1. NM Financial Services

    1. NM Financial Services

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    NM Financial Services

    5.0 (3 reviews)
    Closed 8:30 am - 6:00 pm

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    Services - NM Financial Services

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    5 months ago

    Business owner information

    Photo of Norma M.

    Norma M.

    I'm glad your experience was smooth. Thank you for trusting me

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    5 months ago

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    Norma M.

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    5 months ago

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    Norma M.

    Glad I met you expectations and more

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    Casa Blanca Tax & Financial Services

    Casa Blanca Tax & Financial Services

    3.9
    (43 reviews)

    Unprofessional people. That Victor & Wendy just keep on promising to do the job, will ask you to…read morepay sercive charge in advance to do the job but they will not do it on time. Even if you call the office, no nobody will answer, if you leave a msg no one will call you back, if you send email they will not reply on time, office is close always and very hard to get an appointment. These people are rude, unprofessional & cannot be trusted. If they can't do the job on time they should not accept it, they will only make your business with them pending for long time. Not recommended to public to get get their services, unprofessional people especially Victor & Wendy. Don't try or you get dissapointed only.

    Could I give less than a 1 star???…read more We have used Casablanca in La Puente to prepare our taxes for many years. After Suzanne passed away Victor Ruiz took over our case. Forward to 2025 doing our 2024 taxes: February 2025, I sent my tax information to Casablanca and received a notification on 2/24 they received our paperwork. About a week later got a call informing me my taxes were done, and they asked for my credit card payment information. I paid. Wendy asked if I wanted electronic or paper copy of my package. I said please mail my copy to me. I waited 2 weeks and had already received my refund from the government. Still no copy of my tax package from Casablanca. I called and asked Wendy where it was, and she said it was being mailed out that day. A few days later I received my package in the mail. Upon reviewing what they electronically filed I noticed a significant error on line 6a listing our 1099 income. Then looking across to 6b was a different totally random number. I checked the 1099's I submitted to them and saw their check marks noting all amounts looked at. They just input the wrong amounts! Numbers and accuracy should be very important for someone being paid to process taxes!!! Alarmed I immediately called Casablanca and spoke with Wendy again. I reviewed the errors I caught. She asked me to email a copy of the 1099's again and said Victor would reprocess the entire package again and correct errors. Of course, this means an addendum needs to be done and we now stand a chance of being red flagged for an audit in addition to now owing the Fed repayment. Forward to the next week. Still NO RESPONSE from them. I emailed and called the office again. Wendy told me they should have this taken care of by the end of the week Friday or Saturday. Forward to the next week. Still NO RESPONSE! So, Monday I sent ANOTHER email informing them I would be going out of town April 6 and wanted to know if this would all be taken care of before then. Again, NO RESPONSE! Tuesday, I called the office and was informed Wendy was "in a meeting" and they would take a message and that she would call me. I told them that I was not feeling confident about the entire process of the abilities of their office. I understand the end of filing date is close and they are more than likely busy. However, I feel their screw up has made me very anxious, I want it addressed ASAP and should be a priority. Hopefully this is addressed before the 2025/2026 filing year. Would be nice if I could submit a positive comment how they intend to address and repair this fiasco. After this posting I got a quick response! I now owe the Fed a little over 1K I will keep you posted if I get an audit notification due to additional errors.

    NM Financial Services - taxservices - Updated July 2026

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