it back as of May 18th. We have had to call and we're told they're working on it. What? Really? If it's that complicated, maybe you should find another business to get into. I will not be back again next year!"