Honest, knowledgeable and sincerely caring team. Nick is there for his clients, and their financial…read morefuture.

Purchased homeowners and auto policies and was able to add a $1 million dollar umbrella while still…read moresaving money. Matt is extremely knowledgeable and helpful. His customer service is outstanding!

Montoya & Associates has been very helpful to my family over the last few years. We met Will…read moreMontoya through some friends at church, we just had a baby and were in need of some life insurance. His staff helped us through the entire process, soon after we opened some individual accounts with them and have been using them to manage our investments for the last 2 years. We love Montoya and the service we recieve from the staff, they have always been very helpful and attentive! Have recommended their services to several friends who are very pleased as well!

I have been working with Joshua over the past few weeks and he has been excellent at breaking down…read moremy financial state and goals and giving me comprehensive tools to use in the future. We have been focusing our efforts on debt management, retirement, and investment. I was able to make an informed decision because his team provided me with the necessary resources. Their responsiveness and clear answers to my questions or concerns are also impressive. I highly recommend 369 Financial!

After my former accountant dropped the ball, I found Juliya's firm and could not be happier!…read more Herman did a fantastic job and his calm, professional approach during the process made me feel I was in good hands, and I was! They are extremely competent and have the necessary tools to make sure your needs are handled correctly. The customer service and attention to detail you will receive is the best you can hope for. If you are looking for new accountants, or even if you're not, you should consider Juliya and her team! Randy F.

This review may be a little lengthy for some, but I hope the added explanation proves worthwhile…read more Exercise great caution when dealing with B and A of Florida! If you require competent, and professional business and/or personal tax work I would advise you (based on my costly, personal experience) to avoid this business altogether and take your business to reputable accountant! The person in charge, woman (Juliya - "Yoo-lia" is her Ukrainian pronunciation) treated me with extreme arrogance and condescension. Prior to meeting her in-person, she seemed reasonably courteous and respectful. It was only after meeting her that her pronounced change in demeanor became obvious to me. At every step of the process, when she or one of her employees made a mistake, she blamed me. Every single one of her attempts to blame me began with that one-word question: "Remember?" Well in fact I do remember; apparently far more than she can "remember". A more incompetent, unaccountable (and she calls herself an "accountant"), arrogant and self-absorbed person I have never met in my professional life! I began speaking with Juliya late July or early August of 2019. I told her that I needed Business (S Corp) and Personal tax returns for 2018 and that I was late on my Corporate filing. She agreed to handle my accounts and told me to wait until she had more time, but that everything would be fine, even though there was a looming deadline. We agreed that she would call me when she was ready to go to work on my accounts. I asked her a few times to send a written agreement outlining her services, but never got it. If you do work with her despite my warning, please get a written Agreement! After a few weeks of waiting for Juliya's phone call, I decided to call her to be sure we were still on track for the filings of my returns. She said "Yes" but now she said she was backed up with late returns from her other clients and so turned me over to Brian, presumably one of her employees. Brian was cooperative enough, but somehow included the wrong address on all pages of my Corporate return. Since the deadline had arrived the day I discovered these and other errors, I decided to go in to Juliya's office and make sure that all needed corrections had been made so that the deadline would not be missed. I arrived at her office and no one was in the lobby, so I announced myself by my name and out peeps a woman's head, looking at me in a very concerned manner. Then Juliya comes out of her office, with a very stern look on her face, speaking very abruptly and coldly. Now the "fun" commences as Juliya's blame game begins! First she refused to believe that that wrong address was entered on my return. While trying to explain to her what had happened she relentlessly interrupted me as I spoke. According to her, it must have been a mistake on my part. She then goes into another room and yells ("Come in here!). So I went into the other office, where she was at a computer looking at my return. She could see nothing wrong, so I showed her (page by page) where their mistakes lay. She finally admitted that the mistakes were made but sloughed them off very quickly. I then hurriedly signed the documents I was handed so that I could personally mail the returns, paid for their "services" with a credit card, and left the office. As I'm in my car backing out of my space to leave, up comes one of her staffers yelling "Stop, stop!" The staffer gets to my car and hands me yet another bill. I paid the additional bill in good faith, not realizing that the services I thought I was paying for, I had not received. This woman even had the nerve to argue with me when I refused to pay a THIRD bill she sent to me! Avoid this business like the plague!

I bought a home owners policy from Zach Johnson and was able to save me about $300 a year. The…read morebest thing was it was very easy, he took care of everything. I highly recommend SQ Local. Thanks!

Let's just say Shane Mathis is amazing. He helped explained all the options for life insurance. He…read morefollowed up with me during the whole process with phone calls and emails. He saved us money, time and made the process extremely smooth. Hands down he provided wonderful customer service. I highly recommend him for any of your life insurance needs.

I can't say enough great things about this group of tax professionals. As I balanced a Navy…read moredeployment from multiple detachment sites all eclipsing tax season, I also sold a home in a third location. Patrick Fields and James Sinn were there with me the whole way; even going so far as to deep dive California taxes that I paid on the sale that they determined were refundable. If not for these gentlemen, I feel confident I would not be maximizing my returns. But most importantly, they do their work kindly and efficiently. Responses are less than 24 hours on any issue or concern, and they follow up to make sure you're taken care of. I'll never use another group of professionals for my taxes and am grateful for the customer service and thoughtful analysis they provide.

We own a small business and started to use Duval Fields when we realized our CPA at the time was…read moreclueless! Patrick and Mr. Duval were so kind to us and helped us get on the right track with not only our taxes but in helping teach us how to properly operate our business and everything has been running so smoothly since the switch. Their communication is also fantastic! You never feel like you have no idea what's going on, they keep you fully informed. Highly highly recommend using them!

Best.experience.ever…read more As a current client, my son recommended I use Roch to prepare my taxes as well. Well let me tell you, since I'm self employed, I've got a plethora of paperwork and receipts to enter! Roch stepped right in and prepared my taxes with ease. I must also admit, I'm a BIG procrastinator but he was patient with me getting him the information to complete my taxes in a timely manner. I will definitely be using The Tax Office's services again in the future. Highly recommended!

Just worked with Roch for the first time and had the best experience. I was referred to him by a…read morecouple of friends from work, and I could not be more thankful. We all know tax season is not everyone's cup of tea, but working with Roch was easy and efficient that I am actually looking forward to next year! If you are looking for someone to do your taxes, look no further. Thanks so much Roch & The tax office!

Excellent accountant, they result any tax issues with professionalism, you can depend on them, I…read morewill recommend them to all my friends in family member's, even the most complicated cases, you can trust them , also they have competitive prices, the staff are amazing, and I believe Mr, Roberto Gonzalez @ Taxmart Accounting, services, will help you start you new business, book keeping, Payroll, Etc

I visit this accounting office to resolve some problems with my income tax, the professionalism and…read morethe knowledge of Mr. Gonzalez was very impress, I will recommend this offices 100%