PLEASE DO YOUR OWN SIMPLE VERIFICATION BEFORE YOU PAY THIS FIRM FOR VA AID & ATTENDANCE…read moreBENEFITS!!!! I will try to shorten this review in hopes that every would-be client reads this and has a much better experience than my family did. We were referred to Burgos & Brein to help obtain VA A&A Spousal Benefits for my elderly mother. My sister and I had our initial Zoom with Gaberial Burgos back in Jan 2024 to go over the items on the check list and see if Mom qualified. Gaberial spent an enormous amount of time with GREAT detail on what actions needed to take place in order for Mom to qualify and still stay in her home and receive $1500 a month. In depth instructions were given on how to move money from her account to pay myself, make sure everything is kept separate in case of an audit, on and on......you get the instructions..wink- wink). He continued through the checklist and said mom would definitely qualify. "Our fee is $2000, and we will walk you through the process." After a family discussion we felt that we would have been deceitful and dishonest pursuing this aid, as we felt that Mom did not meet the criteria at this time and we would reach back out when the time came to file. FAST FORWARD TO APRIL 2025...... Mom has been diagnosed with Alzheimer's Disease and is in need of Memory Care. I reached back out to Gaberial and did another Zoom on 4/9/25. (A year and 4 months later). He again assured me that Mom was a qualifying recipient, and I paid him nearly $2000. He said a case manager would contact me and go over the paperwork via Zoom. 3 days later on 4/11/25 Grace and I had a Zoom call, and she discussed all the paperwork that needed to be submitted. We DID NOT get halfway through the list when she asked if Mom had ever been remarried. I answered yes and she immediately said I'm sorry, but she does NOT qualify. I was dumbfounded that this very important part of the initial checklist was NEVER asked nor discussed while I listened to Gaberial's lengthy requirements on 2 DIFFERENT Zoom calls. Had I spent 15 minutes researching the 4 M's of receiving A&A spousal benefits I would have known that Mom did not meet those requirements. That was a very expensive mistake. My Dad died in the line of Duty in 1981 leaving 4 kids under the age of 6. My mom remarried nearly 15 years later for a short time. This disqualified her and we COMPLETLEY understand that. Case closed!! Yet, Gaberial skipped over this required information twice! 3 days after paying nearly $2000 dollars and a heated exchange with Gaberial who did not want to admit any wrongdoing and only wanted to offer $1000 refund, we are more than disappointed with this firm. No refund was issued at all. We hope this review will help others. We will be filling additional complaints with appropriate parties as well to save another family from losing money that is much needed during this very sad chapter of life. PLEASE PROCEED WITH CAUTION BEFORE YOU PAY THIS FIRM FOR ANYTHING!

The best! If you want to protect your family assets, and not run out of money give them a call.read more

Pulled all three credit bureaus in seconds; discussed what we our goals were; and on the way to a…read more700 FICO!

From the owner: Credit RepairConsumer Law, Credit Protection,read more

I have been working with Jeff to get my financial life plan going, and he has made it such a…read morebreeze! Thinking about all the things that encompass a financial plan is daunting, but Jeff breaks it down for me and is very knowledgeable about it all. He provides lots of options and makes it easy to understand. He has set me up with contacts for my life insurance and estate planning, who are experts and made me feel at ease about it all. Jeff is very honest and up front and does not pressure me into anything. I highly recommend as I now feel prepared for my future and excited to keep learning from him

From the owner: Tao Financial provides fiduciary wealth management services and financial planning for business…read moreowners, executives, high net worth individuals, and employees. Our team has advised on billions of dollars in institutional investments, and we now utilize those same investing disciplines for our valued clients. We take our fiduciary role seriously - not only do we employ a thoughtful, client-centric approach to managing your investments, we also actively monitor and work to minimize other costs of investing such as taxes, transaction fees, and custodial fees. We believe that fee transparency is a critical component of all high-quality advisory relationships - because of this, we are not affiliated with a broker-dealer and do not collect commissions on the sale of securities. The only compensation we receive is from you, our clients, and our only focus is on your success. Our investment-related services include investment management for individuals, employee group savings & retirement plans, pension plans, and executive deferred compensation programs. Our financial planning services include personal financial planning, small-business financial planning, exit or transition planning for business owners, and financial wellness education.

We use Laus Consulting Services for their tax and accounting services and they have been great!…read moreThey get on me for everything that I need to turn in to them and they are willing to sit down and walk me through the process. Highly recommend using Laus, esp if you're a small business owner.

Pauline and her staff are absolutely amazing! I can't tell you how often I have needed their expert…read moretax advice; they were right to help. Through the years, they have always been professional and reliable. I would highly recommend them, without a doubt.

So I had a few changes to my tax status for this year versus previous years (got married among a…read morefew other things), and wanted to use a professional to make sure there was no errors. It was hard to find a place with reasonable prices that had availability for the 2020 tax year. Enter Eva. I had a great experience working with her virtually- everything other than the initial phone call was done by e-mail and her secure portal. She walked me through the whole process and went back and forth several times to show different options I had and what the difference was monetarily. She took a great deal of time to go through tons of documents for us, and got everything e-filed quickly and we received our refund via direct deposit pretty quickly. So overall, I highly recommend Eva for your tax and other accounting services including business taxes.

From the owner: Public Accounting Firm located in Orlando, Florida and serving clients Nationwide.  Dedicated to…read moreproviding professional, personal, customized accounting and tax management services to businesses and individuals, while utilizing the latest technology. Specializing in personal service industries: medical, legal, consulting, food and entertainments and real estate, but welcome all industries. Professional services include:   Tax Preparation and Planning IRS Representation Bookkeeping Full Service and Support Payroll Services Financial Statements Preparation and Budgeting Financing assistance and other Business Advisory services ​

I would think the idea of this place would be amazing. They are plopped down in the middle of a…read moreresidential neighborhood which I happen to live right across the street. They have over 30 spaces behind their building. Multiple times they've blocked the road with cars from volunteers and from their own staff. Multiple times I've spoken with them. A fire truck will be hard-pressed to get down the street with them blocking the road with their cars. They claim to be a Christian organization and I just don't feel the love.

Needs to be responsive and have a website that actually helps clients in Orlando. Didn't allow me…read moreto register to be a new patient. Stay away and good luck.