My rating is based on the fact that after being with T. Allen & Associates and its predecessors for…read more50 years, I was dropped as a client due to expressing my dissatisfaction with the service I received for the 2022 tax returns. The problem was not due to the actual preparation of the return but to subsequent sloppy handling of it and blatant fabrication of a story to mitigate the circumstances in getting the return back to me for signature. I had requested that the material be sent to an address in Florida where I would be. While there, I inquired as to receiving the packet for signature. I was told that the material was on its way. Not having received my packet in over a week, I again inquired and was told to wait a while. Another week passed so again I inquired and asked as to what address my return had been sent. They did not know because they did not keep a record of it and thus could not be tracked. After a few more days I again inquired and was told the material had been returned by the USPS and they would send it out. About a week later I received the return from T. Allen & Associates. I noticed that my original material, such as W-2s and 1099s were photocopies. In all other years, original material was returned. In questioning this, I was told that the original packet had not actually been returned by USPS, so I received a copy from their file copies. Corroborating the falsehood was that they could still not tell me where the original materials had been mailed to. There was no need to make up a story about the returns coming back to T. Allen. It was uncalled for, false and unprofessional. Furthermore, it puts a bad light on client relationships. T. Allen conceded that errors had been made. What caused him to drop me as a client was that I had labeled his staff incompetent. I did apologize for the poor choice of words since I have never had a problem with the actual tax preparation. I could have been satisfied with simply apologizing for the apparent clerical error in sending my return to a wrong address. However, I explained that what put me over the top, in my choice of the word incompetent, was being lied to by a member of his staff. In fact, I chose that word because I did not want to use the words "being lied to". I realize that the staff member meant well, but he went too far. I had forgotten that I was dropped as a client so I sent my material for the 2023 tax returns to T. Allen. He sent back my materials and a copy of our email correspondence from the previous year to remind me that I was no longer a client. In the emails Allen pointed out that in the email subsequent to our disagreement, he had written that they no longer wished me as a client and that they would return my check for the preparation of the 2022 returns. I checked my records and found that they had cashed my check, rather than returning it as stated. So I wrote him a nice letter, again apologizing for my poor choice of words in criticizing his staff, and reminded him that he was going to return my check. I said I would appreciate receiving the remuneration. Well, a few weeks later and no check. Obviously Allen chose to renege on his initial words. Hence this review.

Good, respectable, capable accounting group. They helped us with our taxes this year. This was the…read morefirst time we'd hired a firm to help with our personal taxes. While our meetings went well, and they gave us all the face to face time we needed, their fees for service were insanely high. WAY more than we had planned to pay. That said, next year we will go back to doing our own taxes

From the owner: We are a full service tax and accounting firm specializing in agricultural and fiduciary tax…read morematters with more than 35 years experience serving our community.

I have been going to Grant for years and him and his staff are top of their profession. Thanks…read moreGrant for all you and your team does for me.

I called last minuet because my son had died and I had no idea how to proceed with his tax return…read more At first I was told they would file extension and work on it after 4/15. Which I totally understood. I dropped off papers and Dawn told me she would complete within the week and she did. I know they are busy but their compassion and helpfulness was above and beyond. Thank you!

Great place to get your taxes done! They were extremely nice and helpful. They worked with me to…read morefit me in even though my schedule is jam-packed during the day. (-1 Star for the office being kind of old and run-down. I get that it's a tax place so it doesn't need to be ~fancy~, but it was super old and kind of falling apart.) I would definitely go here again. I appreciate their help and patience through this tax season!

If you are looking for a financial advisor don't waste your time with this company. They will only…read morework with you if you have millions of dollars. Barry wasted my time and I found him to be a bit arrogant. Obviously, I wasn't the right client for him since I wasn't rich. I am sure the richer you are the richer he gets. Then he made some excuse that he was cutting back his schedule. Just unbelievable how you're valued based on how much money you have.

I have had experience with five investment firms, three of which were fiduciary fee-based only…read more Family First Wealth Management conducted the most comprehensive review and provided the most comprehensive plan. When I say comprehensive, I mean we sat down and talked about my family's financial situation, risk tolerance and goals. Barry conducted an in-depth review of our financial situation, our trust and wills and our tax returns and ultimately provided a long-term financial plan along with on-going investment management. I am comfortable with Barry because he understands the importance of family, honesty, integrity, and hard work. I should also mention his numerous degrees, certifications, and work experience, however what makes Barry different, aside from his core values, is his ability and willingness to explain anything I do not understand. I cannot tell you how much I have learned from Barry. As you can see, I highly recommend Family First Wealth Management. Barry is a man of his word who cares.

If I could give this review no stars I would. I had a reservation for my U-Haul for this morning,…read moretwo hours before my reservation I get a phone call saying that they gave my reservation to someone else with the same last name. They called me to confirmed if I just sent someone to pick the truck up, I did not. After about a 10 minute conversation Angela told me everything was going to be OK and that i would be good to pick up my truck. Upon arriving at the location there were no instructions to handle anything. I called Brian Fleming, the manager, and he informed me that a representative would be showing up soon. Upon arrival , we explained to her that we were able fo retrieve the keys from the lick box due to the fact that two noxes were open. She instructed us that if we had the keys that we were good to go. We confirmed the truck and instructed our movers to head out. We realized that we were in the wrong truck and swiftly called the movers to turn back around- Angela watched the entire interaction and apologized for telling us wrong info. She then suggested we try another box , and we got keys from box one. Brian is on speaker phone the entire time, he then asked Angela to retrieve credit card information via phone. She was not comfortable in doing so and handed us HER phone to give the credit card info. At this time we asked him to explain why we were giving him credit card info and thats when he called us disrespectful for questioning him and cancelled our reservation. We asked for his managers info and were tild he didnt have a manager by Angela. After calling customer service and going to another location we were advised by uhaul customer service that Brian Felming lied about his position within uhaul and were givin the area field managers contact info. After leaving a review on facebook , Brian accused us of stealing the truck. He is unprofessional and incompetent and so is Angela. Thank goodness we were able to verifiy the area field managers contact info and file a formal complaint.

From the owner: American Dream Tax has been servicing one customer at a time since 2007. We are a locally owned and…read moreoperated business that started out small but continue to find ourselves branching out to new locations & services to accommodate our customers. We offer a variety of services that include but are not limited to Personal and Business taxes, Payroll Services, Bookkeeping, and Tax Cash Advances. We strive ourselves with customer satisfaction.