Uses technology with clients and provides high level of service. I recommend Nichols and Company…read more Gwen is very supportive of Westerville Rotary and other community activities.

3rd year getting our taxes done here. The first year we sat down and spoke with Wes Harmon about…read moreall our finances to create a knowledgeable base to start. Since then we receive an annual questionnaire with last years numbers for comparison. Fill it out and drop it off with attached tax forms anytime during open hours at the front desk. They confirm name and contact info, off you go. They call if they have any questions. A short period of days later you get the call that your taxes are ready. The friendly desk staff go our your return forms and discuss anything new or pertinent. Sign on the dotted lines and render payment for their CPA services. If you need to pay taxes, you simply enclose a check with the provided forms and envelope at your timeline. If you are getting a refund you can mail in the forms at your leisure. We opt for e-filing, so they electronically file all our forms, and we simply mail in the confirmation page. Plenty of parking in this shared business park. Small comfortable lobby with refreshments offered for that first visit. Tasteful decor. Very clean and bright. I especially liked that our accountants office did not look disheveled in piles of paperwork and bursting file cabinets of the unorganized. Very business with personal touches of family. Years ago we learned the benefits of getting away from those do your own tax programs. Go with a professional if you want your money handled professionally.

Needed a background check done for a new job and found this place open on a sunday. Them being open…read moreon sunday was very helpful because im usually busy during the week. I was able to get and have my fingerprints scanned and out within 15 minutes. I stay not too far away and will be back to get my taxes done with them as well.

They are full service. I appreciate that they have accountants as well as advisors. They have…read moresaved me money and made money for me while treating me like I'm their only client. Excellent firm.

For us, the most important qualities in a financial advisor are trust and honesty. We wanted more…read morethan someone to simply manage our investments -- we were looking for a true partner who would educate us and walk alongside us as we moved into retirement. When my wife and I began searching, we found exactly that in Royal Oak Financial Group. Their team combines deep expertise in investing, tax planning, and Medicare guidance with a genuine commitment to helping clients feel confident. They took us from the stress of second-guessing financial decisions to having a clear, comprehensive plan that gives us real peace of mind. Every meeting feels like sitting down with a family member. We talk openly about our changing needs, listen to their thoughtful guidance, and update our plan together. Over time, the Royal Oak team has become not just trusted advisors, but good friends. If you're approaching retirement or already navigating it, you couldn't ask for a better team to guide you. Royal Oak Financial Group truly delivers both professional expertise and personal care.

quality, and fast services. They go behond to help their customers. They focus on your needs.read more

Joe was so kind and helpful with some very specific multi-state tax questions. Highly recommend if…read moreyou'd like a personal touch and not a large corporation who doesn't really pay attention to your individual needs!

Phone call was returned. Very friendly and knowledgeable. Have made an appointment to have taxes…read moredone by this company.

Excellent Multiservice where you can get all your answers responded and process done quickly and…read moresafe; as cash checks, new plates, taxes, travel deals, with always smiles faces, and great customer services. You will be taking care and guide with the best experiences of La Madrina Multiservice.

very welcoming make you feel right at home. put time and hard work into everything they do and does…read moreit right. They speak Spanish and Englis. They will explain everything to you in a way you will un and show you step by step through your taxes. I highly recommend filling threw them!

I made a tax preparation appointment with Belmont Services at the recommendation of a friend. It…read morewas my first time doing business with Belmont and first time in a while hiring to have my taxes completed. The office is located in a building that is easy to find, and there is plenty of parking in their lot. The office layout was a little confusing, but I did find the reception area and did not wait long to meet with Mr Beltrán who took me to a private room with a large screen view of his computer. He was very thorough in his work, and went over every document in detail with me, explaining everything we were doing along the way. He answered all of my questions in detail and with competency. On completion, we reviewed my return and all of the documentation again to ensure there were no errors or omissions, and that I fully understood my form. Everything about my experience was very professional and customer-focused. I expected to pay a lot for this service, but was very surprised at how affordable this was in the end. Comparing this to other big name tax preparation services, I felt the price was very reasonable and the service and competency was much better than you would expect from big name companies. I was so happy with the service I received that i have already made my 2024 appointment. I highly recommend Beltran if you need a trustworthy tax professional. They do offer a lot of Spanish language services as well.

Not helpful at drive-through window. 20 yr customer. No help from them when withdrawing cash from…read morechecking account. Would not share withdrawal slips. Would not fill it out. Just no help

My card was hacked through the PlayStation network First Merchant fixed all my needs promptly and…read moreproperly. I STRONGLY recommend this for all your banking needs. Also, I usually would use the drive thru service but after my situation I needed to go inside and I'm so glad about it every employee that helped me was kind , courteous and truly professional. Love this bank!