Top two experience always a pleasure working with these guys. Very professional system is very…read moresmooth and clean.

Carl is very professional, knowledgeable. He has kept me informed every step of the way and easy to…read morework with. I've been working with him for a month now and I'm already seeing improvements on my credit score.

TBH, I was initially skeptical of the concept of a financial coach (as opposed to either a…read moretherapist or a financial advisor). But Adam has been very helpful and my wife and I have benefited immensely. We highly recommend Adam!

My husband and I reached out to Adam almost two years ago because we wanted to get better control…read moreof our finances and prepare for retirement. We achieved this and more! I can tell you with full confidence that working with Adam is 100% worth the investment for couples who are seeking financial clarity and peace of mind. With Adam, we learned how to: - Create and maintain a spending plan - Build up our savings while maintaining our lifestyle - Plan for major financial milestones, such as buying a house and retirement In addition, Adam helped us through our salary negotiations, which resulted in raises for each of us, with a combined gross salary increase of over 20% per year -- and in my case, a promotion as well. More importantly, Adam helped get us on the same page as a couple when it came to our financial goals and money mindset. The skills and mindset we gained from working with Adam was especially helpful when COVID hit last year. We knew exactly how far our savings would take us should either of us lose employment (fortunately, neither of us did) and eventually, when I decided to leave my career to take a break and forge a new career path, I was able to do this with confidence and ease. Events that would normally cause us a boatload of stress, weren't stressful at all thanks to Adam.

Met a wonderful young professional who explained the many options we had available to us with…read moredifferent types of life insurance to protect my family and mortgage, and retirement plans so we can have peace of mind for our future. If you are looking for the same, I recommend Andrew Holmes at 954-709-1337 at Western & Southern Life

.you least favorite wirds: Doing your taxes! Although I have a simple life and you would think that…read moresome paper and pen with a simple calculator should be enough for me, the fact of the matter is that I am not familiar at all with tax laws, and if there were ways to save some money, I would not know it. I got to know Michael Miller through my ex a few years ago, and since she was doing her taxes with him, it made sense for me to do the same, since we had common interests and some common assets. Since then, I have not looked back. I am extremely happy with his work, his knowledge, and the expediency with which he conducts his business. He is thorough and is always looking out fir my best interest, and above all, his rates is extremely reasonable and affordable. For the foreseeable future, I have every intention of staying with him, and suddenly the words "Doing your taxes" don't look so scary

Mike Miller has been doing my taxes for over 8 years. I find him to be detailed, honest and…read moreaccommodating. I have recommended him to several associates and friends. Good honest accountants that stand behind their work are hard to find especially here in S Florida.

They helped me and I bought my house, Melissa is my coach .Very professional and I would recommend…read morethem.

Have been paying them $123 for 7 months. Just an FYI, depending on how many items you have…read morereporting incorrectly, they only send letters (Which you can do yourself) and they only do a few items at a time to string you along. Truth me told, I learned a valuable lesson. Go to myfico.com if you want to know your scores and mail letters to all three credit reporting bureaus yourself. This company was referred to me by a mortgage company and I'm sure he gets a kick back from it too. Waste of money, so far I've spent almost $900 and am no better off than when I started. I noticed the other two reviews this company has are from first time reviewers. "Plants" Don't use this company.

I had high hopes for this company and after filing last years taxes I thought I could rely on him…read morehowever not only did he go MIA, he also completely miscalculated estimated taxes and thus leaving me with a large penalty fee and is too unprofessional to respond or take ownership.

From the owner: Richard Levenson, CPA, PA is an accountant and tax specialist located in Sunrise, Florida. Richard…read moregraduated from Eastern Washington University with his Bachelors in Accounting and from Florida International University in 1985 with a Masters degree in taxation. He provides exceptional tax, accounting, payroll, and financial advising services and brings close to 40 years of expertise to all of your accounting needs.

I have been filing my personal taxes with A&J Financials for over 10 years. I have referred all of…read moremy friends and family members to Mr. Andy. He is now, the accountant over my husbands business taxes and held our hands through the process of purchasing our home. When I say he is timely, accurate and so VERY good at what he does... I mean every word. Thank you to Andy and his team for their years of dedicated services.

I've been coming here for three years now. I was referred by a friend and decided to give them a…read moretry. It's about a 20 minute drive from me without traffic, but it's worth it. I see Jascin - he is great! He talks to us like family and he is such a nice guy! He sits with us a really try's to help us figure out what we've spent throughout the year. The receptionist is sweet. She's always very friendly and helpful. The office is small but nice. Located in a business plaza and fairly easy to find. I've never had any issues in the years I've been coming here and I'm always happy when I leave. If you are in the market for an accountant, please give Jascin a try and tell him I referred you!