I have been doing my taxes with Protax for over 5 years. When I heard of the name change, I was a…read morelittle skeptical but I decided to give Tri-City Business a chance. I am happy with the decision I made! In the beginning, it was a little rough with the transition but that is expected under new management. Working with Tri-City has been an amazing experience for me. The staff are always so polite and happy to help. I can't wait to work with them again this upcoming year!

Tri-city has been doing my taxes for 2 years now. The first year there were some bumps in the road…read moreand gave the company the benefit of the doubt. This year filIng has been a complete nightmare. I submitted all my document way before tax day and my taxes are still not finished 4 months later. My first call I asked why my information was not showing in the IRS database for filing records and they mentio that my taxes were not submitted because they forgot to send my the site to pay. At this point I knew I would have to avocate for myself. The company does not follow up with the clients. Every time I called they needed a new form to be signed or needed another piece of information. They never took the proactive approach of reaching out to gather missing information. I could go on about my experience from beginning to end but to save you time and money just avoid this company all together.

Chris is so wonderful! I recently wanted to make some adjustments to our auto insurance to save…read moremoney, and Chris walked me through every step to make sure I understood the changes and that I got the best possible rates. I have been with RA Monk for a long time for both my home and auto insurance, and they truly are a great company! Nicole H.

I've known the owner of Wolcott Insurance Solutions for years--first as my employer and later as a…read morementor. He leads with integrity and truly cares about the people he serves. Medicare can be overwhelming, but he makes it simple and easy to understand, always taking the time to make sure you feel confident in your choices. As the owner of Great Lakes Office Solutions LLC, I work with many professionals, and that level of care really stands out. Highly recommend. -- Melissa Smith

I had a great experience with Jessica, the teller at Copoco. She was so kind ,pleasant and…read moreprofessional. I usually bank online or call in. I'm so glad I went in today. 5 stars Jessica! You Rock!! keep up the great work P.S. 25yrs at this bank

The mortgage officer is useless. I have been trying to buy a house with him for 5 months. He makes…read moreno effort. Had to switch to a different copoco to buy a house which only took 3 weeks.

Customer service is their number one priority. Every customer is treated as if they were the only…read moreclient the business has. Providing tax preparation, business consulting, financial planning, and accounting to their nationwide clients. The staff is very professional and always willing to help.

I used this company for the sale of my dental practice. A friend used them and referred me to them…read more I wish I had used someone else. When it came time to show the practice to buyers the broker had multiple personal conflicts which delayed the showings and ultimately the sale for months. The broker brought several potential prospects to the office stating they were all screened and were good potential buyers. As it turned out my buyer was not in an immediate position to buy my practice. He hadn't been properly vetted as I had been told. When it came time for the closing, the papers were taken to the bank giving control and ownership of my practice to the buyer with no money paid to me and no promissory note. I was told that the bank would wire the money in 24-48 hours and I should trust them. No one would transfer the title of their house without receiving payment. In my opinion after the financial melt down of 2008, banks are not be trusted. The DBS broker should have protected me better. Account receivables were still hanging out there but my broker stopped talking to me after she received her commission check. I had to engage my lawyer to complete the sale. I started a year in advance getting the necessary documents together so that by January of 2017 the practice would be sold. Instead it is the end of March and I am still dealing with it. I would not recommend this company for selling a dental practice. Even after writing this review the company did nothing to make my experience better. Run don't walk away from them.

Did my tax with out me being there and messed them up. They redid them still not rite. My refund…read morewas then it should have been.

Sheri took the time to look at our unique tax situation and walk us through it confidently…read more The next year she finished our tax paperwork during the appointment. Easy peasy, definitely recommend. Mike and April