Obstacles do not deter the Spencer team. He made a complex process understandable and, most…read moreimportantly, winnable. He solved a 4-year-old tax overcharge on an 8-year-old international stock sale, via a brokerage that had been sold twice since then. Thousands of dollars came back to me. Plus David made it happen in half the time expected. He also took my small business to the next level as an S corp. Very smart move and could only have done with the the David and his accounting team

David has been our accountant for over a year and we feel so comfortable with him. He's extremely…read moreknowledgeable and has a great personality which makes life easier when dealing with the IRS! Highly recommended.

As a client for what feels now like 100 years! Mike is the best. He knows his stuff and is overall…read morejust great. The staff in the office is awesome! I wouldn't trust anyone else to do my taxes!

I've been going to Michael for years. He runs an impeccable business and I would recommend him to…read moreanyone in need of accounting and tax services.

Richard is great at what he does explains everything very well helps out as much as he can and will…read moregive you every scenario possible to help you understand also gives it to you straight up so that you are not lost in the process

Richard and his workers are amazing!!! They broke down everything so I was able to understand! If I…read morecould give more stars I would 10/10!

As a self-employed borrower, I needed a lender who could navigate a more complex financing profile…read moreand provide clear, practical guidance throughout the process. I was introduced to Aleksejs "Alex" Lavrenovs who came into save the day and worked with me and my family over the course of a years. Alex was available and on call anytime I needed him, providing preapproval letters to support multiple offers, vetting dozens of buildings before I made offers to make sure we could close. Even working with underwriting to address unique financial challenges facing individual law practitioners. Alex even helped us get below market rates by introducing us to bankers at US Bank. When we finally found our home, Alex got us the clear to close within 40 days of our offer being accepted! I highly recommend Alex and his team at U.S. Bank. No one will work harder or perform the same miracles.

We appreciated Alex's timeliness, attention to detail, humanity, creativity working within the…read moresystem.... What more could you want??? Recommend him without reservation. 10/10.

Wolf has been my accountant for years. He is extremely thorough, patient and professional. I am…read morehappy to review him positively.

I was a bit apprehensive when my long-term State Farm agent retired, but Amin and his team jumped…read moreright in and took care of my questions and concerns. Between phone, email, app and website options, it hasn't been necessary to visit them in person, but every question I've asked or advice I've solicited has been handled effectively and promptly! A special shout out goes to Stephanie Crespo-Rivera, who helped me navigate through my auto insurance options even better than Google Maps would. :-)

This was the first time I needed to call for help with State Farm in Summit. I had the pleasure of…read morespeaking with Colin Ruben. He was extremely knowledgeable and efficient. I had everything handled within minutes and in my hand. Very happy with their customer service. I highly recommend this agent.

Richard, Cesar, and the Team have been fantastic to work with. Extremely professional, and always…read moreavailable for all my questions and requests.

This was my first year working with Brian. I'm just bummed I didn't find him sooner! My emails and…read morecalls were returned promptly and all my questions answered patiently and professionally. My paperwork was filed, my estimates prepared and everything set up for automatic payments going forward. Thanks, Brian. I'm thrilled and look forward to return-ing ;-)

Walls Financial Group has been managing my money and accounts for several years now and I can't…read morebegin to tell you how much of a relief it was to find such a pool of professional, dedicated and loyal people. I have quite an intensive invoicing system for work and WFG manage all of this with great ease and it brings me such peace of mind knowing that I can trust that they manage my finances, so I can focus more on my creative role as an artist. WFG I couldn't do it without you. Thank you.