Avoid Kathy's Tax Service - especially if your taxes aren't straightforward…read more We hired Jim in 2022 after selling two homes, combining households, and buying a new one. We paid a premium expecting professional help. Instead, we got a dismissive, unhelpful experience. When the IRS requested more documentation a year later, Jim charged us again to prepare three documents - which we had to send ourselves. He blamed us for not providing the right info the first time, despite being the professional we hired to guide us. Communication was terrible, and support was nonexistent. We were left doing all the legwork. Unprofessional and not worth the cost.

I had my taxes done this year by Christensen Kathy's Tax. They were polite, responsive, and got my…read moretaxes filed, but they were not helpful in finding me all my deductions or explaining in detail about my taxes as a whole. I was a first time home buyer and needed help doing them this year. Honestly, I should have just prepared and filed them myself and saved the $160 because he did not help me explore and discover any other deductions I could have potentially had. The appointment in total was less than 20min. It felt like a rip off.

Working with Ken at Rockwood Stone has been a great experience for my family and I. We always did…read morethe basic savings/checking thing with extra money set aside for short term goals. Ken has taken a lot of time to educate us and present as much information as possible, which has made our every decision a confident one. So far we have setup multiple life insurance and investment plans with Ken. We are much better off, and feel more secure in our financial future for it.

Summer Jackman is an excellent agent. She helped us change all our insurance needs to State Farm a…read morefew years ago. She has helped me understand my insurance coverage needs and I feel I receive excellent advice from her, specific to my individual concerns.

I have had an overall great experience with Southeast Financial. Their staff and office Manager…read moreRichard is very friendly and easy to work with. This office understands what customer service should be and treated me with dignity and respect and other places in Pocatello should follow their example. Richard made my loan a very seamless process with a reasonable repayment schedule. I would recommend this office for anyone seeking a loan in the Pocatello area. Give them a call and I am sure they would happy to help you out. Tell Richard that Juliette sent you!

we have been working with se financial for many years. richard has always be profesional to deal…read morewith. they have now changed to elevated financial and we went in to pay off a loan and was quoted one pay off amount when my wife showed up it was several hundred dollars higher. the lady there by the name of courtney was not only rude but when i ask to speak to richard i was told that she was the owner and i couldnt talk to him. she told me i could do what i have to do and to do what i had to do she didnt care. on top of it all she said she couldnt release the title to my motorcycle and she would mail it to me. it is not about having my title mailed but her non calaunt attitude and rude comments that are uncalled for. unfourtually one bad experiance ruined the whole transaction i will not be back.

I am that customer, the one that has all the abnormal things happen too. If I didn't have bad luck…read moreI would not have luck. Lucky me!! J.D. Bowen and his team have been great to work with. When I leave a message, they are quick to respond. They provide answers to my questions and help me turn all my bad luck issues around. I switched from my long time insurance company just over a year ago and the difference is night and day. My rates went down and the customer service is 100% better. They are always very pleasant and knowledgeable. Very happy with the service they provide.

Unprofessional, unethical. I wouldn't recommend this cpa to anyone. The first year I used this…read moreoffice it was done by an intern who was a friend of mine working there. The 2nd year I continued because I realized Nyle was the father of someone I went to high school with. I tried using him this last tax season and my tax return was way different. When asked why he said that I made more money but my expenses were less. Not true. The problem was that ISU had submitted my expenses inaccurately. I had proof there with me that what was submitted was inaccurate but Nyle told me he couldn't submit anything other than what they had sent me. I called ISU and was on the phone with them on 2 seperate occasions for a total of a half hour. During which Nyle stepped out and went to work on some other patient or project. After gettingnoff the phone for both cases I had to wait for him to come back. When he couldn't do anything else for me I told him I wanted to research this more and to hold off submitting my taxes. I then called a family friend and was told that I should have been able to submit my school expense differences. I also mentioned that Nyle was giving me a lot of days as a per diem since I worked a summer job in a different state. I was taught and shown later that that is an unethical practice in tax breaks and that if I were to be audited that could make me owe a lot more that I was saving or getting back. Then a few days after meeting with Nyle I received an email responding to an email I sent asking about what I had heard on the college expenses where he told me that he didnt mind taking a stance on a tax return as long as it was supported by the facts and to keep in mind that he all ready had 2.5 hours invested in this at 150.00 / hour. I couldn't believe he counted the 1/2 on the phone and the time I spent waiting. Unbelievable. As of 6/3/14. For the record, my "buddy" is Neil Furniss, CPA in Pocatello. The "fictitious information" he put in was the tax info provided by ISU for 2012 and 2013 and the expense report provided by ISU showing the differences in what was submitted and what was shown. As stated before, it is an outright lie to say that Nyle took any initiative in emailing me because he "thought this was going to drag on" because after meeting Neil, (the very first time ever in my life was the same day I left Nyle's office) I sent the email to Nyle asking if he could submit the differences with the expense report for school. It wasn't the other way around. Also, Neil showed me in "A Tax Book" where the deduction is stated clearly. Maybe Nyle doesn't understand the concept that professionals, lawyers, and other CPAs have collaborated a document for the instruction of a more ethical filling of tax returns according to how audits and rulings in very particular and similar situations have turned out for people. I'm not a genius, but I can read and I do do my homework before I make any allegation. Once again Nyle, you fail to mention that it was your suggestion to research and call ISU. If you didn't mean right then, you should have clarified right then. I elected to go with another CPA because of your unprofessional responses to the valid concerns I had. All of my documentation was prepared and presented to Nyle and Neil with no variation. One simply was able to fulfill the role of the accountant needed. Period.

Nyle Taylor has been preparing my taxes for years now. I have been extremely satisfied with the…read morelevel of professionalism in which he presents himself. He is courteous and kind to his staff, and in return, they are kind to him and to me. Mr. Taylor is very knowledgeable in his profession, honest, fair in his fees and well respected in the community. Mr. Taylor has prepared my personal income taxes as well as my corporation taxes and I highly recommend him for all of your accounting needs. You will not be disappointed!

I always look forward to meeting with Selena! She loves what she does and is GREAT at it! She…read morereally cares!

Cannot get anyone answer the phone! It's just ok! I had $20.00 in to open an account. Have hit hard…read moretimes. I got a notification that I needed to put more money in my account or they were going to close it! Who does this? I'm new in Pocatello and just needed to start somewhere. My CU in Montana would never treat me this way!

The staff at SEI are incredibly helpful with any questions or concerns I have. They assist me and…read moremy LLC with deposits and transactions, keeping me informed every step of the way. I have a strong connection with SEI, as they consistently prioritize my best interests in meeting my credit union service needs.