Mr. Kahn called me within 20 minutes after I sent a Yelp message. He is a true professional and…read moregave me some great tax advice. Unfortunately, he currently is not taking on new clients. However, he went above and beyond and recommended me to a colleague that he thought would be a good fit for me. Thank you for your prompt response!

Excellent response time, feedback, and input. When we realized that my specific issue wasn't a good…read morefit for his services, Stephen still went above and beyond to outline a path forward for my individual circumstances at no charge. He also took time out of his day to speak and walk me through next steps. Highly recommended.

Original review from 2016: Wendroff & Associates has been…read moredoing our personal and business taxes since 2009, and I consider them to be truly outstanding. They are detail-oriented, fast and friendly. I have complete confidence that we're getting the best advice on tax savings. I've never been disappointed in the refunds that we've received under Wendroff's care (in fact I know that they've saved us a lot of money, because we've had not so good CPAs in the past!), but I also have found the firm to be reassuringly conservative in its interpretation of the tax code. More than anything else, Jay and I have come to consider Brian a part of the family. He's been enormously generous with his time, and has given us boundless advice on organizing our accounting, setting up payroll, maximizing tax savings, and the like. He's also bent over backwards time and again when we've been under the gun. We're buying a house on short notice and had to ask him to write a letter to our mortgage broker at 9pm last night - on a Sunday evening - and he was on the phone with us at 9am this Monday morning getting it done. Our broker had the letter in hand by noon. That sort of support is really incredible and so hard to find. I really cannot recommend this firm more highly! I trust them so much that I even recommended Wendroff and Associates to my boss when he was in need of an accountant - and he came into my office two weeks later to say that he owed me one, because Brian had refiled his returns and managed to save him $6,000 that the prior CPA had overlooked! ;-) Update in July 2021: Just wanted to note that Wendroff is still doing our taxes and we're really happy with them!

WARNING - I do not recommend them and suggest you consider this before going with Wendroff &…read moreAssociates. New client - Had a scheduled call with Darren Wendroff "Director of Communications" LOL For being a "Communications Director" from the beginning of the call, he treated me very arrogantly as if he was doing me a favor. He said to me that he didn't have much time as if he was doing me a favor, I tried to give him all the information I know and could, he then replied with a high tone... If you don't give me accurate information, I cannot give you a quote , pretty interesting introduction to this firm Wendroff & Associates to a new client, if they are willing to treat you in that manner in a introduction, I can only imagine how they will treat you if you have a need, emergency or concern. I politely said to Darren Wendroff "Director of Communications" LOL, that he didn't need to be rude to me and speak in that manner to me... He got quiet and hung up on me - GOOD LUCK if you go with this firm.

Great service. The team at Dimov Tax Specialists has been helping me with all things tax-related…read morefor almost 10 years. They are friendly, efficient and make me feel very comfortable with the process. I feel very grateful to have them.

Truly the most disappointing experience. I had to follow up MANY times and it always took a long…read moretime for them to get back to me. We had to pay over $1,500 in late fees to the IRS because they did not submit our filing by the April 15 deadline, even though I sent over all materials by mid March. Do yourself a favor and stay away.

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin is a great financial advisor. He is approachable, professional, and a pleasure to work with…read more Kevin's online appointment system makes setting meeting times easy, and he is always prompt and responsive. He is a good listener, considers your financial needs and concerns, and always provides thoughtful feedback. I can't recommend him highly enough.

In my opinion ! Raymond James Financial is & has overcharged me on Rebalancing fees & other fees…read morefor years & refuses to repay the $ that they have cheated me out of. I have all of my statements to prove my case and getting ready to file a Lawsuit against them. They have the worst customer service & never return my calls. They are always in a meeting and flat out refuse to contact you back. In my opinion get your $ out of their funds as soon as possible or you will be very sorry indeed that you ever trusted them !

They lost over 60K of my money because of their insufficient security protocol to an identity…read morethief. I was told that my other account was no longer welcome there because of the fraudulent activity. After reviewing how my money was stolen, I realized it was done by 2 simple emails that Raymond James didn't deem necessary to check. They allowed a 3rd party transfer to an unrelated bank account without any checks. When I tried to get answers for my missing $60K, they treated me like I was the criminal. Do not use this company. This is not an emotional rant. They are incompetent, abusive and unprofessional. I have never felt so betrayed and disrespected as a client anywhere in my entire life.

My wife and I have been going to Jay for tax services for several years now, and are quite happy…read morewith the experience. I reached out, originally, because I'd learned I was negligent on an action due to an inheritance I got several year prior. He was patient and informative. I thought I was stuck with no options, but Jay was able to explain the handful of options I that were actually available to me. With the knowledge he provided I was able to make the best choice, and suffered zero repercussions form being late on the inheritance actions. We used other tax preparation services several times and felt somewhat confident all was well, until one year it wasn't. Though the establishment "made it up to us" we were happy to find Jay who explains things in such a way we feel comfortable with filing taxes each year. The attention to our individual issues has been welcoming. Each year he knows what happened previously and tailors his support. We've used him for planning ventures and large investments. He explains all the possible ramifications so that we go into new endeavors with eyes wide open.

Another reviewer stated "retribution 30 years CPA experience". We had the same issue, we asked a…read morefew additional questions based on what we believed was necessary as a client, and we got this retribution response. As the other reviewer mentioned, I believe if you are willing to let Jay do it all, he is actually probably proficient, but any curves and retribution can occur. We were stunned by his response to us but where THANKFUL he did his retribution PRIOR to any work with him. We moved on but I felt it was necessary to leave a comment for others to be aware. I will say this with Jay, treat your clients properly, or face reviews like this... it is simple. Be respectful to those who ask questions - there is nothing wrong with questions as the saying goes "there is no stupid question".

We have been clients of Anna and MainStreet Financial Planning for over seven years. In that time,…read morewe have been totally satisfied with the financial advice and accessibility of Anna and her team. Anna has kept us on track to meet all of our financial goals and get ready to enter the retirement phase of our lives. We recently transitioned to Liz and she has continued to provide the solid support that we have come to expect. We look forward to our continued relationship with Anna, Liz, Jim and the rest of the team. If you are looking for a hard working team that puts your financial wellbeing and interests first, you can't go wrong with MainStreet Financial Planning.

Edit: I just wanted to add that Mainstreet offers even more extensive services than what I…read moreutilized. They also offer "navigation support," where you meet with your advisor on a routine schedule to monitor your progress. They also offer estate, income tax, retirement planning, and more.

As an Update to my previous review, with the President Margo Steinlage back, the attention to our…read more enrollment was done flawlessly, economically and "hand-holding" given the changes made. I have no outstanding issues and no hesitation to update my review to outstanding. Of course this is with her being present at the Agency.

From the owner: At Steinlage Insurance Agency, a local and family owned independent brokerage, we specialize in…read moreindividual health insurance and Medicare plans. Steinlage Insurance Agency is licensed with ALL Medicare Advantage Plans and most Part D, Dental, Vision, Hearing, and Medicare Supplement (Medigap) providers in the greater Saint Louis area as well as every ACA/Obamacare insurer. By remaining independent, Steinlage Insurance Agency can promote to its clients an array of plans through many carriers. We provide a neutral assessment of these plans and options to our clients continually leaving them with a plan tailored to their individual needs. Steinlage Insurance Agency prides itself on quality customer service and satisfaction. We represent you NOT an insurance provider.

Art has done my taxes for over thirty years, always for reasonable fees. I have a complicated…read morereturn with many real estate investments of various kinds. He always helped me take deductions where possible without crossing any lines. I have never been audited as a result. Art always files for an extension so my return can be worked on during a less busy period. I value his advice but do not rely only on him for potential deductions or investments. I do my own research. In addition Art took the time to appear in court on my behalf as an expert witness. He did not have to do this, because these cases were not directly related to my taxes. I occasionally needed a statement for the mortgage company or other parties in order to obtain financing which he provided at no charge. I was never treated with anything but courtesy by his staff, esp. Virginia, who always took my phone calls and helped whenever she could. I just wonder if some of these reviewers have unrealistic expectations.

I have been using Tax Matters for more than 20 years. Including when I moved away from Virginia. I…read morehave been very happy with their service. However, I understand that our Granberg died a year ago. That may be affecting the quality of the business. I don't know I haven't seen a difference

Zach and the GSP team have become indispensable to our business' financial needs. Prior to GSP, we…read morechurned through multiple accounting / professional services firms due to poor execution and sloppy bookkeeping; GSP came in, cleaned up our prior year's books, and provided some much needed financial organization and planning moving forward. The GSP team (DC Area) is incredibly responsive at all times of day/night and always strives to deliver value beyond the initial ask. They understand startups and growth-based businesses and invest in the long term relationship, proactively offering CFO and financial services. I recommend GSP wherever I go. Affordable and superb accounting services.

We started using GSP financial about 1 year ago for our personal taxes small business (in Capitol…read moreHill DC) accounting and financial needs and couldn't be happier! Zach and his team are very smart and take time to explain things so we are aware of options and can make informed decisions. When we have questions or other needs they respond quickly. Before GSP we had gone through a few accountants but did not receive the level of detail and service we felt were necessary to run our business effectively. Another small business owner recommended GSP to us, and we are so glad they did!