Charles was very nice, courteous, sharp and updated on the tax law intricacies. Tax law changes…read moreeveey year, and he is diligent enough to learn and understand this changes to help you get the most fair and balanced return. The office is ideally located in central Escondido. There is plenty of parking and the pricing for his services is quite reasonable. Will come back again next year.

I used Compass Tax and Financial consulting for my taxes for an amendment and it couldn't have gone…read morebetter! Great value also comparative value and great service! Very knowledgeable. Great advice.

It is 11:05 am WED. 11/19/25 The woman working there was…read morevery rude. Seems like she hates her job. I went in for an advance. She gave me a list of documents ( on a sticky note ) that I would need in order to get my advance. Left, came back, hust to be denied because my address wasnt with in their radius. However she looked at my ID & PayPal stubs with my address. I didnt bother to catch her name because I was annoyed by her customer service. NEGATIVE 1 star

I came by to make a money order to the DMV. Berenice and Gloria were in the office. It was my first…read moretime making a money order and they walked me through it. They were very friendly and nice.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

WOW. I do not have words to summarize how beyond helpful he was!!! He went above and beyond to save…read moreme every little dime that he could and tried to avoid me having to do unneeded/expensive work. I have been fighting a month+ long battle with my flood insurance agency and former agent. Everyone was doing behind the curtains stuff and never helped/even told me what was going on. He sat down with me and explained EVERYTHING to me and helped me understand what my former agent did wrong. He helped me organize my current insurance (not even through farmers) and helped me set up how to switch that over to farmers. In addition, he also saved me a tremendous amount of money by giving me names for land surveyors to do my elevation certificate. Seriously can't thank him enough for listening to my hell of a situation and really helping me understand what went wrong. He DEFINITELY knows his stuff! I would HIGHLY recommend him! Office staff was extremely nice too.

as a life and health insurance agent, you are the most incompetent, agency of farmers I have ever…read moredealt with regarding my fire and liability insurance. Twice now my policies have been cancelled for non payment even though I've had auto pay. And there's never been any communication with your office when there's a problem a recent notice on 8/6 was about cancellation on 7/38, when for some reason the policy didn't get paid... idiot agency and people

The last four years with James and Olivia have been worry free.I trust them completely.read more

James has been doing my taxes (both business and personal) for about 35 years or so. He is super…read morefast and super efficient. His daughter, Olivia, is taking over now and she's just like the old man -- fast and efficient. They make complicated things simple -- right up my alley. Also, they have a very nice office centrally located on Grand Ave. If you're looking, no need to look further.

Outstanding service very helpful customer service. Fast and efficient customer service. I would…read morerecommend.

All of the people there are nice and very easy to talk to.They were all helpful for what you need.read more

This offce is the best! Noemi and Martin are friendly, knowledgable and are always thwir to help!…read more Puts our minds at ease especially with such an important thing.

From the owner: Neighborhood Health Insurance Center is San Diego's first dedicated Covered California in-person…read moreassistance and enrollment center. We are a group of Affordable Care Act specialist who are licensed and certified by Covered California and the California Department of Insurance to provide enrollment and renewal assistance in the Covered California insurance programs. There is NO COST for our services. Our specialists are trained to help individuals through the enrollment and renewal process in Spanish, English, Portuguese, and Thai. We provide assistance with Covered California plans throughout the year, not just during open enrollment. It is our goal to make the enrollment process easy and understandable so our clients are able to make the best decisions for themselves. We strive to ensure that our clients have the necessary information to make an educated decision about their health provider and the ability to make changes when they arise. Contact us for more information or make an appointment to review your specific insurance options.

Popped in here to help out a family member handle some business. Since they don't regularly open…read moretill 9, and I had to be at work by 9, they were kind enough to let me in a little after 8am which I greatly appreciated. Talk about 6 star customer service. Luz and Nada were so friendly and helpful. Both were very professional, informative, and compassionate to my situation. The place itself is rather small, with only about 3 tellers. If it were busy, you might have to wait a bit. There is plenty of parking, which is a plus. It's also near a bunch of other businesses near Grand, so there's several nearby places to grab a cup of Joe. Thanks to the wonderful staff at EFCU for making my transactions a breeze!

My favorite bank ,bar none. I believe that this Credit Union is available only to Escondido City…read moreemployee and their families...But I may be wrong. The service, rates and access have all been great! If my family or I have a question, we have always been able to call right in and get whatever we need taken care of. We most always end up switching all our loans over to this bank as the flexibility and rates are unbeatable.

We have been using Claudia's Tax Service for over 10 years. She is very professional and eager to…read morehelp with any questions that we may have. Her rates are reasonable and we trust her expertise completely.

Claudia is a very sweet person. I approached her for help with ITIN and she was very precise with…read morethe work. She did everything and the only thing left for me is to post it to IRS. She even answered several questions of mine on tax filing even though I approached her just for ITIN. She even called me a month later and updated on my ITIN status. I found her to be perfectly knowledgeable and I strongly recommend Claudia for peace of mind tax filing.

Thank you, for the service of finger printing you provided me, very professional, I came in and got…read moretaken care of right away, great business.

The friendliest business owner! I came in for a finger print scan to send to the DRE for my Real…read moreEstate Application. She helped me from start to finish and even gave me some great insight tax deductions once I start my journey as an agent... what more can you ask for? Thanks again for your help! I'll gladly recommend this business to any future candidates.