"You'll probably hear from our older daughter, soon." I think the fact that we said this to Kevin,…read moreas we were walking out the door, attempting to wrap our heads around the amount of money we owed the IRS, probably says it all. We came to this dude because he had a couple of good reviews and he was relatively close to our house, with a mile-high pile of receipts, records and documents from a year where we: - Both changed jobs, one of us twice - Sold a ton of stock - Invested in real estate - Put a kid through college and another through private school Unlike our previous experience with a tax advisor, Kevin didn't treat our time as money. We felt comfortable asking all sorts of questions, he walked us through the various policies and laws he'd investigated, we learned a lot about how we should handle investments moving forward, and he offered to answer any questions we had, throughout the year, whenever. I also noted that Kevin had a humanitarian angle about him, something I don't always register in this industry. We'll keep working with Kevin, and recommend him to you.

I waited until the dust settled and all my refunds came in before I posted this review. My taxes…read morewere a mess after moving from Wisconsin to New Mexico in March of 2020. I had my own business, taxes to file in two states, an inheritance and zero confidence in my ability to navigate TurboTax and feel I had filed correctly. After a year and a half of anxiety and extensions, extensions, extensions, I started my search for a pro. Yelp* led me to some pros. I found that the rates were pretty similar across the board and a few of them reached out with more information or follow-up questions. Ultimately, I decided to go with Kevin and The Balance Sheet for these reasons: 1. he got clarity about my needs before I met with him 2. he offered suggestions for how I might interpret other pro's approaches to my situation 3. he offered a hassle-free exchange of information instead of a barrage of games and gimmicks to get me into his office Working with Kevin was seriously a delight. He was creative, tenacious, thorough, and committed to getting my two years of taxes filed correctly and yielding the highest refund possible for me. From the first inquiry to the latest refund that was deposited in my checking account, I am so grateful to have trusted my tax mess to Kevin and The Balance Sheet. I highly recommend his services for the most tangled tax conundrum out there. Thanks again, Kevin!

D Coleman Tax Company is an excellent source for business and personal tax, bookkeeping, and…read moreaccounting services. They are friendly and efficient, communicative, patient, and experienced. I give them my highest recommendation. No job is too large or small.

I was looking for someone who could help me with this year's taxes, but I got started too late and…read morewill try next year. I had a short discussions and was sent a secure space to put my taxes, in which I failed to do.I I still got charged $200. So make sure you understand that these kind of organizations charge for time right off the bat.

I don't write many five star reviews, but I'm writing one for Miriam, because she's super stellar…read more Miriam is a Professional Organizer (I'm sure she has a more streamlined, exacting title, but that's the best I can do). She helps everyday people organize their lives, from the mundane--office and clerical stuff--to the humane--kitchens, daily life, priorities. I've only had the pleasure of a consultation over the phone, but I can report that in my time of need, she helped immensely. In this world of sound bites, 24-hour news cycles and ever-evolving work cultures, we all need a moment to pause, re-evaluate and determine how we best expend our limited energies. This woman can be your Oracle. Within moments she can identify what matters most in your life and cut out the clutter, to get you headed toward your passions. I highly recommend a brief talk with Miriam. If you're cautious, sign up for her weekly email tips. They're fantastic, an easy read, something to put in your back pocket as you navigate life. And the personal consultation is well worth every minute of your precious time.

Let me start by saying that I did not use this business's service, but that was related to personal…read moreissues and not the business. Miriam was extremely nice and professional. I was very impressed with her personality and the obvious joy she took in helping people. If I had used her service, I would probably give this 5 stars...and have it organized better.

This was the Painless and quick Still can't believe how Kind Richard is . Was giving information…read moreI should of known and resured I would be safe

Painless experience....NOT!! I was told I would receive a call back four different times but that…read moredidn't happen! I had to keep calling to find out the information I needed about a check for my HOA. Finally, I was told by a female, that refused to give me her name, that she did receive my check and it had been in their office for "a week or so, but she hadn't had the time to process it, yet". She assured me she was working on making copies and getting mine as well as the other checks she had taken care of but she wouldn't be going to the bank until two days later, so my check should clear my bank early the following week. It still hasn't been cleared at my bank. LIES, LIES, LIES. I spoke with Rick but he wasn't very helpful. He doesn't know where the checks are or where the copies were. He didn't want to check their account statement to verify if a deposit was made and didn't want to contact the person I spoke with, nor give me her name for my records. I would not trust this company as far as I could throw an elephant. They make promises they don't follow through with, they have a very questionable office procedure for filing since I was unable to get any information on the work that was said was done. They have had my check for far to long for it not to have been processed and as the owner of this business MOT to know how to obtain the information for the questions I was asking is totally unacceptable. I will be notifying my HOA of the shotty work from this company. Don't use these guys. Totally unprofessional company. A second grader could do a better job!!

The Homewise team was always available to go through this process with my husband and I. As first…read moretime homebuyers it could be overwhelming. As we went through our adventure- there were aspects and situations that were new to us. However our broker (Elena) and underwriter (Leon) were always there guiding us every step. They even have home buyers classes- educating us on what the right steps were for our situation. They were recommend by a friend and I was not disappointed. I would also recommend them. Gabe & Melissa

If it wasn't for a lady at Roosevelt Park who told me about Homewise, who knows how things would…read morehave turned out ! I have bad hip issues and was unable to work enough to keep payments up on my old home, I stayed with a friend for over a year through a surgery. When the perfect home was available I was in perfect shape to purchase and have been so VERY HAPPY since then . THANK YOU HOMEWISE for making a home possible!

Jason and his team (David Pedronceilli in particular) provide unparalleled customer service. I came…read moreto his team with a fairly complex loan that they made work, despite very last minuet challenges. He is passionate about providing the best deal possible and working to ensure his clients are satisfied. My home purchase experience was stressful for a variety of other factors, but with Jason and his team I felt protected and informed from getting pre-qualified to closing. I could not recommend him highly enough.

Jason Pike and his team are wonderful at what they do. They are excellent communicators and you…read morealways know where you are at in the mortgage process. I received a message every day letting me know the progress of my loan and any information that was still needed. I would highly recommend using them for your next home purchase.

Excellent service. I sent them my 1040 on April 13, planning to file for an extension because it…read morewas so close to deadline. The online application and documentation app was so easy to use, and I'm old, lol. Anyway, they had my tax returns the next day! I also paid $75 less than last year. Highly recommend.

It was great to work with Rose Tax and Financial. They listened to my tax situation and helped me…read morework through a self-employed and employed tax return. They explained all aspects of my return and made sure I was meeting my financial goals. I will work with them again.

Once again, we had a new cleaning technician. However, Betsy got right to work and did a very nice…read morejob. Cleaned everything; was respectful and professional. Thank you, The Greens

This was my annual Deep Clean. These ladies did a wonderful job and we appreciate it beyond words…read more Karen