Thank you Evie and Ashley for providing such a wonderful experience during tax time! I appreciate…read morethe high quality and value of the services you provide and I was impressed with how fast it all gets done! You really make me feel at ease during a potentially stressful time. You are so knowledgeable and I know I can go to you with any question I have! Your hard work does not go unnoticed! Thank you for going above and beyond! I am recommending you to my friends and family!

We tried their service last year as we want to try someone in AZ. Very unprofessional, unorganized…read moreand poor communication that we decided to go back to our usual tax company in California. We tried to save money, now we know why they charge less than normal. IRS might be on you if you use this company.

Nettie does amazing work here! She is a consummate professional who offers very reasonable rate…read more It's no accident that over a dozen of my friends and family have worked with her since we began trusting her with our taxes several years ago.

Well since the accountant that we dealt with to do our taxes was hard to get a hold of and never…read morereturn our calls and she also did our Scorp wrong we decided to go to another tax service. So no I will not recommend them.

Priscilla and David Horning have handled my personal taxes since I was 19, and nearly 9 years later…read moreI'm still working with them. They're a family-run business with over 30 years of experience, and they've always been consistent, trustworthy, and great to work with. I've always appreciated the way they take care of their clients and keep things straightforward.

Best tax preparation I have ever gotten done, will be going here every year from now on.read more

As I am the first to review Heritage I want everyone who reads this review that the whole entire…read morestaff is AMAZING!!! From receptionist to the Founders. Michael Frost is a wonderful individual, has the knowledge, wisdom, heart for his clients, and truly cares about their financial success. I had to do several things with Heritage and they took care of everything from start to finish. I had to open a LLC for a franchise I purchased and they had Keegan and Ashley review, file, and create all of my legal entity documents to ensure I was protected, safe and it was done correctly. They expedited the paperwork and I had everything set up within a week. It saved me a ton of time and zero stress to work with Keegan. I also had to open new brokerage accounts for some stock I've had and it was a seamless process with no headaches, good advice, and many options of investing. I also needed my 401k retirement transferred over and Michael guided me in the right direction to ensure I would have the best returns and preparing me for my future. The entire office is professional, clean, organized, and the knowledge they bring is invaluable. If anyone needs financial advise this is the place to not only go but to become a client. I will be one for life. Thank you everyone!!!

I have been with Matt of over 16 years. He is the BEST. Always keeps up with the latest tax…read moreinformation . He is speedy in getting back with me. Always can help me with my business and personal taxes'

Look no further! Hire Gaylor Tax Services asap! I have been a client for 10 years. Their customer…read moresupport is lightning speed, quality of work impeccable, very fair pricing. Matt Gaylor is always available and provides excellent advice . When I switched to him for both my business and personal returns in 2012, he was able to identify areas my prior accountant did not see that would give me the maximum possible tax benefit. Definitely reach out to them!

A friend of mine recommended this new tax preparation service. The owners have a lot of experience…read morepreparing taxes but finally broke out and opened their own business. They were very friendly and went through the options with me. It did not take long before the preparation was complete and I had an estimate. I received my federal refund quickly (about two-three weeks). I am still awaiting my state refund, but it should be here soon. I will definitely use them again next year.

Marc Montini called me an "asshole" and then refused to complete my taxes because I would not sign…read moretwo of his forms which would allow consent for other companies to access my files, even though on these two supplementary forms, it said it was not necessary in order to have taxes prepared. I had called him to discuss and he said it is necessary for me to sign the forms; that he requires it. I said I do not feel comfortable sharing my Social Security information, Taxes, and income with unknown sources. It was after this that he called me an "asshole,"and then told me to come pick up my tax

I have a seminar with this company over a year ago during the course of the seminar they offered to…read moredo taxes for $69.95 for the next two years they honor disagreement for the first year when I went in to have my taxes done this year the price jumped up to $275 and they would not honor their agreement from the first time that I had my taxes done and attended their tax and Social Security seminar In my eyes a man's word is his bond when a man's word is no good they're not to be trusted I do not recommend this bait and switch company

Jay has been working with our family for over two years and has been our sole source for all things…read morefinancial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!

Honest, reliable, ethical, effective and highly recommended…read more I cannot say enough about the excellent counsel and professional advice I continue to receive from Phoenician Financial Planning. Most recently, I needed a forensic accounting. J. Robert's level of expertise and accuracy exceeded expectations. He was able to explain in layman's terms the findings of the report so that I was able to discuss it with my legal representation. Furthermore, he is accessible and proactively contacts me to review my portfolio and assess my risk tolerance. His knowledge and integrity are invaluable. The sense of security I have with Phoenician Financial Planning gives me piece of mind as I transition to retirement.