In the aftermath of a house fire, I unexpectedly received a call from a Lawyer friend. It was…read moremiraculous. Nothing short. "I heard you had a house fire." He told me that he owns a lot of property and has dealt with many claims. "I encourage you to call POLICYHOLDERS ADJUSTING SERVICES," he said. "They will make sure your coverages are fulfilled. Having just been told , after many, many years of prompt premium payments, that my insurance company would not pay me for everything, I gave this serious thought. I considered how this would play out in terms of eventual resale. I made the call to Policyholders. Marc and Bev were able to hold my insurance company to the terms of the law and those of my homeowner's policy. The expertise and knowledge they brought to the table benefitted me to the tune of THOUSANDS of dollars more for structure and contents. Far more than I would have gotten on my own. In addition, I was relieved of having to speak to the insurance company adjustor, who had originally just offered to do a patch job on my house. Without Marc Gross and Beverly Cook, I would have been, as my Grandmother used to say, " left with yarn to replace my sweater." My most sincere Thanks to Policyholder's Adjusting Services. Expertise and consideration are their Hallmarks.

Ching Lee and Marc Gross were saviors when it came to negotiating our claim with our insurance…read morecompany. They were very detailed, documenting our loss through the exacta-mate system, which paid dividends during the negotiation. Ching did a fantastic job throughout the entire process and successfully negotiated a much higher amount than they initially offered. Persistence and patience paid off!

I am new to business so when I first spoke with James Harnsberger I felt like he was really going…read moreto help me in creating my company. He told me he'd be available to me to walk me through the application process. It felt like it would be great, Especially because I had no idea what I was getting into when starting my business. I loved the comfort he provided in that initial consult. After a 1 conversation with James Harnsberger, I noticed he was very insistive that I "just fill out the forms". He didn't want to answer any of my question and was aggressive over the phone not making me feel comfortable to ask more questions. After 5 minutes on the call he said "we have to go we have other calls to get to". SMIB was prompt in communicating only when asking for my money and refusing to refund me my full amount. Very other time it took 1-2 days for them to respond to me. I decided that this was not what was promised to me and that we would not work well together. So I asked for my money back. At this point all we have done was exchange email back and forth, nothing was in the works yet. James Harnsberger refuses to refund me my money saying he is charging me $300 for the 5 emails we exchanged and 5 minute conversation we had. I wanted to make this post because I want to help this company get better at servicing clients who need help and guidance around opening a corporation. James, I'm not mad about the $300. It sucks that there's people that do this out there but I can't control that. I know you've helped some people already (I can tell by some positive reviews on here), but this isn't right. I'm wanting to donate my $300 to your company to invest in helping you guys improve your service with clients. Learn from this and strive to help people feel more comfortable working with you. Take time to answer simple questions. Call people back when they ask for your help. Learn to listen. Doing these simple things will help you reach more clients and make a bigger impact for people. Which I know you want to do. P.S. everyone else on this staff was great. Susan was a sweetheart, Allan was great. James is the one who made me feel uncomfortable.

I called about my elderly parents, unsure what I could do to help them. I was given step by step…read moreinstructions on how to fix or resolve the problem with the IRS free of charge. I am so grateful because the IRS was keeping my parents from being able to pay for a place to live and I was glad to figure out the best way to help them. My father is a veteran and is near death and they continue to garnish his disability and we can't find a suitable living situation for him because of it. So thank you thank you thank you. The assistance I received was invaluable and it was given free of charge. Carla

Uhart has exceeded our expectations! Their depth of knowledge and understanding of the tax code is…read morelike nothing I've ever seen. We will chose them year after year.

Uhart has been a breath of fresh air. We've used them for 2 years. We'd been using another service…read morefor years and we were growing increasingly unhappy - poor communication, fee's that didn't make sense, lack of basic account provisioning at tax time... etc. Uhart staff have been kind, understanding, use a more modern system, and are fairly quick to respond. I'd definitely recommend!

Tricia was such a pleasure to work with. She was super informative on my options and helped me find…read morea policy that worked for us!

Kristie and her team are amazing! They helped make submitting a life insurance claim stress free…read moreduring a very difficult time. Every single person in the office was so sweet and helpful. If you go with State Farm, this is the place to go!

I can't recommend my insurance agent enough! Carlie has been absolutely amazing to work…read morewith--knowledgeable, responsive, honest, and always willing to take the time to answer questions and make sure we understand our coverage. She makes the entire insurance process easy and stress-free and genuinely cares about finding the best options for her clients. It's hard to find someone you can truly trust when it comes to insurance, and we're extremely grateful to have her in our corner. If you're looking for someone who is professional, dependable, and actually cares about her clients, I highly recommend her!

love these guys !! the team at means financial has gone above and beyond to handle all my insurance…read moreneeds boat and commercial and always answers my questions no matter if i ask a dumb one ...THEY ARE THE BEST !!

Great customer service with timely and professional responses. I was searching for a reputable…read morecarrier for car insurance. My special circumstance........I needed to start working in the rideshare industry. I checked with the insurance companies that rhyme with shmeico and gallstate, and neither company offered rideshare endorsement in California. I requested a quote and heard from Kai within 24 hours. We started our conversation through email and text which was great because I was running around doing errands when she first reached out. Kai was able to gather my information and provide me with a reasonable policy rate. I had a new policy with State Farm within a week and could start working with Lyft confident that I had the coverage I needed. Kai is friendly, professional and very knowledgeable. If she doesn't know the answer right away, she will research it and get back to you. It's nice to receive this kind of service as a customer. Thanks, Kai!

I've had State Farm Insurance for years but this is the first time that I've came across an outdoor…read moreoffice. So here's the deets... it's on a very busy Palm St in Imperial Beach so if you've been you know how bad traffic can be with that being said it's Loud and we can't forget the homeless walking by screaming & yelling. While you're standing outside talking about your personal business along with having your personal documents out while watching your back you can't hear very well with a complete plastic barrier between you and the insurance rep., literally the plastic is from the top to the bottom of the wooden desk( I've seen doors with more gap than this)! Then to top it off the Only Rep in the office couldn't get to my policy Twice(even with the documents in front of her) but hey the 3rd time was a charm when I provided the name and number to the main office that opened my account( I know the office was closed due to a convention they were attending) so I'm thinking she finally called a number to help the Reps. AnyHoot, It All Comes Down To This......Save Your Time and Gas and call the numbers provided on your cards or call your local office but this office visit was pointless and a waste of time for me because the Phone Rep handled EVERYTHING over the phone as I sat in my parked vehicle!! The only thing the office rep did was print my temporary insurance card After the Phone Rep sent it over to her for printing, then she slid it to me and walked away. If I could star rate the Phone Rep who helped me, I'd give him 5 stars but my rating is for the office and if I could I'd give a --1 star!!

I was recommended to Ms. Newman for my taxes. She told me a lot of things that weren't true and…read morewhen I came in with questions after my return was not what was filed she had different answers. Her calculations were wrong and it caused much trouble with my return. She was even notified that my efile had been amended, yet never contacted me about it via phone, text or email. So I waited for money I needed and now I don't have what was expected. Without notice from Ms. Newman. Her sign also said, $25 taxes, yet she charged me $100. Not happy, wish I used HR Block as I usually do. I've never paid more than $83 for them. I never had a problem with them for many years. Loads of problems with Tran Newman with one year. Never again. My recommendation: Customer Beware.

I Located Tran Newman using the Yelp App on my Iphone. Had some serious small business owner…read moreissues and need help from a Pro. TNE Bookkeeping & Tax Sevices 100% took care of my business mess that I created. Tran provided me my S-Corp tax filing for the Fed, CA, and DE state as well as 10 months of booking keeping make up! I completely recommend using TNE's services for all your accounting needs. Also, If you are starting a business I also recommend going to see Tran. She mentioned that I payed way too much money going through a legal firm to set up my S-Corp and could have saved some serious $$ by using her for this as well. Professional and fast for a rating of 5 stars!

Admittedly, this is the only accountant I have ever used, but Pat and his office have made my two…read morevisits there the past two years quite enjoyable. I have a moderately complicated tax situation, and Pat and his staff have proven very knowledgeable about taxes, and helping you figure out what documents you need and deductions to take. The are also very flexible in accommodating me even during the extremely busy tax season from January to April. The prices here are probably higher than other places, but from what I've heard of the H&R Block type places, I would take 1-800-Tax-Laws over any of those.

I have to admit that after being screwed over by a few other tax "professionals" in the past. I was…read morevery skeptical about trying a new one. However, they came highly recommended by a personal friend. So I decided to try them out. First of all they have a very kind and professional staff. From the receptionist, to Angela ( who inputs all the information) all the way up to Pat himself. Angela input all my information after I have her a moderate amount if information to attend to. She was very knowledgeable on taxes and made sure to research if she was unsure. They use a buddy system to double check each other's work for mistakes. So pat double checked it. A couple days later, I got a call from Oat explaining that he went over a certain portion of the tax law in California and he was able to file a little bit differently for me. This got me more money in my pocket!!!! What tax guy do you know that will look over your taxes AFTER you leave and then call you to get more money in your pocket?!?? Because of this, I will only go to US Tax laws. Thank you Pat and your wonderful team!!