Priority seems to be what is best for Kaplan not his clients. I asked about solar credit for a…read moresecondary house he did not know the correct answer and just guessed and when I corrected him he refused to admit he was wrong. He requests to be paid monthly in advance so if you decide not to use his services he will ghost you if you request a refund !

For 2023 tax filing, I reached out to Aleksey for a complex situation which my accountant couldn't…read moreresolve. Aleksey was able to help me and am impressed by how he simplified the process with a well-oiled system in place. His professionalism and his staff's timeliness are a breath of fresh air and surprisingly reassuring making you feel they've got your back. One thing to note, it may be just the season/IRS timing but never in my experience did I see tax filing processed so fast. I'm thankful for having found Aleksey and his team. I think he'll be my go-to from now on :-)

Having no credit history for the longest time, with a little patience, scheduled payments and great…read moreadvice from Credit Right , my credit scores dramatically improved. I would highly recommended any of my friends and family . Thank you !

Their whole team are not experts at what they do, at all. All they can do is send regurgitated…read moreletters monthly to the bureaus, crossing their fingers that something happens. I spend months and months of payments to them for them to fix my credit and nothing at all happened. Not even their so call last resort of utilizing a lawyer (not a lawyer, but paralegal) is fruitless and another waste of our time. Do yourself a favor and cancel your contract from this agency as soon as you get a bad vibe, which it will be as soon as the first month.

Stuart is the BEST! He is awesome smart with his talent and crazy good with client response time!…read more A true professional he is. Been enjoying his professional services and advice for many years. He handles my personal and business returns and would recommend him to anyone looking for a good solid CPA. I rest easy at night knowing he has completed my returns with no nonsense fluff or deceptive practices. All at a reasonable price that is worth every penny. Services not inexpensive, but remember: you get what you pay for! No crazy homeless looking folks dressed up like Lady Liberty here! Just good ole fashion number crunching perfection. Thanks Blum and Blum! You guys RULE!

I have been with Blum and Blum for a few tax seasons now. Mr. Blum has not only saved me money, but…read morehe has helped set up my business, helped me file as a single man, and now as a married man. At Blum and Blum, they are really responsive and do good quick, quality work. They are passionate about what they do. They helped me figure out the right time to open up a retirement account as well as set up a great mutual fund account. I am glad I used them for my taxes and financial needs.

Simply put: Scott has quickly become an essential member of our operations. We've been working with…read moreScott for about a year now, and we are a restaurant. When we found Scott, we were in need of someone to take over our books - fast -- and as soon as we met with him, we were immediately comfortable handing the reigns over (by the way, the transition was seemless). He was well-informed about QuickBooks and the specific ways we could better integrate it into our business, but that was just the beginning. One of the many things that has impressed us about Scott has been the genuine interest and concern he takes in our success. Scott is not only our accountant, he's also become a regular customer of ours. He is knowledgeable about so much more than just the financial aspects of our business, and has become a catch-all for any questions regarding running a successful organization in South Florida. There have been multiple after-hours emergency situations where we've asked for his support, and he has never hesitated to rise to the occasion. He's our first call when we organize a short-notice war-room, and he's an indispensable member of the conversation every time. Basically, there are so many great aspects of having Scott Irons as a member of your organization, you tend to forget about the books. And that's exactly what we count on him for. We cannot give Scott enough of a glowing review :)

Not only is Scott a very knowledgable accountant, it is also a pleasure to work with him. He is…read moreresponding fast to questions, to the point and does not waste your time. Pricing is in line with what you got to pay for good services. All in all, we are very happy and will stick with him as long as he will allow us to.

PFC has helped me fulfill by business credit goals with a hands on approach to repairing my credit…read moreline and thus improving my bottom line. Over the years, PFC has evolved to become a necessary tool for my business. They have assisted me with everything from accounting to real estate investments to help grow and expand my business. Definitely the team to go to for all things financial.

I was trying to start a New business and my credit wasn't so good and you can't imagine how that…read moreaffected me. Everywhere I went it was. (No no no )until I linked up with Prominent financial consultants . Young energetic financial specialist help me out step-by-step today I own my towing business and I'm looking on buying a house with there flexible programs they offer(money well spent)

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi is your Retirement CFO…read more Financial advocacy for those aging alone and the LGBTQ+ community. Get honest answers to every question. No jargon or industry lingo. No pressure or sales talk. Maximize your income for life. Our job is to not only create a lifetime income plan for you but to also help you prepare for unexpected health care and long-term care expenses that may increase over the years. Gain a team who fights for you. When financial injustice occurs, we are strong advocates for our clients. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.

I'm currently using ADI and have been very satisfied with the management of my funds. I prefer…read moreusing this type of investing rather than the mutual fund portfolios, my returns are higher. I also have designed my account to gage the risk factors especially given my age.

From the owner: We actively manage your investments: 401k, IRA's, Roth IRA's, college funding, trusts, and taxable…read morewealth accounts. We utilize our advanced math algorithms to invest (buy and sell) into equities and also protect our clients from market corrections. We are quants. People who use advanced mathematics to make investment decisions are called Quants. We have no access to client funds. We utilize limited trading authority, which protects our clients as well as ourselves from hackers and unauthorized trading. Advanced Math analytic formulas are complicated and may be difficult to use. All client information is private and is not disclosed

I have been filing my personal taxes with A&J Financials for over 10 years. I have referred all of…read moremy friends and family members to Mr. Andy. He is now, the accountant over my husbands business taxes and held our hands through the process of purchasing our home. When I say he is timely, accurate and so VERY good at what he does... I mean every word. Thank you to Andy and his team for their years of dedicated services.

I had a very disappointing experience with A & J Financial LLC…read more My 2023 tax return required IRS corrections after filing, which resulted in significant delays to my refund. I ultimately had to hire another tax professional to resolve the issues and incurred additional out-of-pocket expenses. After the IRS completed its corrections and released my refund, I received only a portion of the funds that IRS records indicate were issued. Despite multiple attempts to obtain an explanation and supporting documentation, I have not received a satisfactory response regarding the remaining balance. As a customer, I expected transparency, accurate tax preparation, and timely communication. Unfortunately, my experience involved prolonged delays, additional expenses, and difficulty obtaining answers regarding my refund. Based on my experience, I cannot recommend this company.

My clients and I started working with AAG at the beginning of this year, and they've been a great…read moresupport. AAG has provided us with clear guidance regarding different lines of business. I recommend you reach out to them with any finance-related questions you have.

From the owner: AAG is part of a network of institutions and executives who individually lead in their industries…read moreand have years of valuable experience in corporate America. This company was founded to help clients be informer and educated before any financial decisions that could impact their personal and business finances. With access to over 10 markets and lines of business, our focus is to consult, research, and execute transactions for our clients and partners!