Kevin is a knowledgeable and experienced professional. He is easy to talk to and work with. The…read morefinancial work that he completed for me with the help of his team was thorough and extremely useful to me for retirement and legacy planning.

If I could give Kevin 10 stars, I would. Kevin was instrumental in helping me select the best…read moreoptions for my first 401K plan. I came to him confused, but left feeling absolutely confident in my final decision. He was extremely patient and make sure that all of my questions were answered. I truly appreciate his dedication, expertise, and commitment. I would 100% use him for all of my financial planning needs. HIGHLY recommend!

I have used NW Numbers for all of my accounting needs since 2001. Ben has always given me top notch…read moreadvice and service. He is comfortable to work with and takes the time to explain even the most complex issues in a way that is understandable even in layman terms. He is happy to meet you where you are. If you want him to do it all for you, he will. If you are on a tight budget, he will teach you how to do things for yourself. In other words, he customizes his services to your needs. I highly recommend NW Numbers.

Grant and the team at The Monson Group really are experts in their industry. From the very first…read moremeeting, their knowledge and passion is obvious. Their approach to financial planning is more than just investments, it takes every piece of a person's financial future and security. I would recommend this team to anyone at any level of financial planning.

Grant is passionate about the people he helps, experienced and brings a ton of integrity to his…read morebusiness. I found Grant easy to visit with; he has deep expertise and I've recommended him to several people. Few other planners seem to take his sincere, holistic approach. The Monson Group can help you coordinate your financial affairs.

I don't have a single bad thing to say. I've been working with Jim for a long time…read more I've been an investor for 40 years, But Jim's a better stock picker than I am

When I first came to Fulcrum Wealth I learned that's being retired put me in a different category…read more I tell you I was nervous but talking to Jim and his team put me at ease and put a plan that's worked for me.

We have been with Elite for a few years. Last year we made the terrible mistake of trying HR Block…read more We decided to go back to Elite this year and Leslie is awesome. She took us back and even found out HRB did our taxes wrong and now this year we're getting money back from an amended return with Leslie. I recommend them especially to Microsoft employees like myself. You get a discount! Leslie is the best!

Ala is a worm, smooth talker, disshonest, and will scam you if you let him, all while remaining…read morecalm , looking you in the eye and talking circles so you think it's not his fault. he wanted to charge me $1200 for 4 past returns. i wanted them efiled and was told they could. After giving them my business, waiting two weeks, I was told that they could not. Also, afterwards I was told you could no longer get returns from taxes more than three years old. Every tax firm in the city of Billings told me this except for the ones doing my taxes. I had to call them and tell them. Alla very well knew this rule but did not tell me and allowed me to believe I was getting it all back. When confronted he is just like a con man talking circles trying to avoid and blame. I also requested that advanced child tax credit payments from 2021 be requested as mine were stolen. He requested a stimulus payment in the amount of $2700 , not three $400 child tax credit check payments. I would get a return of $4000. After everything I ended up paying $600 to file the returns with a promise of getting 4000 back. Obviously, since the wrong thing was marked, the IRS changed the return and I got back $83. I did not get my missing child tax credit checks and Alla tried to talk his way out of it. Even went as far as to tell me I told him to . He dod nothing wrong! Why the hell would I tell anyone to do my taxes wrong? I know the difference between a stimulus payment and an advanced child tax credit payment And my tax related should too. Why would I tell them to mark the wrong thing so that I end up with nothing. I do not appreciate his dishonest worm like behavior and could've done without this whole experience. I demanded a refund as I would've never paid $600 to file taxes that I was not getting a return back on. These were old taxes I did not have to. He refused and offered $300 blaming me for their mistake..he did not make a mistake and refused to be realistic. most frustrating experience I've ever had with tax preparer,

I have used this company for 4 years. My business and home prices are very good and I feel…read moreprotected and always get the very best service from Tracy and her team. I have saved almost 1k on my business from moving to her business with more coverage. Thank you for always checking on me for my home and business.

Mike have been doing my taxes for 20 years. I use him even when I live out of state. I trust him &…read morehe charges reasonably:).

This is definitely the right place for you with your tax!!! Mr. Sadir is really experienced,…read moreefficient, authentic, enthusiastic, motivated, thoughtful and kind accountant. He helped me with my tax issues that I couldn't figure out myself. He has a good eye. The service is very reasonable. I sincerely thank Mr.Sadir's effective work. Hope Mr.Sadir operate this office forever that help these tax people really in need! I will come next year to work with him again! For all these bad reviews online about this office is not true. He knows his job and doing so brilliant and professional for the customers! Anybody should work with him! Others need tax help really should come to this office!

Sudarshan at Saffron Premier Mortgage has been the best broker I have worked with…read more I really appreciated his communication style: detailed, honest, and always up to date. I never felt we were missing any communication or details about the process. We were also able to complete everything through email which I also appreciate given some mortgage brokers will spam your phone just by submitting an application. When I submitted an application last month, Sudarshan simply and honestly stated he couldn't beat my current rate. When he could, we completed the application.