The customer service is exceptional, as Ryan and the team at MSI have kept me updated throughout…read morethis entire process. I'm not much of a person that can be in the phone for follow ups, Ryan has made my communication about my case with MSI via text as I hate being in the phone. He has been very quick in responding to all my questions and or concerns. Overall, my experience with MSI has been outstanding, and I can't wait for my next step with them when the time comes for them assisting me when I purchase my home!

Great company that resolved my credit issues and did it quickly !…read more Was the second time I had to use them and service was just as good as the first time

I highly recommend Ron at Dallas Tax and Books! He is extremely knowledgeable, professional, and…read moregenuinely cares about helping his clients succeed. As a business owner, having an accountant who takes the time to explain everything clearly, answer questions, and make sure things are handled properly is invaluable. Ron is thorough, responsive, and offers exceptional service at very reasonable and competitive prices. It's rare to find someone who provides this level of expertise and personal attention while keeping their services so affordable. If you're looking for a trustworthy, experienced accountant with great pricing who truly has your best interests in mind, Ron is your guy. I couldn't recommend him enough!

Called to get information about a tax return filling and the person over the phone was rude…read more Definitely wouldn't do business with someone if that's my first impression

John and Chris have been wonderful to work with. We have used their services for over 14 years…read more They are prompt, communicative and help us with some strategy when it comes to expenses, depreciation of our rental properties, etc. I am not always on top of filing my taxes, and Chris always reaches out to make sure we get everything submitted on time. I have recommended him to several close friends over the years.

Horrible experience!!! Stay away very unprofessional company. I've sent them my taxes 3 separate…read moretimes, they do not keep up with files, John is TERRIBLE with communication and had horrible service. You'd be lucky to get your taxes done ever, this company is trash!

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

I'm writing this review because I'm terribly disappointed with another reviewers characterization…read moreof this firm. I use this firm for 2 small business and have referred several other colleagues who could not say more positive things about both the responsiveness but also expertise and enthusiasm of every team member I've had the opportunity to work with. Perhaps more importantly, I had a very complex accounting issue arise with the IRS based on a previous accountants work and *my* miscommunication with Peter Gurian and his team. I was referred to a very competent and helpful IRS attorney who helped unravel the situation and Mr. Gurian was personally involved every step of the way. I cannot speak more highly of his team (I've worked more with Katie and with Eddie than the other team members but have had a few others step in on issues and am beyond impressed with the response time with those team members as well). Cannot say more about the professionalism and the expertise I've had working with this firm for years to date and hopefully many years to come.

This company does not speak the truth to their employees or their clients. They're constantly…read moreinstructing there accountants to never admit to any wrong doing instead of owning up for mistakes they have made such as not printing checks on time or losing information.

I was frazzled because I could not locate my statement from Schwab for tax reporting. It had been…read moremisfiled. I called Schwab and got the kindest man who walked me through the process to access my account and this I was able to sc was my documents. He was the most patient person I ever spoke to. They actually care about their clients.

My daughter just turned 18 this summer and took to open an account in person. She filled out the…read morepaperwork and had the Charles Schwab person look at the paperwork to make sure there were no mistakes and handed her a check, everything we were told was okay. Daughter told that next day she would have an email to start trading, etc. Day 4, called Charles Schwab and told by them that there was a date that was wrong however they didn't seem to either to time to call or email that there was a mistake with the paperwork. I guess they don't need any new clients. Great learning opportunity for daughter in that if they don't care enough to get new clients go where you are treated as a person and don't worry about businesses like Charles Schwab.

Ok, I've been with Coverica for over a decade. For both home and auto coverage. I am more than…read morepleased with all of the quality individuals there. My policies are the best because they come from the best. Coverica. Best in the West. My agent, Taylor Neilson has long since been recognized for exceptional service, and promoted into upper management. Because he puts in the work. He'll shop policies anytime. I am not a high dollar client. If I leave a message on a generic CS line, Taylor still calls me back by COB the same day. He doesn't have to do that, but he does. You can expect the same level of service from all agents of Coverica. When you call, real people want to help, and they ALL are very, very good at what they do. I like that. Picking up the phone and receiving excellent service. Every time, without fail. You can shop online all you want, if you want to be a name on a policy number on a computer, and not a valued customer. At Coverica, the customer matters.

Brock Jackson is an agent I would not use at this company! After he said he would help me get an…read moreissued with my insurance company revolved, he stopped returning me calls. No explanation as to why. Very rude and unprofessional.

Professional organization that never lets me down. I can't say they make paying taxes fun but the…read moreexperience with GP&P is the best part of the process.

Partner, Mark Bader, had been preparing my individual and Corp returns since 2011. Over the years…read moreI was handed from Mark to Nancy Finch, Partner, and finally, Jaime Rodriguez. Though I was happy with Mark, Nancy was often unresponsive to emails and slow to finalize returns when most prep material had been provided in February. This year I was demoted from Partner, Nancy, to Tax Manager, Jamie Rodriquez. Prep docs were emailed to Jaime 2-21-18 for my Individual return (corps had been dissolved) with the exception of a K-1 and mortgage/property tax figure provided by 3-16. Though I informed Mark and Jaime I would be traveling and was eager to get my 2017 return completed, the return was not available until 4-14-17. Even then, the 55 page return did not contain a schedule for federal and NY estimated taxes. After ignoring multiple pleas sent via email to provide the information, Jaime finally provided the estimates at 3pm on 4-17 (tax day). As this was past the cutoff time to schedule online payments, I had already scheduled wire payments in amounts that far exceeded the number Jaime provided. Needless to say, I'm changing CPA's...

I sold my business using this firm and would highly recommend them to any business owner who wants…read moreto sell their business for top dollar. I was with a business broker for five years and had ZERO offers, Josh Bammel and his team at Kratos closed my deal from start to finish in seven months, Wow! Kratos Capital - Dallas Mid-Market Mergers & Acquisitions firm is pleased to announce, Meheen Manufacturing, Inc & Evolve Capital in a partnership with the company's founder, Dave Meheen. Headquartered in the State of Washington, Meheen provides advanced machinery to the global beverage industry with a focus on the rapidly growing craft beer segment. "After looking for more than five years for the right firm, it became clear to me after only one conversation with Josh Bammel, that Kratos Capital was the right team to represent my specialty niche manufacturing company," said Dave Meheen president of Meheen Manufacturing, Inc. "The time was right to bring in new resources that can help manage the growth, not only domestically but worldwide. Josh Bammel and his team gave my deal a high level of energy, enthusiasm and integrity not found in other firms. Josh Bammel's knowledge of the M&A process was deal critical to finding the correct partner for my business and ensuring our success. My company was a very complex and unique deal which Josh and his team took the time to understand and manage my deal by bringing more buyers then I could've imagined." They truly did the heavy lifting and allowed me to focus on my company. I am convinced that my deal couldn't have been done without Kratos." Josh Bammel, Senior Managing Director of KC's Capital Markets group, said, "Dave and Evolve certainly made this deal fun. We're always pleased to see our clients expectations met in a timely manner. I am very happy for both sides of the transaction table, my team performed at levels never seen before in the I-bank arena. Kratos is very active in this space; we believe the global food & beverage markets have a long runway ahead, in particular the Craft Beer segment, both capital equipment and production side. Kratos is carving out a very comfortable place in this segment based on our proven process of institutionalizing private companies prior to market inception." Kratos Capital, founded in 2003, is an innovative M&A firm headquartered in Dallas, TX. The firm serves clients from two North American offices and location in Brazil.

After spending five years searching for help to sell my business, I guess I was like most business…read moreowners; feeling helpless. I was introduced to a Kratos Capital from a business colleague of mine who had previously used this firm to sell his business. I spoke with Josh Bammel and it became clear to me he understood me and what my value desires were. From the beginning, his team took the time to understand my niche business and market place. I felt this group really also took the time to educate themselves on the overall market place both domestic and international. I was amazed they didn't try to sell me services I didn't need, the Kratos team was very transparent and were available whenever I tried to reach them; very responsive. I sold my business in seven months from start to finish and found it very seamless using this firm. I would highly recommend to any business owner wanting to sell their business to contact Kratos and use this firm to sell your business, I am very happy with my results!