We started working with Alison earlier this year. My wife and I really appreciate her expertise and…read moreher proactive approach. Her fee structure is also very fair. I would highly recommend her as a financial advisor!

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Unfortunately I can not recommend. Hired them for some credit help, short term client because they…read moreonly submitted to credit Bureaus for inaccurate reporting (anyone can do this). The one thing I hired them for they didn't do a thing with, I'd suggest you save the money or find someone else. This is a review of my experience with the company not a reflection of them as a whole, just in my experience.

I am writing this review on behalf of my cousin who used them. Charles really cleaned up her…read morecredit. She was in the low 500's when she started. She was a client for about 5 months. She has now just bought her first house. She said she definitely thinks that wouldn't have happened if she didn't use AZ Credit. I will absolutely be putting in a call and seeing what they can do for me as well!!!

Clients Choice Insurance Services tc@myagentccis.com…read more6022951313 Antoinette Chavez was wonderful. She helped me with the Medicare changes and secured new insurance for me and saved me money! She was helpful, knowledgeable and best of all responsive to my questions. I highly recommend all her services.

Toni is caring, thorough, and professional. I've been working with her since 2020 and I appreciate…read moreher attention to detail and ability to provide sound and bite-size information about insurance. You won't be disappointed!

Really excellent service and work product. Enjoyed my experience and will definitely reach out…read moreagain. Location is a little hectic, but don't let that stop you. The services are fantastic.

I have used Tom for the past two years and I highly recommend him if you are looking for a new CPA…read more The first time I went in for a consultation to meet him and go over exactly what I was needing and expecting from him for my taxes for that year. It was good to meet somebody in person and it did not take too long either. I really love the way that they handle business, they provide a checklist on what exactly you will need to provide as well as they have a secure online portal where you are able to upload all of your documents therefore you do not have to go in in order to drop off any information that is needed to do your taxes. This makes it very convenient as you just scan everything in and upload it if they need anything else they will let you know. He is very on top of things and they provide a full breakdown on what they did with a copy of your tax return. They have fair pricing and I look forward to confirming to do business with him.

My husband and I own a 2nd home used as a rental, I am a real estate agent and we have a ton of…read moremoving pieces to our taxes. Amy has done our taxes for the past 5 years and has done an amazing job for us! We trust her without hesitation and will never have anyone else do our taxes!

We have been with Amy Hoeye for our real estate investor and personal taxes for eight years! If I…read morecould give her more stars I would. When I first met her I was in trouble because we were starting more than one company and I was drowning in ineffective bookkeeping. She helped me set up the bookkeeping and taught me how to use it. When it came time for tax preparation she was so knowledgeable about real estate rules and laws saving us time and money. We were so new to real estate investing that I was needing help to classify new categories. Her availability and her ability to help me with important details in tax revenue reporting allowed me to sleep at night!! Even this year she has helped me to classify some of our business transactions to be more consistent in how we report our business dealings. Adding to this she is a wonderful person and makes us feel like she cares about our success, she is an asset to our business. You won't go wrong working with her for all of your business, personal, bookkeeping and tax needs.

Shelly brings a wealth of knowledge and experience with her. I highly recommend her to anyone.read more

Shelly is detail oriented answering questions and helping with quotes for health insurance. She is…read morean expert in Medicare.

I have been working with Jonathan a few years but finally hired him full time last year and that…read morewas the best thing I ever did for my business. Last year alone he saved my business almost $30,000 . If you are considering hiring JB I would strongly suggest you do it sooner then later so you can start saving money like I have. He is always a pleasure to talk to and answer every question Iv ever had. Very Professional and amazing!! A++++++++

Choose literally anyone else…read more I had an introductory call with Jonathan yesterday. I've been a business owner for over ten years and I don't think I've ever had a less professional call with someone in a professional field in my entire career. He came very highly recommended as someone who cares deeply about his clients and has experiences unwinding complex tax situations. The conversation we had was the furthest from that I could possibly imagine. Among choice quotes from Jonathan were: - "I can change you five times my normal rate and maybe that will incentivize me to help you" - "When you think about all that you are needing - the returns for the past years, any financial review that may need to happen, and allowing you have less 'hands on' and transferring the 'leg work,' what do you believe the investment should be for this type of service?" He also made it clear that if I worked with him, I should not take reasonable deductions (like contributing to a SEP IRA), because he wouldn't be able to take the time to help me estimate my contribution. He also is clearly uninformed about basic tax rules, like what the deadline for making a SEP IRA contribution is. A two minute google search confirmed this. Which begs the question - what other tax laws and regulations does he not understand? I would have much rather he just said up front "I'm sorry, I'm booked up and I don't have the bandwidth to help you." Instead, the conversation we had was appalling. Also, naked videos on his Facebook page promoting his services as a tax professional? Really?

First impression with Jeff no pressure. Jeff is a great listener he wants to know what your…read morefinancial goals are so he can place you in the write financial vehicle. I know many financial planners. He is the only one that has ever educated me in options that I never knew existed. My wife and I are 70 years old. I want to have my wife protected in the event something should happen to me. With Jeff I no longer worry. Interview Jeff before you decide like I did. Jeff is very knowledgeable! Bob & Joanne Chandler AZ

I took one of Jeff's classes at a community college and reached out to him for assistance with…read moreplanning for my retirement. Jeff was so accommodating, coming to my home when it was convenient for my teaching schedule. He always took time to explain and help me understand the industry lingo, and brought print outs to provide visual support. He answered every question I've come up with since our first meeting and takes time to understand my goals, coming up with a variety of options for me to consider. He is a pleasure to work with and I trust his advice!