Modica Financial and Tax

Atascadero, United States

5

Open now

4 reviews

Contacts

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Telephone:
+1 805-461-5903
Website:
www.modicafinancial.com
Address:
8380 Morro Rd, Atascadero, CA, 93422
Nearby public transportation stops & stations:
1.1 mi9
Categories:
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Today

Today 8:30 am – 5:30 pm
Open now
Local time (Atascadero) 10:01 Thursday, 26 June 2025

Business hours

Monday 8:30 am – 5:30 pm
Tuesday 8:30 am – 5:30 pm
Wednesday 8:30 am – 5:30 pm
Thursday 8:30 am – 5:30 pm
Friday 8:30 am – 5:30 pm
Saturday –
Sunday –

Description

Specialties

Tax Preparation — Individuals, Businesses, Corporations, and Non-​Profits.

Insurance Services– Health, Life, Disability

Financial Planning

Asset Managment

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4 reviews of Modica Financial and Tax

No registration required
Place rating: 5
Atascadero, CA
Joe and Greg Modica have been our family’s tax professionals for many years. They’ve helped us through a lot of life changes and all of the tax questions that come with those changes. They are incredibly easy to work with and very prompt. Whenever we need to call or email over questions, we never have to wait very long to hear back even in the busiest times of tax season. We feel that they are very careful and thorough and help us get the most out of our return.
Whenever friends or family seek tax advice, we always refer them to Modica Financial and Tax because we trust them and love the work they do for us.
Place rating: 5
Santa Margarita, CA
Joe is a great person to help you with taxes, bookkeeping and getting your financial world in shape. This is a great place to help you and Joe is helpful, friendly and tells you like it is. He is a straight shooter with the financial world. Glad we have people like Joe and his team navigating a world that is uncertain and scary. Joe is your man. His son rocks too. ;)
Place rating: 5
Paso Robles, CA
Greg Modica has been doing our taxes for two years now. My wife is a business owner and neither of us want to be burdened with the chore of doing her bookkeeping. Greg gives us great customer service at a very competitive price.
Place rating: 5
Atascadero, CA
Our family has been using Modica’s services for several years. Joe provides a full-​service tax prep system, plus investing tools for insurance, bond funds and more. The reason why I give him five stars, is that he is always accessible and willing to describe whatever questions have been posed.