I've had a bad experience with this office. They are not very clear on honest communication about…read morethe bills. I haven't had the best experience with them. Last month I called ahead because we were moving so I needed to change my policy. They also kept saying my bank returned the payment which is not true even after sending my bank statement with the ins charge. Tom still said they never received when I got confirmation that the payment did go through. Now I have received 3 different numbers as to what my bill is this month over the phone they said I owe $155, my app says $86, my paper statement says I own $69. There is an obvious communication problem within the office.

Tom helped me get renters insurance set up for my new place, and the whole process was way easier…read morethan I expected. There were a couple back-and-forth updates needed, but he handled everything quickly and kept me informed the whole time. Super responsive, easy to work with, and made sure I had what I needed for my move-in. Definitely recommend!

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

We had Jared and Annick did our living trust on a premium complete package and it is executed…read moretoday. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you! -Danny

Using them for a probate situation and set up a trust. Very professional, courteous and efficient…read more They do taxes as well so very busy this time of year yet everything has gone as promised in a timely fashion. It is so important to have your affairs in order and Jared walks you through the process. Excellent service and highly recommended.

After years of living with the world's weight on our shoulders about our enormous tax debt, the day…read morefinally came when the IRS garnished all money owed to me from my company. Yes, they can do this, and they will. In a panic, we contacted one of the "advertised" companies, which wasted our time and money as we were just a number in a system. We have a family of 5 who desperately needed this fixed immediately. After reading fantastic reviews about Nathan Carr, who specializes in tax law, we made our appointment. We had so much fear and felt awful about our situation. Nathan assured us we were not alone, showed us a clear path forward, and used the law to bring us to the finish line. Our OIC took some time, especially b/c of COVID closing things down at the IRS. We did everything Nathan and Cynthia told us to do for two years. Nathan is a genius and won our case on appeal! We are so grateful for the professionalism, dedication, and care that Carr Law Firm showed. The IRS accepted our offer in compromise, and Nathan Carr settled it for only 4.2% of the total tax liability! Nathan Carr is the best tax lawyer in Arizona. I am so grateful we put our trust in Carr Law Firm.

They have been doing my taxes and my daughter's taxes for year. This year, for some reason, they…read moreput her incorrect address in. We have done everything on our end to correct this, but they were no help at all and refused to help get her refund returned. I have called many times and they do not answer. I have requested a meeting with them and they refused. I will never use this firm again!!!

I have been going to Pro Tax for 10 years now. Matt and Melisa have always been helpful and I get…read morebetter returns than I ever did with Turbo Tax. I recommend Pro Tax to all my friends!

We have been using Pro Tax for years and wouldn't go anywhere else! The office staff is always…read morepleasant and willing to help. Matt is awesome and very knowledgeable. Would highly recommend!

Nothing against this office specifically but Geico in general is horrible! Rates go up for no…read morereason. The drive easy app is a joke and just an excuse for them to raise the rates every couple of months.

Chris is a scam artist. I was at AutoNation Toyota Tempe this Saturday to purchase a car once the…read moredeal was just about over the sales manager tells the sales representative to give me the auto insurance information which was the card with J Harris's office number on it and he told me to dial nine after calling the number I spoke to Chris, Chris gave me all the information I wanted to hear he made it seem as if he was actually getting the insurance, then he asked for the payment information right after given the card details Chris respond with oh they're not gonna be able to cover you shall we ended the call just around 6 o'clock, so the coward could be off of work and not have to answer to stealing for my account the funny thing is the amount of money that was stolen from my card wasn't even the amount of money that we spoke about for the down payment if I was able to get the policy then when I called back on Monday morning, the representative told me that I just needed additional information for the policy not that I didn't qualify...

Been with them for many years. Totally pleased in all aspects from appointment to filing.read more

Don K. Long time customer of Vogt CPA. Tax preparation always handled with integrity providing me…read morepeace of mind. Used them to establish my LLC that was seamless & quick. Whenever I had tax related questions Steve would always answer me in an informative manner. Overall highly recommend Vogt CPA for tax preparation and business accounting needs.

Absolutely recommend John Cabello and Team. I recently had the pleasure of working with John on…read morethe purchase of our first home. As you can imagine, buying your first home comes with a ton of questions and unknowns. John took the time to explain each question in a way that was very easy for me to understand. In addition he would call and guide me through questions I didn't even know I should be asking. He was always available by phone, text, and email, and so prompt in his responses. He really made the process (which I was extremely nervous about) feel seamless and almost easy and got me a great rate. I now trust John so much I have referred him to 2 people in my family. Thank you John and Tracy for all the time, effort, and work you put into the process of purchasing our first home. We are TRULY appreciative!

If you ever need any assistance with purchasing a home. I am speech less on how smooth my process…read morewas with John Cabello's assistance. From communication to hospitality. John Cabello and Homeowners Financial Group are OUTSTANDING!!! Highly recommend you their services. Jose Chaidez