Last year was the first time we chose to work with a professional to prepare our taxes, and we…read moredecided to trust Mark with the process. From the very beginning, he was extremely polite, professional, and thorough. He took the time to clearly explain everything we needed to provide and made sure we understood each step of the process, which made what can often be a stressful experience feel very straightforward and manageable. Because of the excellent service we received, returning to Mark this year was an easy decision. Once again, he and his team have been incredibly helpful, responsive, and attentive to detail. They consistently demonstrate professionalism and genuine care for their clients. We truly appreciate the support Mark and his team have provided over the past two tax seasons for us and our family, and we look forward to continuing to work with them in the future.

The most unprofessional business I have ever dealt with. Dropped tax paperwork off on Feb 22, 2022…read more On 3/29 I sent him an email inquiring about my taxes and he acknowledged "I've had it awhile" and stated that it was on his weekend list and he would get back with me. On 4/4 I reached back out to see if he had any questions and I never received a response. On 4/8 I reached back out and he responded with " I will put my hands on the return today and let you know what I need." Once again, I didn't hear anything so on 4/11 I sent the following email: Hello Mr. Dalton, I apologize for bothering you; however, you haven't followed through with your last 2 emails. On 3/29 you stated you would work on our taxes over the weekend and get back with me. Then on 4/8 you stated you were going to put your hands on it that day and get back with me. I empathize with how busy you are especially this time of year, but perhaps you shouldn't take on so many clients if you are unable to follow through on your word. My family will be heading out of town on Friday and will not return until 4/23. We absolutely do not want to file an extension on our taxes. We would greatly appreciate your attention to our taxes so that they may be mailed to the IRS before we leave Friday, 4/15. Sincerely, Rebekah Brooks And his response: Good morning. You are correct. Unfortunately, it is very difficult to plan for staff shortages and other things that happen during the tax year. NO ONE works harder than we do. Folks that don't work in this business don't understand the rigors of tax season, as you have no reason to. As far as your advice to "not take so many clients", that is one way I keep costs down. I did not anticipate being 2 accountants down this year. Your partnership has been extended. And I have reviewed it since we spoke. It was done in a manner different than I like to do things, as we talked about during our meeting. Many firms take the information that you provide, right or wrong, and put it on a tax return. I don't operate that way. I believe that I am paid to look at things from an accountants standpoint. This does slow down the process some, but my clients pay me to get things right, and I respect that trust. I have to make decisions, during the course of tax season, to spend a lot of time on one return or to use that time preparing other returns. Unfortunately, I don't have the time or manpower to focus on fixing and preparing a corporate or partnership return during this busy time. Your personal return is complete to the point of adding the info from the partnership I have also learned during my career that once a client is unhappy, there is little chance of correcting that. I will be more than happy to file an extension for your personal return today and you can pick up your documents and find someone that suits your need better. If you want me to file the extension, please respond accordingly to this email. I have put all the documents that you dropped off at our front desk. My sincere apologies for the inconveniences I have caused. In HIS name, J. Mark Dalton One would think that he could have let us know 6 weeks ago that he was not going to be able to prepare our taxes instead of one week before filing is due. So take it for what it's worth, but I would recommend finding someone else to save yourself a huge headache.

Great team of people. Very, very, very responsive. I don't know how they can get back to you so…read morequickly. You call or send an email to one of them and the respond in a matter of minutes. Great company to do business with...

If you are looking for a professional, responsive, informed agent who understands your needs- I…read moresuggest working with Litaker Insurance. They are a trusted advisor for me. It is great to work with an Agency that is interested in understanding their customer needs and who has knowledge and influence in the insurance marketplace!

We have had the pleasure to work with the staff at Defender Capital over the past 5 years, with…read moretremendous satisfaction. We have said this many times before, but we certainly appreciate the undivided attention that everyone in their office gives to my wife and me, regardless of our request. We recognize that they have clients with much more at stake than we have, but we are always treated with the utmost professionalism and attention which says a lot about how the business is operated on the whole. Don and John Stamas, along with their entire staff, are incredibly genuine people who are talented at what they do and truly have the best interests of my family at the heart of their business. We feel very fortunate to have them on our side.

Investors beware!!! Asset allocation and overall investment strategy did not match up with what…read moreJohn recommended. I was put into investments that were too risky (junk bonds etc.). Phone calls were not returned and the online statements never worked. Better off with Etrade and Scottrade.

Have used these folks for years. Honest and trustworthy. I strongly recommend them for your…read morebusiness insurance needs. Jess is always on it and I can't say enough good.

Moving to a new area can be a very stressful event. There are a number of things on numerous…read morechecklists that need to be accomplished. One such thing for us this move was converting to a local insurance provider. Enter: O'Connor Insurance Associates. We found their ad in our neighborhood newsletter, and promptly called and emailed them to support local businesses! Within minutes, I received an email from one of the owners welcoming me to the area. She let me know that Steve would be assisting me since this was a personal line situation. With hours, we had quotes and details about the coverage we'd received and from whom. Steve made sure any questions we'd have were answered promptly and correctly. Shopping around insurance is one thing that I dread, but I'm confident that, with O'Connor Insurance Associates on our side, the process will be as dread-free as can be!

As a small business owner I am keen on finding other locally owned businesses to work with. We were…read morereferred to Edin during tax season and I'm so glad we were. Edin is incredibly helpful, professional and knowledgeable in bookkeeping and accounting. He's helped me get our books in better shape, our taxes filed timely and he now has extra help to complete tasks! I can say without reservation you will work better and more efficiently when you hire Maximum Accounting and Tax Services.

I've hired Maximum Accounting for two years now and I would highly recommend this firm. My emails…read moreare always answered in a timely manner and both years I've experienced a quick turnaround. Due to COVID restrictions office visits were not permitted but it was still quick and easy to file my taxes with Maximum via email.

Another year in the books with Ragi helping me file my taxes. Again his customer service and follow…read moreup are top tier and I will continue to trust him with my finances for years to come. Thank you again Ragi for your amazing service and continued integrity.

I needed to either convert my term life insurance policy or get a new policy. I really didn't know…read morewhere to start. John came over and answered all my questions. He does about anything to do with financial planning including insurance, long term care, annuities, etc. He is not pushy at all and very knowledgable. I got the policy I needed at an affordable price with peace of mind. John is EXCELLENT at what he does. My husband and I HIGHLY RECOMMEND Casasanta Financial Services!

Rodney was my All State agent for a while until I got into an accident and switched my insurance…read morecompany. He initially gave me pretty good deal on my auto policy and he was always upfront about what coverage I need versus what he recommend and good for me. He was always precise an persistent on his work so I would defiantly recommend him for anyone looking to switch to all state. I would say give him a call and he will try to get you a great deal on any insurance.