Ins agent Alex switched me over from the prior insurance provider this agency worked with. I was…read moretold my coverages would be the same. However when I was rear ended by another vehicle and filed a claim. I found out I did not have the coverages I was promised. Also the driver that hit me was covered by Farmers insurance, and Farmers is trying to minimize the claim by suggesting the work can be cheaper than the estimated because their software tells them so. Also farmers doesn't send an adjuster to look at the vehicle they have adjusters working from home using a farmers guide book and parts prices from pep boys to estimate how much the repair should cost. Be very careful dealing with this agency and farmers in general.

5 stars through and through! Rob is not only knowledgeable about all matters related to home, auto…read moreand boat insurance but makes himself available for his clients. Accessibility and personal engagement was a must for my wife and I. Rob made sure our home and auto coverage was comprehensive, affordable, and covered all of our needs. i highly recommend anyone looking for a great agent reaches out to Rob; we couldn't be happier switching to Farmer's and having the security of am insurance agent who can help us understood our policies top to bottom. Thanks Rob! -Mike and Amber

I am new to business so when I first spoke with James Harnsberger I felt like he was really going…read moreto help me in creating my company. He told me he'd be available to me to walk me through the application process. It felt like it would be great, Especially because I had no idea what I was getting into when starting my business. I loved the comfort he provided in that initial consult. After a 1 conversation with James Harnsberger, I noticed he was very insistive that I "just fill out the forms". He didn't want to answer any of my question and was aggressive over the phone not making me feel comfortable to ask more questions. After 5 minutes on the call he said "we have to go we have other calls to get to". SMIB was prompt in communicating only when asking for my money and refusing to refund me my full amount. Very other time it took 1-2 days for them to respond to me. I decided that this was not what was promised to me and that we would not work well together. So I asked for my money back. At this point all we have done was exchange email back and forth, nothing was in the works yet. James Harnsberger refuses to refund me my money saying he is charging me $300 for the 5 emails we exchanged and 5 minute conversation we had. I wanted to make this post because I want to help this company get better at servicing clients who need help and guidance around opening a corporation. James, I'm not mad about the $300. It sucks that there's people that do this out there but I can't control that. I know you've helped some people already (I can tell by some positive reviews on here), but this isn't right. I'm wanting to donate my $300 to your company to invest in helping you guys improve your service with clients. Learn from this and strive to help people feel more comfortable working with you. Take time to answer simple questions. Call people back when they ask for your help. Learn to listen. Doing these simple things will help you reach more clients and make a bigger impact for people. Which I know you want to do. P.S. everyone else on this staff was great. Susan was a sweetheart, Allan was great. James is the one who made me feel uncomfortable.

I called about my elderly parents, unsure what I could do to help them. I was given step by step…read moreinstructions on how to fix or resolve the problem with the IRS free of charge. I am so grateful because the IRS was keeping my parents from being able to pay for a place to live and I was glad to figure out the best way to help them. My father is a veteran and is near death and they continue to garnish his disability and we can't find a suitable living situation for him because of it. So thank you thank you thank you. The assistance I received was invaluable and it was given free of charge. Carla

Hate to have to provide this kind of review. Was recommended this company for my taxes by my…read moreparents, who have used them for a couple of years. Couldn't be more disheartened and disappointed in the service I received. I reached out to McRea Woodson asking if they had availability to do my taxes this year and was met with a yes, they had availability. Communication was great, until I paid them my retainer fee. As soon as I paid them, and submitted my information in early February, I spent a month and a half trying to get in contact with them. Sent multiple emails that went unanswered. Some were responded to by just saying "you're on my list to call", not answering any of my inquiries, yet, still never received a call. I was unable to access my portal to upload more information needed for submission so had concerns on how to send them the information needed, I heard nothing back. It's interesting because as mentioned earlier, my parents used them for their taxes as well, so I was able to gauge if they had the same experience. Nope, they turned their information in late yet they still got phone calls and emails and their taxes completed before mine. Once I finally got the notification that my taxes were done, it was 630pm on April 14th and I owed quite a bit. No communication, just a document and what to pay. I called them begging for a call back, and nothing. I ended up owing for the first time ever (which is no fault to them but something I'm keeping in mind). Communication was so bad, I even ended up having to ask my mom to remind them that I still existed and needed help. Did that reminder bother to have them call me? No. I've used other companies in the past and have never had an experience like this. I feel like they could have been okay, had they cared even a little bit about me. Maybe somewhere down the line, I was deemed as someone less significant than other people? Or maybe they viewed me as needy and didn't want to communicate with me because of that? I just wanted to make sure I provided everything that they needed. Either way, it would have been nice to be communicated with and treated with a little more dignity. I don't know their work load or how many customers they had to serve during this hectic time, I don't mind that my taxes weren't completed until the very last second (even though a little more time would have been nice), but it's the lack of communication over something this significant, that can have huge consequences for me, is what really concerns me. Since I never received a phone call back after asking/begging them to call me back, I wasn't able to express this and offer some feedback on their professionalism or business acumen. So this review is what I feel like I'm forced to do since this is my only option as a customer at this point. Be weary in hiring them for your taxes, especially if you're someone who has questions or may need guidance. Communication is minimal at best.

Having lost our long term accountant and a bad experience last year, we searched in detail for a…read morenew tax service in La Mesa. My wife came up with Alexandra McGraw, co-owner of McRea Woodson & Asso. What an incredible find. Alex is impressive in every regard and a joy to work with. Her expertise included not only CA tax law but also AZ for filing my deceased brother's final tax return for Probate Court. Alex's tax return paperwork was complete, in detail and in a beautiful bound package. We are not just satisfied customers, we are elated customers! Who knew filing taxes could be fun. Job extremely well done. Alex is so personable, we'd adopt her. Thank you & see you next year. Lee & Cecilia S.

Bonita prepared our 2010 taxes incorrectly. We had to hire another CPA to fix the mistakes and to…read morerepresent us in a meeting with the IRS in DEC 2011. Our new CPA reviewed our 2010 taxes and corrected the problems made by Bonita. Prior to hiring this new CPA, we were facing a $10,000 bill (incorrect calculations by CPA resulting in interest and penalties). We were told " it is a very wise you found a new CPA". We have been in business for over 30 years, and we have NEVER been audited by the IRS until we met Bonita. I would not recommend Bonita Treat & Associates!

Bonnie has been doing my taxes for years. Bonnie and her staff are VERY professional and efficient…read more If you're looking for someone to do your taxes do not hesitate to cone to Bonnie.

I don't know where some of the negative reviews come from, but my experience with Windfall…read moreInsurance has been incredible. I've been with this agency for the last 12 years. When I started my business, I had nothing and was referred here by State Farm. I began with one policy and over time moved all my policies to Windfall. Their broker is straight-up honest, doesn't sugarcoat anything, and tells it exactly how it is. Some people can't handle the truth, but I'll take no filter over fake any day. She's direct, professional, and truly cares about her clients. I've never saved more money with any other insurance carrier. Recently, I had an audit on one of my policies with a penalty of $72,000. The broker personally took care of everything and had the entire penalty removed in less than two weeks. My CPA and attorney both said something like that would've cost me over $800 an hour if they handled it, but she did it free of charge. That kind of service and integrity is rare. I'm beyond grateful to Windfall and Silvia and will gladly refer anyone who wants an honest broker who gets things done. I'm extremely happy and plan to stay a client for life!

The broker fees for this institution is beyond exaggerated for the clients. I was able to speak…read moredirectly to the insurance carrier who confirmed that the "clerical" error was done by this broker and the repeat set up fees that were charged by the institution were not in anyway justified by the insurance carrier. Luckily the insurance carrier informed us we could take our policy from this broker and find an honest agency that would provide the services without the repeat fees that weren't necessary or honest. Save yourself the headache, the money and the time, find an agent that's honest and won't charge you the equivalent of six months premiums just to "set-up" a low cost option. We definitely will not be renewing here and only hope to save someone the headaches and hopefully save another senior from being taken advantage of. Not to mention being yelled at rudely on the phone when calling to figure out the issue.

Unfortunately, sites like these don't give you the option to leave "Negative stars"! Our experience…read morewith Jennings Financial is more mirrored in the comments of "Michael D." !! We "got involved" with this firm in early 2017 and it was perhaps THE most dreadful and costly mistake of our adult lives! Their treatment of us certainly qualifies, at least in my mind, as a criminal enterprise! They seem to be organized around the concept of squeezing the MAXIMUM amount of money from their clients! EVERY time we "turned around", they were charging us thousands of dollars for things we don't believe we needed. For example, they said our Family Trust, which we created in 1981 and "updated" in 2005, needed to be "revised". $7,000+ dollars later, we had a "new" Trust, in an unnecessarily expensive binder which turned out seriously deficient. We recently took the Trust to a seminar put on by a professional "Estate Planning" law corporation and they found that it was *deficient* in 10 of the 14 "protective provisions" that every Trust SHOULD have! SO, we spent $7,000+ for a document that is 2/3rds faulty and deficient! I could go on and on, because the Trust is not the only "issue" Jennings "screwed" us on. We, foolishly, let them do our taxes, which ended up costing more than 400% of what we had been paying, per year, for the last several years. And. . YES .. Doug Jennings attended most of the meetings we had with his "people". This is NOT a company I would recommend that anyone become involved with!

We first met and began working with Doug and his great staff, in 2016. Other than one…read moremiscommunication with staff, we have been very happy with Doug's work and that of his colleagues, associates, and staff. It does not sound, from his review, that the previous reviewer has met or worked with Doug and Jennings Financial Group. They offer great services and you should call and meet with them(free consultation) and decide for yourself.

If I could give John Wilson negative stars, I would. He failed to file my returns in 2023 and lied…read morerepeatedly that he would send me the confirmations. That was when he actually answered my calls once every 30 tries over months. Now I'm having to amend the returns due to multiple mistakes. Avoid this guy like the plague!!!

I had been using John Wilson for years but an error in my taxes this year ended up costing me…read more$2,500 + interest and penalties now due to the CA FTB! I tried contacting John consistently for almost 3 months to get to the bottom of a notification sent to me by the CA FTB and he never had any updates for me. Meanwhile, I simply collected more penalties and interest! He finally admitted it was an accounting mistake on his part and now I have it in writing!

Unreliable. Irresponsible. Distracted. Inattentive. Disorganized. Generally unhelpful and rude…read moreabout it, to boot. Takes phone calls both personal and business during your appointment but is scrupulous about ending your appt "on time", no matter how much of your appt time he wastes on the calls. Will drop the ball at the most crucial moment no matter how long you've been a client and leave you scrambling. He doesn't care about your business at all. Run.

One of the most thorough and down to earth CPA tax man. Ken is great. He did my taxes for over 10…read moreyears. We stopped using him only because of our s corp business. Eventually we will use him again once he works with s corps as well as personal.