I have used Greg for a number of years. I find that he is not only very ethical, but he goes above…read moreand beyond to provide the very best service. Elizabeth Saint Ives

From the owner: Individual and Business Income Tax Planning. Financial…read morePlanning and Investment Advisory service for individuals and small businesses.

I have a really complicated insurance portfolio. Have been insured with another carrier for 26…read moreyears, and finally decided I just couldn't take it anymore. Contacted Terry Clark because her office is local, and she sounded friendly on the phone. Terry had me bring over all my insurance stuff (a whole thick binder) and asked a lot of questions. My business is somewhat unusual, and very specialized. In addition to owning my own company, I also work full time for an employer and do some part time on the side. I own investment property, a home, vehicles, offsite equipment, etc. It took Terry almost 2 months to really go through my stuff and get everything figured out since I don't fit into a "cookie cutter" dropdown menu of any type. Terry came back with a quote for everything about $500 less per year than my current carrier. That alone wasn't the reason to switch. Terry discovered that my current company, whom has insured my family for so many years, in fact, didn't have things correct and I was exposed to some serious liability in certain circumstances! Terry discovered holes in my coverage and inadequate business coverage while over-insured in other areas. After literally another month of back-and-forth for info and lengthy explanations, Terry got me covered, and covered correctly. It isn't the overall savings that makes this worthwhile, it's the personal attention to your situation that makes this a worthwhile switch. If you have a problem, just email or call Terry and she usually gets back to you within a few days with an answer. If you have to make changes to your policy, she can do that on the fly. Best of all, the insurance bill is now the same every month. We can actually budget!! Previous company had oddball billing cycles and with staggered policy renewals, the monthly bill was all over the place, never the same amount. Sometimes, a "balloon bill" would show up and we'd be eating boxed mac & cheese for a month or more until we could recover. If you still live with mom and only have 1 car to insure, Farmers may not be your best bet. But if you own property or other real assets and want to be covered, Terry will go the extra mile to make sure you aren't exposed to excess liability. You'll sleep a lot easier at night, honest.

From the day I met Garrett, I could tell he was the right person to trust with my finances and…read moreplanning for the future. He's easy to talk to, easy to trust, and you can tell he genuinely has your best interest in mind with every suggestion he makes. Garrett is extremely professional, knowledgeable, and absolutely worth meeting with if you have any questions about your finances or planning for the future. And, of course, the best part: he makes you money! Couldn't recommend him more.

Great crew, always on it! Wouldn't trust my money with anyone else. Very clear with what they're…read moredoing and no need to worry about correct choices being made.

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

I can't say enough good things about Peter Holtz and his amazing CPA team! They're always on top of…read moreeverything -- quick to respond, easy to work with, and truly care about making sure things are done right. Totally reasonable monthly payments for accounting services done right! They've made a huge difference for our clinic by simplifying our accounting and saving us time and stress. Highly recommend them to any small business owner! -- Dr. Hansen, Rhino Chiropractic

Tripled my costs to go with them and they messed up our taxes...literally left out my husbands W2…read morebut put his name on mine. They added deductions that we never made. They were responsible for filing my Hawaii GET taxes and I have had to remind them every month. I have no idea what I am paying for at this point. The turnover there is insane as well. Peter did not handle our account ever...

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

I can't say enough about Kimm and her staff. From the 1st…read morePhone call till we closed Kimm backed up everything she presented to my family and I would not go anywhere else. We had a death in the family and had a house in Valley Spring that we needed not only advice on what to do but was patient because we all leave in different parts of the state. Once we emptied the house She organized the cleaning people and the inspections.she even got a photographer with a drone to take a bunch of aerial shots which I thought was a great touch with the sale. She was responsive to emails and phone calls which when dealing with 3 family members living in different parts of the state that all have questions along the way she was amazing and understanding. It's hard to close a chapter in a family's life but it's something we all have to do at some point. Kimm and her staff just put us all at ease with the whole process and we can't thank her enough.

Kimm is AMAZING to work with. She is highly competent about real estate, knowledgeable about the…read morearea in which she works, and above all else she has high ethical standards. I was interested in purchasing an investment/vacation property in the area and she really helped me think through pros and cons of properties. Even though it is of course in her best interest for me to buy, she always put my best interest first, advising me to thoroughly consider whether each property was a good fit for my real estate goals. I highly recommend working with Kimm.