He doesn't stand by his work. My husband used him for tax purposes and was audited and fined for…read moreerroneous deductions for both 2018 and 2019.

From the owner: We believe in the value of relationships. We view every client relationship like a partnership, and…read moretruly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our services include accounting and auditing, business consulting, income tax compliance and planning, employee benefit services, litigation support, merger and acquisition expertise, personal financial and estate planning, accounting support to smaller companies, and information technology services. Long-term relationships and a personalized approach are the hallmarks of our business. Our professionals get to know clients' needs and their businesses from the inside out. From individuals to closely-held family businesses and non-profit organizations to large multi-national companies, our clients know they can trust our firm to deliver innovative solutions, integrity, professionalism and service. We provide a variety of services including: Income Tax Preparation for all types of businesses, and individuals IRS and State Audit Representation Payroll Reporting QuickBooks® setup, support and training Business startup services Monthly bookkeeping Financial statements - making sure your financial records are timely and accurate Our continual investment of time and resources in ...

TLDR: Joe Babcock & Diane Doyle will overcharge you unless you force them not to…read more I'm a seasoned sales executive by trade, and this was so disgusting after shopping around, I actually carved out time to do this. I increased my auto coverage in early 2025 for a job that required higher driving premiums. When that job changed, I no longer needed the extra coverage. Joe Babcock told me my rate could not legally be lowered. That was false. After escalating, Diane Doyle gave me a lower rate proving it could have been reduced all along. Then she turned around and defended Joe as a "good salesman." He seriously needs coaching or a good smack if this was intentional. I was paying $215+/month for a 2011 Lexus ES350 simply because no one volunteered to lower it. If you're a C&S customer, review your rate. Demand a re-quote. Make them justify every dollar. And to C&S leadership: if you need help training your amateur sales reps on honesty and pricing transparency, I'm available. Check your rate, because they won't.

I haven't had the best experiences with most insurance agencies but this one has changed…read moreeverything. From day one my agent Charlotte Capone has taken care of everything i have needed with my multiple policies. She is always prompt and professional and has always worked hard to get me the most coverage for the best value! If you are looking for any type of policy ask for Charlotte!