I've used mikes services for years and have always paid him for his services after I received my…read moretax refund. this year he decided not to file my taxes until I told him how I was going to pay and/or provided payment? without communicating to me that he needed anything else from me. he put me in a real bind financially as I have been waiting on this tax return since I filed on February 7th and today is March 3rd and he just submitted my taxes today after unprofessionally only responding to my mother. will not be using him again in the future.

This beats doing my taxes on HR block, would recommend the service and company, wouldn't go…read moreanywhere else for my taxes.

This firm is the best that we have worked with by far. We have been working with them now for a…read morenumber of years after they were recommended by the attorney who prepared our wills. I can only say I wish we'd met much sooner. Joe and his associates are always available to answer questions and provide guidance and recommendations. They meet quarterly with clients to review and inform on progress, so we feel we are informed and in charge of our personal situation! If accounting services are required, they are available within the same complex.

20 + years and as always Beth does a great job. I highly recommend Jasicki Tax Service Northeast.read more

Beth has been great to work with -- Over 10 years. She is very detailed focus and helpful…read more Highly recommend this service.

Used Vern and Sandy's for the first time and was pleasantly surprised at how thorough and…read moreknowledgeable Scott -- the one who took care of me -- was. As a single person, the cost of having my taxes done (bearing in mind that I have rental property and lots to go through) was $90. Wow. Last year's cost me $340. Big fan.

If I could give negative score I would. I went in last year to get my taxes done on a girlfriend's…read morerecommendation. it was $100 bucks but I'm im my late 20's looking for a deal. What a poor decision that was. Ryan, the owners son is a complete boob. I had a very simple return with the addition of an educational tax credit. I honestly should've done it myself but I didnt. in the consultation he asked if I had used an educational tax credit before, specifically the AOTC which is only allowable for 4 years and 4 years only. I told him yes, he filled out the rest of the return and lo and behold he tells me my return will be about 3 times greater than my best return ever. I told him that is far beyond what I've ever received and he replies with "believe it". I'm ecstatic, telling my buddies I'm going to the casino. the IRS then reduced my "proposed" federal refund by $1000 dollars and I call to find out he picked the wrong credit, the one I specifically told him i dont qualify for. 2 months later I get a letter in the mail from the IRS telling me not only do I not get the $1000 but I owe another 1500 plus interest. I go back to check the IRS record and this dumb fat fuck doesn't even have the courtesy to leave a preparer ID number. In other words, in the eyes of the IRS I have deliver miss-claimed/represented my return and I'm the only one with any accountability. long story short, a $100 bill with the help of this idiot Ryan ended up costing me $1700 on what should've been a very healthy return on a super simple return. They're not accredited, he's not a licensed tax professional, and the place looks like a run down brothel. You live a you learn you know, but I beg you don't give these fucking people your money. Do it yourself or pay a real tax professional, it's worth it in the long run.

Breitenfeldt Group is an excellent health insurance brokerage firm and reliable resource when…read morenavigating the Medicare sign-up process and selecting either supplemental or gap insurance. I highly recommend agent Jonathan Combrink. He was friendly, helpful and extremely responsive. He followed up with me and the insurance company with calls and emails and made sure my application didn't fall through the cracks. My husband also was helped by Breitenfeldt when he signed up a few years ago and has been very satisfied with his choices.

We attended a presentation by this group. Afterward, we made an appointment and met with a…read morerepresentative. We wanted to review our options before deciding on a medical insurance plan, so we agreed that we'd get back in touch in a week and make a decision. We thought everything was going well and our meeting were very cordial. Since then, it's been a nightmare trying to get in touch with the rep who helped us or to get an appointment. The receptionist will not make an appointment and the rep will not return our calls. When they first called to follow-up, it came in as an anonymous 877 number, so we didn't answer it. We'll have to move on to another company as this one has an appalling lack of customer care. On the bright side, we're lucky to know this now before we spend any money with them.

I found Kari's financial advisory and planning services online after searching for a…read moreMinneapolis/St. Paul located fiduciary advisor who could review my mother's overall finances and answer some questions about annuities, which I was not very knowledgeable about. If you do not have a lot of time to read the rest of this review, I will just say this: I have now been working with Kari and Adaptive Financial Design for over two years, and I highly recommend her and her company. I have sent several friends and family members her way for help with financial planning. Kari was able to help us greatly when it came to my mom's finances. My mom had an annuity that I personally did not understand, and Kari helped us make sense of how it worked. She also helped us review and reallocate my mom's 401(k), IRA, and cash on hand. At one point, Kari even got on the phone with us and my mother's annuity provider to help get some questions answered. At the end of our first session in 2024, my mom, my sister, and I all walked away feeling a lot better. We finally had a clear plan for my mom's finances going forward. We now touch base with Kari one to two times a year to review my mom's overall portfolio. Kari was so great to work with that I have encouraged several friends to hire her as well. They did, and they had nothing but positive things to say when we talked about their experience. My sister also had Kari review her finances, and I recently hired Kari to review my own personal portfolio too. It is worth noting that if you are looking for ongoing investment management, Kari also offers AUM services. I also love that everything can be done remotely. She offers a free initial consultation, which is really nice because it gives you a chance to understand what she offers and how her pricing works at no charge to you. Overall, I am still referring people to Kari whenever money topics come up. I plan to keep working with her, and I know my friends and family members do too.

My name is M. Lane, and I almost never write reviews--but I'm making an exception because Barton…read moreWalter Krier (BWK) and John@BWK have shown a level of professionalism, expertise, and generosity unlike anything I've experienced. In my opinion, they are among the most exceptional CPA's and Business Advisors in the industry. When I moved to Minnesota in 2023, I contacted BWK to prepare my taxes. From our very first conversation, I was struck by the depth of knowledge and business insight that John had--he is a true expert. During one discussion, I mentioned a business venture from over a decade ago that had resulted in a significant loss, something I had long written off. He listened closely and said he had an idea--unconventional, never attempted before, but potentially viable. What followed was years of dedication and countless hours on his part. His approach was innovative, bold, and far beyond the standard playbook. His commitment never wavered. The level of effort he put in exceeded the work of ten CPA's I've dealt with in the past. The result? I recovered over half a million dollars from a business that failed in 2012. At 65, this has been one of the most unexpected and meaningful outcomes of my life. BWK treated me with genuine care, respect, and concern--like family. I wholeheartedly and without reservation recommend this company. Thank you, BWK, for everything you've done.

Knowledgeable, ethical and professional. They Taylor their strategy to your needs. Highly recommend.read more

I brought a friend into his office a few years ago to see if he could assist her in handling her…read moreportfolio. What I learned about him is: He has a short fuse. He loves to talk about himself. When you're talking to him, his mind is out on the golf course. But I suppose the larger the portfolio, the better his attention span.