My family and I have been customers ever since the early 70's. Specifically with John Conwell. and…read moresince his retirement we have been working with Daniel Aiken. The group moved from the old location on Main Street 6 years ago, to a very nice open modern building. Plenty of light comfortable furniture and decorations. Parking as always is easy plenty of open areas. Its on SIlverbrook off paradise and Hwy 45. Dan has many clients from all over America I'm just lucky enough to meet up face to face. Once a year to review distributions. I recall some of his clients have never had or needed a face 2 face. Every investor needs diversity value fit and price to meet your needs and personal objectives. I have nothing but praise for this group of advisors.

Drake and Associates is definitely not a 5 star establishment. The communication I received from…read moretheir "elite" staff has been nonexistent. I have emailed Tony and never received a response. I was asked for an explanation regarding my cancelation of their services, if I pleased, again no response. The only individuals responsive to me were those expediting the movement of my funds to them. I emailed with questions about the 1-3% return on my accounts and heard "give it more time". Then I called to speak to my advisor...actually I wasn't sure who to call...and the response was that "That individual was no longer with Drake." I paid an absolutely HUGE amount of money in capital gains taxes in 2025. They had sold excellent stock I had purchased 30 years ago in a one-size- fits all plan I'm supposing. They did not provide any tax planning...They are a disgrace. Don't let the crumpets and tea distract you.

Drake & Associates has been our financial advisor for several years now. Tony Drake and his staff…read moreare routinely on local tv and radio with information on growing and protecting your assets. The staff there are EXCEPTIONAL! They work hard to put together a plan for your assets that includes growth and protection so that you can have a great retirement. My advice is start early and use a planner to make good decisions early. I highly recommend Drake & Associates!

Calling to set an appointment and clarifying what to bring was smooth. Parking was accessible. Nice…read morereceptionist and fine waiting area. The person that did my taxes seemed like she knew her stuff and I appreciated she asked for a second opinion from a colleague or manager a couple times. I think i was in and out with being compliant with taxes to IRS within an hour They gave me coupons to offer out. I've recommended Acc-U-Rite to 3 sets of folks now

First time here, I would do my taxes here every year for the rest of my life if I could…read more Don't have a printer at home? They'll print PDFs for you as part of their service. Much appreciated! Tons of regulars who have clearly been coming for years and are on a first name basis with staff. No appointments, walk in only, though you can wait for a specific tax preparer. I was in and out in 90 minutes, the actual filing was a breeze and my tax guy was so nice. I got a discount as a first time customer, and you get the same discount if you refer someone. They also offer drop-off and pick-up later tax services. They run a tight ship, made filing taxes a breeze.

Easy to recommended. Help us with our financials and avoided a huge tax charge, actually reversed…read moreit. Our financials and baking process were put in order and we passed the audits to continue services with our banks.

From the owner: Do you wish your current accountant was more involved and responsive? Do you wish to have better…read moreclarity over the financial state of your cannabis business? Please reach out to me if you want any of your Tax Accounting or Capital needs met.

I have been using their services for nearly 10 years now. Always friendly and professional. And as…read morelong as you don't wait until the very last day like everyone else - Insight is fast. Insight also does taxes for businesses. The building they're housed in is small and if you aren't watching you might pass it up. The parking lot is a little awkward so I always suggest the street. It's just easier. The building is right on Forest Home so you don't really have to hunt for it. Just keep your eyes peeled for the sign I find their cost to be reasonable. Can I do my own taxes? Yes. Do I want to? Nope.

This is the second year I have used this Insight Accounting for my small business taxes. Both years…read moreI have been 100% satisfied with their service. Joe went over and above last year during the Pandemic helping find grants for us. This year, I worked with Paula, and she was fantastic! She was very responsive to any inquiries I had and the team pushed through to the end to make sure we were able to file on time. Their prices are reasonable, they are responsive even after tax season. If I have a question mid year, I know I can reach out to one of them and get a quick response. Highly recommend! Elizabeth Clothier ETC Insurance Agency, LLC