We will never go anywhere else for our taxes! It was my first year filing jointly with my husband…read moreand I think it took maybe 30 minutes from start to finish even as a first time client. Professional, friendly, and overall a positive experience. Thank you, Mike W!

Mike is amazing!!!! he has been doing my taxes for many years and he never disappoints. I had a…read morehard year and I thought I was to owe a lot of money. Needless to say he got me back $175!!!!! Highly recommend them! Love you Mike!

Agent was extremely helpful providing more information than I was aware I needed. Looking forward…read moreto attending an upcoming seminar on creating generation wealth for my family.

Marlon is a Remarkable Financial Consultant and also a Remarkable Realtor. He is very knowledgeable…read moreand provides financially sound advice and direction in both fields. If your desire is to achieve Home Ownership of Financial Security, hire and listen to Marlon.

Working with Marlon, Ruth, and Kanisha has been a great experience! They were very professional!…read moreWith their help, I was able to create a plan to pay off my debt in 13 years, secure my future financially as well as creating generational wealth for my kids. I would definitely recommend this team to help get your life financially secured!

As a lifelong Jacksonville resident, I've worked with Davis Capital Management for more than 8…read moreyears, and they've been the best financial partner I could ask for. They always take the time to explain my options, make sure my retirement plan fits both my goals and my risk tolerance, and they're quick to respond whenever I reach out. It's great knowing I have such a reliable, caring team right here in Jacksonville.

Troy Davis and his team are my choices for financial services!…read more Davis Capital Management is a group of consummate professionals who can answer all questions, explain recommendations, and engage in discussion to best understand and meet client's needs. I find their advice well researched, and the team's experience is unmatched by anybody in the area. Troy and company handle my retirement and investment accounts because I trust them, and their continued performance exceeds my expectations and gives me financial peace of mind.

Jeff Wyatt and Jason Hyrne have done an incredible job managing our financial portfolio for many…read moreyears. I would definitely recommend them.

Tax season ended four months ago but at the risk of showing how much of a procrastinator I can be,…read moreI'm going to go ahead and write this review. I normally prepare my own taxes but because this was the first year filing as a full time FL resident I was a little stumped but how to file with having my property up north, so to be on the safe side I decided to get my taxes prepared by a professional. I contacted John via Yelp message one week prior to the filing deadline. I told him my situation, filing status, dependents, number of W-2's, etc and asked for a quote. He responded to me almost immediately and stated I can call him to set up an appointment. Although his quote was higher than I had hoped, I do think that it was less than big retail giants. I've never had my taxes filed with them before, however my hubby did when he was single and I remember it being really pricey. John was very personable and a pleasure to with with. He asked how I found out about him and I said Yelp (of course). What I didn't tell John was I had actually contacted a different place prior, Tax For JAX, since it was one of the other tax place that had 5 stars review. I emailed and left a message for Stacy and did not get a response. I contacted John and the rest was history. John gave me the option to stay while he did my taxes or drop it off and pick up the next day. I went with the latter just because when I do my taxes, I like to be able to concentrate and triple check the information is correct without any distractions. He took the time to review my old taxes and pointed out a credit I missed and said he can do an amended return however the cost of doing that really wouldn't be worth it. My refund amount was very close to what I had gotten had I submitted it myself but the way I would have filed it was slightly different. John sent me an email from him once my return was accepted by the IRS and that I would receive my refund within 2 wks. I received my refund within a few days. Previously John worked for someone else for 5 years, but this is the first year working on his own. If I decide I need help with taxes next year, I wouldn't hesitate to go to John again.

Diana is awesome ..This is the first time I did my taxes since I lost my husband last July of ALS…read more I was so nervous as he always did the taxes . I just put all of the information in an envelope I had and was clueless . She called me once as I forgot my DOB ..it was all done ! I will continue to use Wilson for all of my tax needs it was flawlessly stress free . Thank you Diana

I've had the pleasure of working with the Halvorsen team for nearly 9 years, through three new home…read morepurchases and one refinance. Each time, they've gone above and beyond to make the process smooth, transparent, and stress-free. Their consistency, professionalism, and genuine care have earned my trust, and I wouldn't hesitate to recommend them to anyone looking for a reliable partner in home financing. Thank you Daniel and team!

I am a realtor that was selling a property. The loan officer Will wasnt transparent or on the ball…read morewith assuring the transaction went well whether it worked out or not. Due to loan officer not communicating consistently the deal was extended 3 times due to issues with the qualification where the loan officer indicated the candidate was qualified and everything was fine. Then the day before closing at 5pm he communicates the candidate doesnt qualify. He didnt disclose there was an issue prior at all. Not even say there was an issue but led to believe everything was fine. It felt like us as a group was lied to as there is no disclosure policy saying that the loan had issues and this may not work out. That is not privacy issue at all. He didnt even indicate that. Sellers and Buyers beware as this was a very bad experience and noone should come to the end of the line to be able to close and then day before closing not even 24hr notice to say things are not going to work out or even disclose we have issues much before this time. This simple VA took 60 days and the loan officer had more than enought time or their underwritign to have an answer before this disaster of an outcome to waste a sellers time and money of making repairs of $3000 for VA Loan to come to a conclusion of not qualifying. Watch out as this team and loan individuals will be a red flag for my next seller or if a buyer suggest using this group at all. Im an MLO and Realtor and Appraise, so I have experience on all fronts of the transaction and this was a disaster of non transparency and leading with false information.

The Best Bookkeeper for Self-Employed Creatives in Jacksonville…read more Zoran is knowledgable and patient in explaining the ins and outs of how to compile all our information for tax time. We've gone to him for two years, and each time we have left feeling very confident that our tax returns are in the best of hands. If you're looking for a bookkeeper for creatives, such as bloggers, influencers, make-up artists, etc, go to Our Bookkeepers. My husband and I look forward to our yearly appointments with Zoran.

Incredibly rude and unhelpful. With all the bookkeeping and CPA firms nearby, you'd think they…read morewould value potential clients. Oh well, I'll just go across the street to the next one.