We hired Tori Brown to handle our tax paperwork and tax returns. Unfortunately, communication was…read morevery limited, and the work was never completed. When we decided to switch to a different CPA, she was unable to provide our files to the new accountant. We also did not receive a refund for the services paid. Based on our experience, we would not recommend her services.

We made such a smart move going to Bottom Line Bookkeeping! Tori, Michelle and team are fantastic…read more Efficient, knowledgeable and always available for advice. We couldn't recommend them more.

The person who answered the phone had a lot of information and I appreciate his advice. I learned…read morehow much cheaper it is to pay in advance, if you can.

Terrible. Outrageous broker fee. They wanted to charge me $160 on top of the cost of the lnsurance…read morepolicy. I left and googled insurance companies and got my insurance myself.

After what I thought was a good 3-year stint with this office, they decided to drop us without…read morenotification. Apparently they're only accepting high dollar clients these days. Sorry if COVID affected my business for them.

Great customer service and high quality work all done at a reasonable rate. A strongly endorse Mr…read more Sexton and his team.

If you are looking to solve your IRS issues, get in touch with these people. If you're planning to…read morewaste time and keep putting your IRS issues off, don't give them a call. They know their stuff and they helped me to recover. I used to be a truck driver back in the late 90s and I ended filing my tax years in 2000 when I filed Bankruptcy... that was a mistake. The IRS confirmed I owed $64,000. Their attorney work determined that considering that I'm finally retired and on fixed income, I can't pay this. I wouldn't even think to fight the IRS alone. I attempted to give them a call and even that was a chore within itself. I'd get a different individual every time I contacted and they never cared about my situation or perhaps helping me to fix it. Thank GOD for this business as well as their expertise.

Yesterday I had a visit from an IRS office and so I called them. I'm so glad I did. If I had to…read moreconfront this officer on my own, I have no idea what I would have done. He was exploring my house and penning things down. I need to pay over $100K for a business deal from many years ago. I should've taken care of it, but just kept putting it off. I'm happy with the assistance I've received coming from them. They've taken a HUGE load off my shoulders.

We always receive great service from Steve Weber's office. Most recently, I contacted his office…read morewith a request that needed to be referred to the home office. Sara helped me submit the request and took the initiative to contact me a couple times with a status update. My request was eventually granted and I'd like to thank Sara for her help and for keeping me informed along the way!

Sarah Giles is a fantastic agent in Steve Weber's office! Recently retired and we are getting rid…read moreof a commuter car and older truck and buying a new vehicle to enjoy some camping and road trips. Sarah helped with all the vehicle insurance changes - made it so smooth and easy. She was super-diligent in checking in to coincide the switch-over in insurance with the delivery of our new vehicle. Steve is is pretty fantastic too!

Being new to the area, I reached out to this brokerage to request quotes for home owners, umbrella…read moreand auto for both of my cars. As it were, the response was rather surprising. When attempting to set up a meeting, the agent responding told me there was no way I could call her, as her 'burner phone' would only accept incoming calls. I ran as quickly as possible.

I have been dealing with this company for over a year now. It seemed when I was a brand new…read morecustomer they were willing to do anything just to get me to bind insurance. Then it turned in to my agent never being available, always out of the office. My business seems to be no longer relevant.

I used Janet through the ARAG Legal Insurance program and it was a great experience. I bade a…read moreliving trust and will . . I also referred her to 3 other clients and I know they also did living trusts with her.

Sadly, my experience was bad. Unresponsive to my request for status reports - felt (was) ignored…read more They failed to make an important court date and then stood me up on phone appointments to discuss it. I ended up terminating their service.

I'm on the fence about this CPA service. It was recommended by my girlfriend, who's had her…read morepersonal and business taxes done by Nick. For 2023, I decided to give them a try since they're local, and I had doubts about the reliability of my previous CPA, who was a friend of my ex-wife's. I submitted all the requested information to their front desk in February. However, in April, I received a notice from the FTB (Form 5071C) regarding a tax return filed under my SSN. I confirmed I hadn't filed a return and informed the CPA's office, but I never heard back from either the FTB or the CPA. In August, things got even more frustrating when I hand-delivered my girlfriend's personal taxes and our business taxes. They later claimed I hadn't submitted them. I provided the date, time, and her name, but nearly a week later, they said I had given the wrong last name for my girlfriend. This caused additional delays in processing. Then, in September, I learned their software couldn't file my taxes electronically--a problem that should've been addressed months earlier. They'd been waiting on my Schedule K-1, but once it was ready, I had to file my taxes by mail in early November. By October, my taxes were finally submitted, but after eight weeks, I noticed no refund was deposited into my account. When I called, they directed me to the IRS website, where I discovered my federal refund had been applied to an outstanding balance. The FTB later sent a letter saying my return had been changed, and I owed thousands. I contacted the CPA, and they investigated, but now my state return is stuck in limbo. To make matters worse, their emails have been condescending, suggesting I may have forgotten filing a return earlier in the year. I hadn't--it was their office's delays and errors causing the issues. Now, it's late December, and I still haven't heard anything from the FTB, nor has the CPA provided meaningful help in resolving the matter or tracking down my state refund. Will I continue using their services? Probably, since my girlfriend has been with them for a while, and I hoped using the same CPA would simplify things. That said, I'm cautiously optimistic they'll clear up this mess and improve the process next year--especially when it comes to filing electronically for 2025.

Nick Medeiros might be OK. But he's trying to expand and there's no vouching for who he hires. My…read moreexperience was absolutely terrible. I really gave them the benefit of the doubt. I even spent two years there. I regret every minute of it frankly. Do yourself a favor and find someone local that is not just an add-on to someone else's practice. I would give a one star review, but I worry it will be eliminated. I think it's important people see that this is not a good place to go.