I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

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!

Insight merchant solutions helped elevate our company to the next level. Offering strategies to…read morekeep out expenses down while still keeping our customers happy. Thank you I sought for outstanding customer service throughout setting up our account; very happy we switched!!

We implemented the Cash Discount Program a few months back, and the savings have been incredible!…read moreIn total, it has amounted to a few thousand every month -- money I've been able to invest back into the business. Before Insight Merchant Solutions approached us, I had no idea how simple the program was! Thank you Insight for making such an impact on our business! You now have a customer for life! Highly recommend.

my investment did not receive any benefit. Rolled over my 401k into an account recommended after 1…read moreyear no interested and the seconded no interested. He offered to take the money and invest it into another account with restesion to keep the 10 years

Valero has done our taxes for almost 10 years. Excellent service; very knowledgeable. She gIves us…read moresound financial advice to ensure we maximize the tax laws. She continued outstanding service even when we moved to Georgia, which now includes state tax as well. She is easy to contact should a question arise and their on line portal is very user friendly. Highly recommend.

I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

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.

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.

We have been going to have our taxes here forever. From our time working 2 jobs and now in…read moreretirement definitely recommend

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!