Think twice before you use Paul Griz and his firm, Lighthouse Tax and Consulting, LLC…read more Through a quick telephone response to my initial phone inquiry, Paul Griz presented himself as prompt, professional, and knowledgable. As such, I contracted with him as the accountant to prepare and file paperwork for several probate cases I was overseeing. After the first two cases closed, Paul's response time with me quickly waned. At first I offered him grace since it was "tax season." But after several subsequent months, and multiple unreturned phone calls and unacknowledged emails, I was forced to include my attorney on correspondence with him. It was the most viable option for me to illicit any contracted correspondence or accounting guidance. At the time of my final phone call, Paul's secretary stated that he was, yet again, unable to speak with me and was in a closed-door meeting. She insisted that she'd given him all of my previous phone messages and told him of my emails, so I shared with her that I'd just sent Paul a final email and included my attorney. Miraculously, within less than five minutes, Paul was finally able to return my call. I readdressed my grievances that I stated in my final email, and we proceeded to discuss the accounting issues at hand. Having finished our call, I found it extremely unprofessional that Paul immediately sent me an email stating, "Our business relationship is now terminated effective immediately." Paul, you are in a service industry. If you and your firm are ever unable to deliver on your promises of timeliness, accuracy, and following through, the least you can do is let your clients know that you've overextended yourself. Only then might you be able to resurrect yourself, maintain your clientele, and receive admirable (both verbal and online) recommendations. Your emailed response severing any future business with me was not only uncouth, it was very telling indicating the low standards to which you hold yourself and your firm. The end result in how you handled this situation was a HUGE win for me, though. I have reconnected with my previous accountant in another state, and have been more than pleased that you terminated any attempt to earn my future business or verbal recommendation to possible clients. Ultimately, one's reputation does precede them.

Paul and staff are extremely professional, easy to work with and very responsive. I have used…read moretheir services for several years and recommend them highly.

I called this office. Explained what I needed. The receptionist transferred me to ANOTHER agent…read morewho asked me to repeat my story again. If you can't relay information in office, how am are you going to handle a claim? This lack of professionalism is a red flag for poor service: pass!!!!

I've been with State Farm for over a year now when geico wanted nothing with my business anymore…read more But this office made the transition easy to gain new insurance and to keep my vehicles covered. Policy is a little more high than what I started with so that's the one downfall with the company. But overall insurance is insurance and this company is all about helping and having the ability to work with you is amazing.

I contacted Cassidy CPA this afternoon to see if they could help advise on setting up a SMLLC and…read morethe potential tax implications. I was informed that they are no longer taking new clients. When asked if there was anyone else they could point me to, the receptionist replied "they don't recommend other providers. There are plenty of others out there." Very disappointing. If you are no longer taking new clients, why you would resist pointing someone in need to a peer provider.

Best CPA firm in the area. Responsive, professional and fair fees. They get the job done as…read morepromised and know every step of the way how to decrease your tax burden by keeping on top of legislation. As a business owner-I have 100% trust in this firm.

Super Happy Customer!!! I could kiss this woman on the…read moremouth!!! Progressive was giving me a hard time because my renewal date didn't line up with my payday, and my policy ended up getting canceled. I was super stressed, but then I called and spoke with Tiffanie--and she literally performed a miracle!!! Instead of trying to revive my old policy, she figured out it would be cheaper to start a brand new one--and she ended up lowering my payment by over $130! I am ecstatic!!! Tiffanie went above and beyond, and I honestly can't thank her enough. I'm so grateful to have this company on my side. Absolute lifesaver. THANK YOU!!!

I have found Lindsey George at this insurance brokerage agency not willing to take accountability…read morefor problems with policies from the primary insurance company and just a general lack of urgency to issues. After all, this is an insurance broker, not an insurance agency. To make a long story short we just recently moved from out of state and needed policy's on our 2 fairly new cars. After being sent an insurance binder for the cars I received a letter from Allstate that they were cancelling the policy because of missing information, which i provided Lindsey earlier in the day, before she sent me the Insurance Binder (document verifying insurance). I called Lindsey and explained the problem and she indicated this was Allstates Fault. She indicated this has happened before. I told Lindsey this was very inconvenient as the letter indicated they contacted the finance company for the truck that wasn't paid for and notified them the truck would not be insured after a certain date. More calls I'm going to have to make. Lindsey still didn't seem concerned and kept blaming Allstate. I reminded her if she wrote a policy for Allstate, she represented them and she needed to take some kind of accountability and get this rectified ASAP. Lindsey indicated she would rewrite the application for insurance and send it to me by COB. I didn't hear from Lindsey that afternoon. No voice mail, txt, email so today I went directly to an Allstate Agency to rewrite a policy application and transfer our home policy directly to an Allstate Agency. Funny how things happen. We actually saved $125.00 and added some additional coverage. Note to Self.... Don't use broker's anymore.

I have used this State Farm office since I was in high school and now that I live four hours away,…read moreI still won't change locations. I absolutely love this office and am so thankful for them. A huge shout out to Stephanie who has been my absolute saving grace while dealing with another insurance company due to a claim. She has gone above and beyond, advocated on my behalf to ensure I was treated properly by the other company during the claim process and honestly saved my mind from this ordeal! I will forever use this office and suggest State Farm to all of my family and friends in the future. Thank y'all for being so awesome!!

Chris and his team are fantastic! Cannot say enough good things. They have allowed our business to…read morerun more efficiently and given us the tools to make strategic decisions.

Chris provides prompt responses and has great customer service. I've used SOAR for two years and…read morewill continue to do so going forward.

I don't understand the previous review, there must be some more information untold. The staff and…read morelawyers were great and friendly. Very thorough and competent.

Extremely rude and unhelpful. I called to discuss a potential case with a lawyer. The woman who…read moreanswered the phone was very rude and short with me, then hung up on me for no reason!!!!

The best office! All of the staff members are friendly, patient and welcoming. I feel very…read morecomfortable and cared about with the Geoff Del Forn State Farm.