Introduction: When…read moreyou just move here from West Coast, it can be a challenge trying to find someone you trust to do your taxes. I literally called 15 Tax advisors, until I got lucky and found Delisa. Customer Service: 5/5 Talking about the best service we've ever received, not just as a tax advisor, but in general. Delisa goes above and beyond for us, more importantly, flexible and super easy to work with. Knowledge: 5/5 There's a reason why I came back the second year and plan on using Delisa every year as our tax advisor as long as we live here. Obviously, Delisa is super knowledgeable with every aspect, but what's impressive is how current Delisa is in staying up to date with all the new laws, guidelines and rules. You can clearly see how genuine Delisa is when helping us. She gives you 110% of her attention. Furthermore, her attention to details is stunning. Price: 5/5 With the amount of work, details and service we got, the price becomes secondary. Office Cleanliness: 5/5 IMMACULATE! Even though there was three of us in the room, Delisa does not take any chances when we met in person. Delisa ensure that she met us at a larger conference room, so that we can comply and adhere to social distancing with ease. Tips: Once you give Delisa a chance, I am pretty certain she'll be your tax advisor next year and the next and the next.

I had the opportunity to speak with Ms. Corbett and she was AMAZING. She was very kind and patient…read morewith me, which I appreciated because I had a number of questions. She was very thorough, and was able to assist me in all my needs. I recommend that anyone needing assistance to give her.

Very informative, professional and helpful. As a small business owner it was great to hear the…read moreservices they provide, they act as a CFO for your company or organization. Very compact all in one service that fits your business needs and budget. I will be working with them in the future

From the owner: We are a team of Financial Advisors that take satisfaction in being so much more. Whether it is…read moreWealth Management, Tax-savings strategies, Estate planning, Insurance needs, a business owner, or anything in between, we want to be the team you think of and come to.

After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

Great Service. Handles all my retirement accounts. Would recomend to anyone. Michael and his staff…read moremade it very easy to understand the markets and their plan for my financial success.

From the owner: We are a financial advising firm focused on putting clients needs over stock holders success. We…read morefocus on actively managed plans tailored to clients goals.

The Thomas Firm Inc worked with me in a consulting capacity. My specific tax issues were explained…read morein detail which enhanced my overall experience. I would highly recommend the firm if you are searching for expert professional tax advice.

From the owner: Specializing in accounting, financial planning, business valuations, audits, government…read morecontracting, SBA 8a certification, GSA schedule, payroll, arbitration, mediations, tax return preparations and tax planning.

CoachNTheCity helped me WIN!…read more My life was so off track and out of order. Using CoachNTheCity's life coaching services gave me the tools and resources to propel me into the next stage of my life. Using Christian principles and a wealth of knowledge, Coach Nancy provided me the motivation and empowerment to believe in myself and change my attitude towards my relationships with my spouse, children, and businesses. Coach N gave me the winning plays and made sure I executed the action plans developed with her. CoachNTheCity is my choice for all of my life decisions and planning. I highly recommend CoachNTheCity as your consultant to turn your current living situation into a winning lifestyle. Coach Nancy is exactly the Coach you need to take your team to the next level.

The Monel Group has helped to understand the fundamentals as well as the importance of credit. More…read moreimportantly, I was able to raise my score from a 530 to a 680 and my Dunns business score had went up to a 94. I'm satisfied with choosing The Monel Group and plan on working with them in the future.