I reached out to this firm for tax prep because I saw good reviews. I asked about the pricing and…read morewas informed of their hourly rate. When I went in-person, the CPA was friendly, but spent 30-mintues saying I was wasting my time because their prices are too high. I think if they are targeting business clients and not individuals, then they should have been more straightforward about that. Instead, I felt like they tried to sell me on how good their service was while also acting like I was being cheap if I didn't file with them. Simultaneously, they kept saying it was too expensive for me. It all seemed like a reverse psychology sales pitch, and I left the meeting very confused at what they were trying to accomplish.

The receptionist ( I'm sorry I don't know her name on top of my head) plays a valuable role in the…read morefirm. She always greets you with a warm smile and pays close attention to details. Both the environment and services are excellent!

Berkeley helped us catch up on several years' worth of tax filings and brought us a measure of calm…read morewe haven't felt in years! She's kind, patient, does quick work, and she's unfailingly professional. Don't hesitate to request her services. She's awesome!

I've been working with Amani Desravines for several years, for personal and small business taxes…read more They are responsive, efficient, and ethical. They've proactively filed extensions when needed, reminded me about extra forms or reports as regulations change, answered a bunch of random questions about weird tax situations, and been speedy with preparing returns. For simple returns, I believe the govt should offer & expand free tax filing, but when situations get more complicated, this is who you want helping you. Highly recommend getting a consultation if you are looking for a CPA firm in the Austin area.

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Quality was amazing! Seen results within 30 days. Highly recommend! The advisor Denise was…read morefantastic and educated me on things i was not aware of.

From the owner: Financial- Business Consulting Clients only. We don't specialize in Trust or Wills . Credit…read moreConsulting: Building a Strong Financial Future At New Wave Resolutions, we specialize in credit consulting to empower you with the tools, knowledge, and strategies for removing inaccurate items like late payments, repossessions, charge-offs, evictions, hard inquiries, foreclosures, student loans, and improving credit scores, preparing for loans, needed to achieve financial success. We don’t just address credit issues, we guide you on building and maintaining a healthy credit profile to unlock new opportunities. Our services begin with a comprehensive credit analysis, identifying inaccuracies, errors, and areas for improvement. We create tailored strategies to address your unique financial goals, ensuring your credit reflects your progress. With an education-first approach, we teach you how credit works, so you can make informed decisions that benefit your financial future. For entrepreneurs, we provide information on securing business funding that’s not tied to your personal credit, helping you grow your business while protecting your financial stability. With ongoing support, updates, and personalized guidance, New Wave Resolutions is committed to helping you navigate today’s challenges and prepare for long-term success. Take the first step toward financial empowerment today!

This review is specifically for James Dowis at United Lending. My husband and I are first time…read morehomeowners now thanks to James and his team at United Lending. I had no idea what the first steps were towards buying a home, and I was feeling unsure about how possible it even would be for us. I feel so very fortunate to have been introduced to James who made the entire process completely contradictory to all of the negative stories we had been hearing about how stressful buying a home could be! Earlier this year, James pulled our credit report and worked up an initial fees worksheet for us. We weren't financially ready to buy in January, but we finally had a number in mind to start working towards. It was that first step that got us excited and focused on saving. Five months later, we circled back to James to start the process. We seriously felt like we were getting the royal treatment - there was nothing stressful about it! James consistently was proactive at communicating important information and made sure we understood everything every step of the way. Even at one point that we needed to rework some numbers with only a couple of hours of room to work within when negotiating with our seller, James took care of it super fast. At our closing party - er signing - we were all smiles :-) If you dream of owning your own home and feel clueless as to how to make it happen, I would highly recommend you go ahead and call James Dowis - you may be closer to reaching your goal than you think!

I've worked with Benchmark on several property searches and their team has always been outstanding…read more I specifically worked with Marsha and Olga and they're service and response times have always been phenomenal. I'm currently working with benchmark on another property search and while the market is slow, they have ben keepin my file fresh just in case something pops up on MLS. I appreciate their diligence and am looking forward to another successful search. Would definitely recommend them to anyone needing a lender.

I've banked at this branch for my small business for several years. They have been great. very…read morehelpful, capable, communicative, and friendly.

Great local bank. More flexibility than nationals can provide, like easy transfers by email or…read morephone

Well here we are again my taxes are still it completed for 2022 and now the IRS just sent me a…read morecertified letter telling me that if my taxes are not paid immediately for an excessive of $12k they would be continuing with the collection process. All this because I let this company do my taxes, they messed it up and now I am having to fix it and not one damn apology or hey let me help and by the way here here is your money back for all of the issues. Stay away from this company. If you want more info I'm sure you can find me and I will explain in even more detail.

Thoroughly enjoyed working with Bree on filing our taxes. She is efficient, detailed, responsive,…read moreand systematic. We communicated 100% remotely, and it couldn't have been easier. We will definitely seek to hire her again next year.

Recently Frost closed this branch on Far West and moved into a new building at 5800 N MoPac. Today…read morethey had a lovely bbq for the community. A fiddle player was there for entertainment, and the food was delicious! Catering was by Shadow Peak Chuckwagon Catering. I've been a patron of Frost for a few years now and it's these great little events that keep me around. Thanks for lunch!

If you come by here at the end of the day, do not expect a warm welcome. Came by with a late…read moredeposit, and it was very obvious that the teller was annoyed that I had walked in. Everything was seemingly not done correctly for some reason. When I told them to just hand the deposit back to me and I would take care of it later, their attitude changed slightly. I know that late deposits are probably not their favorite thing to do, but seriously... Banks work for us, not the other way around.

I recently retired and have been doing research on Medicare and all the various options offered. I…read morewatched numerous You Tube videos and found that Abt Insurance did a very good job at explaining the various options one has. I decided to scheduled a meeting with them to learn in detail the options offered. My agent Abbie was amazing! I thought it would be a short introduction meeting but after about an hour or more of speaking with her I felt so well informed that I asked her to give me time process all the information she shared. Two days later I called her again to clarify some more questions I had and she quickly scheduled a call to help me. Abbie was so knowledgeable and explained things so well and really cared that I made the best choice for me. She really cared that I made the best informed decision to the point that she told me not to rush that even on New Years Eve she would process my application, so I would begin coverage on January 1st. True to her word, I reached out to her and she completed my application. If you want to have a great customer experience call Abt Insurance and ask for Abbie.

Abbie Howland and her team at Abt Insurance helped me undo the bad advice I had been getting for…read moreyears on my medicare insurance. I've worked with them for several years now and they are simply the best. Not only is their advice correct, they seem to go out of their way to do all the paperwork and other ugly processes for me. After discussions and a decision, the only thing they ask me to do is to sign an form on the internet and I'm done! Excellent assistance from excellent professionals!

Joyce and Dave have been superbly helpful, attentive and wise over the years that they've managed…read moremy money. We meet annually to review investment strategy and to update investments. My investments have performed relatively well, even during 2008, and they've always responded promptly to any questions or concerns. I recommend them without hesitation.

After how many years? Yikes! I am still working with Joyce as my trustworthy financial planner. I…read morejust recently talked to her about some developments in my financial future - as I do regularly - and she continues to give me great advice. She is so pleasant to talk to - a genuinely nice person - and that is really great. But the bottom line of her business is what clinches it for me..... my portfolio continues to grow at a very nice rate. All around - I am a super happy camper.