"To put it simply, I honestly don't know what I would do without Jack and his incredible wealth of…read moreknowledge. I have complete trust in him with my book keeping and in creating detailed reports so I can regularly monitor the success of my business. He has been there from the beginning, and has been an absolute pleasure to work with every step of the way. He is extremely responsive and easy to work with. My business would not be where it is today with out his guidance and help."

Good at sales, terrible at taxes. I don't even know where…read moreto start with the incompetence at every level from Todd (The owner) to Pam (the tax prep lead). They are clearly unable to handle their current workload. Just find someone else. Anyone else, but this company. The amount of stress they bring to your life is the opposite of what is supposed to happen. I'll start with Todd. Rest assured, Todd will be on the call to sell you the service. He will then disappear without a sound. I emailed him and asked to set up a time to talk. Crickets. I asked Pam to set up a meeting with him. Crickets. I asked Bri to set it up. Crickets. He's the biggest scammer of the group. He's a good salesman, but has no ability to run his company or get the work done in a reasonable time. We came from an accountant's office that shut down. They were amazing. They sent reminders, reviewed things early in tax season with us, gave us plenty of time to get docs in etc. NOT Pam. She sends no reminders. She forgets you exist no matter how many times you email and ask for updates (and I don't mean daily, I mean bi-weekly). We brought our business here mid-year with a pending extension. Our taxes didn't need to be done until February 14th (I know a weird date, but note that because of that, they had few other, believe no other clients taxes due that day. Even in this slow period, after I repeatedly asked them to review our file and have a conversation because it was complicated. They waited until the day before it was due to meet with me. Of course (as I repeatedly pleaded with them), they needed more docs that were impossible to get now on that short notice. I only had a short period until 2022 taxes were due and it would be impossible to get a new accountant in time, so I decided to give them a second chance. After meeting with them, providing all the docs weeks and weeks ahead of time, with multiple requests to speak and multiple asks to review the taxes for week, they finally send me my taxes. To review. For the first time. At 5:01PM on they day they need to be filed. Update time: We are facing over $100,000 in fines from the IRS for a tax return Unbenhagen filed that return incorrectly, numbeous times. The most incompetent of incompetent accountants. Todd...a turd. Pam...a turd. They have zero desire to do the right thing and even if they did...I doubt they would do it. They filed our 2021 taxes. We owed $53,000. We paid it. Turns out they couldn't copy paste a dependants Social Security Number. It was returned. They did not tell us, but apparently they eventually returned it. Then the IRS discovered that they had the primary income incorrrect (a W-2 copy paste). This time, they chose not to fix it at all. Fast forward 4 years and we get a letter from the IRS that the $53,000 we paid in 2021 is about to be confiscated and not applied to anything because they never fixed it. Upon calling the IRS, they told us that we have been accruing a 5% per month penalty since 2021 and were now liable for over $100,000 in penalties. After calling and sending numerous emails, Todd and Pam are too good to get back to us in a reasonable time. The only answere we have after a week is "we're on it" and I'm somehow supposed to trust that. I asked for exact forms being filed, when they were filed, and how they were going to fix it. crickets. The person that referred us to them, ironically had the exact same issue and has since moved on from Todd. We saw the incompetence from day one and only used them for the one year. Thank goodness. RUN AS FAST AS YOU CAN FROM UNBENHAGEN.

I've been coming here for over 10 years, and they have been handling my corporate accounting and…read moretaxes that whole time, I can't recommend anyone higher then Todd and his team. They also offer insurance and financial planning services.

Jerry was amazing. Friendly and professional. He was there every step. I would highly recommend him…read moreto help you through the process. Thank you for making this painless.

We've bought houses before but this was the most stress free it's been for the mortgage. Their…read moreworkers were very professional and helpful getting all of our paperwork together. My partner has student loans and the handled it all like a champ. While I hope not to sell my house and move anytime soon, if I do I would use them again. I highly recommend them.

I just closed on my second mortgage with My Easy Mortgage and I think anyone shopping for a…read moremortgage should contact them today. I have always received exceptional service from the whole team. I can't recommend them enough.

Sam Wax is the man. He will answer all your questions and reply to your text almost immediately. He…read morewas a great help to us.

My realtor introduced me to Doug Leoni knowing that I would be in good hands with Simons and…read moreLeoni--the firm is amazing! My experience with Doug Leoni and Loan Processor, Jennifer Nohrer, was absolutely fantastic. One thing that sticks out to me throughout my experience was the consistent level of communication and support I received from Doug and Jennifer. They were always there to empower me with knowledge, and did so in a timely manner. As a first time home buyer there was a good deal I did not understand, but learned along the way. At one point, I began questioning my own decision making process on the home I would eventually buy. Knowing that I was questioning my decision because of cost led me to call Doug. Doug patiently took the time to walk me through my thoughts and doubts. The conversation was two parts financial advice and one part motivational speech. The discussion made all the difference and put me into a home and neighborhood I love! The conversation helped me to understand that I was going through some first time homebuyer jitters. Doug helped me feel comfortable with the fact that I was doing something big but my thinking about it all was sound. Doug also put me onto a fantastic loan opportunity and ensured I would retain as much cash as possible to put into my home rather than spend it on additional closing costs. Again, the experience and caring about the customer shone thorough as I moved towards the numbers aspect of closing details. Jennifer displayed the same kind of support during the loan processing phase. She patiently got me through documentation signing, information collecting, and preparing for the steps I would want to take after closing. She also took part of a Memorial Day morning to talk through the closing numbers of my loan so I would be well informed ahead of closing. During this conversation she also explained some steps I would want to carry out related to my loan servicer and homestead exemption application. This is a team of people that you can trust and believe in. They'll take great care of you!

Wayne Spiwak and the entire Simons & Leoni team were terrific throughout all stages of the home…read morefinancing journey. They were informative, attentive/responsive and fast. I would highly recommend them for your home financing needs and be sure to ask for Wayne. Excellent service!!!

Chris and his team were outstanding! They patiently walked me through the entire process - from…read moreapplying for the mortgage to an on-time closing. Great communication as well! They responded immediately to my text messages and email. All around excellent experience!

My wife and I were offered a great deal on a Townhouse in Balantrae, Land o Lakes FL. An extremely…read moregood offer given todays market. We were putting 30% down, we were also told an appraisal wouldn't be necessary. They sat on my file for over 3 weeks. A week before closing , they needed to verify employment and several other documents. So, the seller was kind enough to give us a two week extension. All the income was verified, all documents were in. A day before the closing deadline, they decided, we needed an appraisal? No more extensions and we lost out on a great opportunity. The property came with over 90k in equity after my 30% deposit! Why would you need that now? Here's what we lost. *Time *Cost of Inspection *and 35k in equity. They still claim there was no negligence on their part. Who would, after sitting on my file for over 3 weeks. They saved that poison pill for last. "The Appraisal". Not sure why? Make sure you get an appraisal even if they don't think you need it. A Shameful act from top to bottom.

Have had a SDIRA since 2012,so I know what I am talking about…read more Dealing with AdvantaIRA has been a pure pleasure. My rep is Tyler Flanders and he has been above and beyond what I expected. Wish I had found these guys years ago. Cannot recommend AdvantaIRA enough.

Glad to have chosen this team as my lender for my first home. They executed the tasks seamlessly &…read morewere available to answer any question at any point. Will use them for all my home buying needs

Tara told me via text that she could run a soft inquiry on my credit, and that we could discuss…read moreover the phone. Started the phone call, verified my information, and she ran a hard inquiry on my credit without telling me she would. I only found out because my phone lit up with my credit monitoring system letting me know they detected a new hard inquiry. When I asked if it was a hard inquiry, Tara simply replied it was a "regular" inquiry, clearly trying to move past it. I pushed again, and she admitted it was a hard inquiry. Orlicki Group is truly unprofessional and does not demonstrate transparency or care with their clients. A simple, "I'm going to run your credit now, is that okay?" before running a hard inquiry, is not difficult to do. Especially when the client has demonstrated in writing that they would like to discuss if a hard inquiry is necessary. Instead, I was lied to and deceived. Truly a terrible experience, would not recommend.