I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Zero stars. Absolutely abhorrent. Worst customer service I have ever come across related to benefit…read moreadministration and that is coming from a 25 year HR professional in benefits. If there are ANY other options for an employer, shop or Union go with the other option. Its that bad.

Danielle was a rockstar in taking the actual time to help me through my concerns and also in taking…read morethe time to do a great job in explaining what steps need to happen to move forward, most importantly I was just ecstatic that she was available and willing to help me!! Thanks Danielle, I am sure you are a huge asset to your team! You are great.

This review is long overdue! Roy Snarr is absolutely amazing at what he does. We recently were…read morewith a different company that offers life insurance and financial planning and realized they were a one size fits all kind of company and very expensive. After reading the great reviews about Roy on yelp we gave him a call. He came to our home to discuss our financial goals and what our best options were. What is great about Roy is he works with the top rated companies and knows what company is best for his clients needs. He is not pushy at all and truly wants what is best for you and your family. Not only did we gain an amazing insurance agent but a lifelong friend! Thank you Roy for everything you did for our family!!!! -Sherie

I'm so glad I've had the opportunity to work with Roy. He is personable, knowledgeable and patient…read more I have multiple policies with him and I feel confident that the recommendations he made for my life insurance and the decisions we came to together will guarantee that my daughter is protected. He is amazing to work with. Thanks Roy

Credit union doesn't support trust accounts…read more Credit union pulls a credit check without your approval or knowledge. Credit union refuses to update your address if you move out of santa Clara-- they'll keep sending mail to your old address. I'm getting our money out of this credit union and not looking back they are by far the worse financial institution I've ever worked with. I have 5 other credit unions I deal with and none of them are as incompetent as this one.

Silver Creek branch, you people need to be careful! They will ruin your credit over $2. I've been…read morewith this bank for 11 years! They don't contact there members of warnings regarding there accounts they would rather your name is ruined! No over sight! No protection of your accounts just all around bad service! Take your money and close your accounts it's the only protection you have!

Ritchie and Mylinh has been doing service for me for years! They also give me a fantastic discount…read more A truely professional and caring Tax preparer.

Richie is knowledgeable and guides you on what you need to know about w4! He has years of…read moreexperience.