I called today looking for someone to review my dads estate to see if there was any taxes due…read morebefore distribution. The young lady paused, I asked her if they were taking on new clients . her response was yes but we're being selective. When I asked for a referral she didn't hesitate to suggest a Google search. I sold my mult- million dollar business in 2021 and moved to Idaho. I was with my CPA firm for over 20 years and I wanted to start a new relationship with an Idaho firm. They shut the door in my face. Steve Schaut Tires2You 2 Inc SDZ3 Properties

I called today to make an appointment for my wife and I and was told that "due to new tax laws, we…read moreare not able to take you on as a client". We are seeking an advisor for individual tax returns. I then asked if she could recommend another local CPA and she said "no, sorry". Now my idea of good customer service.

David and Angalina make a wonderful team to assist in planning and watching over your future…read morefinancial health. Kind, Caring and Knowledgeable. Absolutely the best in Idaho!

I had absolute faith in David Fullmer to set up an annuity for myself, a single woman with no…read moreheirs. I also explained that I had no interest in learning about investing and reiterated I'm putting my trust in him. Come to find out he paid himself a substantial amount of commission from the get go, then pawned me off on an associate as he stood over the counter shooting the breeze with his secretary. He also set up an account that charged an annual fee to "manage" my annuity. NEVER give anybody (especially this tool) carte blanch with your money. Let my lesson be your wake up call.

I HIGHLY recommend Resolved Taxes and Bookkeeping, which is a boutique tax preparation company…read more Over the past couple of years, I became increasingly frustrated with online tax software because it always seemed insufficient for my financial situation. I am a W-2 employee with a small side business, so I have deductions, withholdings, retirement accounts, and investments that online tax software doesn't always handle well. I often felt that the software was impersonal and resulted in missing small business tax advantages or deductions. When I found Resolved, I found Elijah to be incredibly personable, trustworthy, reliable, certified, and highly professional. When preparing my taxes, he takes a detailed look at my financial situation for the year, follows up with phone calls, and makes sure I've taken advantage of every appropriate tax advantage. For example, he noticed that TurboTax had overlooked an incorrect cost basis on a previous year's tax return. Because of his attention to detail and excellent service, he helped amend the return, which resulted in a refund. Additionally, their website portal is very easy to use for completing forms and uploading documents. I highly recommend this company if you are looking for a knowledgeable tax preparer who provides personalized service and takes the time to understand your unique financial situation.

Elijah helped me file a new LLC for my business and also receive my federal EIN. He is quick to…read morerespond, knowledgeable, and very helpful. Would definitely recommend for small business needs!

Extremely rude "wasting his time". Poor communication…read moreinter office as well as with customers! Do not recommend .

Been with RICHARD for years very knowledgeable great service highly recommend. Friendly staff makes…read moreyou feel like family.

Faith Shoulders has been great to work with. She has always responded quickly to my needs,…read moreproviding the information I'm looking for. I definitely recommend her to handle your business needs. Jan King

remier definitely pays a company to remove their negative reviews. There is no way no one else had…read moreto put up with what I did. Unprofessional, rude and sneaky business. I'm lucky to be in my home finally but you need to be warned about their business practices and affiliations that ultimately leave a buyer at the mercy of the lender and builder. What a nightmare. Team Lane had to be taken off of my file toward the end because he could not help himself from himself. Team Mandi took over and they got me to the finish line. Not without a lot of unnecessary stress. Very disorganized and not interested in being an educator with their clients but rather condescending bullies. Not a company I would ever recommend to anyone in my lifetime.

The review of two Mortgage Companies (A cautionary tale and…read morewhy staying local is key) Sorry if this is a little long winded but I have to give high praise to Tina Burney of Premier Mortgage Resources here in the Treasure Valley. I don't write reviews on goods or services unless they are really bad or really good. And now The Rest of the Story.... I decided I wanted to go from a 30 yr fixed to a 15 yr fixed and pull some cash out. Having been a mortgage loan officer and California real estate licensee for 20 years, I know the business. And because of that I know that my situation with my finances, credit, stability, etc is what we used to refer to when I was in the business as a "slam dunk" deal. I decided to contact my current mortgage holder, Freedom Mortgage for this need because I had been with them for over 5 years. What a mistake that was! Long story short, Freedom Mortgage company was inept, unprofessional and non-communicative. After 3 months of playing with this company, I ended up e-mail blasting 15 top level executives to include the CEO to try to get some action. They still could not pull it together! A friend of mine told me his son had just had a great experience with Tina Burney at Premier Mortgage Resources so I called her. After talking with her, I decided to pull my application from Freedom and to reapply with Tina. I found her very professional, knowledgeable and fast! On May 6th she took my application. On May 8th she had an approval pending the title report. We signed our docs on May 22nd and the deal was funded, recorded and wire transfer in the bank was complete on May 28th. So what Freedom Mortgage couldn't get done in over 3 months, Tina Burney got done in 22 days start to finish! Bottom line is this. If you want your loan process to go smooth and fast, go to Tina. And no I do not get any kickbacks for this! She is just that good!

Ghosted! We decided to renew our policy and transferred over to Nancy Uli locally. The initial…read moremeeting lacked transparency from the beginning. We were asked a few general questions each; General health and the names of our doctors and told a company may reach out to us if we need exams. From the start, the external company was an absolute nightmare, calling odd times of the night from blocked numbers and we'd have to call back only to get voicemails which lasted 4 weeks! Their questions were invasive, and they immediately verbalized medical conclusions of their own. They labeled us outrageous diagnosis to increase our rates, such as skin cancer from over 15 years ago as a risk, my father dying from chemicals in Vietnam because he was young, etc. When we spoke with Nancy, initially, she never asked or advised us, nor did we give any consent to the fact that all of our medical records would be obtained by an external company and reviewed/dissected. We discovered this had occurred to our shock (detailed below), which is a huge HIPAA violation! After the initial medical call we were told we needed extensive medical exams, due to their underwriting determination of our medical records! When we asked the company what the labs and exam consisted of they told us it was confidential and only medical examiners, not doctors would be reviewing them to make a determination. We've left two messages with Nancy since insisting on answers, requesting a much less expensive policy that doesn't require medical underwriting, and an explanation of how none of this was disclosed to us at the initial meetings. After 2 voicemails and a detailed message left with her receptionist, we've been ghosted!! The whole process was shady from the beginning with zero transparency and everything we experienced was an obvious excuse to give us outrageous rates with very biased determination of our health. As a customer, everyone deserves answers when it comes to our health, the right to know what tests are being ordered and transparency. It should not be confidential from the person that is being the subject of the policy. We've since gone to a wonderful agent that's communicated with us and it's been a 180 different, positive experience.

I have been a customer of Nanci's agency for everything I need for over 15 years. Her follow…read morethrough, professionalism and service is the best anywhere. She's an agent you can actually talk to and can guide you to the right decisions. This is invaluable. Do your self a favor and give her a shot at your business.

Professional , timely and correct. Stands by their results…read more On boarding and completed services excellent. Great company.

Sean was very professional and personable. He made me feel very comfortable asking questions, I…read morewanted to be sure I was interpreting an IRS publication correctly. If you're looking for a CPA I would definitely give him a call.