i went to H&R block to get my taxes done and after doing all the numbers and calculations the guy…read moretold me that i have to pay 1700 for the government and i almost stupidly did , luckily my boss introduced to to Chris - a very young professional accountant who helps you as much as he can . So instead of paying more taxes, i finally got some money back . He explained very well about these numbers which the other guy did not mention about . He charged a very reasonable price for his work . i definitely recommend this place for all my friends and family .

Why waste time and resources on business bookkeeping and tax preparation tasks that aren't your…read morecore business? As other reviewers have stated, they can provide consulting to improve the way you do things as well as do the tax and accounting on a professional level. Cris is experienced, personable, and cares about his customers.

I reached out to Jay to discuss purchasing a home, and I couldn't have asked for a better…read moreexperience. He took the time to answer every single question I had, no matter how big or small, with honesty and patience. His recommendations were thoughtful and clear, and I truly felt like my concerns and goals mattered to him. Jay's professionalism and genuine care made the process feel less overwhelming and more exciting. I left our conversation confident and eager to move forward, and I can't wait to work with him in the future. Highly recommend!

Jay Abeya helped us with our vacation home. He is by far the most honest and trustworthy mortgage…read morelender we have ever dealt with. Jay went above and beyond our exceptions. Another lender matched Jays rate but the customer service Jay provided us was all we needed to move forward with him and we could not have been any happier with our decision. Jay will be our go to lender for any real estate transactions. Thanks, The Soliz Family

Was one of the best investments I've made for my personal self and business. Shhamier is very…read morepatient and knowledgeable! He has helped me set up so many things I did not know regarding my portfolio, budgeting, insurance and much more. Cant thank him enough especially being flexible enough to work with my limited availability.

This place was originally referred to me from my family, who had been using them for many years…read more They have worked on my personal and business returns for the past 5 years now, and overall I've been very satisfied with the service. There was a minor issue this year with a mixup from who may have been a new associate since my usual one was unavailable, but it was resolved fairly quickly. They've always been very responsive and easy to reach, and have also been very patient with my cluelessness when it comes to taxes. In my experience, their service has been pretty much set it and forget it, which is exactly what I want for dealing with my taxes.

I knew Michelle Wang more than 25 yrs, She is not only help me start my business in Houston, from…read moreapply corporation, to bookkeeping, filing Sales Tax, employee tax, annual tax return , even Estate Planning etc....She is knowledgeable person and professional CPA. Also during this Pandemic period, she even help me to prepare application for SBA EIDL to survive in this critical timing. Deeply appreciated their professionalism

This branch is a joke. Customer service is nonexistent. Apparently they are terrified of COVID…read more Must employ only millennials. Anyway you can't go in. There is a giant iPad that says don't touch we will be right with you. There 10 minutes no one showed. Had to put my deposit in an unsecured box. Hope it gets to my account. What a joke.

I remember when I first came into this branch of fidelity back in 2013…read more You offices had just opened and Ryan Tolle was my adviser. Ryan has now moved on to bigger and better things, but I want to take this time to thank him personally for all that you did for me. Not just the financial end, but the kindness that you showed. I want to thank the staff and Chris Pinto also. All these people went above and beyond for me. I just wanted you to know how much you are appreciated. Thank you

Tim was our agent for 10+ Years - he has not been in touch nor have I been able to reach him for…read moreover 5 years & am not sure he is still an agent or even alive. I have moved onto to a different. Definitely do not recommend him I am giving him 1 star but would give zero

Tim is a stand up gentleman. Very honest and to the point. Michelle is an amazing assistant, always…read morethere to help. I live a company that actually answers the phone and lets me talk to a live person versus a algorithmic answering mechanism. Both are down to earth and make shopping for insurance a great deal less painful than my previous experience. I highly recommend them!

I absolutely love this office. Everyone is so helpful here especially Gaby. These guys always take…read morecare of me and keep me informed of all my options. I've been with them for YEARS and wouldn't think about going anywhere else. Thank you guys for all you do!

Im so happy I found this Tax firm after going to H&R Block for years they never offered me anything…read moreextra for years of dedication, I was able to get same day cash advance and also got education on my credit rather so much !!!