I had a Power Plan Session with MicKallyn earlier this week. I was not sure what to expect, but…read moresomeone I trust recommended her. I have a lot of anxiety around finances, and not only did she address that anxiety, she helped alleviate it. Coming out of our two hour session, I have tools to move forward with my budget and to manage my money better. She is very understanding and easy to talk to. Her methods are simple, but make a lot of sense. I am looking forward to starting her six month coaching class soon! If you are on the fence about a financial coach like I was, I urge you to take the plunge with MicKallyn. I was looking for a way forward with a financial issue I was having. She was able to not only give me guidance on the issue, she made me feel confident in my ability to change my habits.

Hard to believe that it's been over 2 years since our last meeting with MicKallyn, but we're still…read morebenefitting from what we learned and built together, and still using our tracking tools! What I appreciated most was her pace and meeting my wife and I exactly where we were financially. Like a great personal trainer, she got us moving our bodies, then into shape, and now we're power lifters! Thank you!

We were referred to Dean by a friend about 20 years ago. Dean has prepared our taxes ever since and…read morewe have always been pleased with his work.

I am hugely disappointed in this place. I read these fake reviews and wasted my time to come by…read more Dean told me that his computer has a virus which was a lie as He admitted later that the time it takes to finish my tax filing does mot worth his time. Sorry your HIGHNESS. We commoners do not worth your time, racist!

he is a fantastic tax consultant. My wife and I used him from more than a few years. I recently…read morecontacted him and he moved away, but offered to help me anyways. If you want your taxes done right, Mr. Schuh!

Did an amazing job with my tax return. I did it myself first with TurboTax and was having to owe…read morequite a bit. I had him do it and I ended up with a great return instead. Best money I have ever spent on tax prep.

I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with…read morehim because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn't chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I'm one of his top clients.

It is my utmost pleasure to recommend Jason Gong and the Lifelong Wealth Management Group as the…read morebest of the best! I am 73 years old and have been so fortunate to have met Jason at a Wealth Management Seminar about 5 years ago. I wish I had met him sooner as he has changed not only my financial outlook but made me realize how important the human-centered approach is. Jason will make himself available anytime I wish to speak with him on any matter! He is truly a very honest, sincere, caring person who will go out of his way to make sure no stone is unturned! I cannot say enough about Jason. He is totally amazing! Thank you Jason, you are awesome!!!! Sharlene

I have used Michael's business to handle all my tax issues with my one rental property in Illinois…read more I moved here in 2014 from Florida. He and his daughter Michele (both CPA's) and partners. They both have provided excellent service and consultations on my tax/IRS issues! I am now in the middle of an IRS 1031 rental property switch that postpones dealing with Capitol Gains Tax! A good thing for tax avoidance rental property owners!

Helpful, thorough and courteous. We have had Mr. Emert prepare our taxes for 10 years and have…read morealways been satisfied.

Ben's online portal and communication are great. However, I found myself having to do a handful of…read moreextra steps that I have not had to with other accountants while paying more than double what I've paid in the past. I thought the added fee would prove to be beneficial, but I had to do more work than I've done in previous years. I saw the 5 star reviews and thought it would be worth it. If I had used Turbotax I'd probably have an extra $400 in my pocket, with only a little bit of extra work. I could see how this may be worth it if you have a small business or a very complicated tax situation, but not worth it for the typical taxpayer, IMO.

When it comes to finances and paperwork, I'm easily overwhelmed. It's my achilles. I have been…read moreknown to leave an envelope in the mailbox for a month because even the thought of looking at the paperwork is overwhelming. Seeing a "Numbers" person is something I legit have dreaded. Im not kidding. Dreaded as in nausea and bad nerves. But I made a vow to myself that I was going to bring in 2018 starting out on the right foot in all ways...and this was the biggest issue. So I put out the feelers for a good accountant/tax person and Ben came up. I promptly (before I totally chickened out) made an (out of body ) appt with Ben and Im so glad I did! Ben is SO good with nervous people and people that have limited comprehension of his world. He's very patient, kind and grounded, and that alone helped me be calm. He explained things in very simple and clear terms, could tell when I was starting to get overwhelmed and would crack a joke and bring me back around. I never once felt like an idiot. I left there feeling like I have a solid basic plan to get started on. Sincerely, if you are overwhelmed by this aspect of your life because you have limited knowledge...Ben Numberman Harris is where you want to turn. Im very grateful I did.

As you see there are only 3 reviews, friends and family, methinks! Check out the more realistic…read moreones on their google site. Avoid this outfit and Engly Lim like the plague. I used to go there for my personal and business taxes for decades when Joe Rittaco and Dave were runing it! No more, stil paying IRS thousdans of $$s of penalties ( in 2025!) for the mess they made in 2024! I regret staying with them for one year! Never again!

Organized and very timely, great sense of humor included. Have referred several friends through the…read moreyears.

I recently purchased a new home in Vancouver, Washington using David Sefton as my mortgage broker…read moreand Paul Kerkar as my Realtor. I have purchased five homes over the years and I can't begin to tell you what a complete pleasure it has been doing business with these two men. David Sefton is an extremely talented and professional broker who knows how to navigate the banking system with precision, tenacity and integrity. As a full service mortgage broker, Dave's services and responsibilities included working directly with the banks, appraisers, builders/sellers and inspectors, which saved me the frustrating and daunting task of dealing with them on my own. Whether you are purchasing a new home or looking to refinance, Mr. Sefton will be honest and up front with you from the beginning and he will most certainly find you the best deal out there. I gave him a relatively narrow window of time to obtain and close on our mortgage, and he accomplished all this, through the mail, before our interest rate lock expired. Dave managed to get the job done at the lowest rate available at the time. I shopped around before committing to Mr. Sefton and he did equal to or better than anything I could have done on my own and he did all the work and got the job done faster than I could have. I highly recommend him! Thanks Dave for your patience with me and good luck to you and your family!

By far the best mortgage broker I'm met or worked with. He arranged for my wife and I to have an…read moreultra-low rate with minimal fees, and he was pleasant and amiable to deal with (unlike others - they know who they are). I would not only recommend him to others, I actually have on several occasions. Couldn't be happier with his client service, his approach, his way of business. Thanks for the excellent work!