Steven is a hardworking and trusting individual. He has a passion for helping anybody with any…read moreissues that they have. He has a friendly and professional demeanor that makes working with him a delight. I highly recommend his services.

Overpriced compared to other local insurance agents and and talks about his political views too muchread more

Used their tax services after we moved to Tucson since we would be filing in two different states…read more The woman who was assigned to us was very friendly and did an OK job communicating with us when we had questions. Fast forward 6 months after taxes had been filed and we had issues with both states saying we didn't provide certain items. We tried contacting our lady to help us or explain what was going on and she NEVER responded! Not to emails, not to phone calls, nothing! We ended up having to deal with each entity on our own and figuring it out - which took months. We were do disappointed that we never went back and felt like we wasted a lot of money for something we ended up having to do ourselves anyways.

Met with one of their advisors, Benjamin Goldberg. He was super helpful moving my 401k into an IRA…read more He even took extra time to help me call to ask the right questions to be sure things got transferred over correctly. Thanks for a great experience. I feel completely comfortable with my retirement with them.

Great Place to Work!…read more The mission that drives this company is amazing, and it really unites everyone to work together as a team to provide the best services we can to clients. Great staff and a company that truly cares about their employees!

Each week I get financial tips from Jim personally being part of the ERC group here locally in…read moreTucson Arizona. As most business owners know and understand reputation is everything, and Jim provides the level of expertise that fuels his 22 years of valuable service. Thanks Jim for your expertise and advice.

Mark has handled our taxes for the past several years. Always great service, very professional,…read moreknowledgeable and accurate. Always willing to answer any questions.

I used Copper Canyon for my 2017 taxes and I'm not sure I will be back. I met with Marc in the fall…read moreof 2017 to make sure I understood what sort of records he would need from me, since my property is an apartment building and also my primary residence. Then I provided all of my records and tax documentation to Copper Canyon at the beginning of March 2018 - admittedly later than I intended. I was told it would take about 2 weeks for my taxes to be prepared. I didn't hear anything so I called back a few times and was told they hadn't been able to get to my file yet. I called back again on April 10, and only at that point was I told I needed to complete an "organizer" which was many pages long. I filled it out right away and sent it back, didn't hear anything, called again and was told I would have to file an extension. Ultimately my taxes weren't filed until the end of May. I wouldn't even care about that if Copper Canyon's communication had been better throughout the process. I paid $535 for their services and I didn't feel like I mattered to them as a client, so I'm not sure I want to go back. I have no complaints about my actual tax filings - as far as I can tell Marc did a great job sifting through my expenses and preparing my return.

We have been with The Fernandez team for years. Along with their staff, you couldn't find a better…read morefinancial planning team. Very satisfied and have sent some of my family to them. We are all taken care of very well.