Ryan Aylor is a phenomenal financial advisor and true professional. Dependable, transparent, and…read moreastutely knowledgeable, Ryan has done nothing but exceed my expectations. I feel confident in my portfolio given Ryan's clear understanding of the financial market and investment strategies along with my risk tolerance and personal needs/goals. I highly value his individualized services as he undoubtedly puts in the efforts necessary for providing a calculated, well-informed, well-intentioned approach to my investments.

We have used Margie @John Hartman for our business & personal taxes, LLC, etc…read more They are very professional, great response time to questions. Highly recommend.

This Review Will Cover My experience of last Year Return and my most Recent Tax Return. Last Year I…read morewas a 1099 Tax return, give it a 6/10 was there 30min but charged for an hour, John was not thorough. Assumed it was me not asking the right questions and gave them a second chance this year. I was a 1099 Independent Contractor with a Small business LLC that has been open for 3 months. Day of the appointment, again, there for 30 min, John said I would owe 11K in taxes and recommend an LLC to not have to pay those taxes, I was confused because I indeed already had an LLC , and clearly someone missed all my paperwork I input on their organizer. John took a look at my LLC and said "Nevermind, I'm gonna have to redo all this" I left Extremely confused. I called twice and all they could say was " We will let you know if we need anything from you" WHAT!?! WEEKS LATER I get an email stating taxes are done. I was charged 600 for personal, again, charged for an hour that I was not there for, then, 1,300 for business taxes, AND 800 for someone to go through my quickbooks. I had requested 1 HOUR of Quickbooks Organizing. No acknowledgment to the mess up and almost putting me 11K in Debt! No Communication to what is going on. My FIRST time filing for my 3 Month old Business and The Worst Experience I could've had. I Paid My Bill, and I Won't Fight over 3K because I have other this to worry about, but definitely want to help anyone out there looking to file your taxes. Don't come here, There is better out there, Period.

I own a small business and moved from CA to Dallas. We were looking for someone trustworthy to…read morehelp us with our taxes. After going through the experience with Tamara, I'm glad I picked her. She was very communicative though the whole process and helped me with all the questions I had during this first year filing taxes from a new state. I highly recommend her.

I own a small business and was looking for a bookkeeper that would maximize the business as a…read morewhole. I found TJ Bookkeeping Services through a web search. I spoke with the owner Tamara and she was able to customize a personal plan for my business, that not only boost my sales but she was able to show me some areas of improvement that was holding me back from my growth. They have personalized package plans that don't break the bank, Her team was amazing everything was handled with such precision and accuracy. I was able to work in other areas of my company while Tamara and her team handled my Quickbooks as well as managing my daily cash flow, recording all financial transactions. TJ BOOKKEEPING SERVICE is an outstanding company who go above and beyond for their clients.

Numbers can often be intimidating and even scary. Especially when important decisions for a growing…read morecompany are based on them. Bryan Polozola has provided me with clear advice for over four year that has helped me make the right decisions. His ability to bring clarity and understanding has been invaluable to my business. And most important, he is very skillful at implementing systems and plans. I highly recommend Bryan and NexGen Financial Solutions!

From the owner: NexGen Finance provides outsourced CFO, Controller, and Accounting team services servicing the DFW…read moreArea.

Jerry is the most knowledgeable and client focused financial advisor that I have ever had manage my…read morefinancial portfolio. I have worked with high net worth private advisors as well as Wells Fargo Private Client Services Group and Jerry absolutely blows them away. I moved to Frisco from California and wanted to work with a local advisor and I initially had Jerry set up a SEP IRA account. I was so impressed with with his knowledge and service that I moved my remaining portfolio for Jerry to manage. After being disappointed by many advisors over the years, I've found a great partnership with Jerry.