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    Crestview Wealth Management

    5.0 (1 review)
    Open 8:30 am - 5:00 pm

    Services - Crestview Wealth Management

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    Recommended Reviews - Crestview Wealth Management

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    9 months ago

    James and his team are very professional and helped my father with his financial / retirement goals. Highly recommended!

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    H&R Block

    H&R Block

    (7 reviews)

    From the minute we entered the door, no greeting except to ask our name and if we had an appt. Had…read morean issue that no one seemed to know what to do with it. Had to go back in to sign and goodness we had to go over again the itemized areas. Agent did not greet us just called our name and down to business. Not personable at all! Will not be back. Also when I called I was put on hold for 5 min, and by hold they laid the receiver down and I heard all the conversations. I hung up, called back and then they told me they would call back and set up appt which they never did. I called back two days later and finally was successful in getting an appt.

    So I make an appt last year at the completion of my 2021 tax session with the guy I want to use,…read morearrive today and girl at desk says, oh we got you with another guy...he had done our taxes in the past and I was not thrilled with the experience, he was hard to understand and it took 2 days and another person to finish the process. I mentioned this to the office manager, I asked for the next available appt with the guy I wanted, NOPE, he's booked out rest of the year, it's the guy we give you today or tough luck. Well after 37 years with H&R I guess they did not value my business, told this to office mngr, she said have a nice day... Disappointing to say the least. WOW, H&R sends me a message to call and discuss this issue, I call the number and it's a direct connect to a recording on health monitoring?? No way to speak with anyone, tried the number 2 times to see if I dialed wrong, the 3rd time a recording said number no good?? WTF is wrong with this company? Glad I made the decision to move on.

    Crestview Wealth Management - taxservices - Updated May 2026

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