Jack is the best i don't trust anyone else to handle my taxes, very easy to deal with very…read moreforward, very honest a man of dignity

Jack Norman at the Jackson Hewitt Tax office in the Walmart at 5315 Cortez Rd West was very…read morecourteous and professional. He took his time and went over everything with me. This was my first experience with Jackson Hewitt, but I will be back next year to have Mr. Norman prepare my 2023 taxes.

My brother and I were referred to KB by our Realtor in Venice and told they were experts in FIRPTA…read moretax laws with the IRS. We were told by KB that they could file an application for my non-US citizen brother that would waive the FIRPTA withholding since we were doing a 1031-exchange for another property and met all the IRS requirements. Therefore, we hired KB and paid them the quoted flat fee. At no time were we told that the IRS could deny this application, nor that my brother could possibly have to pay the FIRPTA withholding a year later. Contrary, we were reassured multiple times that they handle these applications regularly, that we qualified under IRS FIRPTA laws, and that all the money from the sale could be used for the 1031-exchange. A few months after the application was submitted, we received a new invoice from KB for additional costs (over double the original quoted flat fee) stating that it took them longer than expected to complete and file the application. A lot of this additional time spent was actually with the closing agent who kept stating they still need to withhold the FIRPTA and KB stating that they can release it. If KB handles these applications regularly, why was this all new the the closing agent? Anyways, I showed KB the email proof that we were quoted a flat fee and that we were never told that we could be billed more if it took longer. A flat fee is just that, a set fee for a job or project. If it was based on time, then they should have quoted a base fee with a billable hourly rate. I never heard back from KB, so I assumed they accepted the proof and canceled the invoice. A year later, we found out the IRS denied the application KB submitted on our behalf, stating it was incomplete and did not meet their FIRPTA tax laws. My brother has 20 days to come up with a large sum of money to pay the FIRPTA amount due. Even worse, we had to pay KB additional $500 to file the new form with the IRS, a form I found out later was 2 pages and could be filled out in 15 minutes. As you can imagine, we are both furious as KB did not give us all the information and possible outcomes when we hired them. A certified accounting firm that specializes in FIRPTA should have known that this could happen and advised us properly so we were prepared to pay in case the application was denied. Also, the closing company should never have released the funds from escrow, which they only did based on input from KB via email that I was copied on! In conclusion, KB is NOT a company to hire for FIRPTA tax matters and they do not care about their clients in any way. Instead, they argue with their clients and keep changing their side of the story. I have been lied to at least 3 times now as they try to "protect themselves" because they know they did wrong by us. Do NOT hire this firm, they just want to make money off their clients without doing their due diligence, nor do they advise clients properly with ALL the information. This whole situation has left us in financial turmoil and it could have been avoided. I wish I never heard of KB because we would not be in this mess if they had advised us properly. We also would not have paid for their services if we had known that it could all be for nothing. We would have just paid the FIRPTA at the time of the sale and saved on the additional expenses.

Amazing personal service. Took care of my dad's taxes when he was in the hospital and guided him…read morethrough everything like pros. Really glad they were there for him!

New in the area and Rich has been amazing. Great customer service, prompt responses and always…read moreavailable to answer any questions or concerns. 100% recommended!!

My experience was excellent. Personnel very helpful and provided excellent advice to assist me…read moreduring my change . Agent Victo Tirado was very helpful and efficient.

A very competent and understanding agency. Paul is great as are the rest of his staff. And they…read morereally do work to get you good rates.

I 100% trust this agency and the people who run it. Alex Morgan is honest, moral and looks out for…read morethe best interest of myself and my family. We depend on him for all of our insurance needs. It is such a relief to have someone knowledgeable and trustworthy to lean on in this arena. In a world where every is trying to make a buck, it makes me feel safe to know that I am not being taken advantage of. Since someone is going to make commission on my insurance, I am delighted it is him. I wholeheartedly recommend him and this agency to everyone I know.

As a local business owner, I understand the importance of customer service and the value in "word…read moreof mouth" and typically would never leave a negative review without first having a discussion with the source. However, my experience with Hough & Co. has been exceptionally stressful and expensive. Fortunately I have a bookkeeper who manages both my business as well as my personal finances. She basically keeps everything organized, manages all the data entry in Quickbooks and then shares the ledger with the accountant once per year to file our year-end taxes. Believe me, she's worth every penny. (Even the Hough & Co. accountant commented on her organizational skills upon seeing my business's QuickBooks, and asked if she takes referrals.) Yet, having her provide accurate documentation in a timely manner never seemed to expedite the process or elevate any costs for his CPA services. Honestly, since 2018 my taxes have yet to be filed on-time despite my best efforts as a client. Delays occurred often in the 3 years of working with Hough & Co. Tax extensions were filed on my behalf and my business was changed from an LLC to an S-Corp filing without any prior explanation or authorization/my approval. (Although "it may be in the best interest of the business", it's ultimately a decision for the owner to make - not an accountant.) The last and final disappointment came (June 2022) while in the midst of acquiring financing for a mortgage and undergoing the underwriting process (which as a self-employed, single individual can be challenging and stressful in and of itself); I learned that yet again my previous year's taxes were not ready to be filed. Unfortunately, due to the urgency of the situation I didn't have additional days or weeks to wait for financial information that was shared with Hough & Co. back in Feb 2022. At the time, I already knew I'd be forced to expedite documentation (once again having to hand deliver my taxes to the IRS). It became very apparent I needed to make a decision and I sent an email notifying my accountant at Hough & Co. that I would be taking my financials to another firm to ensure deadlines and responsibilities would be met. At which point, the accountant reacted defensively to my decision; stating he felt very insulted by my email, followed by calls from his office - as though the situation was personal. It wasn't personal, it's simply business. I hired him to do my taxes, and after realizing he was unable to complete them in a timely manner, it was necessary to make a change. (For the record) Less than 48-hours of our meeting, the new accountant was able to complete and finalize both my business and personal taxes and I'm grateful to announce that I was able to close on my home. Hough & Company's inability to properly communicate or follow through on commitments was unfortunate, yet receiving a $2000 invoice for those "billable hours" without providing the work he was hired to complete is not exactly ethical; yet will be paid (because karma is real).

Mark was awesome! He provided some great direction for this upcoming year with our finances. Very…read morepersonable both he and his staff. Wld highly recommend this business for your taxes. Thanks Mark

Kim and her team are all fabulous! They always go above and beyond to make sure you get the best…read morebundle with home auto and life insurance!

Spoke to Jackie about coverage and premium increase. She went over my car policy with me and…read moreanswered all my questions to my satisfaction. I found her to be helpful and a pleasure to talk to. I've been a State Farm customer for over 50 years and will continue to be a satisfied customer.

We have owned 4 homes in 3 states all covered with very large homeowners and liability coverage…read morewith Chubb in the last 38 years and never have I dealt with such a smug difficult insurance agent like James. Even our property manager who handles wind mitigation reports etc and provides all crucial data to insurance companies for our 1100 unit condominium complex agreed that communicating with James was not only difficult but also " unpleasant". His tone was condescending when he returned my call and said," I have just run up some VERY rough estimates of $--- dollars for a policy, is this within your budget... if not let me know now " ( so he doesn't waste his time with me). And I had called his office ( he is the only agent there) TWO times in the last two weeks leaving a message in their auto answering mail box. Zero call back. So I tried a third time last Friday and got him. I DID have success with the Farmer's Insurance agent in Lakewood Ranch Larry Hanson, and had a highly informative gracious EXCELLENT conference with Greg, co-owner of this agency. They unfortunately do not cover property on coastline so they could not work with us. Greg DID educate me wonderfully on the value/importance of getting a 4 point inspection first to avoid a " point of claim" coverage which can blow up in our consumer face when we submit claims later. Also Florida law allows the insurance company the leeway to drop a policy after signing/ accepting when they do an inspection later. Thank you Greg from Lakewood Ranch Farmer's Insurance.

Terrible insurance I ever had! I call twice to ask simple question one was if umbrella covers in…read morebackyard. They put in record that my roof gone in hurricane! Second when about if they cover water pipe, they reported accident that my house in flood! Never ever sign deal with Farmers their service awful and they're building case from nothing! Beware

Though I live in Volusia County, FL , I had the opportunity to open an account with Merrill Lynch…read morein Sarasota. The folks my wife and I worked with, Liz Laboone and Mia Gosselin, could not have been more kind and helpful. I subsequently suggested to my daughter in Port Orange, FL that they open an account here. I would highly recommend this organization!