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    LPL Financial

    5.0 (2 reviews)
    Closed 9:00 am - 5:00 pm

    By appointment only

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    Response time

    2 hours

    Response rate

    100%

    Services - LPL Financial

    Business consulting

    Business filing for current tax year

    Individual filing for current tax year

    13 More Services

    Current year tax preparation and filing

    Debt management

    Estate planning

    Inheritance planning

    Insurance planning

    Investment management

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Retirement planning

    Audit and conflict resolution support

    Tax planning

    Trust planning

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    Recommended Reviews - LPL Financial

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    1 year ago

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    1 year ago

    Kari is very knowledgeable on investments and tax law. I am very impressed with her service.

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    Ask the Community - LPL Financial

    Jackson Hewitt Tax Service

    Jackson Hewitt Tax Service

    (23 reviews)

    Elvie or Elvy however you spell it an African-American woman has been such an incompetent services…read moreagent from the first time that I called. She talks to you like you're stupid, like you're a child that doesn't know anything and has to be talked to slowly and interrupts you while you're talking. She does not know anything about customer service, she is very impatient, doesn't guide you properly, and is a coward to pick up the phone to give her name. She says there's a lot of customer service agents who pick up the phone, but in reality, It's a few who pick up the phone at the main Jackson Hewitt Office in El Paseo. Nicola Wong is the service agent who helped my family and I have yet to meet her who I hear is very knowledgeable in customer service and knows what she's doing and kindly explains to you any questions that you have. If this Elvie picks up the phone, I would suggest you to talk to somebody else, it's worth the wait. Unless you wanna be talked to like a three year-old. And I really hope she reads this because if you are, you need more schooling in social verbiage apparently. That or maybe teaching children in a kindergarten would be more suitable in your forte. This only encouraged me to do my own taxes and never come back to speak or see that thing again.

    I was helped by Nicola, and she was honestly one of the most helpful people I've worked with. She…read moreanswered all my questions, and made sure I understood everything in detail. I will keep going back simply because of her, and her professionalism.

    LPL Financial - financialadvising - Updated May 2026

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