After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

Introduction: When…read moreyou just move here from West Coast, it can be a challenge trying to find someone you trust to do your taxes. I literally called 15 Tax advisors, until I got lucky and found Delisa. Customer Service: 5/5 Talking about the best service we've ever received, not just as a tax advisor, but in general. Delisa goes above and beyond for us, more importantly, flexible and super easy to work with. Knowledge: 5/5 There's a reason why I came back the second year and plan on using Delisa every year as our tax advisor as long as we live here. Obviously, Delisa is super knowledgeable with every aspect, but what's impressive is how current Delisa is in staying up to date with all the new laws, guidelines and rules. You can clearly see how genuine Delisa is when helping us. She gives you 110% of her attention. Furthermore, her attention to details is stunning. Price: 5/5 With the amount of work, details and service we got, the price becomes secondary. Office Cleanliness: 5/5 IMMACULATE! Even though there was three of us in the room, Delisa does not take any chances when we met in person. Delisa ensure that she met us at a larger conference room, so that we can comply and adhere to social distancing with ease. Tips: Once you give Delisa a chance, I am pretty certain she'll be your tax advisor next year and the next and the next.

I had the opportunity to speak with Ms. Corbett and she was AMAZING. She was very kind and patient…read morewith me, which I appreciated because I had a number of questions. She was very thorough, and was able to assist me in all my needs. I recommend that anyone needing assistance to give her.

I'm a pretty financially savvy person, but I don't have the training to dig through technical fine…read moreprint and make the best decisions. I also don't want my life revolving around interest rates and tax brackets. To live my life, I needed a money guy. A guy for stuff like this. Jeff is my guy. Like many people, I had an endless list of complex calculations. Which investments should I make? Which loans are sensible to pay off and when? How can I reduce my tax burden? Which of the many available plans should I be using to save for retirement? Jeff has been prompt, efficient, and (useful for busy professionals) very easy to work with. I've been able to schedule meetings at my convenience, either at his location, in places chosen by me, or over the phone. His fee is extremely reasonable, pays for itself, and is more than worth the sense of financial security which puts my mind at ease. Now when my employer hands me a stack of fine print on investment and retirement options, I don't panic. When I think I should be investing in something, I don't worry. I have a guy for this. And knowing that has been worth every penny.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

If there was a -5, that's what I would use. I was informed…read moreby Fidelity that in order to clear my accounts (3- 401K) and one rollover, I had to request them one at a time. Yesterday, I cleared one and asked that it be sent to another investment company. The wait yesterday was close to an hour. Today, it was 2hrs, 24mins, 10 secs....see phone register. Luckily, I had speaker phone so I could put the phone down and do some work. A rep finally got on and he was able to close this 401K and he's going to mail it to me but then put me on hold to get the rollover taken care of......that was a wait of now over 3 hours. So, if the recording said my call was important to them.....that's a lie Fidelity sucks

I had a wonderful experience at the fidelity, Andrea gave me amazing customer service and helped me…read moreopen an account even after hitting a couple roadblocks :).

Nesha went ABOVE & FAR BEYOND to help me with my business & personal taxes. She talked Mr through…read morewith step by step instructions. I needed an amendment done ASAP! she hopped right on. She explained where things went wrong with the previous preparer and helped retain a refund for the service. She truly cares, she took time out of day to help me understand thoroughly what was going on. She doesn't just say she cares... she shows it!!!!

I found this business on Yelp! Nesha is a beast with the tax information and financial planning…read more This isn't something she just picked up overnight. If you are in tax trouble, have business taxes that need to be filed or simply personal taxes, 360 Lifetime is the place to call. All my information is stored in a secure portal. All the messages are logged and stored. Nesha and Debbie as a team... I won't be going anywhere else for my tax business. Nesha is like finding a trusted mechanic. Once you find the right one, you don't even look anywhere else. She also has resources and connections that will probably benefit you beyond tax preparation. Don't hesitate, just call for her services.

This financial "advisor" provides absolutely no service at all. If you die with an account at…read moreEdelman Financial Engines they will not assist your family in dealing with the account.

I found this company by researching top financial firms in the DC metro area according to…read moreForbes.com. The parking isn't the best but if you drive around you can find metered parking. My husband and I had the opportunity to meet with Isabel Cooper the director of financial planning at this firm. Our meeting was over an hour long. She was personable, warm, knowledgeable, and professional. At the end of the complimentary session we inquired about payment, tips etc. and were surprised to find that she didn't accept. I would highly recommend her.

Will not file your taxes on time. It doesn't matter if you've prepared everything ahead of time,…read moreand it's not your first year with him. He doesn't take care of his clients. Still waiting for him to finish a job he's been fully paid for.

Failed to return calls, failed to send promised materials, did not send a notice of a meeting…read morebecause "his assistant didn't remember to email it" then didn't show up for the rescheduled meeting because he "forgot his cell phone."

We have been going to Englert Tax office for over eight years and they are fantastic. We work with…read moreKevin and he is articulate and very attentive to our specific needs. I would highly recommend their services.

I have had George do my family's taxes for the last 3 years and can actually say I almost enjoy…read morewhen tax time rolls around again. He ---and everyone in the office---his wife is often there and his son has joined the practice as well as another partner, Terry, is very professional yet personable at the same time. George takes the time to really get to know your particular situation and it's clear he remembers you from year to year.He has clearly---and quite patiently answered all my questions each year and made sure we understood the ramifications of the financial choices we make. The first year we met with George, he also did some advising on our financial situation and really was able to pinpoint what we want and need to do for our financial security in the coming years. Of course, that was before the current economic downturn, but he has been very helpful in keeping us on track in spite of the less desirable economy. I highly recommend George Englert and his friendly offices to anyone in need of financial advising or tax help. You'll be glad you did. His fees are quite reasonable.

I am surprised at some of the feedback. I have found The Motley Fool to be exceptionally…read moreinformative and sound. I've made more money than anticipated. IV read much of their information (there is a lot). I find their principles to be very sound! When I've had questions I've found them to be very responsive. I've recommended them highly to several friends, They heavily promote their business, but I understood that going in. I know how to delete promotional emails.

I started investing during the pandemic, and had limited experience, so I went with TMF because…read morethey had a good record. They recommended a lot of seriously overvalued stocks (eg., Zoom, Coupa, Asana, Sam, Lemonade, and many other really bad investments). I trusted them, invested substantial money, and even held on when the stocks tanked as they recommended. At the end of the day, it was a disaster. I lost about 100K; I wish I could sue them. The real spit in the face is that as I am losing all of this money, they keep trying to upsell me to a 'better" scam. The irony is, I had a small amount of money in a SEP that I self-managed at the same time, and it outperformed TMF by double. What a disgrace. They should be put out of business. Do not buy the product and DO NOT follow their recommendations. Do your own research, and you will do better.