Been going there the past 15 years and just so professional and knowledgeable and friendly.read more

They have done my taxes for over 35 years when they were located in PB. Steve retired and Andre…read morenow does mine. I haven't had a problem in the decades I've been with them.

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Excellent, my scores have risen dramatically. I would highly recommend if you are credit…read morechallenged or starting over give them your business and trust the PROCESS....

I happily give ERA Credit 5 stars. Wish I could give more…read more I knew my credit needed repair but didn't know the first thing about how to fix it. I Googled 'credit repair' and got back thousands of results - attorneys, bureaus, experts... and zero idea who to go with. I wanted a 'human' who would take the time to talk to me and really examine my credit, not just run me through some cookie-cutter set of repair procedures. So I picked ERA Credit services because they had good Yelp reviews - most others had either no reviews or they were bad. Turned out that I made a great decision. I called and reached Dale. He was at a credit education conference out of state and still took the time to talk to me. There was no pressure to buy anything; in fact, he didn't even mention paying for his services until we exchanged a few emails and determined I was a good match for what he offered. I ended up paying for his services a few months ago and my credit has already improved. The reason I write this review today is that yesterday I got a call from Chase Bank saying someone tried to open a line of credit in my name; it was fraudulent. Dale took my call after hours, and followed up again at 8am the next morning. This guy is great, I trust him.

Patrick and associates have been doing mine and my family taxes for many years now and we are…read moreextremely happy with their services and the money that they have saved us over the years. Great honest people you can't find any better.

Patrick Howard has been doing our taxes for over 15 years. Patrick and his team are always very…read moreprofessional, efficient, and knowledgable. They are always up to date on new tax law changes, and they make sure you are aware of all the change that could affect your return. If you need an excellent CPA to do your taxes, then I highly recommend them.

I don't usually write long reviews, but this experience honestly deserves it…read more From the start, working with Rod has been nothing but smooth. What stood out right away was his responsiveness even during a weekend holiday, he still took the time to get back to me and start helping immediately. That kind of dedication is rare these days. He's super easy to talk to, very professional, and clearly knows what he's doing when it comes to credit. He doesn't just rush you through the process he actually explains things and makes sure you understand what's going on, which I really appreciated. You can tell he genuinely cares about helping his clients and getting real results, not just signing people up and disappearing. Overall, just a great experience. If you're looking for someone reliable and knowledgeable to help with your credit, Rod is definitely the guy.

Rod and his team are the real deal!! Not only are they professional and efficient, they also are…read morecompassionate and understanding. They produce results in a short amount of time! I needed help fixing my credit and Rod and his team helped me to remove accounts and raise my credit score significantly. All their efforts have led me to getting approved for a brand new apartment and starting my future fresh! I can't thank you enough for all the help you have given me. You have truly made a difference in my life and I am beyond grateful. God Bless you and your team for everything, I can't say thank you enough. You guys are nothing short of amazing! 100/10 Experience!!! If you are looking to improve your credit SD Credit Corner WILL improve your credit, they know what they are doing and they are very professional, you will get results. Super thankful for them!!! Thanks again Rod!

I am very impressed with Doug Williams. He takes the time to know and understand his clients…read morefinancial picture. This results in confident and well researched recommendations to his clients who can make an informed and educated decision about their financial future.

I'll second John C.'s review. Doug takes all the time my wife and I need to explain our options and…read morehe is very patient with us. We want to make sure we are making the right decisions, and he does a great job providing us options and explaining them to us in ways that you don't have to be a financial advisor to understand. Our accounts have all seen great growth with Doug's suggestions. Highly recommend seeing Doug for your investment needs no matter what life stage you're in, he can help anyone make the most of their money.

I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw…read moresolutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.

I can't express how thankful and blessed to have found Jenn…read more Out of three other consult she made me feel comfortable and gave me realistic expectations. She didn't over promised but, most definitely delivered everything like a true professional would have. Other credit consultants made me feel my credit was horrible, in desperate need, and, or either they would be able to fix my score within few months. None where as precise and straight forward like Jenn. She let me know my credit scored wasn't the best yet it wasn't the worst either. My problem wasn't much to do with collections but late payments and little hiccups on the way. Jenn is a true professional. I would say she "like an attorney" fighting with the Creditors/ bureau and finds angels to help every situation you encounter in the past. Most definitely a true fighter that is passionate about her job. It's great waking up to emails you're credit score has gone up and I have to thank Jenn for it. Not only my credit score has gone up but also my credit-card credit limits. I was also able to purchase my car at a low rate since my old car broke down. Now I can't wait to purchase my first home in the next year or so. Cheers to a brighter future!!

Smart, knowledgeable in field, gets me my money. Friendly service. Will use again and again. Thank…read moreyou for your excellence!!!

From the owner: We provide tax preparation and tax planning services. We also provide accounting and business…read moreconsulting to individuals and small business owners.

Have been dealing with Summit Financial for decades, they have always treated me well, and given me…read moregreat advice as well as done excellent on my tax prep needs. They also have been able to help me as I go into different businesses regarding what is deductible, etc - Michelle Mowrey has been great -

Complete crooks! For the last few years, Summit has convinced us to itemize our returns, then…read morecharged us 400 plus after having to pay fed and state each year. I did our taxes this year using Turbo and discovered that the standard deduction has been more than itemizing for the past few years. FURIOUS!! Almost 4,000 back this year in state and fed. 1st refund in years! MY mistake for trusting Summit Financial Group! Never again!

SPAM company. Extremely unprofessional. I am sick and tired of getting calls from them. I've…read moreblocked dozens of their numbers. They call at ridiculous hours as early as 6am in the morning. I've been telling them for the last year that I am not Souzia Chadray (or whoever) and they won't stop calling me! I've called their number back to ask them to remove my number (again), and have been yelled at and asked why I am calling them if I am not Souzia and rudely hung up on. Even if I was Souzia, they're a joke!

Well, well, well while filing a complaint against Penchecks company regarding them refusing to…read morerelease my 401(k) funds they obtained through a former employer of mine, I stumbled on this...another company name at the same address and the reviews are typically horrible and mention Penchecks by name. Following is my nightmare dealing with Penchecks: "Since January 27, 2025, I have been trying to get Penchecks Trust Company of America, located at 8580 La Mesa Boulevard, suite 100, La Mesa, Ca 91942, to transfer 401(k) funds of mine ($1,059.14) that they have been holding for ten years from my previous employer into my current 401(k). I have made five lengthy phone calls with three different Penchecks representatives, and numerous emails to them. Each time I call about these funds there is a new problem or reason they haven't processed this transfer. The first problem was a wrong checked box which was corrected, the second problem was an incorrect social security number which did not come from me. It took until the fourth call with a third rep (we spoke to one twice) to be told Penchecks needed a copy of my social security card and driver's license. Something neither of the other reps told me was required. As you can see, every time we call, there is a new problem or new requirement preventing them from disbursing my funds. The reps are always unfailingly polite, but do absolutely nothing to bring this debacle to a close. Our latest conversation on 03/24/2025, they assured me that they mailed the check to my current 401k address on 03/20/2025. I asked for a tracking number because I had paid $30 to have the check sent certified mail to my current financial institution that administers my 401(k). After stalling for several minutes, the rep finally provided me with a USPS tracking number. i Immediately went on to the USPS website to track the number and it showed the number was in pre-shipment, meaning the check, in fact, had not been mailed. When we pointed this out to the rep, he gave a not very convincing explanation for why this could be occurring. Upon checking again today, 03/26/2025, it still shows as being in pre-shipment, six days after Penchecks claims to have mailed the check. Upon researching Penchecks on line, I have read complaint after complaint about this company on Google reviews and the Better Business Bureau. Apparently, this is a common tactic of theirs. Penchecks stalls to disburse funds and also claims the check must have been lost in the mail, charging the customer another $30 to resend it. It is unconscionable that this company is allowed to do this with people's money. I have filed a complaint with the Consumer Financial Protection Bureau and am researching who else I can file a complaint with about this company. Stay far, far, away from them if you have the option to do so. I did not. My previous employer gave them my 401(k) earnings when he closed his business and I had no say in where they went."