Best in Brevard. I rely on Alan and all the folks in his office. Outstanding professionals.read more

From the owner: Where you will find a wealth of information in the form of newsletter articles, calculators, and…read moreresearch reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This website is here to help you gain a better understanding of the financial concepts behind accounting, taxation, insurance, investing, retirement, estate planning, and wealth preservation

The office is clean and the owners are a beautiful married couple. They are very knowledgeable and…read morehelpful. I would recommend at any moments notice. Great job guys. You've got my business next tax season!!

From the owner: We specialize in Tax Services, Tax Preparation, and Bookkeeping Services. We also offer Life…read moreInsurance, Annuities, and Long Term Care.

Emily and team are top notch. The hubs and I have referred dozens of people to them and Emily…read morealways finds the ways to help these families, and save them money ethically. She works harder than almost anyone I know and I even love our (crazy) chats when we have the time to talk. See you soon with our 2024 paperwork!

I filed an ethical complaint with the IRS because the stole my business tax paperwork file, never…read moredid my taxes, and then refused to return my paperwork when I nicely asked for it which is a violation of irs ethics code.

What is wrong with this .. I does my taxes October 29th than signed my paperwork December 23rd and…read morestop didn't get nothing .. also the place is closed down like a eggshell and they removed everything... and I was calling and calling for months and got no answer ... they never put the deposit into my bank account.. guess it's in their .. I need some answers I'm pissed and this is some bullshit than I gotta at least post one start to even do a review ... they do not deserve that star ... I'm pissed

I had a 3 PM appointment scheduled. I arrived at 3:02 PM. I was told the tax preparer was with…read moreclients and it would be "just a few minutes" wait. As of 3:40 PM I was still waiting and not given a specific time as to when I could be seen. The person at the front desk blamed the delay on the clients instead of the company. There are too many companies that have great reviews to even consider using this company.

If you need help getting approved with Medicaid. Rose is your lady…read more From the first meeting to the approval, Rose was very professional and answered all of my questions. Her guidance was a weight lifted off of my shoulders. Thank you Rose!

Rose Eddy is a Godsend. She made the Medicaid application process easy and somewhat stress free…read more Dealing with Government agencies is always stressful. Rose handles all the complications with ease.

Too expensive for the average person. Check around for an accountant or individual tax preparerread more

We did our taxes with H& R since our taxes was complicated this year; as ours was not easy due to…read morechanging state and relocations, they assigned Patricia to us. She was very patient with us. She actually had to do it twice since some information were missing the first time. Both my husband and I liked her work a lot; she was knowledgeable and easy to work with.

Amazing! I was greeted on the way in, Carla was fantastic in helping me, and I was greeted on the…read moreway out. Very nice facilities and I would recommend!

My concerns were handled expertly and patiently by Nicole…read moreShe's a super employee for sure!

I have been a PNC customer for about a year and I move $5,000 to $10,000 a month in my account. my…read morewallet and my phn got stolen, thought i lost it. Some one made several overseas charges and deposited a check. Good thing is PNC stopped the check and I called in to report lost/stolen card they said ok sending new card. 2 weeks go by no card. I call again and report again they stopped my card but never mailed one. Week + goes by no card. Call again this time im asked about transactions-found some unfamiliar. I go online (i never do cause i just transfer zelle mainly and to wallet) I find the check that was returned and a lot of small overseas charges from card. I literally sit on phone for hour plus they say simply report the charges. I do then they show credited back to me. A customer sends me money from zelle cant access it. 5 days i call they say my account is going to be cancelled to go to local branch. I go there 2 days later the branch literally puts me on speaker with cust serv. whom says oh we have to send you a card-they try it cancels-im on phone 45minutes at branch for them to tell me my account is going to close I just need to apply for new one. I said where is my money- they say returned. I've checked with my customer 3 days now and the deposit was 4 days prior so 7 days they have not got a return... Over $361.00 PNC took from me or say stolen from me, they shut my account which has crashed my business now... PNC DESTROYED MY LIFE and took my money. Are there lawyers that handle this and could I sue for the damage they have caused me.

Very horrible customer service Everyone is mean and rude and unwilling to help, the line takes…read moreforever because the workers are incompetent especially Scott