I am new to business so when I first spoke with James Harnsberger I felt like he was really going…read moreto help me in creating my company. He told me he'd be available to me to walk me through the application process. It felt like it would be great, Especially because I had no idea what I was getting into when starting my business. I loved the comfort he provided in that initial consult. After a 1 conversation with James Harnsberger, I noticed he was very insistive that I "just fill out the forms". He didn't want to answer any of my question and was aggressive over the phone not making me feel comfortable to ask more questions. After 5 minutes on the call he said "we have to go we have other calls to get to". SMIB was prompt in communicating only when asking for my money and refusing to refund me my full amount. Very other time it took 1-2 days for them to respond to me. I decided that this was not what was promised to me and that we would not work well together. So I asked for my money back. At this point all we have done was exchange email back and forth, nothing was in the works yet. James Harnsberger refuses to refund me my money saying he is charging me $300 for the 5 emails we exchanged and 5 minute conversation we had. I wanted to make this post because I want to help this company get better at servicing clients who need help and guidance around opening a corporation. James, I'm not mad about the $300. It sucks that there's people that do this out there but I can't control that. I know you've helped some people already (I can tell by some positive reviews on here), but this isn't right. I'm wanting to donate my $300 to your company to invest in helping you guys improve your service with clients. Learn from this and strive to help people feel more comfortable working with you. Take time to answer simple questions. Call people back when they ask for your help. Learn to listen. Doing these simple things will help you reach more clients and make a bigger impact for people. Which I know you want to do. P.S. everyone else on this staff was great. Susan was a sweetheart, Allan was great. James is the one who made me feel uncomfortable.

I called about my elderly parents, unsure what I could do to help them. I was given step by step…read moreinstructions on how to fix or resolve the problem with the IRS free of charge. I am so grateful because the IRS was keeping my parents from being able to pay for a place to live and I was glad to figure out the best way to help them. My father is a veteran and is near death and they continue to garnish his disability and we can't find a suitable living situation for him because of it. So thank you thank you thank you. The assistance I received was invaluable and it was given free of charge. Carla

I have had multiple policies with Nate. Renters and multiple auto. And in the beginning I had lots…read moreof changes and updates. He was always happy help. I also needed a policy to cover some property I own. It was a little complicated to get it covered but Nate went above and beyond to get it all figured out for me. He got me better coverage at a better price than my last policy!

Unfortunately, I've had to have a lot of interactions with them due to multiple claims. On a couple…read moreof claims, I've had to ask them to mediate with corporate on my behalf and they did excellently. Also, a few years ago I asked Nathan's office not to call me with promotional offers and I haven't had one since. I really appreciate that.

My wife and I recently attended a very informative Epstein & White retirement seminar and afterward…read moremade an appointment to see Sandee; one of their financial advisers. Going into the appointment, we had a vague idea of what would be best for us; but our situation has some 'variables' and is somewhat unique - so, we knew that a 'cookie-cutter' plan definitely would not be a good strategy. After meeting with Sandee, we were impressed with how well she listened to us as we explained our situation, and then offered multiple solutions to fit our various scenarios. With just one consultation, we now have a better retirement plan and feel more comfortable about our financial future. If asked, I would confidently recommend Epstein & White for retirement planning.

So far my experience has been great! Attended a seminar, both Mr White and Mr Epstein were…read moreknowledgeable and the associate I've been working with for the last few months has gone above and beyond. Thanks giving my wife and I an extra boost going into retirement!

We have trusted our Tax documents with Geir and Stephanie for almost a decade...or longer. Their…read moreservice and knowledge is beyond superior, including advice for future tax questions, as well as advice. We have trusted our Tax Returns and advice during the tax year for over a decade. With their drop-box, we can upload our documents quickly, plus have a copy on our desktop. Their advice and service is top notch! DJune

Always very professional and capable. They have done both my personal and corporate taxes…read more They stand behind their work and go to bat for you when the IRS disagrees (Stephanie was correct and no additional taxes were due) I highly recommend them

I was recommended to Ms. Newman for my taxes. She told me a lot of things that weren't true and…read morewhen I came in with questions after my return was not what was filed she had different answers. Her calculations were wrong and it caused much trouble with my return. She was even notified that my efile had been amended, yet never contacted me about it via phone, text or email. So I waited for money I needed and now I don't have what was expected. Without notice from Ms. Newman. Her sign also said, $25 taxes, yet she charged me $100. Not happy, wish I used HR Block as I usually do. I've never paid more than $83 for them. I never had a problem with them for many years. Loads of problems with Tran Newman with one year. Never again. My recommendation: Customer Beware.

I Located Tran Newman using the Yelp App on my Iphone. Had some serious small business owner…read moreissues and need help from a Pro. TNE Bookkeeping & Tax Sevices 100% took care of my business mess that I created. Tran provided me my S-Corp tax filing for the Fed, CA, and DE state as well as 10 months of booking keeping make up! I completely recommend using TNE's services for all your accounting needs. Also, If you are starting a business I also recommend going to see Tran. She mentioned that I payed way too much money going through a legal firm to set up my S-Corp and could have saved some serious $$ by using her for this as well. Professional and fast for a rating of 5 stars!

Uhart has exceeded our expectations! Their depth of knowledge and understanding of the tax code is…read morelike nothing I've ever seen. We will chose them year after year.

Uhart has been a breath of fresh air. We've used them for 2 years. We'd been using another service…read morefor years and we were growing increasingly unhappy - poor communication, fee's that didn't make sense, lack of basic account provisioning at tax time... etc. Uhart staff have been kind, understanding, use a more modern system, and are fairly quick to respond. I'd definitely recommend!

When my small business needed to get a health care plan setup Successful Solutions held my hand…read morethrough the whole process. They explained to me the differences between HMO and PPO and a group plan vs. an individual plan. Owners Dave and Chris are both easy to work with and very professional. I also like the fact you can browse different plans from their website http://www.successfulsolutions.com yet you are still be able to talk to a person at their La Mesa office if you need some help. If you need to get a heath care plan for yourself or your business I would highly recommend Successful Solutions.

The whole staff over at Successful Solutions was awesome. I got my insurance plan at a killer rate…read moreand I would say that insurance is far from exciting business. In fact in the words of Maud Flanders "Ned doesn't buy insurance, he believes its a form of gambling" Feels like that to me too Ned, but they make it as painless as possible.

I was referred to Alfred by my aunt and uncle and am very pleased to have chosen to bring my…read morebusiness to Shammas. Alfred possesses extensive expertise in his field, and I am confident that you will make Alfred your tax guy, bookkeeper and friend!

I decided to stop going to him for several reasons. His services were expensive, he was often not…read moreon time for appointments, and there were also instances where he forgot to submit important forms. Overall, I was not satisfied with the service and decided to find someone else.