I had bought a new car and I am a full-time DoorDash driver and I wanted to make sure I was…read moreprotected. I knew my rates were gonna be more than I wanted to pay, but I reached out to Big insurance group and Krysti did what she does and got me a really good rate really good coverage. I feel comfortable in my car, but if anything unfortunate were to happen, I would be protected. She was easy and professional to work with. I had to reach out to a couple different companies and by far she was the most courteous and helpful. She and her daughter Ashley run this brokerage and I would highly recommend to give her a shot. She they can save you money and I think that's important.

I called them and asked for them to call me back so we could talk about insurance and they never…read morecalled me. Very disappointed.

I'm a big fan of Lockhart and Powell. They handle multiple tax returns for me and help consult on…read morecomplicated tax questions that I've had over the years. Very good and helpful company.

Great work! Great Customer Service! Marcelino is honest and thorough. Trustwd representation for…read moretax and financial matters

Why didn't I receive 5-star service? I hired CashTracks and Marcelino Dodge in mid-October 2025…read morebased on their Google reviews. I can't speak to their performance in general, but in my case, it felt like little to no meaningful work was done. For two months, the only updates I received were that Mr. Dodge was attempting--unsuccessfully--to access IRS transcripts. On December 5, I uploaded an IRS Intent to Levy and a Request for a Collection Due Process Hearing through the CashTracks portal. These are time-sensitive documents with a December 31 deadline, yet I received no response. After calling twice on December 15, Mr. Dodge said he would call back in 30 minutes. He later admitted he had just called the IRS during that window. The update he provided was minimal and gave me no confidence the deadline would be met. When I raised concerns about the lack of progress over two months, his tone became defensive. My CPA successfully worked on multiple IRS matters during the shutdown, so attributing the lack of progress to IRS availability does not align with my experience. The communication and follow-through I experienced do not reflect a company with five-star ratings. I ultimately discontinued the relationship and pursued another solution.

We have our small business liability insurance through Pete Watson's office! They gals in there are…read moregreat - always attentive to my needs - and literally, like a great neighbor - they are always there!

Jennifer Jackson is knowledgeable, friendly and very professional. She has helped me with…read moreinformation on my divorce case and with handling an emergency situation. She's very capable and I trust her. A+++ Highly recommend!

Jennifer is the best cpa I have worked with and she helped me save over 2k from the last firm I…read moreworked with. A super pro if you are looking for guidance with your small business. A+

Excellent response time and assistance with securing homeowner's insurance on a new build from…read moreoverseas. Shahn took care of my needs and got me hooked up with a very competitive premium on my policy and communicated with my lender on my behalf. Thank you!

Brian was very professional and easy to talk to about our tax concerns and questions. He listened…read moreto us thoroughly, and gave very helpful Adirondack that we would have been lost without. Will definitely be returning!

Overall experience with this firm (now Savvionhg) has declined considerably. The pricing has become…read moreexcessive in relation to the level of service and value received. Brian's disposition is curt, dismissive, and unnecessarily difficult. Limited willingness to make time for clients or genuinely listen to their concerns. All communication is digital and cold. Paying for digital communication, inflated or unexpected charges, and being treated poorly is not my forte, nor is it how I choose to conduct business. Value transparency, reasonable pricing, and mutual respect in our professional relationships, but the relationship does not fulfill these simple requirements. The cost and level of service are not aligned.

I just finished zoom meeting (because of Covid), with Marta. I expected to be owing a lot of…read moremoney. I can honestly say a huge burden of worry has been lifted after talking with her. She is a miracle worker and I actually have money coming back. She worked so very hard for me and I highly recommend her to you. She puts in the time and is very intelligent, knows the tax laws and knows how to apply those when filing a return. She keeps in good communication throughout the process. In addition she recommended I have 2019 taxes amended to save even more, which she is going to be doing for me next. Incredibly happy I found her.

Marta is professional but she also knows her stuff. I will NOT trust my taxes to anyone else in…read moreCOS. Timely, accurate, always returns phone calls and emails without long waits and she has been available anytime I have question! Marts is awesome and whats better then tax write-offs?Keeping your money. Thank you Marta for 9 years of great service.