I have been a client of Arizona State Accounting Services for many years. I enjoy the quality…read moreservice Aaron provides and the value he offers. He handles tax returns for two of my businesses and I am a satisfied customer.

Every year I would upload my documents months before tax day and every year my taxes would not be…read morecompleted by 4/15.. I have taken my business elsewhere.

Friendly and caring staff with great ideas on how to best address your employee benefits package…read morefor your company. They will save you money and a lot of work by creating a custom plan for you and your business. Thanks EBX!

We have used Ebx for the last 3 years and they have been extremely helpful in finding us both…read moremedical and dental solutions that our business can afford. They have no problem shopping for less expensive packages and even suggest it if the yearly premium adjustments seem high... If you are looking for help in finding medical benefits that your company can afford - try giving them a call... Knowledgeable and friendly staff as well...

Laura Vega was so helpful. She is very knowledgeable and efficient. Best tax experience I have ever…read morehad. I will definitely be a repeat customer. Thank you!

Valerie is now the owner, and I highly recommend her. She is kind, professional, and incredibly…read moreefficient with her tax services. Her knowledge and expertise truly stand out, and she always provides thoughtful advice while making you feel valued as a client. Working with her takes the stress out of tax filing.

Richard and his team are great! If you are looking for honesty and consistency, this is the place…read moreto go...thank you!

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

I was scammed by Nicole. If you're reading this, please find an actual CPA and not a CPA…read more"candidate". Nicole was hired to clean up my books for part of 2024, 25, and 26. We had a great conversation, and she seemed capable. However, the price was unclear. My business is small with minimal transactions. Nicole initially quoted $2 per transaction, but her minimum charge would be $1,000 even if I didn't have that amount of transactions. I agreed to this. I paid a $1,500 down payment on May 20th and asked Nicole not to send me surprise billing. She promised to send me a proposal, but it was delayed until I demanded that she stop working on my books as I saw no progress. I advised her that I would find another accountant to complete the job. By then, she claimed that 2024 (7 months) was complete and that I needed to pay for the work she did, even though I never signed a contract (it was never sent until after she knew she was being replaced). Nicole has billed me an additional $4,307.50 for 7 months of work that I have no documents to show that she ever did. I have since hired someone else to complete the job, but now I'm being threatened with legal action. I also read Brandi's review and wanted to give Nicole a chance, but I regret not taking the advice above.

I started business with Nicole in June of 2025 but ordered all current work be immendiantly stoped…read morein January 2026. We paid her over 5 thousand dollars, an estimated amount of 800 dollars was for an amendment that was never completed. and 4,000 of it was paid for an "Advisory packet" that I was never given a itemized receipt or invoice for any of the charges that were coming out of that retainer. She also has not sent us a W9 or provide her EIN # to us. As a small business owner this is very damaging and has raised some cause of concerns. We were guaranteed a service and did not receive what we paid for. We feel like we were scammed out of a lot of money and we will be filling a complaint with the IRS due to suspicion of fraud and Neglect.

I moved to the area from out of state 5 years ago. I had been with my previous accountant for over…read more30 years so I was nervous about finding someone I liked and trusted. Everyone I've dealt with at Steven M Vogt's Queen Creek office for the past 5 years has been incredibly helpful and friendly. I trust them completely. They are all very knowledgeable and always are happy to answer any questions I have.

This firm has such kind, knowledgeable and friendly staff. I enjoy coming here which is odd because…read morewe are talking about doing taxes lol. It doesn't make doing my taxes a daunting experience.

Absolutely recommend John Cabello and Team. I recently had the pleasure of working with John on…read morethe purchase of our first home. As you can imagine, buying your first home comes with a ton of questions and unknowns. John took the time to explain each question in a way that was very easy for me to understand. In addition he would call and guide me through questions I didn't even know I should be asking. He was always available by phone, text, and email, and so prompt in his responses. He really made the process (which I was extremely nervous about) feel seamless and almost easy and got me a great rate. I now trust John so much I have referred him to 2 people in my family. Thank you John and Tracy for all the time, effort, and work you put into the process of purchasing our first home. We are TRULY appreciative!

If you ever need any assistance with purchasing a home. I am speech less on how smooth my process…read morewas with John Cabello's assistance. From communication to hospitality. John Cabello and Homeowners Financial Group are OUTSTANDING!!! Highly recommend you their services. Jose Chaidez