Shelley Seguine Solutions

Melissa is great. I found her after my accountant of almost 50 years retired suddenly. She was…read morealways there to answer questions, and my return was done quickly and efficiently. I loved working with her and would recommend her in a minute.

I love that 805 Accountant makes bookkeeping and taxes simple for the small business owner. Rarely…read moredo you get partner-level service from bookkeeping to tax planning/preparation services. Look no further for your financial needs!

Charles Schwab

I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor…read moreand she's been very helpful.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

The Lynd Group

3.6

Without notice or provocation they dumped a large amount of clients at the end of the year, leaving…read morepeople to scramble in finding new places to get their taxes done. Other CPA's I have talked to mentioned how poorly it was handled. I will never recommend them to anyone. Patrick

I give The Lynd Group my highest rating. I met Michael and Debra Mansfield 8 years ago when I began…read morelooking at my retirement savings and the best way to optimize my Social Security benefits. Michael walked me through a number of options and even met me at the SS office to guide me through my options. They have been my advisors ever since. This team of highly qualified experts operates on honesty, integrity, a sense of community and putting their clients first. You never feel pressured -- it's about service, not commission. I trust The Lynd group 100%.

LPL Financial

Went to a couple financial offices to talk about starting a Roth IRA. I felt the most comfortable…read morewith LPL, they really knew what they were talking about and made me feel like i was making the right decision going with them. They have a program that involves risk and really opened my eyes about the amount of risk I'm willing to take. Anytime i have a question they're available and respond quickly which is a big plus to me. Would recommend them to any of my friends or family looking to invest!

Marian Business Services

I've been using Marian Business Services for about 3-4 years now for income tax purposes and their…read moreamazing! The quality of work and customer service is outstanding. I've never had a better group of people prepare my taxes.

From the owner: All your business financial needs!! Bookkeeping…read morePayroll Sales Tax Financial Planning and Analysis Incorporation Papers Income Tax Preparation And much, much more...

New Era Debt Solutions

4.5

(18 reviews)

We all make mistakes--it's how we resolve them and then learn that makes the difference…read more After I bought my first home, I began using credit to purchase needed items. I'm an inpatient person which didn't help the situation. I accrued quite a bit of debt which weighed me down each month. I decided for the betterment of me and my new fiancé to do something about it. I called New Era and after a short discussion I was enrolled in their program. I was fortunate enough to have some equity in my home that I used to fund this program, after selling it. From there New Era went to work. They negotiated almost all my outstanding accounts down to less than half and now I'm debt free. I couldn't be happier with the process, people, and negotiators that all worked tirelessly to get me to where I am. Thank you New Era!!

I'm not happy at all with my experience, was with New Era/Versita Law for over a year & only…read moreexperienced upsells, slow settlements made & no clear explanation of how much of their fees were taken out of the account. I enrolled jointly with my wife & we had just over $20k in debt & only seen 3 accounts settled after I paid over $9k into the program! A complete waste of time & money, I had small debts with each creditor mostly under $3k & they barely did anything!

Michelle Tascoe Financial Coaching

4.9

(70 reviews)

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

Leading Tax Group

(13 reviews)

I spoke to James alderete about my tax issue this evening and even though they couldn't take it on…read morehe gave me great advise how to solve it on my own, thank you again for responding back and helping me out with my issue, would use them for any tax needs in the future

Professional, knowledgeable and great service, We have used them for years for taxes and audit…read morerepresentative. Highly recommend and will continue to use their services. Thanks

805 Accountant

Evans Tax & Business Services

3.9

(22 reviews)

This business was recommended to me. I had a very time sensitive matter to address with the IRS (26…read moredays). In all fairness, I initially spoke with Linda, who was absolutely lovely. She referred me to her daughter, Stephanie who right off the bat spoke to me very condescendingly, then told me to send her my email address by text message and that she would set up an appointment for me. After not hearing from her for a week, I contacted her again and got absolutely lambasted stating "I'm going to talk now" stating she "was on vacation in Colorado with her partner for an event, then went on, and on about that is what she chooses to do since she's been in the hospital, blah blah blah.. She then told me she would be contacting me during the following week. I waited again (foolishly) as she instructed, because I take people at their word....and that call never came. I'm not sure what I ever did to her to be treated so rudely and disrespectfully by someone out of the blue? I just figure God was probably looking out for me after reading all of the negative reviews. Stephanie really put me in a bad position and wasted almost 2 weeks of my time, which was two weeks I didn't have. This left me very disheartened and confused because I had never done anything to this woman except for call to inquire for her professional services. It cost absolutely nothing to be a decent person, which she was not. The way I look at it, is that I really dodged a bullet.

Linda was available for all our questions and concerns. Professional and thoughtful experience…read more Highly recommend Evan's Tax Services.

Morgan, Daggett & Wotman

My parents have used Mr. Morgan's services for the last eight years. Once on Maple take a left at…read morethe corner labeled Financial Center. They have a huge common parking lot. Once inside 290 they're up the stairs in suite 240. Everyone in this office is as nice as can be. Grace is very sweet and Michael was right on time for our joint 11 AM and 12 PM appointments. He's very experienced, personable, knows exactly how the IRS and taxes work AND he's led an interesting life to boot. He never speaks down to you. It only took about 1 1/2 hours to take care of both of us and I was very happy with my return! I'm already looking forward to driving back next year, though he's very good at handling tax returns long distance as well.

From the owner: CPA Firm that specializes in Income Tax Planning and Preparation, Accounting, Payroll, Estates and…read moreTrusts, Bookkeeping, Business Consulting, Individuals and ALL Business types (C Corps, S Corps, LLC, LLP, Gift Taxation, Estates and Trusts).

Billy A Arnold , CPA

4.5