I have worked with Ian Dunlap for a number of years on my family's taxes, financial planning and…read moreinvesting for retirement. If I even thought for one second that my money could be better spent with another consultant, I would have picked up and moved long ago. It's clear that Mr Dunlap and the entire team at Pathway treat their clients' finances as they would their own. I have received expert professional treatment from Pathway, and they are extremely timely. I can't recommend them highly enough!

I needed help with my QuickBooks and Mr. Wauschek was listed online as a ProAdvisor. We talked back…read moreand forth over email for about week before I finally had to go in and see if he could fix the crashing problem. He was great! Fixed it in 15 minutes and showed me what to do. Very professional.

In 2008, my husband was dying and I had 3 small children. This company and their many employees…read moreshowed up at my home and involved my children as they decorated my entire house for Christmas to bring us holiday cheer in a very dark time. This was unsolicited as they heard about my story and our struggles and came to make our lives brighter with zero strings attached. They spent their weekend day loving my family for no reason other than they are just stellar humans. God has blessed my life so richly and this was one of those moments where we felt so cared for and loved and I just wanted to share that so you understand what kind of company this is! I think about this every day of my life and try earnestly to pass it forward to others. I am forever appreciative.

I had been with this cockroach insurance broker for some 2 years, but my Loyalty ends now. Always…read moreSLOW to respond, in fact when their slacker Insurance Co "Safeco" sent us a notice of Home Insurance "Non Renewal", using some Photoshopped fake pictures of our roof covered in a thick green color (faked) and claimed our 22 year old Concrete Tile roof was covered with "Moss", instead of these Clowns at Insurance Solutions being on OUR SIDE (the Client), they were on the side of liars Safeco. I took a picture of our home's tile roof today and sent it, stating, Where's all that deep Green "Moss"??? There ISN'T ANY!! Safeco is a Scummy Insuance Company, faking pictures so they can Cancel you, or an Excuse to Jack Up your Insurance Rates! And Insurance Solutions is just a SCUMMY because they'll stab you in the Back in an Instant!! Shop someone ELSE for your Insurance needs, like the saying goes, with "friends" like Insurance Solutions, you DON'T NEED ANY MORE ENEMIES!! Pictures - #1 Roof and NO Moss , #2 Faked Photoshop Safeco Picture. Who's Lying??

Adam was able to handle all of my insurance needs. Service…read morewas fast, friendly and within my budget. Saved me some money each month. Convenient office location in Old Town Temecula. If you are looking to re-evaluate your insurance needs for 2017 give Adam a call.

Justin Faison provides excellent and quick insurance services. I was having a difficult time…read morefinding Commercial Auto Insurance, and he is responsive, great communication, available and accommodating. I highly recommend him for seamless, stress free, friendly, and efficient services. Thank you Justin!

I finally had a chance to call and guess what if it was not the man himself the man with all the…read moreanswers the man of the people my guy Jason that picked up my call especially with it being cruch time he was still able to make time for me and tell me all about new advances he 8s making to speed up the process an make it way more streamline. Back to the meat of it . I was in a very bad spot again its like I try and try so hard to do everything the right way and it gets me far enough to get past what ever hill I have to climb but then I get stuck and see no end and like clock work tax time shows up this year and only difference is i been doing exactly like i have learned and now have set my self up for the greatest return in my5 life and then to get a tedd talke on self worth it meant the world to me to talk to someone that actually cares enough about the people he helps be successful. Bravo Jason you are the man thank you for all you do and know we appreciate you year round. Services Tax analysis of financial plans, Tax refund processing

Everything about this company is amazing. I've been with the tax & accounting group for 20 years…read morenow they always do the right thing.

I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

Matt Cady and his team GET IT DONE!! They are knowledgeable,…read moreprofessional, trustworthy, and honest. You cannot ask for more in this business. They deal with the most difficult of situations. Service and Competitive pricing are their trademarks. I am most impressed with all they do. My clients, and my own family, have been VERY HAPPY with their loans!!

I had a 1031 Exchange and was on a deadline. I was traveling and Matt and his team came in at the…read morelast minute and helped me with all my loan needs. He was patient, kind and very well educated in his space. Although, there were some last minute mishaps, he was calm and collected through out the transaction. I truly appreciate his team, I highly recommend working with them.

This is a long overdue review. We moved to CA from out of state during the pandemic, and while I…read morehad been preparing our own taxes for businesses and personal, I had some concern with the different state tax laws. So after some research, I contacted Karyn at KV Consulting and have now been using this office ever since. I've been very impressed with with Karyn and her staff - big shoutout to Kristi and Sara who keep everything organized and moving along with the portal, and are so friendly and responsive to questions/problems. Turnaround with tax returns is quick and smooth, and fees are reasonable. In addition, being able to complete all our taxes electronically is everything - hooray for no schlepping paperwork to an office! We've been so happy with this office that I can't see ever going back to doing taxes myself!

A courtesy call back is all it takes…read more I called this business a few times and left a voicemail. Unfortunately, didn't receive any response. Even if you are fully booked and can't accept new customers, please let us know. I hope others have more luck getting through to this business and receiving the service they need.