I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Do not trust. Completely unprofessional and failed to deliver what was paid for…read more I hired David Disraeli (360 NetWorth) for estate planning and asset protection, paying a $2,200 fee. He boasts a "Satisfaction Guaranteed" policy on his BBB page, but his actual business practices are completely deceptive. After taking my money, he admitted in writing that he skipped critical phases of my estate plan--failing to review the documents with me, provide instruction, or offer the advice I paid for. Instead of finishing the contracted work, he spent our meetings aggressively trying to upsell me on unauthorized legal services for an eviction issue, demanding an additional $1,000 to file court documents despite admitting he is not an attorney. Furthermore, he engaged in highly concerning privacy practices by secretly adding a secondary account to my private Dropbox folders and taking ownership of my files without permission. When I expressed dissatisfaction and requested a partial refund for the uncompleted work, he immediately blocked my phone number and terminated our engagement. He does not honor his guarantees and abandons his clients the moment he is questioned. Avoid at all costs. edit: text and emails prove that the answer below is incorrect. your text shows that the thousand dollars was to draft the help with the eviction even though you're not even a lawyer! Why don't you look up unlicensed practice of law? In addition- you offered to finish the job was after telling me twice you blocked me! The text that were after that were inappropriate were all yours, sir.

Why no reviews since 2013 and curious how the reviews mostly in a two month time frame from 2013,…read more leads me to question the integrity of the reviews from 2013, or all the reviews since mine is only one that is not from the 2013 time frame

Ann Marie is a rare gem. Her ability to listen and her savvy business sense has really helped our…read morefirm. She not only helps you understand sound business models, but gives you insight into personalities and the tools to successfully work with all types of people. She meets with us regularly, hold us up to standards. I highly recommend Ann Marie.

I've had the privilege of working with Jessica in two different capacities. She was my direct…read moremanager for almost two years and then she consulted for a department I worked in. Jessica possesses a lot of great qualities but the one I feel that truly sets her apart and makes her a remarkable leader is her ability to coach others. She helped me realize that I know the answers to questions I might ponder on. It just took some curiosity and patience on my behalf to draw them out. One of the greatest lessons I have learned in our coaching sessions is that it is okay to be vulnerable. We will not be able to fully experience life unless we put ourselves out there and regardless of the outcome we will be okay. In her capacity as a consultant, Jessica created a Peer Coaching program that was piloted in our department. Through my participation in that program, I was provided with tools to have more effective conversations in my professional and personal life. I have used that knowledge to have difficult conversations with colleagues and even coach and mentor those who report to me. I can't say enough great things about Jessica because in addition to being an amazing coach she is witty, personable, and possesses an extensive vocabulary that always has me in awe. #goals!!

Jessica is a pro. She is empathetic, intuitive, and easy to talk to. I had the pleasure of working…read morewith her while participating in our department's peer coaching program. One of my goals was to maximize my productivity in a remote setting. She helped identify tools to keep me focused and manage stress. I truly love my coaching sessions with Jessica because she provides a safe space free of judgment. She doesn't tell me what to do or think. She allows space for critical thinking and mindfulness. Her coaching has allowed me to give myself grace during moments of self-judgment. She showed me the importance of self-care. I am beyond grateful because her coaching deeply impacted my success and productivity in my workspace. I definitely recommend her services; she's a true gift.

I had a pleasure to meet Wendy and learned more about Wendy Irwin's Coaching and Perspicacity…read more Wendy is outstanding coach and she is passionate about helping businesses to take a control over their vision, planning, strategic branding and local marketing. She is highly competent, extremely personable, professional with proven track record of successful results. I highly recommend Wendy to anyone who has high goals but feels they are not up to their own potential.

From the owner: I am a professional life coach who specializes in transition whether it be from corporate to small…read morebusiness or stay-at-home-hero to entrepreneur. Getting you to the next level is what I do.

The communication was good. Emails got responded to and phone calls and meetings could be arranged…read more This was appreciated. Getting into their online system, I would get repeat requests to sign up even though I was already in. I also required a special two factor authentication. This would get annoying. Once I got a bill, I got emails at 2am asking for payment. This was also unnecessary. The worst part was advising me on what to do in the case of a marriage separation. Not only did I end up owing so much I had to deplete my emergency fund, but I had to pay 3k to learn that. I was asked once about my filing status and dependencies without being told how devastating it could be if that changed. In addition, they filed an extension, and I now owe interest and penalties. Yes, life changes mean financial hardship. But I was not properly advised and this ended up being the worst experience I've ever had with a CPA.

Larry has been my CPA for several years now and has helped me navigate both business and personal…read moretaxes. He's very well prepared for complex tax scenarios and has an amazing team. Really enjoy working with Larry J Phillips CPA.

It was very difficult to contact Brandon and his office. This created unnecessary anxiety and…read morestress. Once taxes were filed, IRS contacted us due to an error, which we ultimately fixed ourselves because this office could not be bothered to respond. I cannot recommend Brandon to any of my colleagues as I am certain their business would be in the wrong hands.

Brandon has been a real God-send for our practice. I am a physician in the Cedar Park area and he…read morehas made my business what it is today. I enjoy up to date accounting and book keeping. I have easy to read financial statements and I always have the ability to call the guy on the phone. He is super affordable for my needs. Brandon also does my financial planning and retirement savings. He is the best. Very down to Earth - Always listening - easy to reach. He has always been upfront with me and has provided good insight into my business model as well as advice on the future of my practice. I don't think you can find a better CPA for the money.

It very hard to found a good CPA service that is trustworthy and even then there doubt. Well after…read moreresearching. I finally found CPA service I trust and has showed me I made the right decision. I wanted to take the time to thank Linda W Lou, CPA firm for everything that you have done for me. Over the passed few months it's been challenging but I've learned and experience something that I haven't experience in a very long time since I've left the military. And that is Trust..... And what I mean by that is trusting someone to do what they say with no real hidden agenda, and only with my best interest at heart . Her and team had put a lot of time in going back researching and correcting mistakes made by my previous CPA law firm for over five years that I trust but fail me for not taking care of business like it should been and also the mistakes made by the IRS. She is currently handling all my overseas travel for the last three years. It has been my pleasure and I'm very happy that I chose you and CPA Law firm to be my advisor and consultant for this very important part of my life and records. But what I'm really trying to say is... Thank you..... And I appreciate everything that you've done and will do for me in the future thank you.

This CPA Service is how a professional business should be run. The service is prompt and…read moreattentive. The CPA is extremely knowledgeable and knows professional accounting like the back of her hand. All questions are fully answered, explained, and recommendations given. The fees are always competitive. Thus, five stars!

Spidey oversees all 3 of our family business accounts; he is very knowledgable, punctual, honest…read moreand exceptionally well-informed. Spidey has gone above and beyond the call of duty. We plan to use Spidey Innovations for all of our accounting needs as long as he is offering his services.

Spidey helped us solve a couple of specific problems we were facing as a result of our rapid…read moregrowth. He was extraordinarily insightful and offered suggestions that were perfect for our business and didn't break the bank. We will definitely use Spidey in the future when we need his business insights - he was a great help!

As a pharmacy manager, business owner, real estate investor, mother, and wife, I've always managed…read moremy responsibilities well, but Tiffany's Unburdened Women coaching helped me discover an even stronger version of myself. Through her guidance, I gained insights about my hidden triggers and learned practical tools to recognize these patterns and reset in real-time. Her compassionate approach has made me more self-aware, a more effective leader at work, a more present parent, and genuinely a better version of myself. If you're a high-achieving woman curious about optimizing how you navigate your full life while staying grounded, this course is transformative--I learned so much about myself and gained tools I use every single day.

Tiffany was great to work with from beginning to end. From the time we first engaged her in…read moreconversation, she was responsive, adaptable, and collaborative in developing a series of workshops for our team. She stands out above other coaches we've worked with in that she consistently goes above expectations. As an example, she drove to check out the physical spaces ahead of our workshop to design her sessions to constraints. She also proactively worked with staff at those venues, our team to organize food and create time in our agenda. Knowing our team was on a budget, she found additional ways for us to save money. Throughout our experience, she both modeled and spoke knowledgeably to the coaching topics we workshopped. And perhaps most importantly, she demonstrated an authentic care for our team and our success. Reader, contact her without reservation.