Be careful -- what they quote over the phone may not match in person, and they keep sensitive…read moreinfo." Friendly on the Phone, Shock in Person Over the phone, they were warm, accommodating to me, a senior in pain, and even said they were dog friendly. I advised I didn't owe $, IRS owed me. They quoted $40/year for simple short-form returns. When I walked in, after completing both returns in 10 minutes, and advised I would get a refund of $2,000 the price suddenly jumped to $240 per year ($1,440.00 an hour)! I asked them to erase all my information -- including my Social Security number, home address, and phone number -- and they said they did, but I would have to "take their word" for it. I walked out and would not recommend -- be cautious if your taxes are simple and you're trusting them with sensitive personal info.

Hi guys so I was at freedom tax today and Erika was such a big help . Most definitely recommend…read morethem. They have a great customer service

Excellent service. I sent them my 1040 on April 13, planning to file for an extension because it…read morewas so close to deadline. The online application and documentation app was so easy to use, and I'm old, lol. Anyway, they had my tax returns the next day! I also paid $75 less than last year. Highly recommend.

It was great to work with Rose Tax and Financial. They listened to my tax situation and helped me…read morework through a self-employed and employed tax return. They explained all aspects of my return and made sure I was meeting my financial goals. I will work with them again.

Both Yelp and the AIP website indicate that both AIP offices are open on Saturdays until 2 p.m…read more Calls to both offices on Sat. Dec. 7, 2024 well before 2 p.m. indicate that neither AIP office is open on Saturdays. AIP - please update your hours both on your website and on Yelp to reflect your actual current open hours. It is frustrating for potential customers to find inaccurate information on these sites when it is so easy to keep your open hours up to date in both places.

I had to give credit where it is due. This young lady Brandy with AIP, is amazing. I can tell her…read moresmile through the phone. She is always upbeat and willing to assist my wife & I with everything we need. Her professionalism is top notch she is up there on customer service like my wife, we consider her a blessing to us. I feel we need more like her in this industry and dealing with a pandemic as we are. What a team of professionals you Have. If you do not have insurance get it. Ask for Brandi she will not stir you wrong. Blessings Jd (Mr.Bond) W. & Lucella W.

March 8, 2024: Finally got our escrow refund from Village Capital - the people this company sold…read moreour mortgage to right after closing - many months later. Should've never happened the way it did. Good grief.

Woo-hoo, can't wait to pen this mortgage company review!…read more We've now refinanced with this company twice, the first time a decade back, in a different home, and now in 2021, masked and distanced. I've already penned a stellar five star review for the broker, Jason, he was on it from the moment we got started. This review concerns our experience closing out the paperwork at the end, the staff, the facility. They were clearly utilizing Covid-safe practices, carefully scheduling clients to keep capacity at a minimum. Our conference room was clean, pens were sanitized and we were asked to pocket those that we used. Our loan officer exhibited an efficiency that lacked... personality? But oh well. At the end of the day we just wanted to sign the contracts and move ahead. Like I said, this was our second time working with the company, and things worked out well.

I needed some help with checks that cleared on my US Account on 2024, Michael Lucero went above and…read morebeyond to assist me with what I needed, he was patient, professional and provided me with the information I needed plus he even gave me extra copies for my records. We need more Michael Lucero's in Banks

Thank you for the response. I wanted to edit my review...I was put off by the fees and the rules,…read morebut the people there at the bank were great and handled my upsetedness (just made that up) very professional.

I was a beneficiary on my mom's IRA's that this company was managing. I was never contacted by this…read morefiduciary to settle my mom's accounts after she died. I had tried on several occasions to contact them. 5 months went by when I found out my step-father had a meeting with them. my stepdad invited me to the meeting with my husband. it was clear from the beginning that Mr Lynch had no intentions of disclosing my mom's account values. he would not give me the dollar amounts on her 2 IRA's. he said I had to make an account with his company before he could give me any of the numbers, even though I am co-trustee of the Estate & a beneficiary. we asked him to disclose my stepdads values to insure us, the family, that my mom's husband was financially stable and had an income. he would not disclose that either. All he said was that the family was not too worry about my stepdads income. he was rude and not professional. His office treated me like I was not a grieving daughter and didn't offer any condolences. My first impression was that this company was taking advantage of a 94 year old man who had just lost his spouse if 50 years. this company was not transparent at all. everything seemed to be a secret. my mom had dementia for over 10 years and I ask myself, due to the way I was treated, is something wrong going on here???? I felt like this company was all about the money and nothing about the "client " dead or alive!!!!! I had to navigate through the paperwork process just to settle my money, on my own. The Lynch group was not responsive to any request by my financial advisor or myself. I ended up having to contact the company that holds all of Lynch's money, to get my IRA's cashed out. I verbally Had indicated that one of the IRA's needed to be rolled over to a inherited IRA. The company did not do as I requested and sent me a check, therefore making my ability to roll that money over to the appropriate account. I ended up having to pay taxes on the full amount even though I had tried to get help from Lynch's office to facilitate the roll over. My financial advisor called them multiple times for help. What a horrible, long drawn out experience I had. I never expected being a beneficiary was so unappealing.

We have used SLWM for over 20 years and our returns have always been significantly above our…read morereturns of trying to manage our portfolio on our own. We live in Alaska but have also lived in Texas, California and London during the time he had managed our portfolio - your location doesn't matter. Steve, Jesus and Kyle are all great to work with. I would highly recommend utilizing Steve's vast knowledge of the financial markets to grow your investment portfolio!