When I i used them 10 years ago, they failed to explain plain medicare plus Medigap. They wanted to…read moresell Medicare Advantage and that was all. Cheery faces do no mean they are t elling the truth. Remember, they are just a couple selling insurance.

An update: Bill became our Medicare agent shortly after we moved to the Grass Valley area 10 years…read moreago; now, after two subsequent interstate moves, we're STILL glad to have him as our agent. Due to our recent move to yet another state, and the confusion that causes with Medicare insurance, I had a pharmacy turn down the insurance data that the carrier had provided, and Bill actually went way beyond the call of duty to straighten out the situation personally. That's service you cannot expect today, and I greatly appreciated it; hopefully, he will be our agent for many more years.

Deron is great at sound advice and long term excellent service. I've been entrusting him with my…read moreretirement funds, life insurance, and SEP IRA for over 15 years, and his advice has always out-performed the standard. He manages my entire portfolio, including college fund for my daughter, and a recent REIT purchase. Plus I can always trust him to tell me the max I can put in at any one time, and at the same time, how I can access my money if I need it. Very honest and never pushy. I will trust him with anything.

After finishing college and starting my career I needed to begin planning my financial future…read more After asking around, I was referred to Blueprint. Garrett helped me find a plan that specifically fit my needs, (not what he would make most money off of). What I liked most was how honest and knowledgeable he was. He also layed out ALL my options, clearly, and together we decided on a plan that would best suit my longterm goals. Though I am not a large account for them, they definitely treat me as if I am! We set up a life insurance policy, investments, and retirement plan. I am extremely happy I went to them, and will DEFINITELY be recommending Blueprint to coworkers, family, and friends.

They have been doing our taxes for several years. Now it's time for retirement planning and I'm…read morelooking forward to working with them.

If I could give 0 stars I would!…read more I really wanted to support a local business to file my personal and small business taxes for 2021, but regret it dearly. Our initial meeting with Ryan was great and he made everything sound easy and seemless. We walked away happy and optimistic that hiring a "professional" was the right decision for us, but things quickly went off the rails. Here's a BRIEF list of the issues we have had: 1. After uploading our files we hadn't heard a peep from them in over a month. As business taxes are due March 15 and we did not want to get hit with late fines we inquired on the status of our filing. After a delayed response (and leaving us anxious), they got back saying they filed an extension - it would have been great to notify us that they were doing this. 2. Mid April I emailed Ryan again to see if our taxes had been filed as we has not heard anything from them. I still have not received a response to that email 11 months later! 3. In the same email we asked about quarterly tax payments as Ryan made us to believe he was a CPA and could advise us on all things related to our business taxes. Like #2 above, crickets! 4. I tried emailing again a week later and got an out of office reply so I emailed their "info" email from his canned response. We still hadn't heard if our personal taxes were filed and are beginning to panic (again) as it is past the deadline to file and don't want to get audited/fined. Again, still have no record of any response to this email. 5. After still not receiving my state refund check, I contacted them in September (now 6 months since they supposedly filed) to see what was going on only to find out they submitted my return with the wrong home address! They somehow confused my address of 5868 with 5686, resulting in an address that does not exist!!! They did the same for my fiance, submitting 5685 for her! If they got my address wrong, I don't even know what the did wrong on my returns. 6. For over 10 months I went back & forth with JC Bookkeeping to get my return with no luck - I have numerous emails with no response from them & others were they brought in other employees (Amanda, Jackie), with no traction on a resolution. 7. Amanda & Ryan had me go in person to sign a Power of Attorney form in September so that they could contact FTB on my behalf, which I did promptly. 8. I inquired again in October on the status - a month after giving them "Power of Attorney" - and Amanda said she would check with Ryan as he was "trying to get a hold of the state". I never heard back. 9. I initiated an email YET AGAIN in December as they had gone silent on my again. He replied saying he sent the Power of Attorney to the state again & I should hear from them in 2 weeks (based on his track record thus far, I fullheartedly believe he never sent it a first time). The whole purpose of a POA is so that THEY could communicate with FTB on my behalf. They resubmitted the POA & I received a mailed letter from FTB stating an an authorized user access my account, which I let them know & never heard back. 10. Fast forward another month and now entirely fed up with the incompetence of the "professionals", I decide to reach out to FTB directly. After an hour on hold I talk to the agent and they update my address instantly and note I should receive the check in 2 weeks. 2 weeks later, my refund is in my mailbox - to absolutely no help of JC Bookkeeping. To this date, 3/14/23, I still have not heard from anyone at JC Bookkeeping since December 2022. They should be entirely ashamed of themselves and have done absolutely nothing to make this situation right. The only thing they were quick and responsive on was sending me the bill for their "services". Side note - since they filed the tax returns improperly, I also did not receive the Middle Class Tax Relief money. Thankfully I am not in a financial position of relying on the tax return to pay my bills and feed my family, but if I was, JC Bookkeeping would've bankrupted me. TLDR; The negligence is strong with JC Bookkeeping. I advise anyone considering them to stay far away!!!

Been using Mike Wilson for our taxes for over 30 yrs. Wouldn't go anywhere else . Honest,…read more reliable, affordable, friendly staff, prompt reply when needed. Class Act !!!

We have had our taxes done here for many years and they are always done…read moreaccurately and in a timely manner. Whenever we need tax information needed, Dave on top of all things tax related and explains things clearly, outstanding!

100% recommend this firm! Very responsive, thorough, and fast. Their fees are also very reasonable,…read moreand most importantly, transparent. I really couldn't ask for more. Great experience all the way around!

Finally, a CPA who partners with you to understand your taxable income, write- offs and how to…read moremake smart financial decisions as a small business owner. Before I met John Worden a few years ago, each year it felt like our tax return was a shot in the dark. We never really knew if we would owe money or get a return. John explained to me how the IRS looks at our income and each aspect of our income and gave me the information I needed to make the proper income deductions so we have no "surprises" when we have our taxes done each year. Everyone at the office is also friendly and professional. I highly recommend!

My homeowner's insurance policy was canceled by my 5-year running National company and the only…read moreoption I could find on my own nearly tripled my premiums through the California Fair Plan. I thought it was rather odd since my house is in the city limits of Auburn in a standard residential subdivision. I saw a post regarding Mr. Holliday's office on Facebook and decided to call him. So glad I did! It turns out the State Farm was still writing policies for certain properties in the city limits and Don took the time right then to answer some questions, run up a quote, and then, upon my approval, bound the new homeowner's policy on the same call. I was impressed by Mr. Holliday's professionalism and good natured demeanor. So glad I checked out his Facebook site and the many recommendations! I add my 5-star rating to the list! Thanks, Don!

It was a pleasure working with Don. He actually made buying insurance easy and I learned a lot…read more He not only took the time to understand my current insurance coverage needs but my future life objectives (kids, college, retirement, etc.) as well. Don then presented relevant options that fit both our budget as well as my needs. I started with home and auto coverage but now have term and whole life insurance for my family (kids included), business insurance for my new company, a retirement savings plan and college funds for each of my children. I even saved money compared to my previous provider, which is a big plus with two kids under two years old ! Thanks for the help, Don. You've got a client for life.

Roman did our personal and LLC tax returns, blown away with the knowledge these guys have. We hired…read morethem to run our books and they are now our main tax consultant for all of our locations. Also, Roman responds to all our texts, morning, late night, he's always on it.

Very happy with Chapple Roman CPA's communication, knowledge, and service. My business and my…read morecolleagues at Music Lab have used them for a while and we couldn't be happier to have accountants that handle our tax/accounting work so well to allow us to work on our business. Complete no-brainer to hire these guys!

They are more expensive than the chain places but they are thorough and were efficient. I will use…read morethem again in the future.

Above and beyond service. I highly recommend Rebel Tax for your tax services! They assessed and…read moresaved me from paying a substantial amount of taxes. Thank you!