!!! I WILL NEVER RECOMMEND THIS PLACE ANYONE !!!…read more I have been using this company service over 12 years, HOWEVER, for the first time I am disappointed for the company 's high charge. The day before we did appointment for my friend, over the phone we explained that my friend has w2 and 1099 form, and asked estimated price, On the phone he gave us $200-250 for all. My friend went today, she started process do doubt about Unexpected fial service fee. Because my friend went there with my recommendation, also trusted the guy who made appointment. My friend shocked see the $620 TAX FEE at the end. The asked about phone confirmation price, lady who doing tax made some excuse and slip away from topic. My friend shocked condition ended up paying tax fee with last money from credit card. Please be careful, do not let system take advantage from you and from your relatives, friend whom you also recommend Taxpros service. I am sharing my friend's experience, NOW who read this review got lessons.

The business is welcoming, friendly and professional. My preparer was kind, courteous and…read moreknowledgeable. Will definitely use them next year.

Pierre is such a professional. He has filed my taxes for years and is always fast and efficient…read more Year over year, he has ensured I am able to maximize my returns or owe as little as possible. Pierre cares about my money and is always providing support on how to achieve optimal financial security. I highly recommend!

From the owner: Assisting Families and Small Business with all their financial needs; retirement, taxes,…read moreinvestments & small business solutions

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

I highly recommend Gold Coast Financial Group if you are looking to grow your investments and get…read moreprofessional and invaluable estate planning advice. Scott Brooks is thorough and thoughtful and goes above and beyond to provide a personalized plan for your financial growth. His depth of knowledge and incredible track record really instilled a sense of confidence in where to invest, and his strategic tax solutions were an added bonus. While finance is not my strong suit, he was great at explaining every recommendation and nuance. His team is incredibly friendly, attentive, timely, and always receptive to questions and concerns. A big thank you to GCFG!

Scott Brooks and team at GCF are fantastic. They are incredibly knowledgeable and great at what…read morethey do. We have always received quick responses to any questions or requests for documentation or information. They have always made us feel like priority clients and I highly recommend them!

After being a long time, client I was burned by a discrepancy on my 2022 returns. The tax team made…read morean error which caused fees and penalties to accrue. The IRS started sending me letters last year about additional taxes I owed for 2022. I brought these letters in to seek their professional help. They took their time, drafted some letter, all the while, penalties and fees were growing. I had to seek outside professional help who guided me to pay the rightful amount of taxes owed to the IRS to stop the bleeding. It took this new company 72hrs to take action. I reached out to the knoke group to see if they had the integrity to pay for the $1,000 penalties and fees that they caused and their reply was " we will give you $150" and wiped their hands clean of their mistake. I'm baffled by their lack. If you want overpriced service and unanswered questions this is the company for you.

Hi, this is an update to my 5 star review in 2014 - once again Bill and his team have done an…read moreoutstanding job! He always reaches out to me with questions or updates, even in this difficult COVID year we've had. I feel for him and his team I can only imagine they're working 24/7 so I appreciate any update. There are so many changes this year, ongoing ones, and they've kept up with them, I could never do their job! It's so important doing taxes that they're done right, I'm thankful I've been in such great hands and am glad I continue to be.

I switched to Prescott Tax & Wealth Management after many years with my previous team, and I've…read morebeen really happy with the move. They've been thorough, super responsive, and clearly know what they're doing when it comes to both business and personal tax returns. One of the first things they did was review my prior tax return, catch mistakes, and save me around $3,000. They also pointed out tax planning opportunities that had never been brought up before, which was a big eye-opener. I also appreciate that they think beyond just filing returns. They referred me to an estate planning attorney who was a great fit for my situation, which showed me they really care about the bigger picture. Everyone has been friendly, professional, and easy to work with. I've already referred two people to them and definitely see them as a long-term partner. I'm also considering using them for full-service wealth management.

I use the services of Prescott Tax and Wealth Management both personally and for support of our…read morenonprofit investments. They provide great financial investment and tax advise. in the event of my passing, they are also designated in our family trust to direct the financial support of my family. These are people who look out for you, and whom you can trust.

Petia is extremely knowledgeable and helpful. When I needed to get info on getting hooked up with…read moreMedicare and then a supplemental, she sent me the forms' links quickly and kept encouraging me to get it all done in a prompt fashion. She then went to work on everything I had sent her making absolutely sure it was all correct and ready to go. This was all on top of what she had done for me back in June and July. An incredibly seamless transition into Medicare and everything that goes with it. Helping seniors with their medical is her passion!

I appreciate the personal service and feel confident that my best interests are always being…read moreconsidered. The service is friendly yet professional and I am always made aware of detailed coverage as well as any comparable choices.

Just met with a John for some investment advise and retirement planning. He is very knowledgeable…read moreand able to explain things so they are easy to understand. His use of technology to base decisions on reality and history vs predictions like the bank does, made a lot of sense to me. He asked and listened to my future goals so he could come up with an approach that works for me. Their frequent communications is also very reassuring. Looking forward to a successful investment strategy to get me to and through retirement.

From the owner: We pro-actively serve a select group of individuals, families, and small business owners, no matter…read morewhat their stage - wealth creation, growth, or preservation - with solutions to the complex puzzle of financial planning and investment management by offering a personalized written plan, a systematic approach to active management, and regular communication in order to deliver a higher level of comfort and predictability in the achievement of their long-term needs and goals. We also specialize in Divorce Financial Planning, helping people understand their financial assets and giving a 5-20 year perspective on proposed settlement options.

Friendly, down to earth service. Had some questions that probably weren't worth their time to…read moreassist me with, but they were kind enough to look into getting answers for me. That says a lot. Hopefully, I win the mega lotto and their thoughtfulness will be rewarded! I have no reservations recommending them.

Kari is very knowledgeable on investments and tax law. I am very impressed with her service.read more

I switched our payroll to Scott this year after we found out our old provider was not paying our…read morestate or federal taxes for 2 Quarters. Scott and his team have made payroll super easy, they have excellent follow up and customer service, and anytime I have questions or specific needs Scott or his team are one call away and I am speaking to someone who really cares about our business. Would recommend highly PerformancePay!

The team at Performance Pay San Clemente is amazing and has saved me so many hours and stressful…read moredays! Before I met Scott and his team...I spent hours each week going through hand written papers and notes for our team, trying to calculate the days off and missed days from employees that hopefully noted their time off on the calendar. Eventually transferring that information to a spreadsheet and calculating hours. Then came along the newest and greatest technology that provided an app for employees to clock in on their own. It was a mess and wasted more time... Then I met Scott. The team at Performance Pay San Clemente is amazing! The technology they use allows my team to clock in- make adjustments on their own when needed. They can request time off, and have full control of their own paystubs. My time and stress for payroll each week has been so minimal since working with Performance Pay. The team support is wonderful as they are knowledgeable and provide great support. If you manage a team with different job tasks and schedules or just want the ease of streamlining please give them a call. They have the resources for processing payroll, commissions, direct deposits, reports for tracking job costing, payroll taxes, year end and quarterly reports, workers comp calculations, and much more!