William Promlap has been doing my corporate and personal returns for the past 5 years. When he left…read morehis previous firm to open his own practice, my wife and I knew it was a no-brainer to follow him. William has always been meticulous, accurate and on top of everything. When we send him a file or shoot him a question, he is very quick to respond. He's helped us plan our retirement and has saved us several thousands in deductions that our previous CPA missed. I have recently opened a medical practice, and I have the utmost confidence in William and BPCPAs to handle all our financials. I highly recommend BPCPAs.

I was tired going through H&R block after my taxes were prepared incorrectly so I decided to branch…read moreout and get a more personable CPA to help me with my 2018 tax returns. William (I believe he is the business owner) was assigned to work on my case. He was very responsive and finished my tax returns accurately and quickly. He also went the extra mile to provide advice on how to maximize my returns for 2019. It is really important to me that someone can provide financial guidance on a personal level, especially in this changing landscape. I'll be sure to give William a call next year around this time of year.

Let me begin with the difficulty of finding the right insurance for your business at this time. It…read moreseems like many of these companies today have plenty of "little hidden terms" hidden in fine print so when you need them, they bounce. I've been researching a bit and decided instead of talking each company's customer service, to look for someone who knows them all, so I looked here. Not only that Alex had so much knowledge in regards to multiple companies, but he was super patient listening to my needs while he demonstrated a genuine care in choosing the right plan for me. Quote: "paying bigger premium, doesn't necessarily mean you get what you need, especially while there's plenty of other options that covers everything you need and more." Thank you Alex and I'll see you very soon for the life insurance/retirement plan as well.

I was purchasing my first home and I thought adding the right insurance company will be a hassle as…read moreeveryone is offering lower coverages for premium prices. When I spoke with the Echo team they break down all the prices for each type of insurance and beat the previous quote I got from a competitive company. Echo offered an amazing price for more coverage than anyone else. Also the are very responsive, friendly and prompt, something that you are not seeing these days to much. Thank you once again guys and keep up the good work.

I have been with Schiel Wealth Management for about 4 years. I first met with Chad, and was very…read moreimpressed with the meeting-I made the transfer of my account and have been so happy. I have never had anyone that has managed my accounts and communicate like Chad has in the last 4 years. I always listen to what he feels is the best way to navigate the account, and he explains it so I can understand. I have given his name to my friends and will keep doing so with anyone that asks me who I know that is the right person to handle the most important thing in our life which is information to plan for our future -in all ages of our life!

Chad has been a man of his word. Even thru the ups and downs of the market, Chad has kept a steady…read moreand progressive hand on my investments!

Very good service. Expert and knowledgeable in details. Thank you for help…read more Highly recommend

I have worked with Ian Dunlap for a number of years on my family's taxes, financial planning and…read moreinvesting for retirement. If I even thought for one second that my money could be better spent with another consultant, I would have picked up and moved long ago. It's clear that Mr Dunlap and the entire team at Pathway treat their clients' finances as they would their own. I have received expert professional treatment from Pathway, and they are extremely timely. I can't recommend them highly enough!

I needed help with my QuickBooks and Mr. Wauschek was listed online as a ProAdvisor. We talked back…read moreand forth over email for about week before I finally had to go in and see if he could fix the crashing problem. He was great! Fixed it in 15 minutes and showed me what to do. Very professional.

Christopher Leicht was my CPA for many years. A great guy who really knows the business when it…read morecomes to having a CPA! A real life saver, he took my mind off my taxes and gave me more time to focus on my company.

I've been dealing with Christopher for over 10 years he's done a wonderful job for me and my…read morebrother and everyone that I recommended to him ....seems to always find extra money for you five star and super nice guy

We started working with Dawn about in the Spring of 2017. I have found her to be very focused on…read moreefficiency and making the work easy for me. Since we are a private foundation, she had to become familiar with foundation accounting requirements - which she did very quickly. She's worked very well with our auditors to make sure our reports will support their needs. She combines professionalism, efficiency, customer responsiveness and a pleasant personality into one package that makes it a pleasure to work with her. I would recommend her without reservation! Rona Henry Director of Grants, Programs and Operations Lingnan Foundation

This is my second year using DCR Bookkeeping for my small business needs. Dawn is amazing to work…read morewith. So professional and always responds promptly to calls and emails. I can't wait to use more of DCR's services in the near future to grow my business with confidence. I recommend using them for all their business services, especially if you need assistance with payroll for a small business. Thank you DCR Bookkeeping!

Highly recommended... Chris was more than helpful with the whole process of getting pre-approved to…read moreclosing. My family and I can not express how thankful we are. Chris made the process so easy. Anytime we needed support, he was always there. Communication is an A+ Thanks to Chris we have a new beautiful home. I would recommend Chris to anyone who is looking for support or for anyone who has any questions in regards to purchasing a new home in the future. Thank you!