Greg is very through and knowledgeable. Easy to work with! Would highly recommend. Is just what we…read morewere looking for after we moved to AZ.

Greg is one of the smartest, kind people you will ever meet!Absolutely understands the tax code…read morebetter than the people at the IRS., my opinion. You definitely want him and his team on your side.

We just began using Chantal's accounting services at the start of this year, and so far she has…read moredone our 2023 tax returns, and worked with me to set up an LLC. Definitely plan to stay with Chantal moving forward for tax returns and consulting. We chose to go with Chantal after contacting and talking to several CPA's. I liked that she is a sole proprietor and not a multi-accountant firm (more personalized service), her pricing is fair, and she was very up-front about what she could / could not do and even suggested we screen CPAs in the valley. As well her accounting background is solid, including stints working for big firms. So far all our interactions have been remote (which I like), but since she's local there's the option of meeting face to face should the need arise. I find Chantal to be professional, prompt, and attends appointments on time. She answers questions promptly, and even sends reminders when we had an outstanding action. I like that she uses the TaxDome portal for our exchanges: sending documents back and forth, and chat messages for Q&A. For me, this is much more convenient than having to drive to someone's office, and pick up the phone and call every time I have a question.

I wish I could give more than 5 stars! Chantal took over my taxes in 2023. She has held my hand so…read morekindly through all of my growing pains with a new business. She has saved me so much money with her expertise and advice. Her prices are more than fair, and she is easy to get in touch with. Chantal is professional, kind, and patient. I can't say enough.

Always wonderful customer service. Better than my other credit union! Also not a new person every…read moretime I go there, which says a lot now

We met with Heather today and she took EXCELLENT care of our needs. She was very knowledgeable and…read moreefficient.

Estate & financial planning Took the time to explain the…read morepros & cons Worth every penny

Where to begin with Spirit West Certified Planning?…read more For more than 25 years my husband and I were encouraged to have a trust set up. We were very busy business owners and never seemed to make a priority. We thought it would be an onerous and very time consuming deal...UNTIL we met our neighbors, Kevin and Amelia Schaefer. We learned they were certified trust and estate planners. Kevin took the time to briefly explain why we needed a trust. We did NOT want to have to go through probate. So, we booked an appointment. The entire office staff is friendly and makes you feel like you are family. We were so blown away by the expert advice and time that Kevin took to explain every little detail. He guided us on decisions that we had wrestled with in deciding what would happen when we are at the end of our life. We are professionals and have been in business for more than 30 years. We know expertise when we see it. Kevin is the consummate professional. We were so impressed with the level of service that we referred Kevin and Sprit West to my 85 year old mother, who was in dire need of a trust. Before you know it, Kevin had her all set up and it's a good thing. Recently, she was hospitalized and if the trust and medical documents weren't in place we would be in a world of hurt. I could go on and on about the level of service that Spirit West provides. But I think you get the picture. I am grateful that my husband and I now have peace of mind in how our estate will be administered. Thank you, Kevin, Amelia, Jonathan and all the staff members at Spirit West. We will be sure to refer your services to everyone we know!

Dana is amazing to work with! She helped with the purchase of my first home and later with…read morerefinancing as well. I've recommended her to family members, and they loved working with her just as much as I did. She's very informative and communicative throughout the entire process and always explains things clearly while answering any questions you have.

Dana is amazing. She works quickly and gets you the information you need to make wise decisions. I…read morecan't recommend her enough.

Eilas was very pleasant to work with. He gave us a great quote on Homeowner's and car insurance.read more

I have had several insurance companies of the years. They all promise the same thing that they are…read morethere for you. However, LRG Agency- American Family Insurance is the best by far. Every time I have ever had an incident they make it personal and follow up to make sure everything was taken care of and handled to my satisfaction. Not many companies will do this anymore. I love my agent and her staff. Way to go Leah and Melinda. Thank you for always going above and beyond. - Doris Adams

Phillip Lecroy was a delight to work with. Made the whole process easy and painless. I would…read morerecommend them to anyone.