if you are looking for a quality person for taxes or insurance this is a great place to go.read more

Great experts here. Got my taxes all set up and filed. They let me know ahead of time exactly what…read moreI needed, and even helped me get more of a refund from last year, and even charged me a VERY fair price. It's been about 5 days and they have already updated me twice letting me know that everything was going smoothly. I would definitely recommend everyone I know.

I stopped in today to change out a twenty for some quarters. The teller was very polite and took…read morecare of me pretty quickly.

Very professional and all of their bankers are well trained, and responsive to the needs of account…read moreholders. Many years of dealing with this bank has only made me more comfortable with their services. Regards, Ted Leban

When it comes to taxes my paperwork is a mess. Josh took it all, did his magic, and found me a…read morehuge return. If I had known he was going to do that, I wouldn't have gone to him so last minute. He is awesome!

From the owner: Joshua Lance CPA, LLC is a boutique public accounting firm in Chicagoland specializing in…read moreoutsourced accounting and CFO services to small businesses and entrepreneurs using cloud based solutions. We do things differently that your typical public accounting firm. We don't bill by the hour. We think finding out the price of the services provided after the work is done is unethical. Instead, we spend time with you understanding your wants and needs and then we provide a fixed value based price that we both agree to before we provide our services. That means you know the price up front and there are no surprises at the end when we complete our services. This encourages collaboration. Calls and emails do not cost extra. You have a question or need help understanding your accounting and taxes? Since we don't bill by the hour, that means you can feel free to give us a call whenever you have a question and have the peace of mind that you are not going to be paying for that call.

Unprofessional, unethical, scam by definition. Then when you ask to discuss the fraudulent and…read moreunauthorized new account she set up rather than deposit the check sent, designated in writing, into the account it belongs. She claims she can not discuss it over the phone so I say that's fine I can come in to her office some time next week and discuss it and she starts acting belligerent about how I'm threatening here?! Wow, considering she is misappropriating thousands from the passing from my late father, a former federal chief of police and veteran, this is only the tiniest beginning of the information sharing tour I'm about to go on. Doesn't have a professional bone in her body, misuses clients money for her own financial benefit which by definition is fraud. Just a gross human.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

My daughter is a college student driving a 2020 Kia Forte. Mike steered us to AAA insurance that…read morecharged her $1800 dollars for 6 months. He is only out for the dollar. Don't trust this guy.

I contacted Mike P. based off a referral. I'm newly married and knew Life Insurance is important…read morefor myself and my family. I knew NOTHING about insurance.He was super informative!!! Mike was VERY patient and helpful! He seriously gave me every option I needed without hesitation. I finally made a decision and couldn't be any happier with his service & my policy! Thanks!!!! Would highly recommend to all!

I had to file an amended return due to a change in tax law. I called and emailed the first 10…read morecompanies listed in google search results. Of the 7 Where I got a live person they said they were not taking new clients, the rest have my message in a voice mail box they never answered. I finally reached Strauss Tax Service and explained my situation. They quickly met my needs. I was expecting to get raked over the coals for needing help. Instead I received timely professional expertise at an extremely reasonable price. I cannot express how grateful I am and how impressed I am. Every once in a while in life you get lucky and are fortunate enough to run into someone as amazing as Judi Strauss. There is no one else that is worth calling because they will never be as willing to be as helpful and genuine as Judi Strauss, you cannot buy her level of caring and concern.

I was billed $475 for information available in taxes for dummies book. I did not know my…read moreintroduction call was billable. I never agreed to any rates or told what her rates are. Watch out, her self worth is plus $300 an hour. My wife paid the bill to stop harassment calls to her cell. I reported her to BBB. Be careful. Get a statement of work. Do not engage in any conversation unless you know in advance if this discussion is on the clock (billable). Turbo Tax is better, faster and much less expensive.

Great experience, genuinely nice people that want to know you and your financial goals and…read morechallenges. Offering thoughtful guidance that gives you confidence in your financial decisions, these are the kind of people you want on your team.

Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.