I would use extreme caution in using Ms. Davis for any bookkeeping service. She failed to timely…read morefile our taxes for 2021 and 2022. She indicated that she had filed extensions for these returns, but in contacting IRS, we found that the extensions were not timely filed and rejected by IRS, resulting in significant penalties to file. The irony is that we owed no taxes, the timely filing would have resolved the issue. After the close of business, the IRS gives 5 months to file. Despite this Dgenerous time frame Ms. Davis failed to act responsibility, causing great difficulties for us that we are yet trying to resolve. She agreed that the issue was her responsibility, yet has not done anything to resolve the issue with IRS. Don G

Sherri & Michelle go above & beyond with their customer service, they do an outstanding job…read moreensuring your taxes are done correctly & on time! I highly recommend this business.

Very professional financial services office east of Sonora. Convenient location. Many services…read moreavailable

Connie is wonderful! I truly appreciate her knowledge and experience, especially regarding trusts,…read moreestates, etc., and taxes in general. Things that I had no clue about. She is communicative, and responsive, and pleasant!

Called them on a Wednesday for 50 youth shirts and picked them up the next Monday! Great job!read more

I came to the store looking to have some shirts printed with my company name on them. I was given…read moresuggestions that where great. I then had magnets done for my truck and the job was exceptional, and with that I have come back a third time to have patches done for my Jackets and coveralls. The customer service is great and the pricing is fair.

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

My husband and I just had Mark sell our 1964 Thunderbird and we are thrilled with the process and…read moreresults. Mark really knows what he is doing and he was focused on our project from day one. He made good suggestions and also listened to our thoughts and wishes. Mark found a very nice couple and the car sold at a reasonable price! Everyone is happy. By the way, his fee is very reasonable and we are glad to be able to move on to the next adventure. You can have every confidence that you have indeed found an excellent advocate.

From the owner: CMG's Business Consulting and Project Management goal is to free up the Owner's or Manager's time…read moreso they can focus on her or his "core" revenue generating business. CMG accomplishes this task by managing projects from small to large that are on the "peripheral" of the core revenue generating business. CMG's Personal Business Consulting revolves around Events such as downsizing, illness, divorce, death, family business in turmoil and economic changes expose non-performing and/or unwanted tangible assets. These events generally require lots of personal effort. Allow the CMG AIR service to provide the path to Asset Issues Resolution. CMG works by the project or by the hour. CMG is your "hired gun"

From the start, Kathy was very attentive, informative and responsive. She communicated quickly via…read moreemail and texts. She was so accommodating and willing to make an in person appt at her home office to discuss things with us. She was able to file back taxes and current taxes for us in a flash! Her pricing is very affordable as well. Thanks to her, we are going to be receiving a surprisingly large return, especially since we planned to pay taxes instead. Ty Kathy for your help. Highly recommend!!

I'm so pleased with how easy Kathryn made doing taxes this year. I sent everything she needed via…read moreemail attachment and she messaged me if she had any questions. She's very knowledgeable and thorough and reasonably priced.

Latela, who works for CSCU's Call Center is pure gold encrusted with gemstones. I have cancer and…read morework full-time but had to start working a second job to pay for an out-of-pocket medical treatment that really was helping me. For over 3 years I worked 7 days a week to earn enough to pay for it. I would send the medical facility money to put on my account and then go for treatment when there was enough. This worked well until I got too sick to go and finally had to ask for my money to be refunded. There was well over $5,000 on my account but they were rude and said it wasn't there and ended the call. I called CSCU and got Latela in the Call Center. She was so kind, and wanted to help but it had been well over a year since the medical institution has cashed my last check for $3,500. She tried everything but it was not possible to see who endorsed a check cashed that long ago. All I can say is she took a few days and must have jumped through unimaginable hoops and she emailed me every bit of info she could find to prove that the medical facility had indeed cashed my check. She said she regretted being unable to know how they would respond. Well, I sent them the information and they responded! They said they had put $3,500 into the wrong account in error and refunded all the money on my account! All in all, Latela saved me $5,500 that I can use for cancer treatment. I had been facing a deep, dark, desolate pit of hopelessness and I cannot even estimate how many hours she put into this, but Latela restored my hope. She is a priceless testament to the customer service and integrity of CSCU, and she will be priceless to anywhere she ever may work. From the bottom of my heart, CSCU, thank you for Latela. (Btw, the medical facility really, truly made an honest mistake, and were just a bit hasty to imply a long-time customer had suddenly tried to defraud them.) Still, without Latela, I would have lost years of hard, hard work and not been able to recoup my funds.

Great bank, excellent service, total trust. Key factors in banking.read more