knowledgeable and caring people that put the client first- HIGHLY recommend for all your financial…read moreneeds

Financial Advisor Jim Anderson is smart, has patience and is knowledgeable. I feel very…read morecomfortable working with this financial planning business. Professional environment sound advice, honest investing and guidance. I was referred here by a happy customer and i have no regrets. I am new to this and everything was thoroughly explained.

I had an appointment scheduled with this office, less than two weeks before the filing date I…read morereceived a call telling me my appointment was canceled and the office was too busy to see me. Horrible customer service cannot recommend this office to anyone for any reason as they may break their commitment to you at any moment.

Where would I be without JC Tax, let's see? I would probably still be struggling my way through my…read more2010 tax return, the year my husband and I joined our complicated taxes as a married couple. I am most appreciative of the year round support I have received from Jenn since we have lots going on now with two children, my husband having full time employment, plus working for himself on the side, buying and selling real estate in different states, moving and all the other things life brings your way when things change from year to year. I can alway count on Jenn to answer any tax and investment questions we have regarding how a change of life plan will positively or negatively affect our tax situation. She is easy to understand, breaking things down from government IRS terms to a bit more layman terms, something I have never found in another tax advisor. I appreciate the friendly reminders I receive from her prior to tax season so I can properly prepare our family to gather necessary paperwork and send it to her to file on our behalf. She helps keep us organized through our crazy life of change and unexpected circumstances. I would highly recommend JC Tax to everyone I know and even those I don't know. I truly believe she is an asset to my life and wouldn't trade her for anyone else out there. And the bonus... I can live anywhere on the globe and I can still have Jenn do my taxes!

We have been with Matt DeMille As customers for over five…read moreyears Highly recommended them Everyone we spoke to could answer Any questions you may have What sets them apart from others Is when you call and say your name They have never asked me to spell my name and they already know what I have insured my car and home By doing that it makes me feel that I'm important to them . Thank you for your great service

I got the exact same insurance for my 2 cars (no tickets, no accidents) for $1500 less annually…read morewith Progressive Insurance. Furthermore, if I end up bundling it with the home insurance, I'll get another 10% discount. It shocked me how overpriced State Farm is.

I just wanted to take a moment and say that Marissa at Kona Tax Plus was a pleasure to work with…read more Im in a wheelchair and she came out to my Van to work with me on filing my 2024 tax returns she was on time for are appointment New what needed to be done and did it fast she was very reliable, I will be bring all my tax needs to her in the future. Thanks again for your help!

Unreliable, said they'll mail my Tax Return on May 1st, never received it, they don't answer your…read morecalls, because they probably screen their calls I don't recommend them at all

I don't even know where to begin with this review. Richelle is a god send. I came to her after…read morehaving been to two other CPA/accounting firms both of which claimed to clean up my books and "get my business on track" Richelle's calming nature eased my fears as soon as we met. Since comin to her with my mess, she has totally re-newed my hope, restored our forward trejectory, and is even helping our business grow in ways I never thought possible. I honestly thought we'd be behind the eight ball every single year and this was our fate. Disclaimer, my first accounting firm/CPA team was great, I was just coerced into moving to another firm by a friend who claimed the CPA she worked for could "help" me with eveyrthing and no need to use two separate businesses. I took her offer and it just went from. I am so grateful to Richelle for everything!

Has helped a friend to deal with a myriad of tax issues. I'm so thankful that he is in such very…read morecompetent hands.

I've had the opportunity to meet with Billy and Concierge Bookeeping, and am very impressed with…read morehis attention to detail, very professional demeanor, and his wanting to help us maintain our financial books. Someone you can trust!

I could not recommend this practice more highly, and have, several times over some 15 years that we…read morehave dealt with them. Nobody is more fair, and in my opinion, more knowledgeable. I would not hesitate to recommend Darl to anyone.

Asked for pricing on a simple living trust for 2 properties. Refused to give any kind of pricing…read morew/o an appointment. This tells me he was fishing to see how much I could afford to pay him instead of having an honest pricing system in place. As soon as I mentioned having spoken w/ several other Attnys in the area who were able to give me a price, the secretary said I should probably work w/ one of them. It just felt and sounded scummy. Like they only take on clients who don't shop around so they can price gouge the naive.