I've used David for my taxes for the past three years now and every time he's been great. His…read morerates are really reasonable, his office staff are friendly, and I always end up getting a much bigger refund than I had expected, plus he is very skilled at telling me what kinds of things might be flagged for auditing and preparing me for the coming year. I have two businesses and am a contract employee for another, so my finances are pretty complicated. Even so, David charged me less than anyone I used before, he keeps impeccable records, and he always keeps me in the loop. David was recommended by several of my friends after one of the "big name" firms lost all of my paperwork, and I'm glad I switched. I have to say that it's also great to know that my accountant is available throughout the year should something come up outside of a typical tax season. Perhaps best of all, though, is that David is just a friendly guy. He runs an interfaith meditation group and does a lot of service work, and it's nice to know that my accountant is a stand-up guy who's active in the Tucson community. One final note: last year I got my information to him too late, and he had to file an extension for me. I was prepared for a huge hassle, but he handled it beautifully, as if it wasn't a big deal at all.

I requested a easy 1040 with just w2s and he wanted to charge me two hours of work at 235 per…read morereturn. Even when I first arrived at his office, I asked for copies of my w2's before leaving his office and he seemed very angry that I had even asked for them. I was a new customer. He seems quick to make a buck and not friendly at all. When I said I couldn't afford it, he packed up my papers and handed them to me and said I don't think we can help you (but not in a nice way).

Karyn is a true professional. She took a lot of time and patience explaining Medicare for my…read morefamily. She made our choices easy. I would highly recommend Karyn Damschen for all your financial needs!

Anxiety was high with our first time home purchase. To make matters worse, we were competing for…read moreAZ's Pathway to Purchase down payment assistance program. The program requires a ton of extra paperwork and that paperwork must be completed without error. Steve White of Guild, a former teacher, was a great fit for us in navigating and teaching us about our home loan and down payment program processes. His ability to patiently guide us and answer our questions for different mortgage scenarios was extremely useful. He also worked hand in hand with our real estate agent to make sure all went smoothly. He was always available via email, text, and phone. The team behind Steve at Guild was also great, they had to really pay attention to detail when putting our loan package together given our special down payment program and they executed it well. Thanks to their diligence we ended up receiving the highly competitive down payment fund assistance. I can't speak to interest rate competitiveness as the down payment program didn't allow us to shop around, we were set regardless of who we went with. For what it's worth I heard from another person who worked with them that they beat rates from competitors. Our loan was almost immediately sold to another company, fairly common these days I'm told. I'd work with Steve and Guild again!

Let me just start off by saying Melissa ROCKS, she is so amazing and wonderful. She listen to our…read moresituation and was able to help us come up with a plan. Melissa and the whole team at Guild helped to get our loan approved in time for our closing !!! They were able to get us closed in less than 2 &1/2 weeks. It's a no brainer to use Guild Mortgage! They care about the people they are working with and help them with the process. I can say this experience was very positive and would use them again.

I've been working with Edward Jones investments at this location for 5 years and I have always been…read moreimpressed by the staff and financial advisors. They are helpful without being pushy and I agree that getting together in person is incredibly beneficial when planning a retirement strategy. Gwen, one of the staff, is sweet and personable. She always asks about our family and has stories to share. As for David Ahmad, our financial advisor, I find him to be very meticulous and knowledgeable. He is great with returning emails and answering questions. I couldn't recommend this office more highly!

I am a student with pretty uncomplicated taxes, I have fellowship that counts as earnings that is…read moreabout as tricky as it gets (I am eligible to file a 1040EZ). My first experience with a tax professional was Gabrielle Luoma. I got a groupon (pre-paid coupon) as a gift so I thought I'd let someone else do my taxes for once. My experience was terrible, my taxes were filed incorrectly, I contacted her office and was treated rudely by her staff (over email and the telephone). I had to file an amendment to my correct taxes and as of today (9 months later) the IRS still hasn't resolved the matter. Between calls with Luoma's office and the IRS I've spend many hours trying to deal the errors that resulted from her office disregarding my instruction to consider my fellowship income/earnings (I even handed Gabrielle the relevant info from the IRS at our initial meeting). (+) nothing (-) everything

Gabrielle Luoma is a truly a splendid individual and very savvy business owner. Her agency is top…read morenotch and she and her staff go above and beyond when helping out there clients. Gabrielle is also very involved with her community and volunteers her time to help people in need and shares her knowledge to help other businesses grow. She and her firm have an excellent reputation in Tucson and are known for quality service, out of the box problem solving and forward thinking.

After 5 years and achieving "Diamond" status with Progressive insurance, Bob was able to save me…read moreover $1000 per year on my auto insurance. He was professional and quick to respond. I highly recommend Bob for your insurance needs. Laura H

When I first arrived inTucson from Northern New Mexico, I had no idea how to deal with my Medicare…read more Through an internet search I found Medicare Solutions (which was a different name at the time). They were a godsend. They researched my own situation (I have Parkinson's) then presented me with several insurance options. No pressure. They let me decide on my insurance provider. Since then every year they contact me to decide anew on the policy I have. They are and continue to be a great assistance to me and I thank them.

I would not trust this company; my belief is they are liars. My story is 100% accurate and you…read moredecide the "truth". I was referred to them a year ago or so and spoke with Debra's mother who uses to own/run the company. She said to call back in year when Medicare open enrollment was going on...so I did. I learned Debra took over company and Debra said I would be contacted by appointment person soon...which happened. When I was contacted, I informed appt. person I recently started going to special clinic and they do NOT take Medicare Advantage Plans. But I said I thought having the appt. should go-on b/c I wasn't committed to the clinic. We ALL agreed on date/time of appt. On the day of appt. NOTHING happened, no call no nothing, period...keep in mind I have an iPhone and I guarantee it shows missed or received calls....strike 1. So, I called them about an hour after the agreed appt. time and Amber (BTW is very rude) told me Debra had a previous appt. that ran over, and "they" called me to reschedule...lie #1. I NEVER saw any call or VM on phone and YES my phone number was verified. Moving forward a new date/time was agreed upon for phone call...and we VERIFIED at least 3x they would call me and my correct number. Again, at the agreed date/time no call or VM...strike 2. This time I call back next day and get Amber...again very rude....they said they called at the appt. date/time and no answer...lie #2. Amber in her rude tone said "why didn't you call us"...nice huh...strike 3 you're out. At that point I instructed them to shred my info and NEVER call me. In the end they are insurance broker slugs and if they "feel" they are not going to milk you for premiums you they write you off and then lie...my opinion of course....no way in heck in 2025 does someone say they called an iPhone and call didn't go through...I even called my cell provider and got records no call from them on both appt. dates...you make the call who is lying. Also, Amber should be reprimanded and be reminded about customer service.

Daniel did our taxes this year and was extremely meticulous. He went over all our deductions…read morerepeatedly before submitting our taxes to ensure we were getting all the monies owed back to us. He is friendly and compassionate. He runs on time and is extremely professional.