I can't say enough great things about this group of tax professionals. As I balanced a Navy…read moredeployment from multiple detachment sites all eclipsing tax season, I also sold a home in a third location. Patrick Fields and James Sinn were there with me the whole way; even going so far as to deep dive California taxes that I paid on the sale that they determined were refundable. If not for these gentlemen, I feel confident I would not be maximizing my returns. But most importantly, they do their work kindly and efficiently. Responses are less than 24 hours on any issue or concern, and they follow up to make sure you're taken care of. I'll never use another group of professionals for my taxes and am grateful for the customer service and thoughtful analysis they provide.

We own a small business and started to use Duval Fields when we realized our CPA at the time was…read moreclueless! Patrick and Mr. Duval were so kind to us and helped us get on the right track with not only our taxes but in helping teach us how to properly operate our business and everything has been running so smoothly since the switch. Their communication is also fantastic! You never feel like you have no idea what's going on, they keep you fully informed. Highly highly recommend using them!

The Funding Group are very professional in finding lenders that match the needs of their clients. I…read moreneeded money for my business and reached out to the Funding Group. Their staff gathered the necessary information and started searching for prospective lenders. Debbie Nimitz was always available for assistance. This company is there to help you.

I could not be happier with Jax Wealth Management. I have been with Dan and his team since June of…read more2013. What most people look for in a financial advisor is someone who can grow their investments, and of course Dan and his team have done that with incredible success for me and my family. Just as important to me, however, is an ethical way to do this. Dan, Melissa, Chris, and the rest of the team are honest, open, kind, ethical AND great at what they do. Jax Wealth Management has allowed me to realize all of my financial dreams & much earlier than I ever expected to. Not only that, I look forward to our meetings to review my finances! My entire family trusts them with our finances and I have referred several of my closest friends to Dan as well. If you want to grow your investment portfolio with a great team, Jax Wealth Management is the one to go to! PS. Every year, they hold a party to celebrate their clients and successes, and they also recognize the people that retired in the past year. My retirement happened during covid, so at this year's party, I was recognized with an engraved bottle of 2012 Dom. Each person who had retired this year received a gift that was individualized to their personality/likes. This team really goes above & beyond!! Pics are from celebration 2023.

As a lifelong Jacksonville resident, I've worked with Davis Capital Management for more than 8…read moreyears, and they've been the best financial partner I could ask for. They always take the time to explain my options, make sure my retirement plan fits both my goals and my risk tolerance, and they're quick to respond whenever I reach out. It's great knowing I have such a reliable, caring team right here in Jacksonville.

Troy Davis and his team are my choices for financial services!…read more Davis Capital Management is a group of consummate professionals who can answer all questions, explain recommendations, and engage in discussion to best understand and meet client's needs. I find their advice well researched, and the team's experience is unmatched by anybody in the area. Troy and company handle my retirement and investment accounts because I trust them, and their continued performance exceeds my expectations and gives me financial peace of mind.

I run an executive search firm in healthcare located in St Augustine. When we moved the company to…read moreFlorida we immediately started looking for a CPA to help us with tax compliance and planning. Geoff has been amazing to work with. He is straightforward, honest and to the point and I consider him to be a strategic partner. He has the vision to help me think through complex tax issues and can explain them in a way that anyone can easily understand. I enthusiastically recommend Geoff LeShane if you need a top notch CPA that can help you with all tax related matters and keep you compliant with all tax related matters.

We have used Geoff for the last 7 years for our personal and business needs. Very personable and…read morevery professional; Geoff is very thorugh and has saved us thousands of dollars . Truly cost effective and makes taxes almost fun. Well that last part is a stretch.... Great service!

Anthony was very helpful, kind, and attentive. He assisted me with my personal taxes and…read morebookkeeping flawlessly while explaining everything that I needed to know. I have never felt more at ease and the services are fairly priced. I will keep using Anthony and Net Amount in the future!

Brittany Kestner with Moran Insurance is the very best insurance agent! She was a gem to work with…read moreand went above and beyond to help me with my home and auto insurance needs. She is incredibly knowledgeable about the various insurances and got myself and my Mom fantastic rates saving us a lot of money! Brittany is very professional, intelligent, efficient and kind! I highly recommend Brittany and Moran Insurance! Carole and Alison Hines

Dan was a pleasure to work with. What can be a complicated process was handled simply and with…read moreprofessionalism .

The Account Pros staff is very knowledgeable, professional, respectful and thorough with…read moreexceptional attention to detail. They also offer virtual tax preparation services and you will not be disappointed. They will take time to fully understand your personal needs and effectively communicate any recommendations on your behalf. I promise, you will experience what exceptional service looks and feels like so please don't hesitate to give them a call. I fully endorse The Account Pros and so will you!!!