I realized when I was preparing to deploy overseas for several months that while it sounded morbid,…read moreI should probably do some estate planning in case anything happened to me, or in case something came up in my personal affairs while I was gone that I was unable to take care of. A fellow volunteer at an event I was working on mentioned that her husband did estate planning and it might be worthwhile to check out even though I am in the east valley and the office was in Glendale. I can assure you it was such an easy and carefree experience that I cannot believe I was actually seeing a lawyer. I always pictured it being so complicated and expensive and having things said to me I wouldn't understand without use of a legal jargon dictionary. However, Heath sat down with me and discussed the different types of documents that were available and what they were used for as well as answered any questions I had in regard to them. He also asked questions about my affairs in order to create the documents needed. Ends up I just needed a simple estate planning package with a few different documents. I left that day giving Heath the information he needed to draft the documents. Since I didn't live nearby, he emailed me drafts of the documents when they were complete for me to review. I was able to ask any questions I had before hand and when I showed up to pick up the documents, all I had to do was sign and pay the small fee that was charged. Witnesses were available and everything was painless. I highly recommend visiting Heath for any estate planning needs.

I highly recommend Hirschi Law for anyone who needs any kind of legal help. There are a lot of…read morelegal firms out there, and I'm very glad I found this one. My issue was going to cost $2500-3000 or more, but Hirschi Law's expertise probably saved me a couple of thousand dollars! So I was well pleased. I liked Heath's no muss, no fuss approach. He handled the process very quickly, leading to quick results. And he had to accomplish everything long distance - I am many states away! Despite that distance, I plan on continuing to use Heath for my legal needs.

Another year, another tax season. David has always done well for our family. I trust that these are…read moredone correctly and the advice to the next year is solid. I would highly recommend this group to do your accounting and tax work.

I have used Fox Peterson for several years and have been happy with them. In Tax year 2024 I…read moreprovided a marked up form 8938 and they created that form and filed it with the rest of my Tax Return and charged me $50. No complaints! This year a provided them with a completed 8938 and asked them to file that with my tax return. My invoice added $50 for the privilege. Upon querying this and requesting a refund Rachel Hutzler told me they could not file the completed 8938 as requested, they used mine to create another verify it against the one I had provided and filed it. They did not follow my instructions and did not advise me of such just went head saying they were following their own policies. After going backwards and forwards several times Rachel Hutzler has refused to refund my $50 and there was no indication that she forwarded my request to be considered by a higher authority within the company. I pointed out that if they told me they would not be following my instructions and were going to charge me $50 I would have filed it myself

Jake and his team did a wonderful job creating our family trust and other important family…read moredocuments.

My husband and I had decided it was time to get our wills done and a few other legal items to take…read morecare of. So after much research for attorneys we came across Jake Carlson. There are so many attorneys and law offices out there the search can be difficult. But after researching online with Yelp and Google, we came across LifePlan Legal AZ. Good reviews on both websites. Husband made a appointment with the friendly office person. Prior to our appointment we talked with Jake to discuss what our wishes were and had quite a few questions for Jake since we were novices in this field. Jake was very very nice and patient with us. We later(after a few weeks) met with Jake to go over our wills and other directives at his office. During this meeting we went page by page through our legal plan. Jake was meticulous, patient, detail oriented and extremely knowledgeable. We spent an hour going through everything and he answered every question we had. He was the best when he had to "dumb it down" for us since we did not understand the processes and legalities with AZ law. If your needing a great estate attorney don't hesitate on making a appointment with Jake!

I have a complicate Living Trust problem involving a disabled son, a terminal spouse and an…read moreuncooperative ex-spouse. Rilus Dana drew-up several options in a logical and professional manner. Mr. Dana relieved my stress to the point where I am very clear as to how to how to proceed; which will be with his excellent guidance.

Having a will or trust set up can be a scary proposition. If I do so, am I setting myself up for…read morekarma to kill me off? Is my wife setting me up so she can kill me off and move in with my best friend? Should I be watching so many episodes of Forensic Files with her, as she may be getting ideas. In any case, I had to get it done. I researched the average cost of having a will drawn up, and the Dana Law Group had pretty good reviews on Yelp so I gave them a call. After meeting with Zachary and going over my needs he advised me of the price for having the documents drawn up. It wasn't low, but it wasn't high either. Sort of the upper end of middle of the road I guess so I went ahead and pulled the trigger. I had a follow up visit to go over the paperwork and they said they will reach out to me in a few weeks once everything is filed. All in all it was a good visit, and I didn't feel like they were trying to rush me out of there. For the price they took their time and went over all the questions I had until I was satisfied. I would recommend to anybody looking for a will drawn up.

I've been with Solomon CPA for over 10 years and have always had a great experience. They're…read moreresponsive, knowledgeable, and do an excellent job answering questions and educating me so I can make wise financial decisions. Highly recommend!

Solomon CPAs & Financial Services is an outstanding office located in a beautiful, peaceful Old…read moreWorld European complex centrally located in the City of Mesa. The office is immaculate and serene and clients are greeted by the pleasant receptionist, Jolynn, who welcomes the clients into a very comfortable seating area. I was able to schedule an appointment with Chris Solomon within a very reasonable timeframe for a document review, to ensure compliance with all regulations and rules. Chris Solomon is a highly trained professional with advanced educational training, and seasoned in all manner of business acumen, as well as individual financial analysis, critical thinking and financial software skills. He has accrued vast experience in his chosen field and able to provide guidance and advice to clients that can be relied upon for high professional as well as ethical standards. Adaptability is key to constant changes in accounting, such as new standards, technologies and client interaction platforms that require continuous elevated performance and meticulous attention to detail vital for accuracy and compliance. Clients can be assured of Chris Solomon's up-to-date tax knowledge, business acumen, presentation and intellect, technical abilities, and superior management and leadership skills. Chris Solomon is a very pleasant professional, blending empirical knowledge with perpetual nouvelle methodology in alchemical, disciplined transformation to his outstanding practice and expertise. Highly recommend!

Zero stars... Do Not use this company! This is the worst experience I have ever had with a tax…read morepreparer and I paid way more than I ever have only to acrue more late fees and penalties because they gave me bad information and didn't bother to pay the less than $5 to send documents certified mail. I had to call multiple times and follow up multiple times just to get answers and clarification. Every time I called to find out why no one response to my email, I was told that my preparer was at a training or continuing education ( like 4 times in 6mths??) and no one monitors in her absence, but no one eThey tell you to use the portal but no one ever responds. When they say they will have someone call you no one does, unless they are calling trying to get you to pay money for useless services. This place is a joke!!

WOW!!! This place is a joke. I dropped off my taxes over three weeks ago. Paul one of the so called…read moretax experts told me he would need a week to do the taxes. My taxes are easy I gave him a print out from quick books all they had to do is fill in the blanks. I called last week to make an appointment to pick up the taxes. Arrived at 9:00 AM waited in the waiting room for about 10 minutes Paul came out and told me my taxes weren't done. So why did they give me an appointment? To drive 50 minutes? He said he had not even started them. So I ask why was I there? I'm not a tax guy but I know it goes fast when you have all the info listed from quick books. So know I have to find a tax guy with only a week left. If I could give this company a zero rating I would.

We were behind on our taxes by 2 years. I would do as much as I could on Turbo Tax and made…read morepayments to the IRS based on that but our taxes had gotten super complex due to a death in the family and running a small business. These guys did an amazing job and were able to find a lot of things that we hadn't thought of or that we didn't know the workings of. They found we were owed a lot of money back and got us all caught up with our filings. Thank you so much!

Jeremy Reed was great until he choose sides in my divorce. He disclosed my personal tax information…read moreto my ex husband. Helped him to fraudulently file my taxes with it. Lied in a court subpoena!!! Denied everything for a full year until he was caught and finally sent notice of false filing breach in a sad attempt to cover his crime. Reed is completely unethical and corrupt.

Scott was very punctual and very professional & knowledgeable answering our questions, sent out a…read morework sheet for the information needed to do the trust. Scott comes to your house to preform his services , you do not have to go anywhere, appointment times were very flexible . On second visit Scott had all the paperwork in a binder and went over every page with us and answered any questions we had and notarized everything. It was a pleasure working with Scott and will definitely use him again if needed in the future. Would highly recommend to family & friends and anyone looking to do a family estate.

We had lots of questions and doubts setting up our trust but Scott (the owner) was outstanding:…read morevery professional, very knowledgeable, very organized and responsive, very patient, he explained everything (twice because we kept forgetting the answers) until we got it done right. Highly recommend.