Joyce did a great job for us. She showed us how to use new tools in QuickBooks online, was able to…read morecorrect mistakes quickly that were made and and showed us how not to make them again. She is very friendly and knowledgeable and will take the time to teach you what you need to know. I highly recommend you give her a call. Her rates were also very competitive.

Amy and her staff have been extremely helpful in getting me caught up on taxes after a divorce. I…read morehave 2 businesses, and unexpectedly got behind on 2 years of taxes while dealing with complications in the courts amidst a divorce. Amy gave me a free initial consultation to see how she could help, then helped me get caught up and everything sorted so I'm up to date for a very reasonable price, while her staff was responsive to any question and detail I had to navigate. I'm impressed and am already recommending your services to my family, thank you! I found out about your company from another trusted friend. I always prefer to take a recommendation from a trusted friend.

Amy and her team are great to work with! I recommend this team for your tax questions and needs.read more

Karleen Doty, of ZenBalance, was super communicative with me. I highly recommend her.read more

I highly recommend Karleen Doty of ZenBalance. I have used her company for about a year and am…read moreimpressed by her level of professionalism and her ability to sort through the annoying details of bookkeeping that inevitably crop up in this day and age. She is fairly priced and I've found her to be completely ethical and trustworthy.

Superb service, accuracy, knowledge and staff! Job well done…read morefor years! Easy to work with.

My wife and I had a great experience at Nancy's office. They were accommodating to schedule our…read morevisit to drop off all our paperwork and within the week I had a voicemail that our taxes were ready for pickup. Would recommend and will be returning next year! Thanks!

I have been working with Jeff Griswold for over a year. He started with an interview process and…read morecatered a plan to fit my exact needs. He and his partners have been exceptional with customer service and communication. I have referred many family and friends to them for sound advice in financial planning. Without a doubt, this company is solid and continues to learn and grow.

I can't say enough good things about our experiences with Merit Wealth. My wife and I joined the…read morefirm as clients over a year ago, and every experience has exceeded expectations. Jeff Griswold always takes the time to make sure our questions are answered and has great follow-ups with us after our meetings. C.J. Baxter and Richard Ambrose have also been very helpful and knowledgeable in helping put together our statements into clear and concise records. The entire team always seeks to add value at every step of the way!

I have worked with Jennifer on complex trust, estate, and elder law issues, and found her to be…read moreexcellent. Professional fiduciaries are third-party managers of a person's financial and health care affairs, and must have the utmost competence, integrity, and interpersonal skills to do their job right. These are qualities that Jennifer exemplifies.

I have worked with this business owner for many years as a bookkeeper. She as streamlined my year…read moreend documents needed for tax year end submission. She provided monthly reports, payroll... She is very professional, reliable and quick to respond to all of my corespondents though email, text & phone.

I've had a life insurance policy since birth that I wanted to make the most of and went to Jake and…read morehis team to see if they could help me. I was honestly pretty clueless about everything, but Laurie was absolutely amazing! She helped walk me through my policy and laid out different options I could take that would be more beneficial to me. I feel like I have such a better grasp on how everything works and know I got the best assistance I could ask for. 5/5!

Very poor service after I called them out on living with proof jake got far more upset I have the…read morecall recorded he laughed at me and tried to make me feel egotistical for facts then told me to go fuck myself would never go with him sorry I have proof loser