After reading all the other glowing reviews, I called to set up an appointment to get some tax…read moreadvice since we just relocated to the area and I was looking for guidance for my new business and someone to do our 2018 taxes when the time comes as well. Peter answered all my questions and was so thorough with the info he gave and such a nice guy too! We'll definitely be using his services for our yearly tax preparation going forward! What a pleasure to find someone so knowledgeable and personable right out of the gate!

This place is absolutely splendid! I used to go to typical franchise/chain tax branches, such as…read moreLiberty Tax and H&R Block, and the difference between them is amazing! Peter Steele is exceptionally knowledgeable, and efficiently precise. I'm usually out of his office in about half the time it took either H&R Block or Liberty Tax. To top things off, his rates are more affordable than either of those two; I paid about $70 this year, compared to the $100+ with the last two companies. What forced me to switch from H&R Block, and then from Liberty Tax, was the extensive research I did in the employee's training and qualifications. Allow me to save you the trouble of searching it for yourself; the findings are scary. It appears that just about anyone can become a representative for either of those companies. Inexperience isn't an issue for Peter Steele, however. He's an LLC, so you can be confident in your decision to trust him with your monetary information. The only problem I have with his company is how cluttered it can be; it can be pretty full with massive amounts of paperwork and file cabinets, but don't let that scare you off! This guy knows what he's doing, and I don't see any chance of me switching accountants in the future.

I have been working with Jamileh at Darriane Okada's State Farm office since 2021, and she has been…read moreabsolutely fantastic. When I first needed insurance, she patiently walked me through setting up our auto, renters, and umbrella policies, taking the time to explain all the different coverage options and limits clearly. Over the years, Jamileh has consistently gone above and beyond. She seamlessly helped us transition to a homeowners policy when we bought our house, quickly added a newly leased vehicle to our plan, and has always been incredibly responsive whenever I have questions about billing, auto-pay setups, or policy renewals. She has also been a huge help during stressful moments--like when my car was hit in a school parking lot. She gave me great advice on how to handle the situation with the at-fault driver's insurance and checked in to make sure I was okay. Her communication is top-notch, and she always responds quickly with helpful, detailed answers. If you are looking for an insurance team that is knowledgeable, patient, and truly cares about making the process as smooth as possible, I highly recommend reaching out to Jamileh!

Shelby has continually shown great customer service to us, answered questions, had a great attitude…read moreon phone calls, and helped in many ways with our policies! Definitely recommend working with her!

For years, I've worked with various accountants, bookkeepers and CPAs and in all those years, I've…read morealways accepted the fact that response times were slow but not anymore! Deborah and her team are the most responsive group I've ever worked with and it makes all the difference. They always find a way to get the job done before deadlines even when I'm running behind. Most recently, I had some issues with QBO after some sort of software update and after an hour of torture on the phone with QBO support and getting nowhere, I decided to email Deborah and her team. Lois and Ben were able to resolve all 3 of the issues I had despite the fact that after an hour with QBO support, I didn't get resolution of even #1. I am so happy to finally have an accounting team that I can count on!

I've owned my business since 2002 , Debbie has been doing my taxes since about 2005 when my…read morebusiness grew to where B.O taxes became due monthly & I needed someone to do payroll. Debbie has not only taken care of my business taxes but she's also helped with questions relating to ira , sep ira , llc vs corporations . I lost my Mom about 4yrs ago & Debbie helped me navigate that w/ inheritance, real estate & capital Gains. I've referred Debbie many friends Family & other businesses & will continue to do so. I would be lost w/ Debbie

Easily one of the best CPA firms I have ever worked with. Knowledgeable? Check. Responsive? Check…read more Competent and reliable? Check and check. These folks care about their customers and their community and it shows in their commitment to non-profits and people. Thank you for your professionalism and kindness in helping my business and family with our accounting and taxes these past few years!

Don't count on this company to stand by you. If you are looking for a stable, long term…read morerelationship with an accountant, avoid Vine Dahlen. My 93 old mother was left high and dry, terminated as a client with NO explanation offered whatsoever. Her tax preparation requires nothing very difficult or out of the ordinary. Vine Dahlen was compensated at a very high rate for the couple of hours it took to complete my Mom's tax return. Perhaps she didn't provide enough revenue for Vine Dahlen? Perhaps they are ageists? My mother is a sweet old lady who always paid her bill on time. She mistakenly thought she had a reliable accounting firm that was as trustworthy as she is...

Poor communication and lack of caring. I did not feel they were at all on my side and they did…read morenot call me back when I asked to talk over concerns about claims and policies., just responded with short emails. I will find another company towork with.

Better than just 5 stars!…read more Have been in touch with Pete for our home and car insurance since 7 months now. Both me and my husband are way more pleased with his personalized services. Pete has always given us the right advice. For instance he recommended us to upgrade our car insurance to a gold plan last year, saving me from my premium going up when I had my first accident - when my car scraped a Lexus in March. At the time of the accident, Pete even went out of his way and took the whole case in his hands. He did the entire paper work on my behalf and even shielded me from the rude Progressive insurance representative's (the other party's insurance) - who were repeatedly threatening me via phone and email. I was recommended Pete through my mortgage folks and had chosen AllState for its competitive prices. But the personalized advice PLUS the services I have received in return are way beyond what I had expected and a complete bonus!! And did I mention he is witty and a has a wonderful sense of humor too! Those just compliment his nature.

I had some difficult taxes to be done, Annette , super helpful ,and professional .Very strongly…read morerecommend her service !!!!

Annette is very professional. And she's also very caring and kind. All my interactions have been…read morepleasant and informative. I am a tax idiot so I appreciate that Annette is so patient with me and all my questions and repeat questions. Lol. The one thing I love about Annette and her business, is the fact that after she's finished and files your return for the year. She is still with you all year long. Meaning, you can contact her any time and ask a Tax Question. Like recently, possible news of my wife might finally be getting her long awaited insurance settlement in next couple months. So, I contacted Annette and had a couple questions about the adding income and how much to save/pay Taxes. I will continue to use Annette's Tax services in the future. Thank You, Satisfied Customer

I know I've asked Karen the same questions over & over, sometimes in different ways - sometimes…read morenot, but she explains it until I get it! I refer her every chance I get - to family, friends and clients. Go see her!

I appreciate Karen's knowledge, as well as full spectrum service. It was good, as we are…read moreapproaching retirement, to have an updated overview of where we're at. It was also very helpful to understand the strategy, service & Integrity she operates through Edward Jones. I had an IRA I'd left too long in a glorified savings account. I already had a financial counselor that I've been working with for other things, which didn't bother her. Having met Karen in a business group, watching & listening to her over time, I decided she would be the one to invest this with. Every question I had & every reason to invest it in a certain direction, was explained clearly. This included taking a risk assessment for my comfort zone, so that she would not ask me to go any further than I wanted to. To me, that also is a mark of her as an excellent financial counselor, who wants what is best for me. I highly recommend you get in touch with her for a free assessment to see if you're where you want on your goals, whether you're just starting out or need to figure out how to get started, midway or further on your investing journey.

Gia goes the extra mile to provide excellent customer service. She is responsive, available, and…read moretruly cares about making sure her clients feel supported every step of the way. You can tell she takes pride in providing the best service possible. I highly recommend working with her.

Gia is amazing! Sorry this is long overdue but I am so impressed with her level of care and…read moredetails. She asked so many good questions to help me understand OBBBA and deductions. For my business. She also has a lot if tax tips and is so kind. I would really recommend her for small business tax returns if you care about compliance- her fee isnt low but it isnt high either for the quality that she provides. I've used someone cheaper and paid the price for that. Highly recommend