Financial Examinations &amp; Evaluations

(45 reviews)

I was impressed by the reviews so I called and left a message to set an appointment to complete my…read more2025 tax return. More than a week has passed without a call back. In the meanwhile I've completed and filed my return with an expert from Turbo Tax. Cost: $150. I recommend Turbo Tax

5 Stars - Absolutely Outstanding Tax Help!…read more I cannot recommend Robyn enough! I went to her with a nightmare situation: TurboTax had me owing $7,300 to the IRS. Robyn took one look, rolled up her sleeves, and worked tirelessly until that number dropped all the way down to $114. I left her a message on a Sunday, and by Monday at 3:30 I was sitting in her office. She stayed with me straight through until 8:30 that night, even during a monsoon storm outside, never once losing her patience or showing frustration, even though my file was a complete mess thanks to TurboTax. Yes, it cost me $850 to have her fix everything (on top of the $350 I had already wasted on TurboTax), but I would pay her fee a hundred times over before I'd ever give the IRS $7,300. Robyn is worth every penny. Her professionalism, dedication, and kindness blew me away. TurboTax will never advise you, correct you, or fight for you the way Robyn will. It was an expensive lesson, but one I'm glad I learned--because I've now found the person I trust with my taxes. I'll be filing my 2014 return with her next week, and I know I'll be in good hands. If you want someone who truly cares and goes above and beyond, call Robyn. She's a lifesaver!

StevieAnne

StevieAnne Petitt, the Conscious Comedian and instructor at SWIHA whose motto is "Lighten Up…read moreEnlightenment," is an inspirational speaker and the author of the book, Egos Are Like Farts, now available on Amazon dot com. Plus, she has another book on the way. Petitt is the Conscious Cash Coach at BEgin BEing, LLC, which is what brings me to write this YELP review. She is helping me to "Prosper in my Passion and Purpose" with her expertise in marketing, branding, and hypnotherapy. I first met StevieAnne at a workshop hosted by Pam Grout, author of E'2 and E'3. StevieAnne opened the workshop by introducing the speaker (Pam Grout). After the workshop, I obtained StevieAnne's business card...which turned out to be synchronicity because, 3 months later, I needed some help in creating, marketing, and promoting a personal project (a social media platform) that has potential to GO VIRAL and GO BIG! I needed it to be meaningful and funny without becoming obnoxious or inappropriate. So far, so good! She has original ideas and is open to feedback. She's also knowledgeable about her multidisciplinary field. She was vital in finding an affordable graphic artist (Dani Apples) for 2 logos, too. She's also walking me through the process of TM my logos. StevieAnne has been available via phone and chat, and has been very accommodating to my schedule. More importantly, she is AFFORDABLE! We launch the media platform in 3 days, and I'm so excited!!! I'll update you in the future on my platform's progress and any financial gains. Please see Leo the Loin-Hearted located at https://www.facebook.com/Leo-the-Loin-Hearted-1016167121798357/ or #LeoLoinHeart on Instagram for examples of Petitt's work in addition to Petitt's FB page located at https://www.facebook.com/ConsciousComedianStevie/?fref=ts. For more on her "Buffet of Beingness," visit her official business webpage. Here is just a "taste" of what's at her site: As a Branding Strategist for many different clients (including top MLM earners, affluent retail chains, best-selling authors, public figures, news stations, colleges and institutions, consultants and more) I CREATE AUTHENTIC, ENGAGING CONTENT THAT INSPIRES CONVERSATION and CONNECTION which leads to REFERRALS and RETENTION! Using wit, wisdom and my proprietary "Themes that Thrive", my unique ratio to content calendars is sure to get you the online presence your brand desires!

From the owner: Branding Strategist, Consultant and Virtual Assistant (teaching social media, business development…read moreand entrepreneurial support) to Holistic Entrepreneurs who own small businesses or are looking to start their own. I create content calendars, using my proprietary "Themes that Thrive", while also offering a la carte social media optimization services for various platforms - including Google+, Facebook, LinkedIn, YouTube, Twitter, Pinterest, Instagram and Periscope...

Fiscal Fitness Phoenix

(33 reviews)

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

I cannot begin to tell you how satisfied I was with help my wife and I got from Jaclyn. We did a…read moreEureka session and half way through I knew that it was the right decision to have Fiscal Fitness Phoenix help up. Book your session asap!!! You will NOT be disappointed!!

Ricoh USA

1.0

When we bought our company the previous owners had a contract with Ricoh for 2 printers. After…read moretrying to cancel the contract they told us we had to pay out the contract. It wasn't even our contract. They said since you now own the business it's your responsibility. So when the contract was finally up they continued to charge us and refused to pick them up or send us boxes. They continued to charge us for them and said we had to pay this enormous amount and send them back ourselves. It has been a terrible fiasco. Every time we called and tried to get it taken care of we would get another story with more to pay. I will never ever use Ricoh again. They are horrible to work with and liars.

From the owner: Our Mission is to deliver outstanding customer value through innovative document solutions…read more Today, we are in the most complex work environment in history, and to be successful, you always have to have access to your critical information, no matter where you are.At Ricoh, we call it the new world of work, a place where the only constant is change. And at Ricoh, we've always imagined change.With our legacy of innovative technology that has changed the way we work, and our deep expertise in accessing, capturing and managing information, we deliver solutions that are harnessing the power of today's changing workforce. We are leaders in information mobility because we understand that it's not just about information access. It's finding the information that's important, and using it to drive the results you want. Fast.In this new world of work, Ricoh makes information work for you.Multifunction Color Products-Color adds impact to your documents. Ricoh's Aficio multifunction color copier systems offer stunning color copies and prints for any general office, professional, central reprographics or print-for-pay environment.Ricoh Printers-Ricoh offers a complete line of network-capable printers that print in black & white, color, or both. Ricoh multifunction printers offer scanning, fax and copier options as well as advanced finishing capabilities. From small offices to centralized production printing environments, Ricoh printers enhance your productivity.

Premier Accounting & HR

We worked with Melissa at Premier Accounting & HR for years, and she's been an invaluable partner…read moreto our small business. Her knowledge of bookkeeping, payroll, and HR makes everything run seamlessly and gave us total peace of mind. She's reliable, responsive, and incredibly knowledgeable. Thanks to Melissa, we were able to focus on growing our business knowing the back-end is handled perfectly. Highly recommend!

From the owner: Remote Bookkeeping, Human Resources, Payroll & Consultingread more

Quickspark Financial

2.1

(49 reviews)

Will waste your time. Don't do it. I supplied the same documents to them at least 3 times and they…read moresent an email asking for the same documents again. Wasted several days going back and forth over the same documents.

Every question I had was answered by my rep Erin. She was extremely thorough, knowledgeable, and…read morethoughtful when talking to me. I've dealt with some companies that only care about getting your acknowledgement to proceed without also ensuring you understand every detail of the contract you're consenting to - this wasn't that.

Genius Network

(5 reviews)

Yes, I am a Genius and I am so proud to be a member of the Genius Netwok…read more Joe Polish and his team are brilliant Global Leaders! Each time, I am invited to join in the Genius Network, I am honored to say YES! When I go, I am thrilled to connect with such inspiring people. Today, JP Sears rocked the room with inspiration and humor. He was so funny! Thank you Joe Polish for creating the Genius Network ... I love it here!

I am a business owner and network member. Definitely glad that my business partner and I joined…read more Every time we attend meetings we leave with new relationships that boost our progress and new ideas and strategies that inspire us. When I ask for help solving a problem, Joe and his team connect me to other network members, and they generously pitch in and help. This is a group of high trust and high performance. I have found other network members to be amazingly talented and successful entrepreneurs in a wide variety of fields. Everyone in the room has earned the right to be there by proving that they can start and run their own successful 7-figure business. Many have businesses that are much larger. Joe creates an open environment where everyone is safe and accepted. Entrepreneurship can be a lonely road. Genius Network is a home for entrepreneurs.

Catalyst Connect

This place excelled in every category. Excellent beer selections, outstanding quality, food was…read moretasty and the service was great (Lacy was unbelievable). It's the neighborhood bar I wish I had at my house.

From the owner: Catalyst Group is your one-stop shop for your technology needs. Clients love our organized,…read moreproprietary process that lets us understand who you are, how you operate, how you want to operate, and how we can help you get there through a customized solution. Our Arizona-based team is ready to help you, whether that is by creating a System Architecture to map your business process, consolidating all your tech into an integrated Zoho One solution, or perhaps you come to us for Website Development, API integrations, or Telephony. Whatever the case may be, we are able to bring a cohesive and consolidated platform strategy to allow you to scale without technology frustrations, and our dedication to know your business as well as you do allows you to eliminate those stressful support calls with someone who is unfamiliar with your process. Our diverse team of developers and business process consultants stand ready to be your outsourced "CTO" service. Allow us to be your partner as you grow your business!

Good Payments Merchant Services-Zoltan Hardi, MBA

(5 reviews)

I highly recommend Zoltan for any business looking for a knowledgeable and trustworthy merchant…read moreservices provider. He took the time to understand our business and recommended the right point-of-sale system instead of trying to sell us something we didn't need. His technical expertise made the installation and setup smooth, and he explained everything in a way that was easy to understand. Whenever we have questions or need support, Zoltan is quick to respond and always available to help. What sets him apart is his honesty, reliability, and commitment to his customers. He truly cares about helping businesses succeed by providing the best payment processing solutions at fair prices. If you're looking for someone who is professional, dependable, and easy to work with, I highly recommend Zoltan.

Zoltan is very knowledgeable and helpful. We have been processing our merchant account with him for…read morea while now and any time I need anything or have a question , he is quick to respond. We are very lucky to be working with him.

Rocket Courier

4.9

(60 reviews)

We used rocket courier and they showed up on time and were great at communicating. They are…read moreincredibly reliable and overall easy to work with. I would use them again and would recommend.

They were great! Helping me to understand how the process works and being flexible on their end to…read morehelp me out. They have a good understanding how the local courts work which I appreciated as this is my first interaction with the court.

Master Accounting and Tax Service

4.1

(29 reviews)

If I could give zero stars, I would. Avoid this accountant at all costs…read more My family hired William Mease of Master Accounting and Tax Service to help with my elderly mother's taxes. She is in her 70s, has dementia, and needed a professional who could patiently and competently navigate the process. Instead, we encountered an accountant who was lazy, dismissive, and shockingly unprofessional. From the very beginning, Bill failed to read or absorb the information I provided, forcing me to repeat myself multiple times. Rather than listening or problem-solving, he fired back condescending emails filled with attitude. At one point, when pressed for guidance, his response was: "There is nothing further I can do for you. You will need to find a tax preparer that doesn't know what they are doing in order to get the return filed. Good luck!" That's right -- instead of doing his job, he essentially told my family to go hire someone "who doesn't know what they are doing" if we wanted the return completed. What kind of professional speaks to clients like this? This wasn't a one-off slip in tone -- it was a pattern of arrogance, laziness, and outright neglect. Bill showed zero compassion for my mother's condition, no willingness to problem-solve, and no respect for our time or circumstances. He seemed more interested in blaming us than actually providing solutions. An accountant's role is to help clients through complicated situations, not abandon them when things aren't simple. Bill made it clear that he doesn't have the patience, professionalism, or empathy to handle real-world clients with real-world challenges. Prospective clients: take this review as a warning. If you entrust your sensitive financial matters to William Mease, expect rudeness, blame-shifting, and zero accountability. There are plenty of capable, compassionate accountants in Arizona -- do not waste your time or money here. EDIT: I appreciate that Mr. Mease took the time to respond, but notice what he doesn't do: he never denies sending the unprofessional tirades I quoted above, including telling my family to "find a tax preparer that doesn't know what they are doing" and ending with "good luck!" That's because he did say them, in writing, and his response here conveniently sidesteps his own words and tone. Throughout this entire process, my messages to him were cordial and respectful, even as I had to repeat myself multiple times. His replies, on the other hand, were consistently dismissive, combative, and unhelpful. The problem wasn't that he insisted on accurate information -- any competent accountant should. The problem was his failure to communicate, failure to read the documents provided, and his repeated choice to lash out with condescending emails instead of guiding us toward solutions. Professionalism isn't just about refusing to "compromise integrity." It's also about having the patience, empathy, and communication skills to work with clients in difficult situations. Bill demonstrated none of these qualities. His responses showed the emotional intelligence of a toddler -- reactive, defensive, and incapable of constructive dialogue. So yes, I absolutely stand by my original review: if you're looking for a professional who will handle your financial matters with competence and respect, look elsewhere.

I had a nightmare of an experience with a different tax service that wouldn't answer my phone calls…read moreonce I dropped off my tax documents in March and waited until the last minute to file and fired me as a client the day of April 18th even though they promised to file an extension if it was needed...leaving me without my original documents and nothing done the day everything was due. Luckily I had made physical copies before dropping off my documents to that other service and I found these guys on Yelp. Evelyn was very friendly and booked me an appointment right away and offered their help to file an extension and prepare my taxes at a later date. Bill saw me in person hours later to explain everything and what to expect. When he saw how simple my filing was he offered to do it right then and there so it would all be resolved. Despite hitting a few roadblocks with getting all the information needed from me, he patiently helped me figure it all out and ended up getting it all filed. After a horrific experience elsewhere and this office's kind and quick service, I will be returning here in the future. Instead of being insulted and ignored, I was treated with kindness and respect even though I am not a big money account. Bill managed to do in an hour what my last Tax Service couldn't get done in a whole month. Thank you!!!!!

Zoey Greco

(72 reviews)

Zoey truly is the best and she's the only one I would trust to recommend to my loved ones. She is…read morespot on every time you talk to her, and within minutes she is able to get to your core and verbalize things about yourself that resonate so deeply. I love that she also includes concrete coaching and advice in her calls and you leave with tangible things to work on. She is loving but direct and you can tell she genuinely cares about you and your unique situation. I have finally found my spiritual coach for as long as Zoey keeps doing this work. Can't recommend her enough!

I have had several sessions with Zoey over the years and the words to describe how amazing she is…read moreliterally do not exist. Zoey has offered not only guidance and support that have gotten me out of some of my toughest times, but is a truly selfless person who will go out of her way to help others move past limiting beliefs and blockages. I am on a higher path because of her wisdom and abilities. Zoey is one of a kind and I never hesitate to reach out to her when I am feeling misaligned. If you have doubts about booking, I can promise the investment is more than worth it and you wont regret it.

Balance Staffing - Tempe

0 reviews

Corporate Job Bank

4.0

(24 reviews)

I am so excited about how easy it was to find a job with Corporate Job Bank. It felt as if I knew…read moreMs. Danielle and the phone interview seemed as if we were having a conversation. She was able to help me find a position that not only serves my work needs but spiritually as well. Thank you Ms. Danielle!

Nice and helpful staff. I enjoyed my experience with christy. They seem to have lots of options for…read morejobs

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Ethan F.

11 years ago

I work with companies in middle market M&A and family businesses. None of my clients ever make a significant investment without his research and insight. They are easy to work with and Mr. Files has great patience and a wicked sense of humor. For every deal I have brought them into, we have avoided pitfalls, snags, and millions of dollars of losses - which frankly without them we would have incurred. And while these topics are hard to deal with, and generally very complex, Burke's unique disposition makes the who process smooth, and sometimes fun. I cannot recommend Burke and his team enough. read more

Financial Examinations & Evaluations - privateinvestigation - Updated August 2026

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Dana Law Group - Mesa

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(28 reviews)

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Having a will or trust set up can be a scary proposition. If I do so, am I setting myself up for…read morekarma to kill me off? Is my wife setting me up so she can kill me off and move in with my best friend? Should I be watching so many episodes of Forensic Files with her, as she may be getting ideas. In any case, I had to get it done. I researched the average cost of having a will drawn up, and the Dana Law Group had pretty good reviews on Yelp so I gave them a call. After meeting with Zachary and going over my needs he advised me of the price for having the documents drawn up. It wasn't low, but it wasn't high either. Sort of the upper end of middle of the road I guess so I went ahead and pulled the trigger. I had a follow up visit to go over the paperwork and they said they will reach out to me in a few weeks once everything is filed. All in all it was a good visit, and I didn't feel like they were trying to rush me out of there. For the price they took their time and went over all the questions I had until I was satisfied. I would recommend to anybody looking for a will drawn up.

Seiter Law

(22 reviews)

Marcus Seiter ; We…read moreall just want to rest in peace , after a long life journey ...I'm grateful , you, have our back... Or as the saying goes ... military style... HE'S GOT YOUR 6 .... Thank-you for helping us complete the legalization puzzle pieces , in a trust/ will and with future investments strategies... 1. Marcus called us back ...asap ... next morning.. ...to set up the first appointment. 2. Marcus answers every question... not like most lawyers ....with another question.... NO , HE ANSWERED OUR QUESTIONS... with no hesitation , to the outcome. A straightforward answer..... as we call it ; MARINE STYLE.... YES... Sir. Ma'am. That's my final answer.... 3. The Seiter law team ...very professional and very respectful; reliable in our blended family, democracy ... discussions , Marcus , used knitted gloves guidance , to the possibility outcome, with gentle navigation towards a successful transition into having the puzzles pieces completed.... Thank-you. 4. Marcus knows the laws , of the state of Arizona ...as he has dedicated himself to helping others , secure they're final wishes ... trust and wills , plus advice in possible investment strategies.... 5. Marcus delivers his answers and questions; with a strong backbone , leadership standards and morals / as family, is first in his book ... this is the impression , he left me , at each meeting , to get through this legalization process. 6. Life journey brings you a lot of rollercoaster rides and outcomes but ... Marcus seems to leave you with this feeling of comfort, security, like ...everything will be okay ... this is not Marcus's, first rodeo... he 's already been down that path and has his plan of action .... 7. I'm very grateful and blessed to have Marcus and his law team taking over my plans ... to the final puzzles pieces in life. 8. Also with his outstanding resume of success stories in law... just look at the plaques , on this office wall... I came to learned of his successful career , in the military.... 9. Thank-you for your service.... Well , as they say in show- biz .... you got one life line !!! Who you want to call??? Marcus Seiter ??? Okay. Is that your final answer??? That's all folks.

Highly recommend Seiter Law. We received outstanding service while having our trust prepared. From…read moreour first meeting to our final signing Marcus Seiter explained everything clearly and thoroughly. He is very knowledgeable, patient and took time to answer all our questions and concerns. If you're looking for an attorney for estate planning and trusts look no further.

Dynasty Legal Documents

(12 reviews)

Divorce can be so difficult. If you have two mature adults who are ready to amicably divorce then…read morehaving Melissa professionally prepare your documents is an absolute no brainer. She has decades of legal preparation experience and her work is excellent.

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(17 reviews)

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