Modica Financial and Tax

10 reviews

+1 (805) 461-5903

Website

Photos

Joseph Modica, Jr., Enrolled Agent, CFP, RIA

8380 Morro Rd

Atascadero, CA 93422

+1 (805) 461-5903

http://www.modicafinancial.com

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Tax Preparation, Financial Planning, Health Insurance, Life Insurance, Bookkeeping and Payroll.

Find related places

Banks

Financial Advisor

Insurance

Tax Preparer

Reviews

4.010 reviews

Luke W.

4/9/2019

We've got Greg as our tax guy and man is it nice to have someone local, and trustworthy. With my wife owning her own business, me working two jobs, there is A LOT to do come tax time. TurboTax...

Read more on Yelp

Tupelo C.

10/8/2022

Joe Modica has done my taxes since my first job. His family run business makes you feel welcome, cared for and understood. He always got me good tax returns and answered all my silly questions.

Read more on Yelp

Amanda E.

4/13/2022

I've used Modica for two years for personal and business taxes. They are knowledgeable, helpful when I have had questions, and take care of everything. I highly recommend.

Read more on Yelp

David G.

7/22/2021

It would be nice to give 0 stars. This place is operating under new ownership and it's clear it's gone downhill since the son, Greg, stopped working there. The new owner is not worth working with....

Read more on Yelp