Pauline and her staff are absolutely amazing! I can't tell you how often I have needed their expert…read moretax advice; they were right to help. Through the years, they have always been professional and reliable. I would highly recommend them, without a doubt.

I'm not going to waste more of my time than I need to on this review, as that would be giving this…read moreaccountant more attention than they deserve. Let me say that I am not a tax expert nor do I care to be. I seeked out the help of Pauline and her team for assistance with my company in early stages of growth. From the moment I walked in, I was spoken to as if my business was not appreciated. They are absolutely not on your "side" and it is more a transaction for them more than anything. I needed help understanding some of the basic concepts regarding tax structure for my business, and Pauline failed to explain, and inform me in an appropriate manner. To add to this horrible customer experience, in times of need, specifically during covid pandemic tax issues, they were not by my side. I can go on and on. But I'm not going to because you should save yourself the headache and take your business to an accountant that will appreciate your business, guide you no matter where you are, and be on YOUR team. We are all business owners, and if I treated my customers the way Pauline and her team did, I'd go out of business. I gave this accounting firm over $1,000 of my hard earned money as a small business owner and regret every penny.

Very professional looking offices and the staff matched with their competency…read more Very knowledgeable, friendly and helpful and I didn't have an appointment. I just wish my local office was as nice as this 5 star office.

Nice building. Friendly, helpful staff. Had an appointment and had no wait when I got there…read more Account platform is easy to use and comprehensive. Low fees for transactions, reporting data available.

PLEASE DO YOUR OWN SIMPLE VERIFICATION BEFORE YOU PAY THIS FIRM FOR VA AID & ATTENDANCE…read moreBENEFITS!!!! I will try to shorten this review in hopes that every would-be client reads this and has a much better experience than my family did. We were referred to Burgos & Brein to help obtain VA A&A Spousal Benefits for my elderly mother. My sister and I had our initial Zoom with Gaberial Burgos back in Jan 2024 to go over the items on the check list and see if Mom qualified. Gaberial spent an enormous amount of time with GREAT detail on what actions needed to take place in order for Mom to qualify and still stay in her home and receive $1500 a month. In depth instructions were given on how to move money from her account to pay myself, make sure everything is kept separate in case of an audit, on and on......you get the instructions..wink- wink). He continued through the checklist and said mom would definitely qualify. "Our fee is $2000, and we will walk you through the process." After a family discussion we felt that we would have been deceitful and dishonest pursuing this aid, as we felt that Mom did not meet the criteria at this time and we would reach back out when the time came to file. FAST FORWARD TO APRIL 2025...... Mom has been diagnosed with Alzheimer's Disease and is in need of Memory Care. I reached back out to Gaberial and did another Zoom on 4/9/25. (A year and 4 months later). He again assured me that Mom was a qualifying recipient, and I paid him nearly $2000. He said a case manager would contact me and go over the paperwork via Zoom. 3 days later on 4/11/25 Grace and I had a Zoom call, and she discussed all the paperwork that needed to be submitted. We DID NOT get halfway through the list when she asked if Mom had ever been remarried. I answered yes and she immediately said I'm sorry, but she does NOT qualify. I was dumbfounded that this very important part of the initial checklist was NEVER asked nor discussed while I listened to Gaberial's lengthy requirements on 2 DIFFERENT Zoom calls. Had I spent 15 minutes researching the 4 M's of receiving A&A spousal benefits I would have known that Mom did not meet those requirements. That was a very expensive mistake. My Dad died in the line of Duty in 1981 leaving 4 kids under the age of 6. My mom remarried nearly 15 years later for a short time. This disqualified her and we COMPLETLEY understand that. Case closed!! Yet, Gaberial skipped over this required information twice! 3 days after paying nearly $2000 dollars and a heated exchange with Gaberial who did not want to admit any wrongdoing and only wanted to offer $1000 refund, we are more than disappointed with this firm. No refund was issued at all. We hope this review will help others. We will be filling additional complaints with appropriate parties as well to save another family from losing money that is much needed during this very sad chapter of life. PLEASE PROCEED WITH CAUTION BEFORE YOU PAY THIS FIRM FOR ANYTHING!

The best! If you want to protect your family assets, and not run out of money give them a call.read more

They are a scam, they took my money and now I can't even reach them. They promised in 2022 during…read morethe pandemic to get me out of a timeshare with westgate. After giving them $3,900 through a third party, Equity Finance my husband and I have gotten absolutely nothing and you can't even get them on the phone with the bogus number given. They are a SCAM. Submitted in truth. Stanley and Zandra Willingham

Primo Management Group (PMG) does not honor the refund policy in my contract with them:…read more     "All eligible refunds will be paid within 45 days from the date of cancellation or the date ofexpiration of this 36-month agreement should the timeshare Mortgage, Vacation Membership, Deed, orContract not be cancelled." On April 26, 2023 PMG acknowledged receiving my refund request. On June 13, 2023 the Customer Service Manager (Gabrielle F.) apologized for the delay in processing my refund.   It turns out there is an issue with their internal mail server system and PMG only saw my envelope and not the letter inside the envelope requesting the refund.   Apparently, it is too much  to expect that if PMG sees only an envelope sent certified mail with a clear return name and address that they might reach out to the client to ask her to resend whatever was in the envelope.   At that point I realized there was never any real chance that PMG could cancel my timeshare with the poor workflow procedures demonstrated by not following up on known communication issues.  On August 9, 2023 I received notice that my account review was complete and my refund was approved. It took PMG 105 days to do this,   All that was left to do now was simply notarize the Release Agreement and return it to them.   I soon learned that having PMG "approve" my refund and PMG actually issuing a refund check are two very different things. On Sept 1, 2023 PMG acknowledged receiving my fully executed Release Agreement which specifies the refund will be paid in 45 days.      Well it is 128 days after they received my Release Agreement and over 200 days since PMG received my refund request letter and I have not received my refund. The reasons PMG give for not issuing my refund check include : Your account is under review We have unforeseen system issues Your check should be sent out a week from Friday (that was October 16, 2023) and I have not yet received my refund.

Pulled all three credit bureaus in seconds; discussed what we our goals were; and on the way to a…read more700 FICO!

From the owner: Credit RepairConsumer Law, Credit Protection,read more

I have been working with Jeff to get my financial life plan going, and he has made it such a…read morebreeze! Thinking about all the things that encompass a financial plan is daunting, but Jeff breaks it down for me and is very knowledgeable about it all. He provides lots of options and makes it easy to understand. He has set me up with contacts for my life insurance and estate planning, who are experts and made me feel at ease about it all. Jeff is very honest and up front and does not pressure me into anything. I highly recommend as I now feel prepared for my future and excited to keep learning from him

From the owner: Tao Financial provides fiduciary wealth management services and financial planning for business…read moreowners, executives, high net worth individuals, and employees. Our team has advised on billions of dollars in institutional investments, and we now utilize those same investing disciplines for our valued clients. We take our fiduciary role seriously - not only do we employ a thoughtful, client-centric approach to managing your investments, we also actively monitor and work to minimize other costs of investing such as taxes, transaction fees, and custodial fees. We believe that fee transparency is a critical component of all high-quality advisory relationships - because of this, we are not affiliated with a broker-dealer and do not collect commissions on the sale of securities. The only compensation we receive is from you, our clients, and our only focus is on your success. Our investment-related services include investment management for individuals, employee group savings & retirement plans, pension plans, and executive deferred compensation programs. Our financial planning services include personal financial planning, small-business financial planning, exit or transition planning for business owners, and financial wellness education.

I had a question about our tax return this year and went in to see if someone could help me. Their…read moreoffices are very nice, easy to find and everyone I met was VERY nice and helpful. The gentleman that helped me was quick and thorough and made sure I was comfortable with everything before I left. 100% would recommend.

They are over capacity and cannot take on more clients. I can't understand why they are still…read moreadvertising.