I own a small business and moved from CA to Dallas. We were looking for someone trustworthy to…read morehelp us with our taxes. After going through the experience with Tamara, I'm glad I picked her. She was very communicative though the whole process and helped me with all the questions I had during this first year filing taxes from a new state. I highly recommend her.

I own a small business and was looking for a bookkeeper that would maximize the business as a…read morewhole. I found TJ Bookkeeping Services through a web search. I spoke with the owner Tamara and she was able to customize a personal plan for my business, that not only boost my sales but she was able to show me some areas of improvement that was holding me back from my growth. They have personalized package plans that don't break the bank, Her team was amazing everything was handled with such precision and accuracy. I was able to work in other areas of my company while Tamara and her team handled my Quickbooks as well as managing my daily cash flow, recording all financial transactions. TJ BOOKKEEPING SERVICE is an outstanding company who go above and beyond for their clients.

Great service, they were super helpful with all the information and what they have to offerread more

You know I can't speak enough about the class act and ease of working with Alice at Lendmark…read moreFinancial in Denton. She has always treated me like a friend and has taken care of my needs and with a lot of pleasure. She always follows up and follows through! This is my second time dealing with Lendmark and it is all because Alice was taking care of a problem I was unaware of and then offered an option to refinance and get some cash back. This came after multiple options offered by her and her team in the past and I not only recommend her and Lendmark but tell you that you will see for yourself what it means to be treated well and with class no matter your credit situation! No pushy tactics and truly a gem in a field of lenders just numbering cattle. A+++

We have used Margie @John Hartman for our business & personal taxes, LLC, etc…read more They are very professional, great response time to questions. Highly recommend.

This Review Will Cover My experience of last Year Return and my most Recent Tax Return. Last Year I…read morewas a 1099 Tax return, give it a 6/10 was there 30min but charged for an hour, John was not thorough. Assumed it was me not asking the right questions and gave them a second chance this year. I was a 1099 Independent Contractor with a Small business LLC that has been open for 3 months. Day of the appointment, again, there for 30 min, John said I would owe 11K in taxes and recommend an LLC to not have to pay those taxes, I was confused because I indeed already had an LLC , and clearly someone missed all my paperwork I input on their organizer. John took a look at my LLC and said "Nevermind, I'm gonna have to redo all this" I left Extremely confused. I called twice and all they could say was " We will let you know if we need anything from you" WHAT!?! WEEKS LATER I get an email stating taxes are done. I was charged 600 for personal, again, charged for an hour that I was not there for, then, 1,300 for business taxes, AND 800 for someone to go through my quickbooks. I had requested 1 HOUR of Quickbooks Organizing. No acknowledgment to the mess up and almost putting me 11K in Debt! No Communication to what is going on. My FIRST time filing for my 3 Month old Business and The Worst Experience I could've had. I Paid My Bill, and I Won't Fight over 3K because I have other this to worry about, but definitely want to help anyone out there looking to file your taxes. Don't come here, There is better out there, Period.

Call Mike with Ricker Retirement Specialists! He knows the retirement planning business very well…read moreand they have great institutional mutual funds, stock funds, and more to help you diversify your retirement savings.

From the owner: At North Texas Wealth Management, we’re more than a financial firm—we’re lifelong partners in…read morehelping you live with purpose and confidence. With over 50 years of experience, we offer personalized, holistic wealth management built around your goals. Clients benefit from proactive planning, disciplined investment strategies, and real-time financial tracking—all delivered with unwavering service and care. Whether you’re navigating retirement, building a legacy, or managing life transitions, our experienced team provides clarity, structure, and confidence every step of the way.

If your a SBO, you are always looking for ways to reduce your time doing things (like the books)…read morethat are non-revenue generating, improve the bottom line, increase profits, gain and serve more clients, and maintain or improve your services or products. We were too! After being introduced to the Profit First method of keeping track of our books at our yoga studio by a business coach, we decided to implement the concepts. Sure it was scary...because it was different. We found a local Profit First Specialist to help guide the process. Although there was a learning curve, in our first quarter of running the PF system the stress of the books have reduced to next to nothing, payroll and taxes have been simplified, and the owner has a quarterly bonus check...on top of the salary she receives that is double what it was before PF. Xact Numbers (Jen) is a Profit First Specialist and if your looking for worry free predictable results from the finances of your business, we recommend you give them a call. We wanted to spend more time gaining new clients and serving the ones we have to the best of our ability. Having amazing people to support you will make a world of difference. Don't wait and wonder....call Jen.

From the owner: Xact Numbers specializes in small business bookkeeping services, including monthly bookkeeping,…read morebookkeeping cleanup, and catch-up bookkeeping. We help business owners get organized with accurate financial records, bank and credit card reconciliations, and clear financial reports. We work with businesses using QuickBooks Online and Xero and provide reliable, judgment-free support so owners can understand their numbers, stay compliant, and make confident decisions.

Jerry is the most knowledgeable and client focused financial advisor that I have ever had manage my…read morefinancial portfolio. I have worked with high net worth private advisors as well as Wells Fargo Private Client Services Group and Jerry absolutely blows them away. I moved to Frisco from California and wanted to work with a local advisor and I initially had Jerry set up a SEP IRA account. I was so impressed with with his knowledge and service that I moved my remaining portfolio for Jerry to manage. After being disappointed by many advisors over the years, I've found a great partnership with Jerry.

Tom has a law degree and is a CPA, besides being a certified Financial Advisor. We feel so…read morefortunate to have found someone so knowledgeable to help us with our financial plans.