I want to specifically recommend Karen Zakoda. Previously I did not have great service, I think…read moresome changes were made. I recently had to renew and add another policy. Karen handled it professionally, even when we had to change a date and other info to satisfy another company. She is knowledgeable and flexible and someone you would trust to work with for any insurance needs. I highly recommend her..

I was with Canyon Pacific Insurance Services for years, and was very happy with them both…read morepersonally and professionally. Inzone apparently bought them out, and the quality of service has declined precipitously. I recently spoke to someone regarding my homeowner's insurance whom Inszone classifies as a Senior Personal Lines Insurance Specialist with over 25 years of experience. So imagine my surprise when they said that they really weren't familiar with whole house heat pumps. Perhaps in the future my opinion will chance, but right now, I'm not impressed.

My agent is Karen Zakoda who works in Palm Springs and Indio and she is an absolute pleasure to…read moredeal with. Smart, responsive and so easy to work with. I can't recommend her highly enough. In addition the premium was really a great value.

Matt List is my insurance guy. It is such a relief having him taking care of this complicated area…read moreof my business, Elmtreeco. He is so dependable, professional, and determined at his job. I can relax because Inszone has my back. Thank you Matt!!

AMS has been doing our taxes for roughly 40 years. They're very thorough and totally take the worry…read moreout of taxes for us. Any problems we've had with the IRS or FTB (my own fault) they have guided us through. Staff is always friendly and helpful; a pleasure to do business with.

Through searching Yelp I decided to contact AMS Tax Service to help me resolve a time sensitive…read moreaudit of my 2016 tax return. The IRS audit which included penalties and interest was substantial . Laura Silva was the accountant I worked with on my case. Laura worked diligently for me communicating with the IRS . Through her communication with them I was able to provide the missing documentation needed for their acceptance. This all took place during the government shutdown also . I just received a letter yesterday stating they accepted my provided information and my case is closed . Through this ordeal I was stressed out and Laura was so professional and very certain we would be alright . I want all readers to know this company is very qualified and professional to help resolve outstanding issues you may have with the IRS. I totally recommend AMS Tax Service to handle your tax returns and all your accounting needs . Thank You AMS and Laura Paul R

I have been a local Palm Springs area Realtor for over 20 years! Brennan and Company have handled…read moreAll of my business and personal transactions! I use them personally and Always recommend them to my friends, family and clients! Thank You for all that you do! Bryan Dearden

The first time was for an amendment to a faulty gift tax form that I filed (form 709)…read more Cost$150.00. Reasonable enough. This tear it was a gift tax filing, not an amendment. Simple but I was charged $500.00. Outrageous.

I used this CPA/tax service after my spouse passed away and I needed help filing a relatively…read moresimple return. Unfortunately, my experience was very disappointing due to lack of transparency. At no point before the work was completed was I told what the fee would be. I was not given a quote, estimate, or engagement agreement to sign beforehand. When I came to pick up my return, I was asked to sign paperwork at the front desk to file my taxes, but there was still no discussion of the total cost or breakdown of services. The CPA did not personally explain anything and remained in his office while staff handled the transaction. I was charged $500, which was much higher than expected for a straightforward return. I would have appreciated clear communication about pricing before any work was started so I could make an informed decision. I'm sharing this so others know to ask for a written fee agreement upfront before using this service.

I would have liked to get a little further with this company because they had good reviews but I…read moretried contacting them several times and they don't return the calls. It would be appreciated if they would have had the courtesy to at least call back if they aren't taking on new clients which would be the appropriate thing to do not just ignore the calls!!

Christine, at the Palm Dessert office, has been really helpful with my new auto/renters Mercury…read moreInsurance policy. She is very friendly and professional. Outstanding customer service. I will recommend family and friends to Insurance Incorporated.

Christine, at the Palm Desert office, was spot on to my insurance needs on a truck purchase…read morerecently. I needed immediate coverage to complete the purchase, and she was professional, and efficient in meeting my needs. She knows her stuff!

I became power of attorney for some family accounts and I had to deal directly with Lynn and…read moreSimone. When working with Fidelity I had a much easier time getting my financial tasks completed. I had expected that the experience would be very similar. However, I was unable to reach my goals to be added as the durable power of attorney to the accounts that were managed by Compass Rose and I had to take the accounts to another investment firm to complete the paperwork necessary to move forward. My mother worked for many years with Compass Rose and I believe that she had a very good experience. Unfortunately, it was not a good fit for me.

Excellent fee-only financial planning firm. They do not sell products here. They simply provide…read moresound financial advice for an hourly fee, so you know you are getting honest advice without any ulterior motives in terms of what stocks to buy, or annuities, etc, because there are no commissions to be had. This is the only way to get the advice you can trust, knowing that they make no money on the advice they give you.

After being with my Tax guy for over 30 years, I moved to M&J and it was a great experience!…read more Appt.s were timely & efficient and Angelica took great care of my "complex" Tax return. I felt she was an expert and asked the right questions. She had my return done in time as planned and without 1 single issue! Great service! Highly recommended!

Mike Clark is my tax preparer starting 2025 and I plan to remain a client for many years to come…read more The one prior needed to be replaced after 1-year, before that I was with someone for 15-years (retired) and I plan to stay with M&J. Give them a try. Mike listened, helped, gave great advice, prepared on time and at great value. Staff here is professional, friendly, and patient. I'm so happy that I found them.