If I could give more than 5 stars I would. First off, let me say that I have a small business and…read moreover the years have tried (4) different accountants but was never able to find anyone competent enough - they were iether not knowledgeable about tax laws, charged exhorbitant rates, or unresponsive for months. Let me tell you about Blake. Honest. Knowledgeable. Fast. Fair pricing. Straight shooting. Fun. This guy is a tax ninja. He took 3 years worth of tax returns and prepared them within a week - and they weren't easy. Not only that, he filed everything longways - meaning filling out extra forms to take advantage of every write-off and tax break possible. He lowered my taxes to a pittance of what they should habe been. Should I say more? He's really amazing. If you have a tax issue call him. It was the best decision I ever made. I will be giving him all my future business. He's a great guy also. Easy to get along with. Makes complex issues sound easy. I actually tipped him $500 on top because I truly appreciate what an outstanding professional he is. I know it sounds cliché - but - try him - you will be glad you did.

Great tax and wealth management advice. Personalized and timely service. Blake goes the extra…read moremile. He cares about me as a client.

This was 1 of 3 firms I interviewed before making the final decision to handle our planning. The…read moreteam was more than patient with me and added value every time we met. The key for me was they never tried to sell anything, they were more educational and I highly recommend them.

We used Insight to create a comprehensive financial plan that has really helped us better…read moreunderstand our current financial situation and get us on the right track to retirement while also targeting other investment goals along the way. Bruce Robertson has been a pleasure to work with and very helpful in guiding us through the process to make sure we were comfortable and all of our questions were answered to our satisfaction.

I love this guy. I went with my husband to talk about the best way to invest our money and…read moreretirement. We had been to other financial advisors but this man is honest and knows what he is doing. Easy to work with, explains things well. i recommend him highly.

From the owner: As your financial planner, my goal is to provide each client with realistic financial advice to…read moredevelop the best retirement planning strategy that is right for you. It starts with developing life budgets to fund tangible, lifetime income solutions in retirement. From 401k rollovers, IRA transfers and tax free retirement plans, to pensions plan rollovers and life insurance planning, I am here to guide you in the right direction. I have been helping clients, across the country, to protect and provide a financial legacy for their families for nearly 20 years. Take control of your financial future today. Call now!

One of the best brokerage firms in America. Amazing customer service and a range of products and…read moreservices for everyone.

Inefficient , can't get anything done in one visit ,no customer service , not sure why Schwab not…read moreprovide a competent banker ? We have to deal with rude receptionists to get work done. Very disappointed , went there 2 times to get an account opened , first email received some info I was missing went back , gave the details , they had even missed one full form . 5 days since still pending , no movement at all on the account opening !

I found Infinity Financial through luck. I was surprised by the level of expertise. Customer…read moreservice is great. I have an MBA I know.a good financial services. When I see them. My gut was right, I left lasts years return and. David found 996$ that had been left on the table. Infinity offers a wide range of services to individuals and businesses. I can recommend

I dreaded coming here because we talked about the same thing over and over and when its done, he'll…read moreask to check-in on FB or want to take a picture of me at the office. He'll even ask again if I checked-in before I even stepped foot out the door. I finally had to tell him that I am not comfortable with social media knowing my location. He never harassed me about it again. The first time I came here, I was interested in what David has to offer b/c after receiving a letter from the IRS, it feels intimidating and I wanted to be sure to take the RIGHT steps to handle this case correctly. Before coming to Infinity, I read the notice from the IRS thoroughly to be well-aware of my situation and what I can do to fix it. I was told David just started the business and that he could help me with my tax situation when I was well aware I could have taken the steps myself by following the SAME instructions that was listed on my IRS notice. But here I am, helping him market his business. Throughout the times I was scheduled to meet with him, at some meetings I had to give him some papers and some meetings he just spoke in circles. He never once discussed HOW MUCH each step was going to be or if I wanted to proceed with them. Instead, at our LAST meeting, closing up on my tax case, he tells me the fees and changed the price a few times infront of me which makes me feel very uneasy, and it was a grand total of $500. Oh! And then he'll seal up the paperwork and place it in a Priority Mail Flat Rate envelope and have you pay for the shipping rate and drop it off at your nearest post office....... My dad had a similar case as me and all my brother had to do was call the IRS line and they'll guide you through the process, FOR FREE!

After going to several enrolled agents and CPAs, my brother introduced to this office and I am very…read morehappy. I met with David to explain about my IRS problems. For some reasons, I was constantly getting letters from the IRS with an increase in my tax bills and errors with my returns. I did not know the reason for this. David assess my IRS correspondences and knew immediate the solutions. He gave me several options and was able to get my business straighten out with the IRS. I have not had any other issues with the IRS since. His office has been extremely helpful and all contacts were professional. David even assist me in restructuring my business to a Corp to Corp and saved me a reduction of half my tax bills. I am glad I finally found a CPA that I trust completely. And his advice and insight are invaluable in helping me understand all this confusing tax stuff.

I was looking for a new CPA and found David with his amazing staff. And Thank God for these Tax…read moreProfessionals! They make filling your taxes easy and the customer care from Wendy is caring and welcoming. Even though filing taxes can be stressful, these Professionals take that burden off of you! They are a True Blessing

Our townhome community changed management companies to KPM this year and I just have to say how bad…read moreass they are. Doreen and her team are in charge of our account and they are incredible. The communication is top notch and we've seen much need improvements started on our property. I feel safe and confident being under KPM.

Truly the most 'karen' type people that have nothing to do with their time except harassing you…read morewith the slightest yard issues. They only hire people that have a stick up their a attitude and definitely have control issues so this is the only job where they can f you over.

Professional, knowledgeable, thorough. Excellent in every way. I was walked through the process…read morewith an excellent outcome for my mother.

These folks are terrific. They walked me through each step of the application process, made certain…read moreI understood the steps involved and checked in with me to make sure the case was being handled. Our application was approved and Mom is receiving the benefit. 5 stars!

This tax preparation business is great especially for people who are confused, afraid or late with…read moretheir taxes. The owner is super nice and will talk you through how to make it painless and try to get you the best refund or outcome possible.

My first time experience with Mr. Dyron Bush, tax services was excellent from start to finish. I…read moreappreciated their professionalism and attention to detail. Mr. Bush found a crucial mistake on my prior taxes, that was prepared by a well-known tax services. The mistake was hugh and costly, without his expertise and experience, I would of never known, he prepared the necessary corrections and I re-coup what was owed to me. I am very grateful and thankful for his help. Mr. Bush is very patience and explained the details of each phase and kept me well informed, as you know tax preparationcan be daunting. I will retained his services going foward and I recommend Mr. Bush for all your tax needs.