My CPA of many years passed away suddenly during tax year 2022. I used H&R Block because I couldn't…read moreget into anyone during the busy tax season. For 2023, I researched CPAs early in the year and decided to go with Wanda. I spoke with her, she gave me a ballpark price and agreed to review the previous year's tax return and meet with me before doing 2023. Wow! I was in for a rude awakening! I uploaded my information to her 3.5 to 4 weeks before taxes are due. I supplied everything requested. I didn't hear anything from her office for about 2 weeks, then over the course of the last 2 weeks, I would get piece meal requests for information (not originally requested) as if the office/ Wanda was not really focused on my taxes. I FINALLY received my taxes back from them on Friday afternoon, August 12th with taxes due August 15th! I asked if Wanda was going to review them with me, but I was told no because the office was closed for the weekend and I must come in Monday to pay them before they would submit my taxes on Monday, August 15th! I was not even afforded the courtesy of reviewing my taxes with Wanda! My taxes are not complicated, but when I went in Monday, I was required to pay $995.00 (!) for them to submit my taxes on the due date. This amount of money was highway robbery, but what choice did I have because they forced me to the last minute. I asked to file an extension, but they were going to charge me another $250.00 to do that. Additionally, I finally met Wanda when I was making this outrageous payment and I asked her a couple of questions. It became clear to me that she is not the one who really did my taxes. Unfortunately, she did my son's taxes also. He's in his 20s with a meager income and not a complicated return. They finished his taxes about 5 days before August 15th. His invoice was $895! I couldn't believe it! He asked them why it was so high and they said they had accidentally put some of my charges on his bill and lowered it a couple hundred, but still...$695 to do his taxes! I realize she has received other rave reviews, but I would never, ever recommend Wanda O'Malley! I rarely, if ever, write reviews, but I felt this one was important. If I could give zero stars, I would. Steer clear.

My CPA is retiring soon, so I thought I'd better get out there and meet a few so that I can pick…read morethe best one when that dreaded day comes that my current CPA retires. I was really worried about finding the right person. It's an industry where you expect to meet really smart people with not so great personal skills. So I was prepared for lackluster. I was actually, kind of dreading the process. Anyhow, I met with the first of three candidates: Wanda E. O'Malley. Here's how that went: she absolutely knocked my socks off. I'm actually looking forward to my current CPA's retirement now. Wanda is super approachable. she is an excellent listener who knows how to really be present with the person she is talking to. That alone scores HUGE points in my book. It seems that when most people are in conversation they are thinking about what they want to say next instead of actually engaging and truly listening. SO that tells me that Wanda will be all over the details when it's time to take over our taxes. As a local real estate agent, I get plenty of requests for referrals for various professionals, and it will be a pleasure to refer Wanda E. O'Malley at every opportunity. One last thing to note: I did a little digging, and discovered that not only has Wanda graduated with an accounting degree, she actually graduated as Magna Cum Laude of her class. Pretty impressive. Give it a go with Wanda E. O'Malley CPA when you have accounting needs; I'm sure you will be glad you did.

I have been a client of Henry & Horne for many years now and have always been very pleased with…read moretheir work. In a recent conversation with one of their partners, I was informed of Wealth Management and the financial advising services they provide. I elected to engage them for some retirement planning and I am very glad I did. I've been navigating the retirement planning waters alone for many years and, although I had taken some very important steps, I didn't have a real clear picture of how to optimize the assets I had accumulated. Wealth Management asked the right questions, helped me assemble all of the necessary data and presented me with a clear and concise plan that will help me optimize the use of the assets I have already accumulated and, through well thought out investment, increase the value of my assets along the way. I plan to continue working with Wealth Management and I now have a much clearer vision of my path into, and through, retirement. I would recommend Wealth Management to anyone looking for any kind of financial advising services. Larry H.

It's never a fun topic to think about but insurance is needed for life events. Whether it be a…read morecostly inpatient stay or your passing, ensure your family is financially secured. Thomas has 20+ years experience dealing with insurance and changes within the industry. Thomas has the patient and knowledge regarding the complexities of many insurance products. Contact him with your list of questions regarding Life & Health coverage needs and Thomas will find coverage that is right for you and yours. It'll bring you peace of mind knowing your family has financial security.

Shelly Raab is excellent. She is thorough and conscientious. I highly recommend Eagle Eye Tax and…read moreaccounting.

Recently I was in need of a credit repair service as I am recovering from a decade of financial…read morehardship. I was referred to Praxis from a friend and I have to admit, had I read the Yelp review prior, I wouldn't have used them but I am glad I did not read that review because my experience was great. I am in the process of preparing to buy a home again and knew that I needed help cleaning up my report. I knew I could eventually do everything on my own as I am very resourceful but I simply do not have the time. They worked with me at times that were convenient for me, explained the process, walked me through and always kept me informed. She was very up front and honest throughout and now a few months later, I can totally appreciate the work they did in cleaning up my report which had been neglected for a decade. I have a common name and there were so many addresses and such that had nothing to do with me along with other more personal issues. I would not hesitate to recommend Praxis as my friend did for me. I still am in the market for a home but feel confident that I am entering it with the best credit report I can possibly have at this time...As I have stated before...thanks! Sincerely

When I started using Praxis credit Consulting I was very skeptical,…read more I have a hard time trusting people but when I started working with Kelly and Shawn I must say, I was very impressed they are very straightforward and they do exactly what they say they're going to do. I highly recommend them if you're looking to turn around your credit for the better. My credit was in the low 500s but after contacting Praxis credit Consulting and working with them for just a short time I'm happy to say I'm now in the 700s

Austin is truly the best! As a loan officer , I have clients who are looking for guidance on what…read morethey need or how much is realitic to pay. With so many options it is hard to know what is best. Austin takes the time to learn his clients needs and get them the least expensive options around. He is fast to respond and cares about his clients! I send him referrals often and all of my clients tell me how great he is and how much they SAVED!!!! I highly recommend speaking with him! - Lauren

Great Meeting I met…read morewith Debbie a few weeks back and we spent about three hours together discussing our project along with what was needed in order to move forward. Debbie offered to assist us with our Executive Summary as we were not quite sure as to how it needed to be presented to the investment group. We plan to move forward as I felt comfortable after our meeting along with what was needed from us in order to have the best possible chance of obtaining the funding we needed for our project. I would recommend working with Debbie as she was very accommodating along with treated us to dinner after our meeting. Teresa Mitchell

Very Satisfied I…read morecontacted Primeau Funding requesting a bridge loan for a building that we wanted to buy in Texas. We needed to close on quickly. Debbie was very nice throughout the loan process and we received our funds within the time frame needed. Debbie will be assisting us with additional acquisitions as she seems to always answer her phone and was very attentive throughout the process. James Garcia

Jeff has done my tax return for the 3rd year. Very satisfied. The location is very convenient.read more

I have been a client for over 10 years and I can share with you that this firm is very innovative…read morein tax consulting but within IRS regualtions. They are responsive to details and communicate clearly what you need to do in complicated situations by discussing options. If there is a question, it will get researched with great follow-up. I have saved much more than their reasonable rates. I sleep good at night knowing IRS win't be knocking at my door. William G.