Great service. I've been with this company for years. Bill the owner will return calls promptly,…read moreevaluate your claim and even tell you if it's worth your while or not to file one before contacting the carrier...I like that cuz to my understanding there are not a lot of companies that will insure homes in CA. Shannon, his cohort is courteous and kind. I like that they told me about another carrier just before my homeowners policy came due that would provide better coverage for a better price. Not even 2 months later I called about a fallen ceiling incident, the adjuster came out and talked to Bob. Once he realized my husband could do the work himself he advised him to do so and 2 days later we got a check in the mail; minus the deductible of course. If you are looking for a reputable insurance broker, Bill is you man.

Been a client here for years. Fantastic service. You won;t be treated any better than here.Their…read moreknowledge on insurance is first rate and they make sure you have what you need without being pushed into more coverage than necessary. Trust these people-you will be very happy.

I've been doing business with Karen Peters for over 30 years. They've done a great job taking care…read moreof all my Insurance needs, and I can rely on them when I have a issue. Home, Auto, everything through Karen Peters Agency.

If I could give zero stars I would. Do not trust these offices. I needed tax returns done for my…read morebusiness and was completely left out to try in terms of advice. I was told I would get money back when I was not. I have dealt with an absolute headache with the IRS and CA Franchise Tax Board and all Gordon's offices said was I should get a new CPA for next year. Please take your business elsewhere.

I was referred to Lindstrom Accounting by a friend and so far it's been a mistake. Our first…read moremeeting went well, they explained pricing, what services they provide, and were very friendly. We decided to move forward with bookkeeping services for our businesses during the year and then have them do our taxes when tax season comes around. Sadly though, after this meeting customer service was something left to be desired. As requested we sent our bank statements over to the bookkeeper, it's as if it went into a black hole. I've been trying in touch with the office since November to no avail. I've sent over 5 emails to multiple people at the office only receive a reply that someone would be in touch and of course no one called me or emailed me back. Moreover, I called the office serval times since and yet again I'm told that someone would call me back, but receive no response. Two weeks ago I called again I was told that our bookkeeping would be done next week, but of course, we received nothing. I called yesterday to follow up and again, I was ignored. I'm in complete shock how unprofessionally and total disregard we've been shown especially when we were referred to this company. Numerous emails and phone calls have been ignore. I even stopped by the office and of course the bookkeeper was out "sick". I was given no reassurance by the owner or staff that my concerns would be addressed. Due to this, I'm left scrambling on how I'm going to get my bookkeeping and taxes done when I was told thing were being taken care. I trusted them and now I'm stressed and left out to dry. I would be happy extremely cautious in hiring them.

I've been doing my taxes with Maria for about 7 years now, and she's fantastic! I used to be closer…read moreto the Lodi area when I started going to Maria, but even after I moved farther away, I have still kept coming back to Maria every year for my taxes because she is worth the drive. She's professional and genuinely wants to help you. I've learned a lot from her over the years through the questions she asks during the appt. and knowing what I should document to help with my taxes. We bring all of our documents with us to the appt and she does them then and there with us and we're done in an hour. Another family member also goes to her and we're so glad we found Maria. I highly recommend her! We will be back next year! :)

Isabel was not reliable. Her price was less expensive than others I…read morehave used. Believe she was not knowledgeable about my taxes.

Sherrie continues to provide top-notch service for us - as we are low income, full-time students…read more I've dealt with a number of insurance brokers in my day, and by far, Chuck Taylor's business is reliable, professional and courteous. Isn't that what we all want? We drive from out-of-town to have Sherrie administer our car insurance. Although she only sees us once a year, she remembers us and our details. Bravo!

The Huck taylor insurance agency has been used by my family for years and years. Sherrie is always…read morevery helpful to me and our needs. Thank you Sherrie and C. Chuck Taylor Insurance.

Staff step up to ensure clients receive assistance with tax returns and or specialized services…read more Everyone is approachable, friendly, professional and helpful. I was happy to hear of the different appointment options which made it more convenient for my mother. When life changed for me a few years ago I relied on their expertise to help me resolve my financial situation. I've been receiving services for several years and will always return. Thank you.

Great place to get taxes done! I have been using them for years now and they never disappoint…read more Customer service and professional! They are worth a shot.

I'm in the process of setting up a life insurance policy for my husband and then I'll be opening a…read moreself employed retirement account. I'm working with Charles and he's so very knowledgeable. Do yourself a favor and contact them! They can help you with all things finance.

I feel truly blessed to have connected with Dale years ago when I was searching for a financial…read moreadvisor. He is professional, supportive, and personable. I truly appreciate his guidance and him helping me explore my short-term and long-term investing options. Dale's team as a whole is wonderful! They are always so welcoming. They are responsive via email, phone and in person. I feel at home with them, which says a lot in the financial world. I give my highest recommendations for Dedicated Financial Services.

Sandra it's a very professional lady. She always answers all of that questions and helps with…read moreeverything we needed regarding our taxes. We really appreciate this.

I've been going to Sandra since around COVID and recommended her services to many of my friends and…read morecolleagues. However, this year's filing experience was horrible and overly stressful. I was made to feel like I was doing things wrong or was a complete bother multiple times. The lack of professionalism was really jarring and made me so uncomfortable, I don't know what flip switched, but I will be taking my business elsewhere. I've always kept an incredibly detailed and organized list of expenses on Google sheets and share it with Sandra, along with necessary paperwork. Time after time, Sandra would compliment me on my organization and would give me small requests to make the documents easier for her. Last year, she told me that, since my PM's (property manager) already shares an expense/income sheet, that I didn't need to "double count it" on my Google sheets form. So, I didn't. Then this year, she texts me the night before my appointment frantic about my paperwork, telling me she has to charge me something like a few hundred an hour to be a bookkeeper, etc. Mind you, all at 9-10pm the night before my appointment, when I had sent out these forms a few days in advance. After going to her for many years, I thought I was doing things "right" as I had the last few, but suddenly nothing was right. I chalked it up to the stresses of her divorce and tax season, so I let the experience be and convinced myself she was having a bad day or something. Then, a few weeks ago, I realized I never got a copy of my completed taxes. So I simply just emailed her and asked, whenever she was free, to send me a copy. She replied she would send them over soon. A few days go by and I follow up with her...and she replies, very unprofessional with "HERE YOU GO" in all caps. Now, mind you, in the past she's also informed me that if I don't ask for an e-copy of my taxes within the same month ish/time frame as doing my taxes, she'll charge me for sending me my paperwork. That's because when I was going through a mortgage process, I reached out to see if she could help send me copies of my old tax forms, and she told me that if I ask outside of the direct tax window filing period that she charges for that request. Charging to get a copy of your own tax paperwork is kinda wild, but whatever, so that's why I've been diligent about getting an e-copy of my taxes from her every year since learning that. Why it's not auto-sent to people to have copies who needs them, IDK, but the constant nickel and dime threats is so exhausting.