I was very impressed and happy after we able to see both Lynne Mason and James Tarp. I know tax…read moretime is super busy for preparers and I therefore keep my expectations low and patience high. I never expected that you, Lynne would have our tax filing done by the seemingly quick and arbitrary date when we happened to have our investment appointment with James. And to top it off, we were able to discuss the conclusion for our tax process after our investment appointment with James. While one could hope for such amazing efficiency and convenience, I never ever expected that under these circumstances. And to make it even more remarkable, just days before the taxes were done I sent in a last minute change. We had gotten a tax form that was mailed to us very late, so I sent it to Lynne the same day and that late change was incorporated into our completed filing. While were open-minded about our appointment with James, I did not expect we would be needing to move any money or make any new investments. And here too our James also greatly exceeded our expectations. We had this massive Trust document about which we had the vaguest of understandings. While James appropriately explained he does not give legal advice, he was able to explain in plain language, the purpose and uses of a Trust in a way we understood it like never before. This truly was full customer service without earning any money from us from new investments. For both Lynne and James, we had such comfortable, friendly discussions it was extremely easy to feel at home and trust their advice. Friendly service and a personal touch seems so obvious that everyone should use them, but they are rare, especially to the degree that we experienced with Lynne and James. Reflecting on this, another key word comes to mind, authenticity.

After ten years of being customers, we will never go back. They left our tax information untouched…read morefor over a month. We ended up needing to make an unexpectedly large payment which we didn't find out about until April 1. (dropped off info in February) They say it's standard practice to just leave "drop off clients" sitting until the staffer gets to it. A drop off client is someone who puts all of their information into the provided envelope and takes it to their office. The delay in finding out how much we owed caused us significant financial harm. When we brought this to the attention of a manager he said it was a "coaching opportunity" for the employee. That is completely meaningless to someone who was just screwed over by your company. Terrible service.

We have been going to Blair at DMA for several years. We enjoy talking with him and he does a great…read morejob. The front desk staff is friendly and helpful as well. To have your taxes done the right way at a reasonable price, we highly recommend DMA on Monona Drive!

I've been getting my tax returns done by Dale at DMA for many years. He is excellent and so is the…read morefront desk staff. I call weeks ahead to make an appointment because I know he will be busy during tax season (because he is just that good) and I want no one but him to do my taxes. He is always on time, friendly and efficient. He takes the time to answer all my questions and at the end of our appointment I know exactly what I owe or what I'm getting back and what my estimates are etc. It is all done during this one appointment. I will not go anywhere else.

Wow. Steve and his team are amazing! Without going into too much detail, I took my taxes to…read moreBroyles & Company CPA's last year and they worked a miracle. They organized several years of tax returns and made sure I had everything I needed done and filled out so that I could get my taxes fixed. This year, I took my regular tax return to them again. They were a little expensive for just a basic tax return, but the service and finished product are worth the extra cost. I'll be taking my taxes to them every year for sure!

This was one of the best Google search results that I've ever had. I needed a CPA, close to my…read morehouse, at the best price... just because I wanted a professional to handle my tax return. I found Steve Broyles and I cannot express how helpful him and his staff was at getting my return filed quickly, efficiently, and to my advantage! After filing my return, I was even more impressed with the personal service that Steve gave me... spending nearly an hour on the phone with me to go through tips, tricks and a high-level assessment so that he could help me take every financial advantage possible for the next fiscal year.... with no additional charge for that time and advice. I could do my taxes myself... but I am so thoroughly impressed, that I will be a Broyles client from now on. Excellent!!!

Jackson was great to work with and very thorough in answering my questions. He helped me make sure…read moreI caught every possible break. He was also easy to reach on both the phone and email. I highly recommend Masters tax prep! Thanks Jackson!

With a little bit of time, and a little bit of effort, you can maximize your income and investments…read moreusing the guidance of Sue Peck of Evolution Financial. Sue is not only good at what she does, but the level of service she provided us showed that she cares about our money as much as we do! With a couple simple changes and much reassurance from Sue, we are using what we already had more efficiently. While we try not to think about the costs of retirement, Sue kept it in mind while we discussed our current and short-term money goals. It's a relief to know there's a second pair of eyes on our future. I would recommend Sue whether you are just starting out, need a refresh of your financial situation, or are an expert financei looking to increase your knowledge (and benefit from it!).

Sue was SO helpful! She is kind, informative, and encouraging. As a 27-year-old with no experience…read morein financial anything, I was very intimated and unsure where to start. I signed up for a 15 min session with Sue, and it is the best financial decision I have ever made! She took the time to help direct me to someone who could be most helpful to me for where I am at in my life. She was comforting, supportive, and exceedingly helpful. For the first time in my life, I feel like I can be in control and make smart and informed decisions with my money!

Competent, confident, trustworthy and client centered…read more Have 100% trust and assurance in their professionalism. Highly recommend

We have been with the Capital Group for nearly 20 years. We have been extremely delighted with the…read moreservices provided by John Litscher and his team. His weekly bulletins provide valuable information and their seminars are often of interest. John and his team are very accessible via e-mail or phone calls. We have seen steady and impressive growth in our portfolio over the years. He and Colleen are able to provide thorough explanations as to how and why we should be investing in certain financial products. As we have eased into retirement their advice has become even more invaluable regarding RMD, taxable income, long term health insurance and Medicare issues we need to be considering. We have never felt rushed or pressured into making decisions about our finances until we have all of the facts. We are just so grateful for all of the work being done on our behalf by the Capital Group.

I too have worked with Bob and staff for years (30+). They have always been very professional,…read morefriendly, accurate and prompt. Better yet, they've saved me thousands of dollars. I highly recommend their services. Bud H. Winter Haven, FL

I have been using Complete Business Services for years and have a great working relationship with…read morethe owner, Robert Blake. He is very trustworthy. He will not do anything not completely on the up and up. Highly recommend him for your needs.

I have had nothing but great service from Neckerman Insurance. Purchased my first house just over…read more4 years ago and have been with Neckerman ever since. Anytime I have had a question they have been fast to answer. I also like that they check every year to make sure I am getting the best rate possible. Doug and his team do a great job and I would highly recommend them to friends and family.

Simply said, the expertise and positive attitude from the staff at Neckerman help us search for the…read morebest home and auto insurance and their agents are there for us anytime we need support. Thank you!