"You'll probably hear from our older daughter, soon." I think the fact that we said this to Kevin,…read moreas we were walking out the door, attempting to wrap our heads around the amount of money we owed the IRS, probably says it all. We came to this dude because he had a couple of good reviews and he was relatively close to our house, with a mile-high pile of receipts, records and documents from a year where we: - Both changed jobs, one of us twice - Sold a ton of stock - Invested in real estate - Put a kid through college and another through private school Unlike our previous experience with a tax advisor, Kevin didn't treat our time as money. We felt comfortable asking all sorts of questions, he walked us through the various policies and laws he'd investigated, we learned a lot about how we should handle investments moving forward, and he offered to answer any questions we had, throughout the year, whenever. I also noted that Kevin had a humanitarian angle about him, something I don't always register in this industry. We'll keep working with Kevin, and recommend him to you.

I waited until the dust settled and all my refunds came in before I posted this review. My taxes…read morewere a mess after moving from Wisconsin to New Mexico in March of 2020. I had my own business, taxes to file in two states, an inheritance and zero confidence in my ability to navigate TurboTax and feel I had filed correctly. After a year and a half of anxiety and extensions, extensions, extensions, I started my search for a pro. Yelp* led me to some pros. I found that the rates were pretty similar across the board and a few of them reached out with more information or follow-up questions. Ultimately, I decided to go with Kevin and The Balance Sheet for these reasons: 1. he got clarity about my needs before I met with him 2. he offered suggestions for how I might interpret other pro's approaches to my situation 3. he offered a hassle-free exchange of information instead of a barrage of games and gimmicks to get me into his office Working with Kevin was seriously a delight. He was creative, tenacious, thorough, and committed to getting my two years of taxes filed correctly and yielding the highest refund possible for me. From the first inquiry to the latest refund that was deposited in my checking account, I am so grateful to have trusted my tax mess to Kevin and The Balance Sheet. I highly recommend his services for the most tangled tax conundrum out there. Thanks again, Kevin!

Awesome staff, knowledgeable, professional and friendly. Always ready to address any issues if…read moreneed be.

I reached out to Steve's agency based on reviews, and I was not disappointed! Mindy and Christine…read moreare a pleasure to deal with in signing up for homeowners and car insurance. They have been helpful, prompt, informative and very lovely to deal with. It is a big contrast to the agent I have dealt with at another big insurance company. Dealing with these folks is a breath of fresh air. I have not had to file claims yet with State Farm.

Fast, friendly and very thorough. Also for my car registered, great to support local businesses.read more

Great office and staff. Friendly, knowledgeable. Roger walked us through all our insurance needs…read moreand policies for almost 2 hours. No sales pitches, just solid information and action. I highly recommend this office. I have had State Farm for over 40 years and circumstances have given us a wide variety of agents. I believe this will be a terrific match.

Jason and his team took great care of us throughout the process of purchasing our home. He took the…read moretime to explain everything carefully and let us know what to expect and actions to take as we went along, which was very helpful and kept us feeling at ease. We also really appreciate how easy he is to talk with and his support in giving us options to consider. This helped us easily understand what would work best for our situation. Highly recommend Jason and Waterstone Mortgage!

Jason Pike and his team are wonderful at what they do. They are excellent communicators and you…read morealways know where you are at in the mortgage process. I received a message every day letting me know the progress of my loan and any information that was still needed. I would highly recommend using them for your next home purchase.

Xpert and Drew has been a pleasure to work with! The Refinancing process was made easy by Drew and…read moreeverything worked out smoothly. If you are looking for a company to assist in the Refinancing of your home reach out to XPert Lending & ask for Drew!