They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Berkeley helped us catch up on several years' worth of tax filings and brought us a measure of calm…read morewe haven't felt in years! She's kind, patient, does quick work, and she's unfailingly professional. Don't hesitate to request her services. She's awesome!

I've been working with Amani Desravines for several years, for personal and small business taxes…read more They are responsive, efficient, and ethical. They've proactively filed extensions when needed, reminded me about extra forms or reports as regulations change, answered a bunch of random questions about weird tax situations, and been speedy with preparing returns. For simple returns, I believe the govt should offer & expand free tax filing, but when situations get more complicated, this is who you want helping you. Highly recommend getting a consultation if you are looking for a CPA firm in the Austin area.

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

I am so lucky that I found Luis. I was a mess after my mom passed away and then moving to another…read morestate right after. Dealing with her retirement accounts was causing me stress, but so as soon as my husband and I met with Luis, I felt a weight lifted. He has everything organized and easy to understand. He is easily available for questions and I trust that my money is soundly invested. Thank you Luis at Tuyyo Planning.

Joyce and Dave have been superbly helpful, attentive and wise over the years that they've managed…read moremy money. We meet annually to review investment strategy and to update investments. My investments have performed relatively well, even during 2008, and they've always responded promptly to any questions or concerns. I recommend them without hesitation.

After how many years? Yikes! I am still working with Joyce as my trustworthy financial planner. I…read morejust recently talked to her about some developments in my financial future - as I do regularly - and she continues to give me great advice. She is so pleasant to talk to - a genuinely nice person - and that is really great. But the bottom line of her business is what clinches it for me..... my portfolio continues to grow at a very nice rate. All around - I am a super happy camper.

I've been a client of Lucien, Stirling & Gray for more than a year now, and it's been FANTASTIC!!…read moreMegan Poore is my advisor. What I really liked about the initial process was that instead of just asking "when do you want to retire and how much money do you have" Megan asked things like "What was money like when you were growing up" and "How much money do you need to have to feel comfortable" and "Tell me how you feel about money in general". That way, she knew my comfort levels, why I stress about money, and such. Then, she was able to put together an investment strategy that fit me not only financially, but also psychologically. Not only that, THEY take care of all my investments. They watch the mutual funds I invest in and if things get shaky, they move my money. I don't have to watch it at all. It's great. I feel very comfortable with the service and feedback I get from Lucien, Stirling and Gray and would HIGHLY recommend their services to anyone looking to invest their money property or just looking for some direction on retirement planning.

Megan Poore is the best! Megan will take the time to get to know you and understand why you are…read moremanaging your finances - as in big life goals - not just numbers. Why? To help you accomplish your goals! To keep you on track. To help you stay focused. In other words, she'll not only invest your money well, she'll keep you committed. I trust Megan fully and know you'll enjoy working with her. Always friendly. Always smiling. Always ready to ask tough questions when needed. Always watching out for me. John

Jeff Socha is wonderful! He met with me for 30 minutes to review advice regarding a pension fund…read moreand he didn't charge me anything! Very sound advice. Great personality. We'll be seeing him for our financial planning needs in the future for sure!

I started working for ARK Financial in August 2018. When I first met Jeff, I was well on my way to…read moreopening my firm. However, he offered me an appealing position with new and unique challenges. I have never met a more qualified group of individuals who all have a very strong work ethic and a drive to be the best.

Anna is the best around! I would never trust anyone else with my business. Please reach out to her…read more She will not disappoint. I highly recommend her & will send anyone I know her way.

Anna Chin is so informative and helpful! When my wife and I sat down with her we had tons of…read morequestions and she was so patient and thourghly answered all of our questions. Give her a call today.

Dimov Tax has done our taxes since we moved to Texas a few years ago. We had to file in California…read moreand Texas the first year and also had a few complicated situations that required help navigating. Their team is responsive, detailed and very helpful. I plan on continuing to use them and would recommend them for your tax needs.

Exceptional marketing, completely failed execution. We paid for CPA-level expertise and received…read moresubpar data entry. We cannot recommend this firm. Their onboarding, SEO, and sales marketing team are exceptional. They know exactly what to say to earn your trust and we were excited to work with them. Unfortunately, the actual service completely fell apart after they took our money. The Process & Financials: We paid a seperate pre-engagement consultation fee, then $1,285 upfront before a single page of work was prepared. After payment cleared, we received a lengthy engagement contract requiring signature. In our experience, an extensive engagement agreement should come before payment, not after. Three unacceptable draft tax returns followed, each containing differant but significant errors. The 1st draft was a disaster and would have cost us thousands in taxes we did not owe. The 2nd was still very wrong and missing key disclosures. The 3rd included inapplicable Texas state filings, and if filed could have caused headaches. We caught the errors ourselves. We never received a tax return we could file with any confidence. By the 3rd draft, we were done. Our taxes were not overly complex but required special attention to detail. The Disappearance: After multiple alarming errors, we had zero trust in the firm's capabilities. We felt it was a real compliance and economic risk for them to prepare our taxes. We sent a formal refund demand directly to George Dimov using the exact email addresses listed on our engagement letter and CC'd ourselves to verify delivery. We also sent it to the team who had prepared our taxes. Following our refund request, the firm went completely silent. No response, no explanation, and no attempt to clarify why we are not entitled to a refund. That is not normal. Fellow Texans: George Dimov holds no individual Texas CPA license confirmed via TSBPA public database (Texas State Board of Public Accountancy). His firm, Dimov Associates LLC's Texas CPA firm license (C11597) expired September 30, 2025 and has not been renewed at the time of this post. Based on our research Dimov Tax, Dimov Partners, DImov Tax Specialists, do not come up in the TSBPA database. Draw your own conclusions. Public Regulatory Records: We later discovered that on April 8, 2026, weeks before we hired this firm, the California Board of Accountancy (CBA) filed a formal accusation against George Dimov and his firm (Case No. AC-2026-10). This is a matter of public record. Had this ongoing regulatory action been known or disclosed to us, we never would have signed on. The case is active and has not concluded yet. Update July 2, 2026: We filed a formal Chase dispute on June 15, 2026 after sending multiple refund demands over several days to multiple people including George Dimov directly. Fifteen days after filing, two people we had never heard from contacted us for the first time - extremely apologetic and offering a free tax return among other things. George was CC'd on these emails using the exact address we had used to contact him before we escalated. They asked us to rescind the chargeback and trust them to refund us outside of the bank process. Chase advised us not to retract the chargeback as we would lose our protections if they did not follow through. We were told George had no idea what was happening. That is concerning in itself. Dimov accepted the chargeback on July 1, 2026. Chase closed the case in our favor on July 2, 2026. We received our $1,285 only because we filed a chargeback. The refund does not include 20+ hours of our time writing long emails correcting their errors, fighting for our money or the stress we endured. That cost remains ours. To the Dimov Response Team: Do not reply claiming we are not in your system, blaming technical issues, or mischaracterizing our situation. We have the signed engagement letter, payment receipts, error-riddled drafts, and every email exchanges to back up everything written here. We tried to handle this privately and amicably before we escalated. You chose silence until a chargeback forced your hand. Our experience mirrors similar patterns openly discussed by other clients on Yelp and other trusted review sources. Draw Your own conclusions and do your own research to protect your hard earned money and valued time.