Melissa was amazing! We were buying and selling at the same time (which is stressful enough) and…read moreMelissa was there for us every step of the way, anytime of day. She was prompt and thorough in answering all of our questions (and we several, all the time) - especially, the "what if's" and when we should "lock our rates in." She was extremely instrumental in making us feel comfortable with our investment and candid about her suggestions and thoughts. If you're looking for someone you can trust and count on in making important investments for your future, she's your lender. Highlights; trustworthy, effective communicator (she'll answer your call/email or call you back ASAP), she works with your timing, not on hers, knowledgeable, candid and just a nice person. Thank you for ALL you've done for us Melissa. Cheers!

Melissa and her team are awesome. I recently purchased a house using her and everything was very…read moreeasy. I called her daily sometimes more than once a day with questions and concerns, she answered EVERY TIME. She is very nice walked me through the steps. She also found me a rate that was more than half a point off than the other lender I was talking too. I would use her again and recommend her to everyone.

I've been working with PM Tax and Financial for four years now. The staff is great, the office is…read morenice, and the service is outstanding. Paige Castner has been handling my tax returns and is doing a fantastic job. I also manage a not-for-profit basketball league, and she does that return for me as well. I also had her do my daughter's return, and again I am thrilled with the service. She meets with you in the office, takes care of all the details, and sends you a very professional tax return. It's fast, accurate, and professionally done. She's also a very pleasant to talk to. I would highly recommend her and her team to anyone who needs tax preparation or accounting services.

Excellent service; great advice! We have been using PM Tax services for years and have gotten…read moregreat service and hospitality. Deborah Greenberg is an exceptional accountant and we consider her our friend. We have not had a problem/issue with IRS and we feel that we are in good hands with Deborah.

Deborah is so good. She asks the right questions and listens attentively. When she comes up with a…read moreplan, she explains her point of view thoroughly and concisely so that you, as the client, end up getting an education. She's straightforward and compassionate at the same time.

Unfortunately, I got poor service. Working in a service industry, I have never treated any of my…read moreclients like this. Why would anyone want to use a lawyer that does not communicate. They have never told me that they did not want my case, but I have had to keep calling them to see what they were planning to do. I started speaking with Deborah's office more than two months ago they just lead me on with very minimal communication. Honestly, I expect more from people. If she did not think my case was worth her time, she should have said that after the first phone call. I feel like I was ghosted her office. Really strange.

This man is a real professional, and a gentleman. He…read morewalked me through all aspects of participating in an IUL. I WISH I would have met him sooner, I'd be a millionaire by now. I give him my highest recommendation!!

Short review: (10+ year customer)I wouldn't trust anyone more than Karlo and his team with my…read morefinancial security. Call him, do it for your future's sake you won't regret it. * Long review: Honesty, knowledge, customer service, integrity are all feelings you will experience with Karlo and his Team. Here's a quick story of my history with Karlo. I have been a customer with Karlo for a nearly 11 years now. He has helped my wife and I become debt free! Not just debit consolidation but debit free. Now we are saving to a profitable future. I didn't know anything about retirement until I met Karlo his insight and passion for financial future is second to none. I'm pretty much lost for words but I can leave you with this, my wife and I can rest easy knowing that our children will be okay regardless of what may happen to us, because of the things we set in motion with Karlo and we will always be grateful for Karlo's wisdom and insight for helping change my family's future.

I learned and ran payroll in the 1980's, and continued and have also used payroll companies for my…read moreclients. Mistakes happen, to everyone, but this company has made too many and charges more than twice what other payroll companies charge. Find another.

We switched to Coastal Payroll during Covid. Originally, we had fantastic service…read more The last 6 months we have had an issue with somebody answering the phone. When having a payroll issue while processing payroll, nobody is available. You will simply get a voicemail. I would never recommend this company to anyone until they get their staffing issue under control.

I started to work with Lora on my 2023 taxes. Sent her my books and previous return so she could…read moreget acquainted with my books and returns. We didn't need her to do bookkeeping as we did our own but so she could familiarize herself with our company. We weren't going to do my taxes until I received all my 1099's to make sure all the numbers were correct. When I did receive all 1099's I noticed on a reconciliation file from paypal that they were double reporting me and I sent her the files to look at to confirm my suspicions. At first she didn't understand, then I sent another file and a detailed response to her voice mail and another detailed response to her email stating she would just do my tax returns and that's it. By now this is the 3rd day and several hours wasted on trying to get an answer about what I was seeing. I'd been trying to get a confirmation of what I was seeing and she still had not answered my simple question of, were they double reporting some income. She stated that she was too busy to look at the stuff as she was in full swing and didn't have the "bandwidth" to field my questions. One. Simple. Question. I found that when I did talk on the phone she was somewhat rude when she was challenged. As in how dare I tell her she might be doing something wrong. But in the end she never did answer my questions and with all the emails sent back and forth it was very apparent that she had never really looked at the files I sent her otherwise she could have just answered my 1 simple question. You are supposed to be my "tax professional" yet couldn't take the time to answer my question. we are PAYING for YOUR SERVICE, you should answer the questions of the customer who would be paying you, thankfully we didn't go with her. I also had asked for a quote which I got initially and when asked her again a month later to make sure I had the numbers right she had raised her quote by 250$ more than the initial quote and I had to call her on that. We decided that it was best not to work with her and did find a tax professional who spent 30 minutes with me initially, answered my questions and then called me back 5 days later to ask me more questions to clarify things on the returns and books I sent him to familiarize him with my business. A true Professional. Took the time to talk, and answer my questions and then ask more. Even though he was in "Full Swing" of tax season. I can't really recommend this person.

Thank you so much Lora for taking the time to answer my many questions in a direct and honest way…read more I have a sole proprietorship and this will be my first year paying taxes through it. It is clear she has lots of experience and was able to alleviate my stress and clarify some things that had been very confusing to me. I look forward to working with her in the future.

I've had the pleasure of being in a networking group with Ali, and while I haven't personally…read moreneeded his services, I know several people who have worked with him--and they've all had excellent experiences. Ali is known for being responsive, knowledgeable, and truly dedicated to his clients. He takes the time to guide people through what can often be a very stressful situation and consistently delivers strong results. If you're looking for a personal injury attorney who genuinely cares and has a great reputation for taking care of his clients, I would highly recommend Ali.

Had a motorcycle accident and the case was a little complicated due to other guy having rental car,…read morebut Ali helped me get the settlement and handled everything flawlessly! 10/10 recommended!!!

Very helpful and professional with my fathers estate taxes…read more Extremely knowledgeable and have been my fathers accountant for years. They continued to help even after his passing to finalize his estate taxes. Very grateful for their expertise, fair and equitable prices.

I have been using Best & Company to prepare my taxes since 2009. I have 100% confidence in Mike…read moreBest's ability. He is experienced, has been in business for 22 years, and has been a CPA for over 35 years. If you are looking for a "good night's sleep" knowing that your taxes are filed with the IRS and they are correct, then call Mike. I give him my highest endorsement.