she was amazing and helped me save money on my car insurance, i got help switching car insurance…read morecarriers and saved me almost $200 a month, thank you so much

Wonderful, friendly, very helpful. We are so happy we found your agency. We have a great policy…read morefor all our vehicles. We always have a wonderful experience when we talk in person or on the phone.

"You'll probably hear from our older daughter, soon." I think the fact that we said this to Kevin,…read moreas we were walking out the door, attempting to wrap our heads around the amount of money we owed the IRS, probably says it all. We came to this dude because he had a couple of good reviews and he was relatively close to our house, with a mile-high pile of receipts, records and documents from a year where we: - Both changed jobs, one of us twice - Sold a ton of stock - Invested in real estate - Put a kid through college and another through private school Unlike our previous experience with a tax advisor, Kevin didn't treat our time as money. We felt comfortable asking all sorts of questions, he walked us through the various policies and laws he'd investigated, we learned a lot about how we should handle investments moving forward, and he offered to answer any questions we had, throughout the year, whenever. I also noted that Kevin had a humanitarian angle about him, something I don't always register in this industry. We'll keep working with Kevin, and recommend him to you.

I waited until the dust settled and all my refunds came in before I posted this review. My taxes…read morewere a mess after moving from Wisconsin to New Mexico in March of 2020. I had my own business, taxes to file in two states, an inheritance and zero confidence in my ability to navigate TurboTax and feel I had filed correctly. After a year and a half of anxiety and extensions, extensions, extensions, I started my search for a pro. Yelp* led me to some pros. I found that the rates were pretty similar across the board and a few of them reached out with more information or follow-up questions. Ultimately, I decided to go with Kevin and The Balance Sheet for these reasons: 1. he got clarity about my needs before I met with him 2. he offered suggestions for how I might interpret other pro's approaches to my situation 3. he offered a hassle-free exchange of information instead of a barrage of games and gimmicks to get me into his office Working with Kevin was seriously a delight. He was creative, tenacious, thorough, and committed to getting my two years of taxes filed correctly and yielding the highest refund possible for me. From the first inquiry to the latest refund that was deposited in my checking account, I am so grateful to have trusted my tax mess to Kevin and The Balance Sheet. I highly recommend his services for the most tangled tax conundrum out there. Thanks again, Kevin!

Just moved here from California. Had contacted a local agent prior to our move. They totally…read moredropped the ball. I took a shot and contacted Scott. Ashleigh took care of everything in a couple of days. Great service. Got the policies I needed and the rates were very reasonable. Highly recommended

Susana Caceres is an exceptional agent with a great knowledge and a positive attitude. Mrs Caceres…read morelistened to my concerns and answered all my questions. She really cared about my insurance needs and runned the extra mile to find me the best insurance package in the market. I am really happy that she is my agent and that really helped me get the right coverage I need. Mrs Caceres is very professional, I can sense the love and passion for what she does. I do recommend her services.

I had an initial consult to have a professional do my taxes for the first time. I am glad I chose…read morethis company. There were a few things on my rental property that I didn't understand and spent hours researching without success at increasing my level of understanding. He was able to explain them to me in laymen's terms that finally made me understand. They are a husband and wife team and are very engaging and friendly. Most of all, I found them on initial meeting to come across as having integrity and inspiring trust. I'm glad I chose them.

Absolutely the best tax preparers I've ever worked with. Highly recommend PFL, you will be so…read morepleased.

Jason and his team took great care of us throughout the process of purchasing our home. He took the…read moretime to explain everything carefully and let us know what to expect and actions to take as we went along, which was very helpful and kept us feeling at ease. We also really appreciate how easy he is to talk with and his support in giving us options to consider. This helped us easily understand what would work best for our situation. Highly recommend Jason and Waterstone Mortgage!

Jason Pike and his team are wonderful at what they do. They are excellent communicators and you…read morealways know where you are at in the mortgage process. I received a message every day letting me know the progress of my loan and any information that was still needed. I would highly recommend using them for your next home purchase.

Chris Juarez was so amazing and helpful through my home buying experience! We had a few bumps in…read morethe road and he was always there to help out and check in on us! I would recommend him to anyone looking to buy or even refinance!! You won't be disappointed you chose Chris or First Mortgage! Give him a call!! He is so friendly and easy to work with !!!

Chris was incredibly helpful with every aspect of my loan, from the beginning application and…read moredocuments until closing. He is responsive, organized, and worked hard to help me feel comfortable and at ease with the loan process. As a first-time home purchaser, I had a million questions that Chris was always ready and willing to answer. He came to my closing, which was above and beyond what was asked of him. I highly recommend Chris as a mortgage broker - you won't be disappointed.