Great. Quick . Thank you Bharmel and Associates. I will see you next year . I hope. Easy to talk…read moreto quick response

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

Marwan was highly recommended to me by a friend to prepare my tax return, and I can see why. We…read moremet at my office in mid February and he was able to prepare my taxes within a week or two, resulting in refunds shortly thereafter. Marwan is very professional and detailed and makes the pain of filing taxes easy! Even better, his fees are very reasonable!!

From the owner: Our firm provides outstanding service to our clients because of our dedication to the three…read moreunderlying principles

Jeff and his team did a fantastic job in helping my wife and myself this past tax season. Jeff…read moremaintained constant and consistent communication, insuring that our needs were met and that our questions were answered despite the craziness of tax season.

Recently consolidated several legacy retirement plans with Jeff and his team. Through the process…read moreboth Jeff and Chris were hyper attentive during the process, addressing questions timely and thorough, and very patient while I tracked down relevant forms. Since the transition, Jeff remains engaged and responsive given the volatility of the current markets. I strongly recommend Jeff and his team.

I can't believe no one has given Fred a review yet!!…read more Fred is amazing. I have recommended friends and acquaintances to him over the last several years. He has been doing my taxes for close to 10 years now! A friend worked in his office and recommended his services to me. My friend moved to Texas and I stuck with Fred. You can make an in person meeting or simply fill out the forms he sends you. He keeps great records and is super organized in everything you get. I receive my packet from him the end of December or the beginning of January (first week usually), so I can get most things filled out... if I didn't procrastinate. He also mails out monthly financial tips, stock information and well wishes. When I turned my taxes in this year (2021) for my 2020 taxes, it was the first time I saw him in person in at least a year. He greeted me by my name. I can barely remember people's names that I met after 10 minutes. This guy cares. I HIGHLY recommend him.

I was referred to Fred from a member of the family years ago. My taxes can be pretty complicated…read morebut Fred helps make it a breeze. He let's me know what he needs ahead of time so that I'm not left sitting around for hours. Fred is honest, kind, and you can tell truly cares for you. He also has very fare wages. Fred sends out a cool quarterly letter with some fun information on it to get you thinking about your own life and finances. I would completely recommend Fred to anyone. He will do a great job for you as he has done for me for the last 6 years! Thank you Fred!

Does not answer any calls or emails. No where to be found. How can you run a business if you do not…read moreanswer customer calls.

This is my first year using Brian and I'm super THANKFUL I found him! This man is a true…read moreprofessional, very much passionate and most important knowledgeable about what he does!! I had a personal and an Estate return to file this year and he went out of his way to ask all the questions and find solutions! THANK YOU SO VERY BRIAN!!!

Brian was easy to reach, personable, and extremely knowledgeable and thorough throughout the…read moreprocess of having our taxes done. My husband and I get confused and do not know a lot of the details; however, Brian truly provided us with such a quick, easy, reassuring, and amazing experience. Brian's knowledge of the tax field is extremely valuable. We look forward to working with Brian again in upcoming years and truly appreciate how easy he makes the process.

The easiest part of my home buying experience was working with Dave and his awesome team. Dave was…read moreon top of everything from the start and made closing the deal that much easier. Excellent at communicating and had me comfortable through out my first home buying experience. Couldn't recommend Dave Financial more.

My clients recently worked with Dave Financial and they couldn't be happier. Not only was Dave…read moreefficient and friendly, he had great communication during every step of the loan process. To top off his good service, my clients were also able to close their escrow early! I highly recommend Dave Financial for any loan needs.