The fee was too high for the initial consultation. Doesn't seem smart or ethical to ask a person…read morefor that much money for an initial meet, just seems like a way to ward off people in a certain financial bracket, which signals a kind of elitism that is off putting.

I had the pleasure of speaking with Ms. Williams and she was not only kind and patient with my…read moreconcerns but also provided detailed explanation into each concern I presented. She proved to me that the PSLF is in fact real and genuine and that I was duped by some oddball company posing as an ally into forgiving my loan. She not only made me feel more confident in myself but also provided information on how to help myself through filing my own paperwork each year and getting my PSLF on track! I can't thank her enough and I most definitely recommend her and the team at Worth Winning. They are totally WORTH it and now I am WINNING because of them! Thank you Ms. Williams!

Wife and I continue to use their services. They so what they say they'll do and more so long as you…read morefollow the guidelines (no new negative items, stay within credit limits, etc) I suggest getting with Daniel as he's also one of the owners.

From the owner: Credit Restoration, Credit Counseling, Financial Counseling, Restauracion de credito, Asesoramiento…read morede Finanzas.

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

Highly recommend this tax professional! He makes the entire process smooth and efficient while…read moretaking time to explain everything clearly. His professionalism and ability to break down complex tax matters into understandable terms is invaluable.

I've worked with Kevin the last few years and he is fantastic! Very knowledgeable in corporate…read moreaccounting and is fast and does everything he can to help you maximize your tax returns. Highly recommend this man to help with your tax returns!

BSI is by far the WORST company I have ever been forced to work with. I was unwillingly transferred…read moreto BSI last summer randomly. No notice, no documentation. It was just gone out of my Essex portal showing as paid off... So once I finally figured out the BSI stuff I decided to refinance my home at the beginning of this year... Welp, don't get too excited if you want to refinance and are currently with BSI because they will make your life a living hell to get that completed. Mine still isn't complete. I started the process in January and it is now almost May... Everything for my refi is complete and has been completed for months, we are literally only waiting on BSI to give us a subordination release form for my new lender. One of their people on the phone laughed in my FACE as I was asking for the form. He told me they don't do that and I should have checked with my mortgage broker before I started my refinance and the only way to get the loan gone is to pay it all off in full...... But when my mortgage lady calls BSI, they say they will release it. So we are getting all kinds of mixed information. Not only is this keeping my refinance from closing, it's also causing issues with other policies I opened regarding this refinance. So my new home insurance is canceling today because we still haven't closed BECAUSE of BSI not releasing my form. And I'm now being asked to pay thousands of dollars upfront for my premium policies so they don't get canceled because it's mandatory to have active home insurance to get approval for a refinance. Lastly, good luck trying to reach anyone helpful on the phone if you call. I lost count of how many times they transferred me, almost all of them were rude or had an attitude and it was crystal clear that no one cared that I needed help. I was finally getting transferred to a supervisor, but the transfer took me all the way back to the main line to start all over again. Then they accused me of hanging up, which I definitely did NOT hangup, and said that that's why it took me to the main line, because I hung-up. What a joke, right? They go to transfer me to a supervisor again and I got no one. I just waited and waited and nothing.. I eventually just hung up after an hour of going in circles. I am LIVID with BSI and they should be put out of business for this. Just by reading hundreds of other people's reviews about BSI's awful customer service, fraudulent activity and how most clients were forced to use this service provider, that should be more than enough for them to be put out of business. With that being said, I still don't have the document I need to complete my refinance. Attorneys will be contacted at this point.

I'm currently on hold waiting to speak with a "Special Department " I've been holding for over…read more30mins. Earlier I called 3x and got a recording stating that the office was closed. This is pitiful and sad, BFI use to have great hold time and customer service

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!