Been going there the past 15 years and just so professional and knowledgeable and friendly.read more

They have done my taxes for over 35 years when they were located in PB. Steve retired and Andre…read morenow does mine. I haven't had a problem in the decades I've been with them.

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Patrick and associates have been doing mine and my family taxes for many years now and we are…read moreextremely happy with their services and the money that they have saved us over the years. Great honest people you can't find any better.

Patrick Howard has been doing our taxes for over 15 years. Patrick and his team are always very…read moreprofessional, efficient, and knowledgable. They are always up to date on new tax law changes, and they make sure you are aware of all the change that could affect your return. If you need an excellent CPA to do your taxes, then I highly recommend them.

Finding a company you can genuinely trust with something as important as your credit isn't easy,…read morewhich is why I felt this review was well deserved. After researching several credit repair companies, I decided to give Credit Corner a chance, and I'm glad I did. From my very first conversation, the team was professional, patient, and transparent about the entire process. They took the time to review my situation, explain what was realistic, and answer every question without making unrealistic promises. What impressed me most was their communication. I was kept informed throughout the process and never felt like I was just another client. It's refreshing to work with a business that values honesty, professionalism, and customer service instead of focusing on making a quick sale. Whether you're trying to improve your credit to purchase a home, finance a vehicle, qualify for better interest rates, or simply get your finances back on track, Credit Corner provides knowledgeable guidance and a level of service that's becoming harder to find. I appreciate businesses that operate with integrity, and based on my experience, Credit Corner has earned my trust. I wouldn't hesitate to recommend them to friends, family, or anyone looking for a professional team that genuinely cares about helping their clients succeed. Thank you to everyone at Credit Corner for the excellent service. Wishing your team continued success you've definitely earned this five star review.

My husband found this place through a friend referral and wow Rod Prado did an amazing job at…read moretargeting my husband goals would highly recommend this business

I am very impressed with Doug Williams. He takes the time to know and understand his clients…read morefinancial picture. This results in confident and well researched recommendations to his clients who can make an informed and educated decision about their financial future.

I'll second John C.'s review. Doug takes all the time my wife and I need to explain our options and…read morehe is very patient with us. We want to make sure we are making the right decisions, and he does a great job providing us options and explaining them to us in ways that you don't have to be a financial advisor to understand. Our accounts have all seen great growth with Doug's suggestions. Highly recommend seeing Doug for your investment needs no matter what life stage you're in, he can help anyone make the most of their money.

I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw…read moresolutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.

I can't express how thankful and blessed to have found Jenn…read more Out of three other consult she made me feel comfortable and gave me realistic expectations. She didn't over promised but, most definitely delivered everything like a true professional would have. Other credit consultants made me feel my credit was horrible, in desperate need, and, or either they would be able to fix my score within few months. None where as precise and straight forward like Jenn. She let me know my credit scored wasn't the best yet it wasn't the worst either. My problem wasn't much to do with collections but late payments and little hiccups on the way. Jenn is a true professional. I would say she "like an attorney" fighting with the Creditors/ bureau and finds angels to help every situation you encounter in the past. Most definitely a true fighter that is passionate about her job. It's great waking up to emails you're credit score has gone up and I have to thank Jenn for it. Not only my credit score has gone up but also my credit-card credit limits. I was also able to purchase my car at a low rate since my old car broke down. Now I can't wait to purchase my first home in the next year or so. Cheers to a brighter future!!

Michael Rundlett has great financial maturity. I have been with them for over 30 years. Having gone…read morethrough 2 great market crashes. I can tell you that Rundlett Financial LLP has the right understanding of our markets both nationally and internationally to get us and you through rough waters and to ensure your hard earned money is working for you and growing at rates much greater than the others my colleagues have used. They are great researchers and use reasonable analytics to manage portfolio's. You will not be disappointed.

Smart, knowledgeable in field, gets me my money. Friendly service. Will use again and again. Thank…read moreyou for your excellence!!!

From the owner: We provide tax preparation and tax planning services. We also provide accounting and business…read moreconsulting to individuals and small business owners.

Have been dealing with Summit Financial for decades, they have always treated me well, and given me…read moregreat advice as well as done excellent on my tax prep needs. They also have been able to help me as I go into different businesses regarding what is deductible, etc - Michelle Mowrey has been great -

Complete crooks! For the last few years, Summit has convinced us to itemize our returns, then…read morecharged us 400 plus after having to pay fed and state each year. I did our taxes this year using Turbo and discovered that the standard deduction has been more than itemizing for the past few years. FURIOUS!! Almost 4,000 back this year in state and fed. 1st refund in years! MY mistake for trusting Summit Financial Group! Never again!