AMS has been doing my taxes for about 6 years now and I have NO complaints. Very reasonably priced,…read moreprofessional and great work. Susanna is awesome and always answers any questions I have great customer service overall I recommend 100% !

Horrible horrible service. 6 phone calls and I get different info. Finally promised my check will…read morearrive, only to be told the day it was to arrive that the last advisor was wrong and it will be a few more days. Had already booked airfare and hotel reservations to meet with new brokerage company and have to cancel and I have lost all my non-refundable code. They don't care once you try to remove your money. Seriously crappy customer service

My visit here was not so great. I wanted to learn more about the 529 account and setup a custodial…read moreaccount for my newborn son but my experience here wasn't too great. Brandon (front office) was my representative and he not only didn't seem to be very knowledgeable but he seemed distracted and in the middle of our conversation looked at his watch and said "what time is it?". I felt rushed and it didn't feel like the conversation was going anywhere as he kept referring me to the 800 customer service number. As I was leaving he quickly stepped out to greet someone...I guess his next appointment that he was "hinting" to when he asked me the time. Unbelievable. My husband and I both have Fidelity accounts with stock and 401k. This visit felt like the biggest waste of time.

DO NOT use this company! If I could have given them 0 stars I would have. Caravan promises to…read morechange your credit however their customer service is horrendous and lacks any type of knowledge needed to complete the task at hand. I would just like to inform the staff at Caravan of how unhappy and unsatisfied I was with not only with the service but also the level of care that was taken with my personal credit file. Being that I have entrusted my financial future to the hands of a company that I was highly unhappy with, needless to say I was very disappointed and angry. I had a charge off and two other accounts that were settled on my credit file and was told "oh don't worry about it we will remove everything we do it all the time" however this was not the case because I was constantly receiving letters from all three credit agencies stating that nothing was going to be change on my file. I then spoke with Caravan and all of the sudden their story changed to reflect that oh no well sometimes stuff just can't be removed from your file. I even had to go to the lengths of removing incorrect collection agency accounts on my credit file myself!! They did absolutely no work on my file but still wanted me to pay them for services.

From the owner: There are several differences between personal and business credit. At the same time there are a…read morelot of factors in the use of running a business that may impact both personal and business credit. The key to building business credit is to limit the use of personal credit and increase the use of business credit. This can be done by first building your business credit profile with the major business credit bureaus, obtaining vendor credit, receiving a credit score and then increasing the amount of credit receive in the business name. Most small business owners use their personal credit information to obtain leases, loans and trade credit under their business. Just by having the knowledge of the use of business credit you can limit the use of personal credit. By doing so you can build your business credit and at the same time increase your personal credit score, lower your interest rates on loans and save tens of thousands of dollars in the process.

Anita is a very attentive and knowledgeable advisor. I trust her advice and insight. I always feel…read moreshe has our best interest at heart. 5 stars!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Mike has been our company and personal accountant for 10 or more years. He is always available for…read morequestions and gets the job done in a timely manner. He will shoot you straight on what you should and should not do with your taxes, he knows his stuff! He also charges a fair price for his years experience in the industry.

First, I've learned a valuable lesson - to not assume a tax preparer crosses his 't's and dots his…read morei's and CHECKS HIS WORK. I should have double checked his work on filling out forms. Three years after the fact, it has come to light by the SSA that this tax guy swapped social security numbers between my husband and me. My husband had my SSN on all of the paperwork and vice versa. This caused me to not have an income for that year, as far as SSA was concerned. We had to go through the whole filling out the SSA795 forms to correct his mistake. I will say the ONLY reason we used him was for a very specific tax situation that put me out of my depth. Never again.