I recently purchased a life insurance policy from InfiniteYou. I reached out to them bc I wanted a…read morepolicy that could help me accumulate tax free income for retirement. I was able to book an appointment directly from their website. My agent, Paul, was knowledgeable and friendly. So far their customer service has been really good. The one thing I didn't realize is that the policies that don't require a medical exam cost a little bit more, so you pay for the convenience. I decided to do the full exam to get the lower rate.

These guys are easy to work with and they have a huge selection of Term, WL, and IUL products…read more I watched Garrett gunderson on YouTube and decided to add an IUL to my portfolio in case taxes go up or the market drops. I wanted the highest IRR on the cash values. They ran all the illustrations and showed me. I decided to go with an AIG Value + policy. Saving 10k a year in it. Would recommend them to any young professional looking for ways to de-risk and enhance their investment plan.

I have been working with RACS for a little over 2mos now and I can honestly say this was the best…read moredecision I've made toward completing my goal for credit. Cecilia has been working exceptionally at helping me through this journey and with those efforts was able to get my 4k student loan removed off my report. I'm grateful and I strongly recommend RACS, if you're working toward any credit goal.

I started going to FirsTax in 2010 when Philip Alg owned the company. Since then David did my taxes…read moreand it was awesome getting together every year and catching up on family, etc like old friends. I admit I skipped a few of the past years but my taxes are not that difficult and it didn't take long to do of which I was very appreciative but I felt things were off. And I was right. There were several inconsistencies between Davids calculations and the IRSs. And instead of being filed electronically my taxes were mailed in which took longer to process and I incurred a higher interest amount due. I attempted to contact David several times via email, text, and phone. I spoke with Shelby who said she would give David the message. He told me the building was sold and he was moving but would still continue to tax work but four months later I still have not heard from him and do not expect too. I have been trying to wing this tax problem myself staying on the phone daily and up to 7 hours everyday going to the IRS office for resolution but I don't know what I'm doing and that's why I hired him. In the past I have recommended him to everyone I know and have given him 5 stars. With this I would have given anyone else -10 stars but only because of past performance he gets three. I know you can do better David.

I have been with Firstax for for 33 years and have had excellent services. They instructed me on…read morehow to summarize my expenses by using their simple to understand form and what documents I need to bring. I have had excellent results with my returns and usually receive money back for the IRS. At the end of the day Firstax provide professional services and advice for a very modest price. I had three other accountants before I met with Firstax and have never considered leaving. I urge you to have a tax plan and seek out the best representation you can find. In my opinion you can't find any better than Firstax.

DO NOT USE THIS ACCOUNTING GROUP!!! We are Dallas residents & used their Colorado office for our…read moreColorado business. Sadly we found errors on the our Tax returns after they submitted it (without us being able to review them thoroughl!). Now we can't get calls returned & they now say they closed their Colorado office. So, they will NOT BE SUBMITTING OUR AMENDED TAX RETURN!!! We already paid them! So, now we have to find another accountant to correct & double check what Joe did!!!!!!?? Joe does not return calls ever! Unprofessiona!!

I've used the services of Al Zientek for the past 10 years. He has always provided the best and…read moremost accurate tax returns for me. His staff are professional, certified and client friendly. Al's team provides year end tax advice at no cost just to prepare his clients for upcoming tax year. He office also provides estate planning (which I have not used.) I highly recommend Al and his team for all your accounting, Tax and finance needs.

Buying a first home can be scary. I thought I had the qualifications for a mortgage…read more"in the bag". I had perfect credit and cash in the savings. I did what most people do and that was go to the big name company. Just doing the online application said I qualified for a substantial amount. Then I decided call and speak with the banker for RM. He said I qualified and I feel like out my hopes up. For about a week of submitting tons of paperwork I've been was told that I did not qualify because I was self-employed and did not have a W-2 to submit. I did show all my other banking statements and tax information. I was bewildered. I decided to go and look for someone local and read many reviews. Finding Laura Eason with Texas Top Mortgage was a blessing. Best decision I ever made. She made me feel completely comfortable and explained every detail to any question I had She was available non-stop. The property that I purchased had many issues along the way and there were times where I would think it would fall through but Laura seemed to figure out everything and make it work. When I had fears, she put me at ease. Believe me, there were roadblocks ( on my side) but she always said " we will get through this, it will be O.K" . She made my panic attacks disappear. Not only is Laura working on my behalf but she also really cares and puts you as the number one priority maintaining other clients as well. Do your research on a lender. I did. You will find that you will come back to Laura Eason. She makes things happen. And if you are reading this Laura...THANK YOU!!!! You made our dream come true! We LOVE our new home!!!

Working with Jamie Morgan and his associate Lilia at State Farm is a great pleasure. They are…read moreextremely knowledgeable and helpful and very professional and friendly. I feel more like they are friends instead of business associates. i would recommend them to anyone.

Stopped by agent's office hoping they had a notary to notarize my notary commission certificate…read more They did but only provide notary services to customers. Seriously? It takes two minutes tops No way we're helping you Mr. Non Customer. Upon departure I said "Great way to get new customers". Went to another State Farm Office down the road and they were more than happy to accommodate. In exchange I let them give me a renewal quote on my homeowners policy.

We were referred to S&A Professional Solutions by a good friend. The location was great and we…read morefound Chris and Matthew very knowledgeble about Taxes, especially regarding Stocks and Rental Propertys. We are so thankful they guided us through the final closing of our Company and our 2024 Taxes. They are very conscientious and great guys, thank you both.

Never again! I called this lady multiple times regarding my income tax being red flagged by the IRS…read more& she never called back. I only got a call from her when I told her I was going to call the revenue service myself because something is not right. My new tax consultant is having to deal with what she entered. Would not recommend this service at all!!!!

Ayanna Calvin with Top Tier Tax was absolutely amazing to say the least. Every single question,…read morelittle or big, she answered without hesitation. She was courteous, fast, and got me the most money back when it came to getting my taxes taken care of. I would 1000% recommend using this company to fill all of your tax needs. They also do book keeping and help you fix your credit.