I had recently listened to a Chris Abts' broadcast on TV about reducing taxes during retirement…read more(both my wife & myself have been retired for years) so I called Cornerstone to see if I could learn more. I told them I wasn't a client but asked if I could get more information as I had missed part of the braodcast. Their Marketing Director Nikki White invited me to come up and talk to Jeff Martin , one of their Financial Advisers, to analyze our situation during a free "Discovery" Session. I was instructed to complete a form that would give Jeff our financial picture and also to bring along our last 3 years of tax returns so he could best advise me. I double-checked again to make sure this was free and I was assured it was. When I arrived at their office I was greeted enthusiastically by their staff and then Jeff came out to meet me. Jeff spent over an hour going over our financials and tax returns and gave (again "gave" is the operant word since this was free) me great advice about upcoming tax law changes. Jeff is very knowledgable, professional, friendly, and pleasant. He listened patiently while I laid out our finances and only spoke for clarification. He then analyzed our situation and made some great suggestions. At then end of our time, I thanked him profusely and he assured me he was in this business to help people make good financial decisions and his reward was my thanks. Clearly Chris' management style & philosophy is evident all through the organization. What a wonderful & pleasant experience this was. If I was anywhere else in the stages of investing or planning for retirement, I would have signed up with this company. I highly recommend this firm.

I've invested with Cornerstone for a few years now. I like that there are no fancy market plays,…read morejust solid financial models. Even in this market, I feel comfortable with my investments with Cornerstone. Chris and staff are very friendly and knowledgeable. They take the time to explain the details of how your investments work. They also do a great job of job of helping you set up a retirement plan.

Michael Mellberg CPA now has financial planning and investment services for his clients. I had a…read morefree consultation last week and he was great. Knowledgeable- personable and trustworthy- put me at ease. Who better to take care of your investments then your CPA? Maximize your tax refund and plan for retirement. One stop shopping and peace of mind. See ya later Turbo Tax and H&R Block. Do yourself a favor and go see Michael. Dividends abound!

I've known Michael Mellberg for a few years professionally, but this was the first year I consulted…read morehim on my personal taxes. Mike is extremely knowledgeable on all things tax, and I was more than comfortable asking him to prepare my 2018 return. I was kept informed throughout the process, and was very happy with the amount of communication from Mike and his staff. In the next couple of years, I will be needing more advanced tax planning and Mike was able to offer some excellent advice on strategies that are available. It goes without saying that I highly recommend Bigler and Mellberg, and will be using their services for many years to come.

I was recommended to Brent Forbush for my tax filing and met with him in October for an hour-long…read moreappointment. I provided all of my documents at that time, and we shook hands on a plan to move forward. Unfortunately, that was the last communication I ever received from him. Since then, I've called at least five times to check on the status of my return. I spoke with his receptionist multiple times and with an account/tax manager twice. I also left messages specifically requesting a call back from Brent himself. It is now December, and I still have not heard a single update. The complete lack of follow-through and communication has been incredibly disappointing, and I am now seeking a different CPA. I do not recommend this firm.

I sought out an expert individual tax preparation firm after my previous firm made several…read moreincompetent mistakes. With Brent Forbush's Big 4 CPA background I was comforted in that regard. That is considered the gold standard in accounting. Even with Forbush's significantly above market fee, I was comfortable. However, my work was delegated to an overworked newby, whom I suspect was not even a CPA. When I received an unexpected and unexplained refund check from the IRS, I brought it to his attention. He didn't know what to do, so he did nothing. The result of this inaction was an eventual penalty by the IRS. I finally obtained Brent Forbush's personal intercision with the IRS, but it was to no avail, even though the mistake was really made by the IRS. I did not get what I paid for and I have now taken my business elsewhere. I do not recommend this firm for individual tax preparation.

We used John Rand for a couple of years and he was great then he pawned us off on Heather Grimsley…read moreand she is terrible. Very poor communication, we were to receive a refund for a large amount and it was never received, she made several excuses. She also double charged our daughter for her services. I don't recommend this CPA.

I was recommended to do my taxes here by the medical practice I work at. I'm very , done on time,…read morevery professional. Linda Gordon LMT Divine Grace Retreats Reno NV 775-4603969

We finally went local! Found this place here on Yelp and could not be happier. Ilsa runs the front…read moreoffice with panache, wit and charm. She got me in quickly the week before taxes were due this year, phew! I was so impressed with the communication and follow up. They take vested interest in what they do for you. I felt like a valued part of what they do and will not look any further when I'm need of accounting and they are our go to 100% for taxes!

Kemp and his team are very proficient and have helped numerous clients of ours. Great work and very…read morereasonable fees. Look forward to working with them for a long time..

I have been a member of Thrivent financial for over thirty years. Thrivent was previously two…read moreseperate Lutheran non profit organizations the first was AAL (Aid Association for Lutherans) and the second was Lutheran Brotherhood. It is a Fortune 500. Thrivent offers financial products and services, life insurance, mutuals, annuities, disability income insurance, brokerage services money management, retirement planning and credit union products, and more. It is a fraternal benefit society. The organization and its members provide volunteer services to charitable organizations, schools, congregations and individuals in need, and contributed $182.7 million to organizations and activities that aim to strengthen families and communities. Thrivent members volunteered more than 8.6 million volunteer hours in 2013. Soren Lancaster is our local Thrivent Financial advisor and we have known him for over 10 years. He is very knowledgeable and customer service oriented. We appreciate his candor and kindness. Here is a link to their website: https://www.thrivent.com/products/investments/

We've been using Soren and Thrivent for about 4 years now and couldn't be happier. He's completely…read morehonest, extremely knowledgeable and Thrivent is a very reputable company. He's always available for questions and is very helpful and detailed in explaining your investment options. Highly recommend.

We switched our benefits provider to The Laughton Company team in the fall of last year and we…read morereceived higher quality service and more expertise than we had in any of the past years from our previous brokers. The entire team from Mitch to Bryan or Gigi and Karen provide excellent response and feedback. They truly provide comparative quotes and analysis of the quotes so that the Company can make the best decision possible. If you are looking for employee benefits, employer retirement plans and excellent service, I would highly recommend The Laughton Company.

Mitch and his team have a lot of experience and expertise. I appreciate the time that he set aside…read moreto truely find out what is the best benefit for me.

I am on year two of working with Luda and her team. They are very quick to respond to questions I…read morehave. Amid this COVID and all the stresses and problems that causes, there hasn't been a blip in the service. My Father was a CPA and I have always done my own taxes. But with my business and my personal returns getting more complicated I felt it was time to have some other eyes take a look. There were so many things that I was unfamiliar with. Luda saved me $20,000 in taxes the first year and with changes going on we met virtually just a few days ago and she has shown me what steps to take to help with what I am doing in the future. Again, more things I was unfamiliar with as far as putting money into SEP/IRA plans and what you can do as a self employed person. Luda is very knowledgeable and keeps up with what is going on. One of my favorite things is the newsletter she sends out periodically to clients letting us know what is going on. This year it discussed the PPP loan program. Kept me informed all along the way. Thank you!!

A new client in 2020, I had a great experience working with Ludmila and her team…read more She and her team completed both my business and personal tax returns. The personal returns were not straightforward - as the year included a sold house, a 1031 exchange, and property purchases in several other states. It was straightforward to get her team the documents they needed, and after an initial meeting where she got to know the lay of my finances, the process was very hands off for me (except for the numerous questions that I asked out of curiosity, which Ludmila was always able to thoroughly answer and advise me on). Needless to say, I'll be a client again this year.