love this team! they take excellent care of my special needs daughter and I ... always available…read moreand always knowledgeable ! highly recommend !

We were referred to Jim and he scheduled a phone call with me. I called him a couple of times and…read moredidn't get him. I finally texted him and he called me 20 minutes late. He had forgotten our appointment. Then I liked what he said and we were strongly considering moving 3 businesses and our personal business as well as payroll over to him. He told me he would call back by end of business the next day. He was very specific about this and I told him he could take as much time as he needed and he said that would be plenty. He never called back. He seems unorganized and understaffed to accomplish his goals.

Clients Choice Insurance Services tc@myagentccis.com…read more6022951313 Antoinette Chavez was wonderful. She helped me with the Medicare changes and secured new insurance for me and saved me money! She was helpful, knowledgeable and best of all responsive to my questions. I highly recommend all her services.

Toni is caring, thorough, and professional. I've been working with her since 2020 and I appreciate…read moreher attention to detail and ability to provide sound and bite-size information about insurance. You won't be disappointed!

Emily is fantastic. If you don't want to read further, just know that…read more In 2020 alone, my husband and I sold our home in CA, bought in AZ, I went from W2 to contractor and back to W2, and my husband lost his job due to COVID and went on unemployment. We had remodeled our home in CA and had a ton of write-offs, we added a solar pool system in AZ, etc. etc. Needless to say, our taxes were not the simple slam dunk. After attempting to do our own taxes as I have in the past, I found myself spinning my wheels and knowing that I must be missing vital pieces of information. Enter Emily! She came to our home, listened to our history, took our tax information from the previous year as well as the supporting documents to complete this year's taxes and viola!!!! We received refunds from the IRS, CA, and AZ! She was speedy, thoughtful, and always available when I called with questions. She informed me about so many tax breaks that I knew nothing about. Do yourself a favor and contact Emily for all of your tax needs. Thank you Emily!!

I've only been in AZ for a few years and still haven't found by go-to CPA. I needed a new one for…read morethis year since the one I used last year kept making mistakes and had poor communication. I found Emily online and saw she had some decent reviews, though few. My initial interactions with Emily were great - she responded to my email request promptly, answered all my concerns, and was great when we met in person. She promised that her team would finish the returns in time for Tax Day and that we would have time to review and approve it. When I didn't hear any updates at all, I grew concerned but I gave them the benefit of the doubt since it was their busiest season. But when I didn't hear anything back on Monday (the day BEFORE Tax Day), I followed up. Emailed and got no response so I called and was finally able to get an update that my returns would be sent electronically to review and approve. Waited all day and still didn't get anything so followed up again. After a few back and forth we finally received the returns, reviewed and approved them and asked for an email confirmation that it was submitted. The CPAs I've worked with in the past have always sent an email confirmation or screenshot of the submitted returns to the IRS. We did not get any email confirmation from Emily's team so it made it worried that it wasn't submitted on time, especially since we've been having poor communication from them. When I followed up again, they were quick to ask me for payment for their services. I paid promptly hoping I would get the email confirmation for IRS submittal but still didn't get any confirmation that the returns were sent. I literally just needed a call, text, or email saying it was submitted on time. I followed up AGAIN with another email inquiring and FINALLY they said they submitted it to the IRS but would be emailing it to us shortly for my husband and I to e-sign. We never received the files to e-sign, unsurprisingly. I finally went in person to sign it because the email never came. My husband couldn't sign in person so I asked that they still email it so that my husband could e-sign. Let's just say he still hasn't received the returns to sign. It might not have been as bad if they didn't tell us multiple times they would be sending us something shortly to review or sign. We ended up waiting multiple times for items that were never sent (because it was the day BEFORE it was due). This is a fixable issue. Communcation is key and a quick follow up goes a long way. I don't feel it's the client's responsibility to chase after the CPA who is hired to do a job. It was a bit unprofessional for me. It's not to say I won't work with them again but they really need to improve their communication.

I live in Wisconsin but had my taxes done while i was in Arizona for the winter. I was very…read moresatisfied with Stanley and his office staff are FANTASTIC!!! I plan on continuing with him.

Stan has been doing our taxes for years and is incredible! Highly recommend his services and he's…read morealso very personable and attentive.

Miguel is an awesome dude! He's completed my taxes the past 3yrs, always quick, genuine nice guy,…read moreanswers any questions you have! See you next year!

The best service for latinos. Fast and reliable. They were able to help me with both personal and…read morebusiness taxes

I spoke with someone by the name Ashley. She quoted me $1,000 a month for bookkeeping service even…read morewe only have 50 transactions a month. She also told me that they can't work with spas, wellness, or healthcare field. This place is definitely not for small business owners. Look elsewhere!

Tina and Katrina were so incredibly helpful, what a blessing this company was! I just started in…read moreaccounting/bookkeeping this past April, and have absolutely no technical background. When my company decided to switch accounting software, I knew trying to integrate QuickBooks Pro 2014 with XERO would be nearly impossible for me to do by myself. Xero has a support page online that will walk you through it, but I couldn't even grasp the first step. I can't tell you how amazing their guidance has been. Tina integrated everything for us and fixed all of the past accounting mistakes so we could start with a clean slate, and Katrina conducted an online meeting with us to show us how to use Xero. You have forever costumers in us!

I'm so glad we chose The Numbers Advisors to be our outsourced bookkeeping service. They moved us…read morefrom excel spreadsheets and setup our QuickBooks. I get my financials every month and I can see where my money is going. We're saving money because we got rid of software we don't need anymore, and Philip found other money for us in our expenses. Do yourself a favor if you're looking for a new bookkeeper and give Philip a call!! You won't be disappointed, and it's a great feeling knowing they have your back.

Chris has been incredibly helpful! He is thoughtful, knowledgeable, and transparent. His feedback…read moreon setting up the chart of accounts in Quickbooks and posting sales from Square blew me away. Having Chris's expertise has saved me many hours of figuring things on my own. Very grateful to work with him and I'm looking forward to a fruitful partnership ahead.

I've had Holly as my agent for about 2 or 3 years now and it's been great. I've only been in her…read moreoffice 2 times and everyone was polite and kept offering me bottled water. I usually deal with Tara from her office through email or phone and she always solves my questions or concerns in a few mins. She'll even reply back to my email immediately when I email her after their office hours. They send my updated ID cards thru mail on time every single time it renews and mail and email me every single update within my insurance or new offer they have. I appreciate them and am glad I don't have to contact them very often.

As an FYI, David is not my American Family agent, but I stopped by his office to make a payment…read moresince I was in Tempe. He was quite pleasant and jovial, which made the process quick and easy. I do enjoy being with American Family as David treated me as if I was his own client.