We just want to pay our dang taxes!…read more While we got a reply to our inquiry with a referral to another office, the gentleman mentioned that he did not know the professional's thoughts on serving LGBT people. I mean he did not just offer that up, I specifically asked to find this out after a bad experience at another firm, but the language struck me as coming from a particularly privileged viewpoint. He said: "I do not know Mr. C___________'s LGBT thoughts. Never asked, never cared." I see, you "don't care." You don't have to care because it won't affect you. I might also respond that while YOU personally are not affected by negative viewpoints or bias, the LGBT clients YOU SERVE unfortunately might get themselves entangled in business relationships that might seem okay at first, only to be found out down the road that are markedly injurious and harmful. It is a shame we have to even ask such questions but these days you cannot take your family's safety lightly. On the bright side, he did know a firm that would "be a fit for" us. I am taking that as a firm that advertises it serves our community, That was kind he took the time to direct us to them. Don't get me wrong, this Sexton Advisory Group was responsive and helpful albeit privileged. There are specific groups that target individuals in the LGBT community (even advertise to us and then let us down) and we just have to eliminate them from business contact. It is too bad we even need to bring this up at all, because business should be business and not personal.

He is dishonest, does not have his clients interest. Only his own had an extremely bad experience…read morewith this person cost me lots of lots of money.

Did a good job, but after using them for ten years, I find David Leonhart to be less attentive and…read morecharging considerably more than other tax preparers. Priced a CPA for less fees, guess they no longer need tax preparation work or just feel they can charge whatever they want.

We have been working with Jay Cole at Team Wealth for a few years, and we highly recommend him. He…read moreis knowledgeable, honest, and hard-working. Thank you, Jay!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

I filled out the contact form on a few local tax preparers webpages and Mr Lopez was the first and…read moreonly one to call me. I'm glad, because he made the whole dreaded process very simple and easy. I got an appointment with him within a week of his call and I must say that I loved the view from his office. I was very pleased with the reasonable cost of getting my taxes done and I have to tell you, make sure he gives you one of those awesome pens! I have gotten many compliments on my shiny utility pen.

Fabulous personalized support!…read more I am confident Joy's dedication and competence is leading me to a debt free future.

I cannot say enough good things about Debt Free Joy and the financial coaching I've received…read more Having personalized 1:1 coaching made such a difference for me because it wasn't just generic advice, it was practical guidance tailored to my real life and goals. I've learned how to budget better, stay focused on debt payoff, and make long-term financial decisions with more confidence. The support is encouraging, honest, and completely judgment-free, which made it so much easier to stay consistent. The accountability alone has been worth it. If you need help getting your finances organized and reaching your financial goals, I absolutely recommend working with them

Great people! Knowledgable and helpful. They patiently helped me understand how to withhold from my…read morepension so that I would stop having such a high tax bill at the end of the year. They filed an extension for me too! Easy peasy! Justin is an intelligent and kind bookkeeper and knows his details about Taxes! Stephanie is great at helping me understand what I'm doing with my Quick Books questions! They all help me! I'm glad I found them!!

Justin Beals of BealsBooks makes the tax experience seamless. Everything can be done securely in…read moreour virtual world and they cover all the bases. I was pleased to know that BealsBooks provides complimentary services for their business/commercial clients which is essential in this constantly changing financial world. Call them for your consultation today!

I hired Nathan almost 2 years ago and I really like working with him. He is a clear communicator,…read moreresponsive, and has great integrity. I gave him the framework for the conservative plan I wanted and he put together a great plan for my client and the right investments. He also helped me to rebalance at the perfect time as the market turned down during Covid.

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.

This will be my 5th tax year using McCollum tax. I am extremely satisfied with Lee and his…read moreknowledge and efficiency with my taxes. I Love that he is also a financial advisor and knows the tax laws new and old. I would recommend him 100%. A helpful hint is to go to his website and make your appt. Fast and easy!

This man ignored IRS letter and ignored my daughter. unforgivable. I see he's still in practice…read morehere in Temecula. There is no excuse for charging so much money and promising to handle everything when you have n intention to do so.

Thank You Bonnie for helping my husband and I plan for our financial future. You have been so…read moreprofessional, patient and knowledgeable. We feel more secrure in our retirement!

I recently purchased a life insurance policy from Bonnie Clark, and feel very confident about this…read moreinvestment. Bonnie took the time to explain different options and how to determine how much insurance we need. I would highly recommend Bonnie and Kratos Financial / Solid Rock Wealth Designs for anyone in the Temecula / Murrieta area or Inland Empire who needs the best financial plan for their future.

Lisa what a blessing you were today. Thank you kindly for all your professional help!! You have…read moregiven us great advice & I'm glad Kris recommended quality, no games financial advise... Love your location in beautiful Old Town Murrieta. Lunch & shopping right there...

I've been with Freddie about 6 years now and feel very lucky to have found him! I've made more…read moremoney with him than I did with my advisor of 22 years! He's a joy to be around and I can tell you, he's worth giving him a chance to be your advisor!