I have been using Erik for 3 years now and I'm very happy with his work. I became an independent…read morecontractor shortly before using him and my previous accountant could not do the return because he used Turbo Tax. Some ppl actually suggested not to claim the money! Anyhow, after working with this guy, I ended up seeing the benefits of claiming the income I had from my cash based business. Real honest stand up guy.... he will actually sit down and explain things to you. Price has been very fair....I'll admit I thought it was pricey initially until he showed me the breakdown of how much money he was saving me. He also honors his referral bonuses as promised. 5 stars all the way!

For many years I have been most fortunate to be advised by Eugenia Chen MBA RTRP and staff…read more She is generous with her time to clearly direct and assure best methods and approach. On many occasions I have emailed and been most pleasantly surprised to get fast responses. This was even when she was far from the office. I attribute it to being a wise business person with strong capabilities in prioritizing. My reaction is to sense very talented, dedication to serving in a sincere and practical manner

Terrible work, filed my 2020 tax with them. They set it up for auto payment for us. They entered…read morethe wrong information. Now I'm starting to pay off my debt to the IRS page personal. And great. I also have accrued penalties. I doubt they will pay for that. Never again. I payed them to take care of my taxes and no I have penalties to pay as well. Do not go here, not good at what they do.

I am impressed with my 2014 tax preparation that was done by FA/CTS…read more First of all, scheduling appointment was easy and they gave me prompt replies. Secondly, they double check (cross check) their work and ensure that their clients are getting the best return. I had done earlier year tax return through H&R block. FA/CTS did my 2014 tax return in a fashion similar to my earlier year's H&R return. I signed the documents and told them to efile. I also made the payment. But the next day FA/CTS informed that they have changed the way how we had claimed my wife's tuition. The change helped us to save around 1000 USD. I appreciate that FA/CTS made the change on their own to ensure that I get the maximum return.

Marc Montini called me an "asshole" and then refused to complete my taxes because I would not sign…read moretwo of his forms which would allow consent for other companies to access my files, even though on these two supplementary forms, it said it was not necessary in order to have taxes prepared. I had called him to discuss and he said it is necessary for me to sign the forms; that he requires it. I said I do not feel comfortable sharing my Social Security information, Taxes, and income with unknown sources. It was after this that he called me an "asshole,"and then told me to come pick up my tax

I have a seminar with this company over a year ago during the course of the seminar they offered to…read moredo taxes for $69.95 for the next two years they honor disagreement for the first year when I went in to have my taxes done this year the price jumped up to $275 and they would not honor their agreement from the first time that I had my taxes done and attended their tax and Social Security seminar In my eyes a man's word is his bond when a man's word is no good they're not to be trusted I do not recommend this bait and switch company

When my taxes were done by Mark Giles before he got bought out by these idiots, it was fantastic…read more Jordan the owners son can neither read nor listen. For two straight years he screwed up my taxes. I even had to instruct him as to where to find the information on filing my Oklahoma State taxes, and still he couldn't get it right. Last year he screwed them up to the tune of almost $2000. He and his father,(because his father reviews all returns), are the worst tax people you could have do them, go to H and R block, your neighbor, anyone but them. I'm a veteran and would not suggest my brothers in arms use them, run run away.

We have used this accounting firm for many years, and they've always been a pleasure to work with…read more-- responsive, efficient, and friendly. We've never even lived near them -- everything is taken care of via phone, email, and electronic transmissions. Thumbs up!

BUYER BEWARE - I'd recommend you go with someone else. Story- closing on refi - Alexandra Young…read morehad my email wrong for 5 days for wire instructions. Had to follow up through loan officer multiple times to get any answer. No apology from Equitable/Alexandra. Instead, They also tried to blame the loan officer for the wrong email, but I've worked with the loan company for many years and they had my email right. The loan company also send multiple emails with me CC'd on it (with my correct email) and those were ignored by Alex and Equitable. I run a small business so I understand how mistakes can happen - but blaming everyone else when it was your fault is unacceptable. Also, the fees were a lot higher than previous title company's. Hope this helps you avoid a headache!

I have used Equitably Title for quite a few transactions. They give a discount to repeat investors…read moreand will send a mobile notary to my clients. Lynne Spollen is highly knowledgeable and very professional. The staff is friendly and very easy to work with.

I own a small rental car company and needed help with my bookkeeping. am really glad I stumbled…read moreacross Profitwise as they have made running my company 100x easier. They gave me a free business consultation, presented some great ideas and also took over my bookkeeping (thank goodness)... Very easy to work with and truly knowledgeable advice that went a long way for me, personally. Great pricing as well compared to other firms! I would highly recommend these guys 10/10

All of the professionals in their organization work together to give the best service possible…read more I've referred 3 friends/family members so far. What's more important is, I am always kept well informed and I'm making money.

I've been working with Cynthia Fick and the folks at Financial Life Planners for over ten years…read more They are simply the best at customer service. My son, daughter, sister and brother are all happy with FLP as well. If you don't have a professional financial planner, you should talk to this company.