Shaun Glenn is great! So glad we found him. He has been doing our taxes and we highly recommend him.read more

After my CPA retired, Simplicity Financial purchased her book of business and approached me about…read moreworking with them. While I was initially impressed with their moxie-they were very persistent in their follow ups with me-I deferred from filing my returns with them the first year because I couldn't complete any real due diligence about them online. I really wish my story with them had ended there. Unfortunately it didn't. Shaun Glenn and his team followed up with me again in 2024 to see if I planned to file my 2023 returns with them. I decided to give them a shot. I was told I had to have my paperwork in a week before the filing deadline to have it be filed on time. I submitted my paperwork a week prior to this deadline, exactly as requested. ***I didn't hear back from Shaun Glenn regarding the filing of my business or my personal returns up until after 4:00pm on the DAY OF THE FILING DEADLINE.*** His assistant Alex contacted me, twice, but only in response to my NUMEROUS attempts to reach out, and it was obvious that she was really only trying to keep me calm and buy time for Shaun. When I finally did hear from Shaun it was clear that some time after 5:00pm ON THE DAY OF THE FILING DEADLINE was the first time he had even laid eyes on my returns!!! It was the nightmare scenario with a CPA that we all hope to never find ourselves in. Miraculously, and to Shaun's credit, he did manage to complete both my personal and business returns, and forwarded them to me in record time. However, once I received the Engagement Letters and drafts of my returns for me to review and approve, when I got a look at the totals I saw that I owed more than $5,500 in taxes!!! This was far more than I had ever owed in my previous filing years!!! My wife and I were panicked because we'd just paid for an expensive vacation and were going to have a very difficult time coming up with that kind of money, last minute. I knew there had to be a mistake, and with what little time remained, I realized it would be up to me to find it. And find the mistake I did. Shaun had completely overlooked my Shareholder Health Insurance deduction!!! I brought this to his attention, and he played it off like he had only just used a tax preparation software to get his numbers together and that this oversight hadn't really been his fault at all. Not wanting to create any more problems this late in the game, I didn't press the issue. Also, Shaun spotted an error with my previous years' filing-which I'd done myself-and offered to file an amendment for me ***AT NO COST***. It felt like something obvious though, that most experienced CPAs would have caught: A Qualified Business Income deduction. I was torn. I'd really had a terrible experience in working with Simplicity Financial, but Shaun's expertise had found an error that could save me thousands. So I gave him about a month, figuring this was an opportunity for him to turn things around and change my perspective of him and Simplicity Financial. Then finally the desire to see my returns amended and collect what I was owed from the IRS won out. I followed up with Shaun instead of the other way around. And followed up. And followed up. Texts, emails, no response. Just like the days before the filing deadline. Finally he got back to me telling me he aimed to get going on my amendment before the end of the week. I didn't hear back by the end of that week so I followed up, and followed up, and followed up. Only after I brought up another issue--a penalty and interest payment I'd had to make to the Franchise State Tax Board because of his tardiness in preparing my state filing--did he respond to me. However, it quickly became apparent that he hadn't actually started on the amendment as he'd promised. He was trying to feel out whether it was worth his time to do it or not, and if I'd ultimately be hiring him again in the future. I was candid with him in my response. Probably a bit more than I should have been, but I'm an honest guy. Shaun wasn't happy about it. He turned everything around on me, told me he was dismissing me as a client, and even had the gall to question my integrity. Ultimately, with this last exchange he crossed a line that no professional ever should. I told him that our business together had concluded and he could forget about his promise to file an amendment for me free of charge. While Shaun does seem to be a competent enough CPA, his lack of professionalism and more importantly his last minute handling of affairs without a keen eye for the details--WHICH COULD HAVE COST ME $5,500-are enough to make the choice of working with him a very risky proposition, AT BEST, to any who might be considering it.

been with them forever through my work…read more now that i am retiring they found me an even better plan they are super helpful and very sharp people

Always try to help and are supportive! Wade and his staff will go the extra step to assist you in…read moreyour needs!

This is a great State Farm Agent been them since 1987 and has provided great service for a range…read moreof issues. Always on point.

5 stars for Circle Network Insurance Solutions! They went above and beyond to help us through the…read moreinsurance process, and their follow-through saved us so much stress. Excellent service, great pricing, and I got exactly the coverage I wanted. Highly recommend

Annie and her family have been my insurance agent for almost 20 years and I could not be more…read moresatisfied with their service. Every time I needed assistance, they were quick to respond and solved any issues in a timely manner: I highly recommend them to anyone who needs insurance. Great rates and exceptional customer service!

John Wright is a great insurance business man. I went to him when desperate for affordable auto…read moreinsurance after my rates doubled for an at fault accident. He was both patient and helpful, giving me affordable insurance with great service. Thank you again, Mr. Wright.

These guys rock take care of my Business home and cars the best in town ! Ask for Steven or John…read morenothing but the best customer service!

Great customer service. Agent-Angel, is always happy to assist when I need it…read more Great overall experience with financing my vehicle. Reputable and honest company to work with. Highly recommend them to anyone trying to finance their next vehicle. A++

The most friendliest, respectful and upmost honest finance company I have ever had! My credit score…read morewas horrible back in 2019 & I had just saved up enough money to put in a down payment for a 2010 Toyota Camry. No one accepted me because of how low my score was. But when I was introduced to Cross Country Financial, they gave me a chance in financing me & there were times where I was struggling financially & I explained to them about my situation and things I had to fix in my car which were costly. Sure enough, they were understanding and especially patient with me in making my payments. I finally paid it off after 4 years and my credit has never looked any better! I look forward to having them finance me again for my daughter's car when she turns 18! Thank you so much Cross Country Financial!

I have used this company for 20 years, my car insurance was super overpriced, so I found a new…read morecompany. I called multiple times, left messages, to get through to someone, no body every answered or called back and VM always full, so I looked them up and emailed Robert to cancel my insurance before my renewal, again no response back, so I called and called until someone answered, finally Kathy answered, she wouldn't listen to me and talked over me, obviously upset I was canceling a 20 year old policy, she assured me finally that it would be done, I believed her, then a week later they took money and over drafted that account for this policy! After 20 years of being a loyal customer they treat you like this? They really need to re-evaluate themselves and provide better customer service, they are a small business. I honestly think Kathy dropped the ball on purpose, she was not professional in any way dealing with me, I honestly should have known. Be very careful using this place, they make promises with no follow through!!!!

they were the only place I called that seemed honest- they did everything…read moreby e-mail- prompt and professional

Had an AMAZING experience with Ryniel Laynes this week! He was incredibly knowledgeable,…read morepersonable, answered all my questions. He made the process simple, I highly recommend working with him. I'm SO thankful to be on my way to being debt free.

My experience with Direct Funding Now was amazing. My representative was knowledgeable,…read moreconsiderate, and patient. When I asked for time to think, he did not press me; instead, he gave me space and followed up accordingly. He explained to me the different options for loans for my business. I was nervous about taking out the loan, but he put me at ease. I would recommend Direct Funding Now to my fellow friends who are looking to start a business.