I've had a great experience working with Xquisite Tax and Financial Service. From the start,…read morethey've taken my tax preparation and investment needs seriously and have always been upfront and honest about my options. I truly appreciate how transparent they are when discussing finances--it gives me peace of mind knowing I can trust their guidance. What stands out most is how knowledgeable and professional they are, while still being easy to talk to. Taxes and investments can be stressful, but they have a calm and down-to-earth way of explaining everything. During consultations, they take their time, speak clearly, and make sure I understand my choices and the best way to move forward. I never feel rushed or pressured.

Julie and Smith Advisor Group have made tax time so much more comfortable! We've been using their…read moreservice for over 5 years - very professional, competent and reliable. I'm a small business LLC owner - Julie does our personal and business returns. I was so happy with the service we transferred my mothers complicated returns to Smith Advisor group ... and now my sister has joined the group with her multi state returns. Save yourself a lot of headaches and have Smith Advisor navigate tax time with you.

Smith Advisor Group manages our business and family accounts. Professional delivery of service,…read morequick answers! I know we are in good hands.

Brightleaf has been a great partner for my business and I would recommend them to any small…read morebusiness owner. They worked with me to get my accounting systems set up properly (and cleaned up from what I tried to do on my own). They now also handle my payroll, and they've been great advisors as I have navigated growth and other business growth opportunities. Renee has done an awesome job!

Our company is so grateful we found Brian at UPstream Benefits!…read more We are a company of 15 and wanted to add health insurance for our employees. We had no idea where to start and the few companies we tried for a quote left us with no information. Brian actually held our hand through the process, came in to the office and spoke with our employees about the different options which was very helpful. I HIGHLY recommend this company as it really helped and continues to help us!

Brian was and continues to be extremely helpful and informative within the entire process!read more

As a contractor they did the best job for me!…read more nice place nice people! Definitely I recommend them...

When we received a tax bill from an IRS audit, I was begrudgingly ready to write a high five figure…read morecheck. A friend recommended that I talk to Chris. Best phone call ever! Chris and Ken worked their magic and saved us tens of thousands of dollars! I couldn't believe it when I got a new bill from the IRS saying we only owed $403. THAT check was written with a smile on my face! Guardian Tax Solutions was worth every penny. (And it wasn't that many pennies.) Highly recommend to anyone with questions or problems with taxes.

*** UPDATE *** Not to any surprise of ours, we received a…read morebill from the IRS for $3k for the year Guardian Tax Solutions did our taxes. I would leave them zero stars if I could. ****************** I'm not sure I could have hired a more horrible Tax Accountant. Absolutely the worst experience in all my 37 years. 1. My wife and I hired them in January. We were incredibly responsive. All questions asked by them were responded to within 2 days. It is now APRIL 16th. My taxes STILL are not filed. 2. Today is April 16th. I received an invoice. I immediately responded with 'I received your invoice. I'll pay this the same day the taxes are filed.' This was the reply: "We are set up to file once payment is received. We have burned". Frustrated, and with my near-complete tax filing being held hostage, I paid the same day. I'm STILL WAITING FOR MY TAXES TO BE FILED. 3. I emailed Gary Gross on a few occasions. Often, my questions were ignored IF my email was even responded to at all. 4. This is during COVID 19 days. Virtual chatrooms are a must. When Gary was unable to figure out how to password protect the meeting room, we had an unsecured conversation on zoom. 5. Due to COVID19, Fed / State taxes have been postponed to July 15th. I made it very clear that I wanted these filed before April 15th since I was well aware that while there are no fees for filing past April 15th, States charge interest on any amounts owed past April 15th. It's insane to me that we started this process in February, and due to ... I don't know what, we are trying to wrap this up until April 16th. When I indicated that I'm not ok with paying the interest due to him being late, his response was "Well, it's not going to be a lot of money." 6. Starting April 11th, I began sending daily emails to Gary Gross wanting daily updates as I couldn't imagine how this was still ongoing since I gave him everything he needed to complete taxes in mid-March. Daily, he responded with "It'll be done today." It wasn't. And he never sent any sort of communications clarifying why or even letting me know. 7. Because of all this, I have little confidence that my taxes were done correctly. This has been regrettable. This is a company and staff I will avoid in the future. * As a note, my entire experience has been with Gary Gross. But almost all paperwork produced is signed Chris Cherico. It's my theory that most of my information was relayed through Gary to Chris.

I have been using StateFarm Greg Lopeman for over 5 years. They are consistently efficient, polite…read moreand affordable. This year I engaged with Chris Lopeman and the experience, as always, was stellar. I highly recommend this company for your insurance needs.

After over 30 years of paying premiums for home and car insurance, the only interactions I ever had…read morewith State Farm until recently were dealt with directly in Greg Lopeman's office, because the claim amounts were below $10,000. For the 2 or 3 claims we made over that time Greg's office handled everything quickly and fairly, and up until a couple of months ago I wouldn't have hesitated leaving a 5 star review. The trouble comes when you have a claim ABOVE $10,000, at which point the issue is out of the hands of local offices like Lopeman's and moves to "State Farm Corporate" as they describe themselves. These "adjustors" literally call themselves "a different company" from the local offices, and they are trained assassins at denying claims. We recently had water damage due to Tropical Storm Chantal, and the gyrations these clowns went through to deny us coverage were utterly ridiculous. When I proved that their first reason for denial was wrong because they were misreading a mechanical code, they came up with a second, unrelated denial. When I proved that wrong and insisted on speaking to a supervisor, that supervisor came up with yet a third reason to deny our claim, the first major one we'd made in over 30 years. Greg Lopeman is a good guy and does his best to run a fair business. But the fact is that State Farm Corporate is positively mercenary, and will be of no help to you if you actually need it. Look at their Google Reviews: 1.2 stars, and every review reads just like this one. Run, don't walk, from anything to do with State Farm Insurance. When you actually need them to do what you've been paying them for, they are worse than useless.

I worked with Kara to close my first home purchase, and then 10 months later to refinance my…read moremortgage. She is professional, personable, she explains everything to you without making you feel bad about it. She works very well with everyone behind the scenes, and you as the client don't even know how much she gets done for you. I absolutely love working with her! She is professional, available, and makes the process so smooth! I highly recommend her to everyone!

Have used Daniels Hand law three times in the last 10 years, 2 home closings and 1 refi - Kara is…read morethe epitome of professionalism, charm, and efficiency. All questions were answered, there was no stress, and everything was done in a timely manner. I have recommended her to family and friends and would use her again in the future. I also encourage the support of local business.