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've only been in AZ for a few years and still haven't found by go-to CPA. I needed a new one for…read morethis year since the one I used last year kept making mistakes and had poor communication. I found Emily online and saw she had some decent reviews, though few. My initial interactions with Emily were great - she responded to my email request promptly, answered all my concerns, and was great when we met in person. She promised that her team would finish the returns in time for Tax Day and that we would have time to review and approve it. When I didn't hear any updates at all, I grew concerned but I gave them the benefit of the doubt since it was their busiest season. But when I didn't hear anything back on Monday (the day BEFORE Tax Day), I followed up. Emailed and got no response so I called and was finally able to get an update that my returns would be sent electronically to review and approve. Waited all day and still didn't get anything so followed up again. After a few back and forth we finally received the returns, reviewed and approved them and asked for an email confirmation that it was submitted. The CPAs I've worked with in the past have always sent an email confirmation or screenshot of the submitted returns to the IRS. We did not get any email confirmation from Emily's team so it made it worried that it wasn't submitted on time, especially since we've been having poor communication from them. When I followed up again, they were quick to ask me for payment for their services. I paid promptly hoping I would get the email confirmation for IRS submittal but still didn't get any confirmation that the returns were sent. I literally just needed a call, text, or email saying it was submitted on time. I followed up AGAIN with another email inquiring and FINALLY they said they submitted it to the IRS but would be emailing it to us shortly for my husband and I to e-sign. We never received the files to e-sign, unsurprisingly. I finally went in person to sign it because the email never came. My husband couldn't sign in person so I asked that they still email it so that my husband could e-sign. Let's just say he still hasn't received the returns to sign. It might not have been as bad if they didn't tell us multiple times they would be sending us something shortly to review or sign. We ended up waiting multiple times for items that were never sent (because it was the day BEFORE it was due). This is a fixable issue. Communcation is key and a quick follow up goes a long way. I don't feel it's the client's responsibility to chase after the CPA who is hired to do a job. It was a bit unprofessional for me. It's not to say I won't work with them again but they really need to improve their communication.

Emily is fantastic. If you don't want to read further, just know that…read more In 2020 alone, my husband and I sold our home in CA, bought in AZ, I went from W2 to contractor and back to W2, and my husband lost his job due to COVID and went on unemployment. We had remodeled our home in CA and had a ton of write-offs, we added a solar pool system in AZ, etc. etc. Needless to say, our taxes were not the simple slam dunk. After attempting to do our own taxes as I have in the past, I found myself spinning my wheels and knowing that I must be missing vital pieces of information. Enter Emily! She came to our home, listened to our history, took our tax information from the previous year as well as the supporting documents to complete this year's taxes and viola!!!! We received refunds from the IRS, CA, and AZ! She was speedy, thoughtful, and always available when I called with questions. She informed me about so many tax breaks that I knew nothing about. Do yourself a favor and contact Emily for all of your tax needs. Thank you Emily!!

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

FYI people, in less than a year, I have paid off 1 credit card in full and am about | | that far…read moreaway from another...thats right, debt free in a year. All of that money that I spend now now and will go directly to ME! The decisions on what to do are now harder...I mean after working your ass off to pay off the plastic and focusing on only that, its hard to fathom that now I get to spend all of my hard earned money on me and do it now responsibly! Its awesome the Kelsa is just as excited as you are about paying things off, she even shares it in our FFP Facebook community and its great to see so many other people out there who are choosing to take their financials in their own hands. Thanks again Kesla!

I found Tina through the Dave Ramsey recommendation. I was very hesitant to use someone that I did…read morenot know or could visit quickly in person. I am blessed that my guardian Angel's are taking care of me. Tina was very professional, extremely knowledgeable and beyond helpful to me. I know I was probably an issue as I did not have my things in order as I needed to work on previous/current tax years, my husband had multiple jobs and I couldn't take time to get these forms done fast enough. Her recommendations are honest and aligned by the IRS, her response time via email is quick, the response time via text was fair to low as we were a few hours difference. Email was best and allowed me to recall the requests she had for me. Nonetheless Tina is just what I needed. I always used TurboTax for years but turns out using Tina Matthesisen QBO Advanced Pro Advisor is the best thing for my growing needs. I currently highly recommend her. She is and will be a valuable tool to me now and in hopes, the future.

This is a family owned business and they are all fantastic! Connie is a tax expert! Her experience…read morehas taught her so much and she's a true tax warrior. She has been a blessing to our family and small business! They are very kind and humble. They're affordable. Truly fantastic people that truly know what they're doing!

Ignacio was not only incredibly professional, but very helpful. He helped not only myself, but my…read morewife save money on a better plan. I have already referred a few co workers to Ignacio who all had the same experience! If looking to save money, definitely ask for Ignacio

I just recently switched to farmers with Ignacio and I have been nothing but pleased! Ignacio is…read moreremarkably thorough and makes every policy transaction SEAMLESS! He promptly and politely answers my questions, and is extremely helpful and knowledgeable! His recommendations have saved me valuable dollars! I get the best customer service here! Phenomenal agency! FIVE STARS!

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!

I own a small rental car company and needed help with my bookkeeping. am really glad I stumbled…read moreacross Profitwise as they have made running my company 100x easier. They gave me a free business consultation, presented some great ideas and also took over my bookkeeping (thank goodness)... Very easy to work with and truly knowledgeable advice that went a long way for me, personally. Great pricing as well compared to other firms! I would highly recommend these guys 10/10