Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

I've been working with PM Tax and Financial for four years now. The staff is great, the office is…read morenice, and the service is outstanding. Paige Castner has been handling my tax returns and is doing a fantastic job. I also manage a not-for-profit basketball league, and she does that return for me as well. I also had her do my daughter's return, and again I am thrilled with the service. She meets with you in the office, takes care of all the details, and sends you a very professional tax return. It's fast, accurate, and professionally done. She's also a very pleasant to talk to. I would highly recommend her and her team to anyone who needs tax preparation or accounting services.

Excellent service; great advice! We have been using PM Tax services for years and have gotten…read moregreat service and hospitality. Deborah Greenberg is an exceptional accountant and we consider her our friend. We have not had a problem/issue with IRS and we feel that we are in good hands with Deborah.

I've been working Suzie for a couple years now in my most recent business venture. Accounting and…read morebookkeeping might seem like an avoidable cost but they're not. It is the best money I spend every month. I've now started working with Cheri and Kimber for payroll and managing my employee's w2's. The gist - they are ultra responsive, personable, and good at what they do. I know this because I make a lot of money but don't get crushed every year with taxes. Suzie is always available for a call and encourages me to come into the office for accounting 101 from time to time. If I have an idea to run by her she gives me advice or puts me in touch with the right people. They are great. Use them.

**RUDE AND OVERPRICED. They requested I pay $500 for work that I ended up paying another CPA $100…read morefor.** I had the misfortune of dealing with Ms. Suzie, a rude and condescending business representative that made sure I will never be using the services of this firm and its bloated fees. As part of my green card application I was asked by my immigration lawyer to provide the immigration authorities with a letter from a CPA. The letter was about three lines long and required minimal accounting work, which summed up to estimating 2013 annual income based on previous tax return filings. Basically, a work that would take more time to type up than to prepare the "analysis" (which had already been put together by another bookkeeper who had provided Ms. Suzie with the materials and the analysis beforehand). It seemed that Ms. Suzie, too, was well aware of the minuscule amount of work my letter required, since when I asked for an ETA she indicated that the letter could be produced within less than a day. I'm assuming that my question also indicated to Ms. Suzie my pressing need for the letter, as I had also mentioned to her that I was required to submit it as part of my immigration process. Ms. Suzie told me that writing the letter would cost me $500. Yes, you read that right. 500 bucks for three lines and a few minutes worth of work!! At first, I was certain I had misstated to her what the letter should contain and that as a result of that Ms. Suzie may have been under the impression that I had required more work than what was really needed, since surely no one in their right mind would charge so much for such little work. When I called Suzie to inquire about the fee I was faced with a condescending and rude tone that quickly turned into a full on obnoxious and testy attitude when I tried to make sense of her fee (if it was a flat consultation fee, for example, or an hourly charge). Not only did Suzie avoid answering my questions, but she also hissed at me that she "urges" me to "go around and call other CPAs", since she is "sure" that I would get some other firm to write the letter for me for a smaller fee, and that she is "happy" with that. I have no idea why anyone would talk to a client this way, but I sure am not going to give business to this kind of rude customer service. I hope that Suzie's understanding of my immigration status and pressing need for the letter didn't factor into her decision to jack up the price for me. I don't know. But given that she was so reluctant to explain her fee to me I also can't know better. I would like to mention though that I do not know Mr. Wendroff and I have never spoken to him about the fee I was given nor the work I was asking for, so it might be that he was not involved in my request at all. If so, I'm very sorry for giving his business such a bad rating, which is solely based on my awful experience with Ms. Suzie Korth.

I would not recommend this business. I walked out of this office feeling discriminated against. The…read morelack of professionalism and understanding for respect of privacy and the clients time - was unacceptable! Didi, was so rude from the very start. I walked into this office, on time for my appointment that was set weeks before. I don't know if it was my age group, my ethnicity or her preconceived judgments. There was no acknowledgment of her tardiness. Nor an introduction to our first face-to-face meeting. When I asked to close the door for privacy, she stated she was offended that I wanted to close the door to her office, which was attached to the lobby that had other clients waiting. She proceeded to raise her voice and shout at me for no reason. There was NO respect for your time and definitely not your privacy of obvious personal tax information.

Didi is very thorough with her work. She's been doing our taxes for more than 20 yrs. Not a…read moresingle audit! She will only file the taxes that are LEGIT! She won't bend backwards or cheat for you. Either you pay the IRS or you don't. Thank you, Didi, for your excellent service! Mabuhay! Phil

I recently had a consultation with Laura at Pacific Wealth Planning. She was very knowledgeable and…read morehad great advice! I highly recommend her!

I have been working with Pacific Wealth Management for a number of years. They have been great at…read morehelping us navigate a number of changes in our life and their advice is always critical to our decisions. I would recommend Pacific Wealth, and have, to anyone.

Fantastic firm for taxes. Can handle even the most complicated returns!…read more Janet is awesome with great experience.

I previously left a negative review about JL Wennes, but after further experience I realized my…read moreconcerns were due to miscommunication and, honestly, my own lack of knowledge. After a bit of fussing I was able to secure an in-person meeting. Since then, my taxes were promptly handled, and the accountant was extremely competent. I left the meeting not only satisfied, but also impressed by the amount of money JL Wennes was able to save me. That outcome compelled me to return here and update my review. If, like me, you find taxes overwhelming and want someone to walk you through every step, JL Wennes may not be the perfect fit. However, they are highly competent, and once you get up to speed with their process, the value is absolutely worthwhile. I now plan to remain with JL Wennes for many years to come. Not because they apologized or begged me to, they did not, but because they are highly competent and I want to save money on my taxes. I believe at the end of the day this is the single metric people use to measure the performance of their CPA and thus my prior review would be misleading.

I have worked with Wilna for many years and she is an absolutely wealth of knowledge and just a joy…read moreto work with. I cant recommend her enough! She's helped me save so much time and money.

I have been working with Wilna for several years now and it has been a very professional and…read morehelpful experience. When my husband passed, overnight I went from silent partner to chief operating officer. Wilna successfully transitioned my husband's 60 year old accounting techniques into an updated system integrated into quickbooks while tolerating my grieving process. It was a nightmare scenario and Wilna 'righted the ship' so to speak so I could successfully maintain the business and prosper. I am eternally grateful for her services, her expertise and her emotional stability at a very difficult time for me.

Worst company I've ever hired. If you don't like getting texts or calls back then this is the…read morecompany for you. Terri works unusual hours due to her cocaine habit, so she isn't going to get back to you within regular business hours. If you need something done, better ask several times or else it won't ever get done. Oh and she's RUDE about it. She told me to go fuck myself so that's always a good way to treat clients. just save your money and frustration. go with someone else.

We didn't get our taxes completed on time because Teri strung me along with lies and then ghosted…read moreme. Luckily we didn't owe any money. I actually expected our money to be gone when we filed our taxes, but luckily that didn't happen