Reza and Nassim were my bookkeepers for several years. They were very professional and prompt…read more They seamlessly worked with my accountant to provide outstanding service and made sure everything went smoothly year in and year out. They were always on top of things and were proactive in generating the reports needed to run my business.

I have been working with Pro Accounting Solutions for several years. They are prompt to respond to…read moreall of my questions (even the stupid ones). They work hand in hand with my accountant so I am ready to file my corporate taxes well ahead of time. My books are up to date thanks to them. I was a nightmare when I was trying to do all of this myself. Their pricing is very fair for the high quality service they provide; I highly recommend them!

I've been working with Dimirak for several years for my immigration consultant bond. The experience…read morehas always been smooth and reliable. They are professional, responsive, and make the renewal process simple. I highly recommend them.

Chris and Kathy and both great and very professional. The process was quick and I was able to get…read moremy two bonds almost effortlessly. Really appreciate Dimirak Financial and cannot recommend them enough.

Steven Nuckols and the Wealth Compass team are more like family than financial advisors. Steven has…read morebecome a trusted member of our core advisory professionals. Another review noted the prior ownership and conservative investing decisions that were made (and likely involved documented disclosures of upside and downside). My experience has been very educational. Steven makes suggestions, provides options to accomplish our family retirement goals, and then I make the decisions. My experience as a client has been amazing. Thanks Steven, Tod, Halie, and the team! Couldn't do it without you.

I opened my account with Lenhoff Financial Group which has been folded in with Wealth Compass so I…read moreunderstand many of the individuals that were with Lenhoff are now with Compass. I'm therefore writing this review based on my experience with Lenhoff Financial Group. Perhaps one of the most regrettable financial decisions I've ever made was to put my trust into the folks at Lenhoff and open up an Allianz annuity account with them. I invested about $155K to open the account on November 18, 2019 and 5 years later, the account had a Cash Surrender Value of about $155K and a Protected Income Value of about $206K, which is not a current liquid value but a projection of amount available for annual payouts at maturity date which is 10 years after opening the account. In the pro forma they provided me up front, it was showing a Protected Value at end of year 5 of about $242K. In my most recent statement received in December, of the 9 investment options under the Allianz account, 6 of them are capped at 1.75% per annum. I understand that the terms of the annuity allowed for no downside but they never mentioned you don't have much upside either. The DJIA has increased over that same point to point 5 year period 55% and the S&P has clicked up 94%, while my account has remained entirely flat. Lenhoff never once called or had any review or follow up on my account and when I called into the Compass office recently to talk about it, the guy I spoke to had the audacity to suggest going ahead and closing out the account, take the Cash Surrender value and invest into something else, which says a lot about this dog of an account I'm in. Don't make the mistake I did to invest with these guys. I would have been much better off buying into CD's at 3 or 4 %.

JCSN changed the reality and direct of my business. After…read morestruggling for years to find right bookkeeping and financial management JCSN was the pleasant surprise.. the team first came in and did a full financial audit and found problems my expensive CPA firm created. They reorganized my chart of accounts to align to the business I was actually doing and created financial visibility I would have expected from a large firm. They also helped me with my financial systems to ensure my AP/AR was working perfectly. Later we expanded services for AP/AR and worked hand in hand with my sales and fulfillment teams... They have been a real partner to my company and was because of the help I was able to grow my business from 300k to 3M.

I've been coming to R Moore Ea & Associates for over 10 years, and the only reason I've stayed is…read morebecause of my amazing accountant, Amy Sanchez. Amy is the definition of professional, knowledgeable, and responsive. She always returns calls in a timely manner, which is HUGE for me. I've dealt with other businesses where I've had to wait days, even weeks, just to get a simple question answered. That has never been the case with Amy. She's consistently on top of everything and makes the entire tax process smooth and stress-free. She's also very reasonably priced and truly has her clients' best interests at heart. I really appreciate that she encourages proactive planning and self-contributions to stay ahead of what's owed to Uncle Sam. It shows she's thinking long-term for her clients, not just about filing and moving on. It would be remiss of me not to mention Lisa at the front desk. In the past, there were front desk staff who didn't seem very happy to be there, which made for an uncomfortable first impression. Lisa is the complete opposite. She's always smiling, remembers names, and is genuinely courteous and helpful every single time. As long as Amy is here, I'll continue to be a loyal client. And if she ever moves, I'll absolutely follow her!

Friendly, accurate, quick, affordable and efficient!! They all make the dreaded chore of filing…read moretaxes more pleasant!!

The first couple years these guys were very average. The level of service dropped each year until…read moretwo years ago when we couldn't get a call or meeting and every email was answered by someone different. Then they fired us with no referral or explanation. We had referred some family members and they found basic math errors with their filing. Very unprofessional! I would not recommend.

I had a terrible experience with Dave at Coastal Tax Advisors. He would belittle me with every…read morequestion I asked him and at the end, after my Corporation sent tens of thousands in tax payments at his direction, he wouldn't file my 2020 return and told me to find another CPA. Totally unprofessional and terrible customer service. Would not recommend.

Outstanding service folks. You're paying for his knowledge…read moreand wisdom in the tax game. Recommended 100%

I am so thankful that my friend referred me to Leo Cruz Tax services! I had a difficult tax year…read moreand had filed an extension and was just putting it off. I went to him and he was so kind, personable, and made me feel super comfortable. He plugged in the numbers and helped me come up with a plan that worked!! Thanks a million Leo! See you next year!

Top notch group! Very knowledgeable and efficient! Have been using Seaside Resources for three…read moreyears now and would highly recommend their services.

For several years now I've had the good fortune of having Rod as my tax preparer and advisor for…read moreboth personal and work he's by far been the best tax preparer and advisor I've ever worked with he also does my parents taxes and his level of empathy and understanding caring for his clients far exceed what anybody would or could expect!