Peter Schmerl is a very professional and affordable estate planning attorney. He recently modified…read moremy family trust and related documents. I was impressed with his honesty and integrity as much as other qualities stated. I strongly recommend him for any estate planning needs you might have.

From the owner: Peter Schmerl limits his practice to estate planning, probate, guardianships, conservatorships,…read morejuvenile law, and general business representation

When my mother passed, her financial institutions froze her assets, some of which were in a trust…read moreand some titled in her own name. I as a first-time successor trustee had no idea how to start in recovering them. Some of the financial institutions mentioned probate as an option, but with no experience, I was hesitant to tackle that myself. Fortunately I found Julie at Arizona Probate LLC. After she phone-interviewed me to get an understanding of my mother's assets, she suggested I use a "Small Estate Affidavit", which she prepared for a reasonable price and in a timely manner. Happily, my mother's financial institutions both accepted the Small Estate Affidavit and released the assets so that I could settle the estate. Julie was a huge help. With her on the team, the process was clear, easy and affordable. I highly recommend Arizona Probate LLC and Julie. I would readily hire her again any time I needed estate work.

I live in NC and my mother passed while living in a Memory Care facility in AZ. I am her only…read moreheir, & executor/beneficiary in her Will, so I thought this was a simple transfer of her estate. I was overwhelmed to learn I had to file Probate in another state. I hired Julie of Arizona Probate, LLC after firing another service who was completely incompetent & caused me two months of unnecessary stress & delay. I was so thankful to find Julie. To say she's been a life saver is no exaggeration. She is knowledgeable, competent & also a fiduciary, which is an added bonus. The process went from being a nightmare to being handled professionally and in a timely manner. Julie is also just a nice person to work with. I spoke to many other services and I think Julie really stands out among the crowd. I highly recommend her to anyone needing help with the Probate process.

Robby Adamson has been very responsive to all of our questions and needs. He has been diligent on…read moreour case.

From the owner: Duffield Adamson & Helenbolt, PC is a preeminent law firm whose attorneys serve the southern…read moreArizona community in practice areas of estate planning, probate and trust administration, elder law, guardianships and conservatorships, business formation, and real estate transactions. Our goal is to provide the highest quality legal services to you and your business in a timely fashion. We welcome the opportunity to talk with you and to discuss how we may be of service. There are two Duffield Adamson & Helenbolt, PC locations. The main office is located in northwest Tucson near La Encantada Mall on Sunrise Drive and Campo Abierto. The Green Valley location is located in the Green Valley Village.

I recently had the pleasure of working with Samuel, Raoul, and other staff at Action Print and Copy…read morein Green Valley for my P.E.O Program Booklet. The company had been recommended and I wasn't disappointed. They were friendly, considerate, helpful, patient and most professional. Through no fault of theirs, we had to have several corrections made that took more time than it should have. They were patient and understanding from start to finish. The cost of the printing was more than fair! I would strongly recommend Action Print to anyone needing their services. Dee Stearman

We are pleased with the professional services offered by Action Print and Copy in Green Valley, AZ…read more Their attention to detail, competitive pricing and fast turn around time are the best in the business! Thank you, ACTION!

Great guy Benjamin! I wasn't charged a thing for advise, turns out I didn't need his help and he…read moretold me exactly what to do so I could do it myself on inheritance IRA- and now I'm using his help for tax issues and trust him totally!

From the owner: At ProTax, we focus on Tax Planning and Advisory services. Completing the tax return is just a…read moresmall part of the service we offer. Come learn about taxation and how to reduce tax liabilities through planning.

Our late parents trusted Joe to review, prepare and file their taxes. Sadly, both are now gone…read more While in Arizona recently, I went to see Joe to touch base and to be sure I was doing the right thing regarding the current tax year on behalf of my late mother. Joe was both incredibly knowledgeable and comforting. What a relief!

My husband and I decided to file jointly for the last two years. We met…read morewith Lessard to discuss the pros and cons of doing so, and sadly he failed to mention a government entity entitled IRMA. I would like to inform you that it can significantly impact your social security earnings, but not in a good way. For instance, in my case it will be reduced by 33 per cent. I strongly suggest learning about this before filing jointly. It would have saved us a tremendous amount of concern if we would have simply been advised of this beforehand. When I called their office to inquire about a possible recourse, I was simply told to make less money, which seemed a flippant answer to me. I called another office, but it is the 4th of July weekend. I do have an appointment on the 15th of July to personally speak to Lessard. I am very disappointed with their service, as this could have easily been avoided, if we had been informed beforehand. The person I spoke to appeared to have no empathy whatsoever for my personal position. It seemed that she was blaming me for being uninformed regarding IRMA, stating that the Social Security mails out information every year regarding this. Has anyone else failed to notice this? I encourage you to research the threshold for the earnings limit, prior to filing jointly. My personal position is that my husband's earnings far overshadow mine. Consequently, I will live on far less. Information is power. Again, I feel disappointed in this service, for failing to simply inform us about this significant repercussion of filing jointly. My husband's earnings should have been a red flag for a CPA. This is the first time I have ever posted a negative review, but the intent is to alert and inform others about IRMA, in case their accountant is not astute enough on this subject to advise them of the significant impact it can have on your income.

Black & Soli P.C. successfully handled my in-law's tax needs for many years. And, when my wife and…read moreI retired to Green Valley, AZ, we too decided Black & Soli P.C. would be our best option as well. This has proved to be true. Mr. Soli and his associates are professional, courteous, and supportive.

From the owner: Since 1975, we have offered our clients more than just financial statement preparation and income…read moretax preparation. We welcome and service all walks of life from the young executives to the senior citizens. Our years of experience in serving all age groups insure that every client receives the highest quality and service. Our staff of tax preparers are carefully selected based upon their knowledge and experience in working with more complex income tax returns. Rest assured your return will be double checked and cross checked to insure accuracy. Partner with us, and benefit from our knowledge, experience and attention to detail. Your best option for individual or business tax preparation.

Wendy Harn's Team was thoughtful and patient throughout the Family Trust Process. Thank you.read more

We were very pleased with the service we received from Wendy Harn in setting up our family living…read moretrust. Wendy was very organized, explained options and plans thoroughly, and was very professional in handling our needs. An example of how well she did, we were told by a clerk at the Arizona Department of Motor Vehicles that the paperwork for the trust was the "best I have ever seen"!