1 Star -- Do Not Give This Firm Access to Your Business or Bank Accounts…read more Based on my personal experience, I strongly recommend avoiding BASC Expertise. This firm is overpriced, constantly nickel-and-diming for basic requests, and extremely difficult to work with. Simple asks routinely come with surprise charges -- asking for a small favor can easily turn into an unexpected $1,000+ bill. Over the course of our relationship, our taxes were messed up multiple times, which created unnecessary stress and cleanup work. Despite paying them thousands of dollars, accountability was never taken. Instead of addressing client concerns, anyone who raises issues is labeled a "disgruntled client" or accused of lying rather than the firm taking ownership of its mistakes. A major red flag: they do not allow clients access to their own QuickBooks, while simultaneously requiring full access to your bank accounts. Even worse, Deirdre inserts herself onto business paperwork, making it intentionally difficult to leave once you realize the relationship isn't working. The most alarming issue: during a legitimate contract dispute, they attempted to withdraw $36,000 from our bank account without permission or prior resolution. This was not authorized, was not agreed to, and happened while the matter was actively being disputed. That alone should make any business owner think twice before trusting this firm with their finances. Communication is another constant issue. Deirdre is frequently out of office or on vacation and often unavailable when you actually need support. Yet the firm has no problem charging premium rates regardless of service quality or responsiveness. Despite presenting themselves as a full accounting firm, there is no licensed CPA on staff. They will still try to operate as if they are indispensable to your business and push arrangements that feel unethical and heavily one-sided. There are far better, more transparent, and more affordable accounting services available that actually employ CPAs and don't lock clients into questionable agreements. Bottom line: If you value control over your own books, ethical billing, clear communication, and not having someone dip into your bank account during a dispute -- go anywhere else. Do not give this firm access to your finances.

I've been working with this firm for years. Deirdre has been our main point of contact for this…read moretime. The words that come out of her mouth do not match her actions. Over and over again she deflects, dodges and misconstrues directions to cover her mediocrity. The customer service is poor, the tone is rude, the messages truculent. This is while she touts herself as professional and above such petty behavior. If you like interacting with such people, by all means engage with this firm. Enjoy your nightmare.

I've been using Caleb's services for several years and have enjoyed the experience, dedication and…read moreconsistency he puts forth. I currently am using his services in both my business and personal finance planning. His attention to detail and ability to communicate to all of our employees has been a tremendous assurance for our company.

As a business owner it is critical for me to know what I (and my company) are good at... and what…read morewe are not good at. While we have strong financials we didn't know how to best manage retirement planning for both my wife and I, as owners, as well as our staff. Caleb and his team developed a solid plan for us to follow that was easy to follow. They were able to explain the sometimes complicated issues surrounding financial planning to us in an easy to understand method. I would highly recommend Ridgeline Private Wealth to both individuals and business owners alike.

We started working with Alison earlier this year. My wife and I really appreciate her expertise and…read moreher proactive approach. Her fee structure is also very fair. I would highly recommend her as a financial advisor!

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

It is important to me to shine a light of recognition on Bob Fronczak for his outstanding customer…read moreservice at Mary Contreras, State Farm. His timely diligence and professionalism are commended. In fact all representatives are wonderful, however Bob has exceeded above and beyond my experiences dealing with new insurance coverages to date. I feel safe and am very pleased....Thank you for navigating coverage for all that is important to me. Well Done!

We have been long term State Farm customers for 25 years. We built our dream home. One year after…read morecompletion we had a huge water leak issue. This could have been devastating had we not had the right Insurance agent in Mary Contreras. Despite my overwhelming anxiety State Farm came through and made everything back to normal. Mary has educated us so much, advising us, not selling us. Her staff Ashley Flores, Bob Fronczak and Mary Ann Puzzitiello are also excellent. Prompt responses, windshield repairs and even a great recommendation on a mechanic. Thanks.

I've been using Klein Financial for many years. Michael is great and has always taken very good…read morecare of my family and I. His extensive background in the financial, banking and investment sectors really gives him a big advantage over his competition. His expertise will keep me coming back for life!

My wife and I have tried a few agents before we found Klein financial and were not happy. Michael…read morehas restored our faith in financial advisors and fiduciary agents!

Joe Laux has been our family's investment manager for several years. My wife and I grateful for…read morethe expertise that he and his Partner wield in effort to serve our needs. The clients I've referred to Joe also rave about their service and more than that Joe's character. He is trustyworthy, smart and fun to work with. More than anything I'm grateful for the 'Financial Peace' that we are achieving with Silverhawk's help.

I have never met or heard someone speak like Kaitlyn, as she is so passionate for helping others…read more She is truly one of the best people that you could have working for your money and assets. She is a very ambitious woman with a heart of gold. Thank you Kaitlyn for all you do!

Chris was gracious and always looking out for our best interest. An honest man that was our…read morepleasure to work with.

Had a great experience with Alyssa West! Smart, efficient and a great attitude with competitive…read morepricing!!

Very friendly and efficient, with a great deal of tax knowledge. Easy to work with! I thought they…read morewere v fast, a big relief!

They weren't willing to quote me a minimum fee or range for their services, and then tried to scare…read moreme with potential penalties from the IRS if our forms weren't prepared properly because we were focused on price. We were unnimpressed and looked elsewhere.