I have been using Chris and alexis for the past 4 years and they are very knowledgeable and VERY…read morehelpful. I love how they are always there to answer your questions and keep you up to date on your file. I highly recommend them.

Christopher and his team are amazing. Super friendly and always a phone call or email away…read more Christopher and his team started helping us 3 years ago and we are super grateful they did. Our financial situation with the IRS has always been a tough one but thanks to Christopher and his wonderful team (Angela and Alexis are both amazing) we are in a much better place. Everything is done remotely so we never have to make the commute into the office. Any questions or concerns regarding our businesses have always been answered quickly and efficiently. The convenience and professionalism by which they assist us keeps us coming back year after year. Thank you!

I was recommended to Maria by my dad. My dad had the same tax person for many years, and…read moreunfortunately he passed away during COVID. Before he passed, he recommended Maria and told my dad she does an excellent job and truly works with her clients to get them the best return possible. As I started earning more income, I unexpectedly owed taxes for the first time. I had always done my taxes myself and never had to pay before, so this was confusing and stressful for me. That is when my dad suggested I go to Maria. My dad is very particular about who he trusts, so when he told me she was amazing at what she does, I knew I could rely on her. It has now been 3-4 years working with Maria, and I can confidently say she is the best at what she does. She is quick, efficient, and extremely knowledgeable. I know tax season can get busy, especially closer to the deadline, but when I reach out early she completes everything within a day. My refunds are typically deposited into my account within two weeks or less. Even as my income has increased over the years, she continues to help me maximize my return. She asks thoughtful questions and looks for opportunities that I would not have even considered on my own. Overall, she is professional, kind, and very easy to work with. I highly recommend her to anyone looking for a reliable and trustworthy tax professional.

I've been working with her for my taxes, and I honestly couldn't be happier with the experience…read more She is always incredibly helpful, responsive, and quick to get everything done. She explains things clearly, answers all my questions, and makes the whole process feel stress-free. If you're looking for someone reliable, efficient, and easy to work with, I highly recommend her services. I truly appreciate the professionalism and care she puts into her work!

Kevin redid my taxes for the last three years previously done by unprofessional company I grossly…read moreoverpaid and he was able to get me money back in a timely manner even with Covid going on I appreciate the professional service in these tough times. Look forward to having taxes done for personal and business again in the future for many years to come. He Also helped me pay fees for LLC and helped minimize cost by Adjusting payments Keep down interest

I have a small business with 13 employees. Kevin has done our taxes for more than 10 years now…read more I am very happy with his services. On a personal note he has been a pleasure to deal with and I fell he is always looking out for my best interest.

*** Note, they don't make/sell loans - they set up solo 401k's***…read more I have been a customer of Sense Financial for 6 years, and it's been a phenomenal 6 years. I cannot say enough about the level of customer service and knowledge that Sense Financial has, and shares. Sense Financial is and has been 100% responsive the 6 years I've been a customer, and they are dedicated to helping their customers manage their 401k effectively and in compliance. If Dmitriy thinks you're going to act in a way you could be non-compliant with the IRS rules, he will tell you. If you push it, he will make it clear to you that the IRA is not to be toyed with. He is the person you need to navigate these rules. I have seen companies with excellent customer service. Sense Financial, however, has the Single. Best. And Consistently Best Customer service I have experienced. His support team as well have Always Been on point. The wealth of knowledge on the client portal is copious, well organized, and detailed, but written and organized in a way that's easy to follow. I will not trust this part of my portfolio with any other company, or guidance in my 401k from anyone but Dmitriy.

This is a typical Scammer organization that keeps harassing my small business about a low interest…read morerate loan. I never inquired about anything from this company. They purchased my phone number from a list. These unwanted calls never stop. Furthermore, proof that this company is a scammer is in.the fact that they typically spoof other numbers and need your approval immediately.

I paid about $400 for what was supposed to be a very basic tax return, nothing complicated or…read moreunusual. Unfortunately the experience didn't really justify the price. After my appointment I still had to go online and file part of my state tax information myself, which was surprising since that's something I assumed would be handled as part of the service. If I'm paying that much for a simple return, I expect the whole process to be taken care of or at least clearly explained ahead of time. This place was recommended to me, but honestly I'm not sure why. The service wasn't terrible, but for the cost and the amount I still had to do on my own, it didn't feel worth it. Just sharing my experience so others know what to expect.

This firm fails to disclose internal deadlines and treats clients rudely. They refuse service based…read moreon unannounced cutoff times. Avoid this business to prevent unprofessional delays and poor treatment.

Professional and good service！…read more gave me a lot of help！

I wanted to write and thank you, Ken for your prompt and thorough accounting service. After I…read moreprovided you with my initial documentation, you went right to work and prepared the needed documents in short order. I came on a Thursday afternoon, and you completed my return the same week, Sunday. I like that you also value my security and privacy by using encrypted methods to pass communications. Your rates are very reasonable as well.

I have worked with Sergio for many years now and he is the best at what he does. He is…read moreknowledgeable, honest, passionate, and patient with me during tax preparation. He is extremely well versed in the income based repayment strategies, especially when it comes to dentists. He has been active on many different platforms from SDNdoctornetwork, to dentaltown, to even reddit where he clarifies important student loan topics for all to benefit. I love that he thinks outside the box and gives me a very personalized recommendation for my questions. While we only speak a few times a year, I feel at ease and cared for whenever I speak with him. Highly highly recommend Sergio! He's the man!

I've known Sergio for a long time. One thing I've always valued is his outstanding knowledge of the…read morefinancial loan climate as it pertains to medical/dental school. His financial assistance helped me navigate through school, setting me up for the most strategic ways to borrow, spend and pay back money. Now that I've graduated, my wife and I consult him for debt and tax management. He even helped us save money each month on loan payments! I definitely recommend Sigma Financial Solutions, you will find the right guidance and efficiency in managing your finances.

I recently met with one of the brokers, Manuel, who helped me update my life insurance policy with…read moreliving benefits. I was also able to start a retirement plan and an indexed annuity from an old variable account that was loosing money. I am very impressed with Oak Arbor and their staff. Happy customer.