Excellent response time, feedback, and input. When we realized that my specific issue wasn't a good…read morefit for his services, Stephen still went above and beyond to outline a path forward for my individual circumstances at no charge. He also took time out of his day to speak and walk me through next steps. Highly recommended.

Although he wasn't accepting any additional clients, he walked my husband and I through the filing…read moreprocess, answered our questions, was efficient and had great communication!

WARNING - I do not recommend them and suggest you consider this before going with Wendroff &…read moreAssociates. New client - Had a scheduled call with Darren Wendroff "Director of Communications" LOL For being a "Communications Director" from the beginning of the call, he treated me very arrogantly as if he was doing me a favor. He said to me that he didn't have much time as if he was doing me a favor, I tried to give him all the information I know and could, he then replied with a high tone... If you don't give me accurate information, I cannot give you a quote , pretty interesting introduction to this firm Wendroff & Associates to a new client, if they are willing to treat you in that manner in a introduction, I can only imagine how they will treat you if you have a need, emergency or concern. I politely said to Darren Wendroff "Director of Communications" LOL, that he didn't need to be rude to me and speak in that manner to me... He got quiet and hung up on me - GOOD LUCK if you go with this firm.

Update: So on top…read moreof my original complaints, upon deeper review they misfiled my taxes which resulted in me paying more than $10k than I should have. I'm of course waiting for my refund and hoping it comes through. Regarding the owner's comments about submitting it close to deadline. I submitted my documents weeks in advance (and ahead of their quoted deadline date for me to provide). I don't appreciate the implication that I submitted my documents late when simple email records can verify I submitted ahead of their deadline. Just say you were busy this year, had to deal with some staff shortages, what I don't appreciate is trying to pass it back on to me.

My 2025 taxes were genuinely complicated -- federal and Maryland state -- and I knew I was out of…read moremy depth trying to handle them on my own. George Dimov Tax Services made the whole process painless. Everything was done remotely: documents exchanged through a secure folder, no office visits required. My return was ready for review within a week, and both filings were e-filed and confirmed accepted shortly after. Communication was clear and responsive throughout. I felt the price was completely fair given the complexity. Five stars without hesitation.

This was one of the most disappointing professional service experiences I've had…read more The filing process was delayed with little to no proactive communication. I constantly had to follow up for updates, and even then, progress remained unclear. Although the firm markets itself under Dimov, my return was handled by someone else entirely, with no clear ownership or accountability. More concerning, I was asked to pay based on incomplete, placeholder estimates before critical items like CA Form 592-B credits and depreciation were finalized. On top of that, I was required to sign a liability waiver before they would even proceed--essentially shifting all risk to the client. For a paid tax service, this level of disorganization, lack of transparency, and risk transfer is unacceptable. I would not recommend this firm.

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

In my opinion ! Raymond James Financial is & has overcharged me on Rebalancing fees & other fees…read morefor years & refuses to repay the $ that they have cheated me out of. I have all of my statements to prove my case and getting ready to file a Lawsuit against them. They have the worst customer service & never return my calls. They are always in a meeting and flat out refuse to contact you back. In my opinion get your $ out of their funds as soon as possible or you will be very sorry indeed that you ever trusted them !

They lost over 60K of my money because of their insufficient security protocol to an identity…read morethief. I was told that my other account was no longer welcome there because of the fraudulent activity. After reviewing how my money was stolen, I realized it was done by 2 simple emails that Raymond James didn't deem necessary to check. They allowed a 3rd party transfer to an unrelated bank account without any checks. When I tried to get answers for my missing $60K, they treated me like I was the criminal. Do not use this company. This is not an emotional rant. They are incompetent, abusive and unprofessional. I have never felt so betrayed and disrespected as a client anywhere in my entire life.

My wife and I have been going to Jay for tax services for several years now, and are quite happy…read morewith the experience. I reached out, originally, because I'd learned I was negligent on an action due to an inheritance I got several year prior. He was patient and informative. I thought I was stuck with no options, but Jay was able to explain the handful of options I that were actually available to me. With the knowledge he provided I was able to make the best choice, and suffered zero repercussions form being late on the inheritance actions. We used other tax preparation services several times and felt somewhat confident all was well, until one year it wasn't. Though the establishment "made it up to us" we were happy to find Jay who explains things in such a way we feel comfortable with filing taxes each year. The attention to our individual issues has been welcoming. Each year he knows what happened previously and tailors his support. We've used him for planning ventures and large investments. He explains all the possible ramifications so that we go into new endeavors with eyes wide open.

Another reviewer stated "retribution 30 years CPA experience". We had the same issue, we asked a…read morefew additional questions based on what we believed was necessary as a client, and we got this retribution response. As the other reviewer mentioned, I believe if you are willing to let Jay do it all, he is actually probably proficient, but any curves and retribution can occur. We were stunned by his response to us but where THANKFUL he did his retribution PRIOR to any work with him. We moved on but I felt it was necessary to leave a comment for others to be aware. I will say this with Jay, treat your clients properly, or face reviews like this... it is simple. Be respectful to those who ask questions - there is nothing wrong with questions as the saying goes "there is no stupid question".

Edit: I just wanted to add that Mainstreet offers even more extensive services than what I…read moreutilized. They also offer "navigation support," where you meet with your advisor on a routine schedule to monitor your progress. They also offer estate, income tax, retirement planning, and more.

We have been clients of Anna and MainStreet Financial Planning for over seven years. In that time,…read morewe have been totally satisfied with the financial advice and accessibility of Anna and her team. Anna has kept us on track to meet all of our financial goals and get ready to enter the retirement phase of our lives. We recently transitioned to Liz and she has continued to provide the solid support that we have come to expect. We look forward to our continued relationship with Anna, Liz, Jim and the rest of the team. If you are looking for a hard working team that puts your financial wellbeing and interests first, you can't go wrong with MainStreet Financial Planning.

As an Update to my previous review, with the President Margo Steinlage back, the attention to our…read more enrollment was done flawlessly, economically and "hand-holding" given the changes made. I have no outstanding issues and no hesitation to update my review to outstanding. Of course this is with her being present at the Agency.

From the owner: At Steinlage Insurance Agency, a local and family owned independent brokerage, we specialize in…read moreindividual health insurance and Medicare plans. Steinlage Insurance Agency is licensed with ALL Medicare Advantage Plans and most Part D, Dental, Vision, Hearing, and Medicare Supplement (Medigap) providers in the greater Saint Louis area as well as every ACA/Obamacare insurer. By remaining independent, Steinlage Insurance Agency can promote to its clients an array of plans through many carriers. We provide a neutral assessment of these plans and options to our clients continually leaving them with a plan tailored to their individual needs. Steinlage Insurance Agency prides itself on quality customer service and satisfaction. We represent you NOT an insurance provider.

I have been using Tax Matters for more than 20 years. Including when I moved away from Virginia. I…read morehave been very happy with their service. However, I understand that our Granberg died a year ago. That may be affecting the quality of the business. I don't know I haven't seen a difference

I got my taxes for 2011 done from these guys and they are the BEST in the DMV area. I have been to…read morequite a few tax consultants and I can say that with experience. Their office and business practices (good) reminds me of "old world" customer service - the days when people mattered! Plus Art found many deductions that none of the tax consultants in the past have ever told me about - all legal :) Their prices are very reasonable and lower than most other guys!

Zach and the GSP team have become indispensable to our business' financial needs. Prior to GSP, we…read morechurned through multiple accounting / professional services firms due to poor execution and sloppy bookkeeping; GSP came in, cleaned up our prior year's books, and provided some much needed financial organization and planning moving forward. The GSP team (DC Area) is incredibly responsive at all times of day/night and always strives to deliver value beyond the initial ask. They understand startups and growth-based businesses and invest in the long term relationship, proactively offering CFO and financial services. I recommend GSP wherever I go. Affordable and superb accounting services.

We started using GSP financial about 1 year ago for our personal taxes small business (in Capitol…read moreHill DC) accounting and financial needs and couldn't be happier! Zach and his team are very smart and take time to explain things so we are aware of options and can make informed decisions. When we have questions or other needs they respond quickly. Before GSP we had gone through a few accountants but did not receive the level of detail and service we felt were necessary to run our business effectively. Another small business owner recommended GSP to us, and we are so glad they did!