I have been in practice for over 20 years and a practice owner 2 years short of that. I feel like…read moreit has taken me most of my career to find an accountant that I could trust. And as I client, I was loyal. I stayed with accountants despite their many mistakes, sometimes because I was afraid I wouldn't find anything better, sometimes because I didn't want to hurt their feelings. At last, freed from too many mistakes on a single tax filings, I found PBM. Not just PBM, but Brian Swire. Brian is the best accountant I'd ever had. He is incredibly knowledgeable on all things having to do with accounting, but more importantly things are specific to dental practices, and to the heavy lifting that we, as practice owners have to deal with. Our monthly meetings are organized, time is respected and he comes prepared. We cover the past month, past quarter, compare earnings, profit, EBITA, overhead to year's past. We discuss projections of year's end. He makes recommendations appropriate to tax savings. In his hands, I can run my dental office, like a business ought to be run. I feel and I act like a CEO. My only regret is that I didn't have his expertise and advice earlier in my career. But even as such, knowing that I have him as my accountant today, he's been worth waiting for. Yes, 2 decades worth of wait. My life and my finances are immeasurably better.

Denis kept things calm and professional during my divorce proceedings. His advice was sound and…read moresupportive. Denis was very conscious of expenses and was very open about costs vs rewards. I have recommended him to many people already.

I've been in the Lake county system for the past 12 years.... I've never had any feeling of hope,…read more until I came across this practice. They give EVERYTHING they have, mind, heart, soul, and more. I trust Noone in this system the way I trust this firm. They are like family To be continued....

Go somewhere else! I have a small business looking for a new CPA as our former CPA retired. Called…read moreAmy T. the owner had an intro call where she came across competent. 90 days later my files hadn't been touched. There was no status or communications from this office unless I reached out to ask for status. One response I got was "I wasn't sure where we left off", another response to my inquiry (30 days after dropping off the files) was "Since this is a business return I will have to work through that first before working on your personal return." Umm yeah! In April 2026 I wrote an email to Amy and her team that stated waiting in queue during tax season is reasonable but it was unacceptable to reach June and still nothing has been done. Needless to say I went to pick up my tax files today, still sitting on the front desk, the Amanda stated, "I tried advocating for you"... my response "what does that mean". I explained you are a service. I called to inquire, Amy accepted the work, and then you put company's at risk by doing nothing? I just don't get it. Amanda then said, "I wish I could do it for you but I'm not a CPA." Again I said, "what does that mean?" She started to define CPA but I said why would you even say that to a client. It's so ridiculous. We are on the hunt for a new CPA. This one needs to close down. HORRIBLE service and rude people.

Amy and her staff are the best! I also adored her (late) Father, Mr Weiss. The whole group is…read morepersonal, yet professional- .. knowledgeable, helpful, .. and also kind. :-)

Been going to Pete Kakenmaster for several years, he's amazing and thorough and I'm always…read moreconfident that my taxes are handled correctly. He's always been incredibly patient with all my questions, and I'd recommend his practice.

Just had my taxes done today. Val was my preparer and she was not only personable and put my mind…read moreat ease, but her expertise was concise, effortless and to the point. I must say the price for the preparation was very reasonable and much better than any of what the "name brand" preparers have to offer !

Great accountant and tax services. Briggs & Company has been providing services for my business,…read moreand my father's business for several years now. Very satisfied.

We have been with Mr. Briggs for 20+ years. We were referred to Bill after going through two other…read moreCPAs that absolutely did not know what they were doing. We have been treated with exceptional service and representation. Mr. Briggs has earned our respect and loyalty and, probably most important our TRUST.

John is great to deal with. He represented us on our latest home sale and was fantastic!! Highly…read morerecommended.

I have use Mr Julian numerous times, anywhere from Real estate closing, disability, traffic and…read morefamily issues. Mr Julian is honest, reliable, straight forward, and he is able to handle a variety of legal problems. I have and will continue to referred him.

I recommend working with John Cencig! He's fantastic!read more

We have been client's of Claremont Management Corp. for 19 years. John and Maria and the rest of…read morethe staff are fantastic. Easy to work with and they are always abreast of all the current tax laws for our personal and business accounts. Their fees are reasonable and just an all around trust worthy group of folks.

I met Patty a couple years back through a professional networking event. She is very personable…read moreand works to understand the needs of her client. I brought her my family law case and she worked with me to develop a strategy, was attentive to my needs, and kept me informed throughout the process. Understand that no attorney can ever guarantee an outcome, just prepare you for certain outcomes and work towards them. Judges make their final decision at the end of the day and they try to be fair to both parties, which makes it difficult in parenting situations. Patty did a great job of communicating this with me and setting proper expectations.

Patricia was able to terminate my alimony after my retirement without too many difficulties. This…read morewas made difficult on her by my ex's attorney, but she cut through a lot of delay tactics and was able to not only get things done timely but was able to explain to me along the way what she was doing and what she expected. She made a difficult effort painless, and I highly recommend her to anyone on either side of a domestic situation.