1. Joyce Dormady, CFP

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    Austin, TX

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    Joyce Dormady, CFP

    4.3 (6 reviews)

    Services - Joyce Dormady, CFP

    Investment management

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    Solstice Wealth - This is Julia, co-founder + principal advisor of Solstice Wealth

    Solstice Wealth

    (54 reviews)

    Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

    They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

    Dimov Partners - George Dimov, C.P.A.

    Dimov Partners

    (110 reviews)

    Addendum (07/23/2026):…read more Don't worry I have fully accepted in my conscious that I AM NOT GETTING MY MONEY BACK, and I'm doing this so you don't have to go through it. I wish I could give this company a zero star, so incase you were wondering why there aren't more 0-1 star reviews it's because it's half bought and paid for . Upon reaching back out to me to "resolve" my issue, it was structured in a way where they held my refund hostage, and as a matter of fact, it's not even the full amount I was "offered" $460 refund so long as I take my review down. Now that had pissed me WAY off more than me missing out on my full amount, because now I understand I was led to believe that these are all genuine reviews, which in my eyes looks like VERY BAD BUSINESS PRACTICE and I can only imagine the less fortunate who come to this firm just to get screwed over on their last dollars (I am blessed to for this to not be the end of my world). Let alone they would not just refund because I requested a charge back to my card that I used to pay and well my credit card company is no help to get the funds back for failed service. Don't believe half of what you see here because I'm understanding this is paid biased reviews which is just shady. A big screw you to this firm for screwing MULTIPLE people over and holding their refund as a bargaining chip for dishonest reviews. If you want to experience highway robbery and bottom of the barrel service for your taxes that will have you end up in more tax trouble than you started with? Well look no further than Dimov Tax! It is so unfortunate to have to write this due to how frustrating this company which is odd, because I did my taxes with them in 2025 and it went "okay." This year 2026 was nightmare, I asked these folks to help me do my taxes, charging ~$600 which extremely overpriced considering this office uses Intuit which means at this point their process should be automated... they aren't truly trying to crunch numbers. With that being said, its even more ridiculous that I did not have a completed version of my taxes 100 days after I paid... and this is after days of me pulling their teeth in order to get information on where my tax filings were? Finally I decided to go to a very local tax office in Cedar Park and they resolved my issues within 5 days! So that makes emergency question: what in the actual hell is going on in this office if this is all automated, and another office of just 2 people were able to figure things out within 5 days, in which it took this office 100 days. Oh by the way, I tried to request refund for failure of $600 back, it got declined, so I can kiss $600 good- bye and pay late filing fees. I would keep writing more reviews if it were possible so other people who are not as fortunate, to have to go through all of this frustration and lose a lot of money over company who can't get their job done correctly and on time. Side note: I can totally see AI getting rid of this company for their incompetence and failure of being able to provide service.

    Exceptional marketing, completely failed execution. We paid for CPA-level expertise and received…read moresubpar data entry. We cannot recommend this firm. Their onboarding, SEO, and sales marketing team are exceptional. They know exactly what to say to earn your trust and we were excited to work with them. Unfortunately, the actual service completely fell apart after they took our money. The Process & Financials: We paid a seperate pre-engagement consultation fee, then $1,285 upfront before a single page of work was prepared. After payment cleared, we received a lengthy engagement contract requiring signature. In our experience, an extensive engagement agreement should come before payment, not after. Three unacceptable draft tax returns followed, each containing differant but significant errors. The 1st draft was a disaster and would have cost us thousands in taxes we did not owe. The 2nd was still very wrong and missing key disclosures. The 3rd included inapplicable Texas state filings, and if filed could have caused headaches. We caught the errors ourselves. We never received a tax return we could file with any confidence. By the 3rd draft, we were done. Our taxes were not overly complex but required special attention to detail. The Disappearance: After multiple alarming errors, we had zero trust in the firm's capabilities. We felt it was a real compliance and economic risk for them to prepare our taxes. We sent a formal refund demand directly to George Dimov using the exact email addresses listed on our engagement letter and CC'd ourselves to verify delivery. We also sent it to the team who had prepared our taxes. Following our refund request, the firm went completely silent. No response, no explanation, and no attempt to clarify why we are not entitled to a refund. That is not normal. Fellow Texans: George Dimov holds no individual Texas CPA license confirmed via TSBPA public database (Texas State Board of Public Accountancy). His firm, Dimov Associates LLC's Texas CPA firm license (C11597) expired September 30, 2025 and has not been renewed at the time of this post. Based on our research Dimov Tax, Dimov Partners, DImov Tax Specialists, do not come up in the TSBPA database. Draw your own conclusions. Public Regulatory Records: We later discovered that on April 8, 2026, weeks before we hired this firm, the California Board of Accountancy (CBA) filed a formal accusation against George Dimov and his firm (Case No. AC-2026-10). This is a matter of public record. Had this ongoing regulatory action been known or disclosed to us, we never would have signed on. The case is active and has not concluded yet. Update July 2, 2026: We filed a formal Chase dispute on June 15, 2026 after sending multiple refund demands over several days to multiple people including George Dimov directly. Fifteen days after filing, two people we had never heard from contacted us for the first time - extremely apologetic and offering a free tax return among other things. George was CC'd on these emails using the exact address we had used to contact him before we escalated. They asked us to rescind the chargeback and trust them to refund us outside of the bank process. Chase advised us not to retract the chargeback as we would lose our protections if they did not follow through. We were told George had no idea what was happening. That is concerning in itself. Dimov accepted the chargeback on July 1, 2026. Chase closed the case in our favor on July 2, 2026. We received our $1,285 only because we filed a chargeback. The refund does not include 20+ hours of our time writing long emails correcting their errors, fighting for our money or the stress we endured. That cost remains ours. To the Dimov Response Team: Do not reply claiming we are not in your system, blaming technical issues, or mischaracterizing our situation. We have the signed engagement letter, payment receipts, error-riddled drafts, and every email exchanges to back up everything written here. We tried to handle this privately and amicably before we escalated. You chose silence until a chargeback forced your hand. Our experience mirrors similar patterns openly discussed by other clients on Yelp and other trusted review sources. Draw Your own conclusions and do your own research to protect your hard earned money and valued time.

    360 Net Worth

    360 Net Worth

    (19 reviews)

    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.

    Joyce Dormady, CFP - investing - Updated October 2026

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