The communication was good. Emails got responded to and phone calls and meetings could be arranged…read more This was appreciated. Getting into their online system, I would get repeat requests to sign up even though I was already in. I also required a special two factor authentication. This would get annoying. Once I got a bill, I got emails at 2am asking for payment. This was also unnecessary. The worst part was advising me on what to do in the case of a marriage separation. Not only did I end up owing so much I had to deplete my emergency fund, but I had to pay 3k to learn that. I was asked once about my filing status and dependencies without being told how devastating it could be if that changed. In addition, they filed an extension, and I now owe interest and penalties. Yes, life changes mean financial hardship. But I was not properly advised and this ended up being the worst experience I've ever had with a CPA.

Larry has been my CPA for several years now and has helped me navigate both business and personal…read moretaxes. He's very well prepared for complex tax scenarios and has an amazing team. Really enjoy working with Larry J Phillips CPA.

They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

I will recommend Mak Global - I signed on to Yelp because they asked me to review them based on…read moretheir service. (I saw a couple of my favorite spots on here and gave them a review too.) I took out some financing for a trailer and some added pieces I need to transport animals. Under $50,000 - payments under $3000 - short repayment term - happiest with it being easy

From the owner: Mak Global Corp specializes in obtaining financing for business, no matter what their needs are…read more We have helped hundreds of businesses finance everything from computer systems to back hoes. We work quickly to get the funds in hand so that you can get back to the important stuff, like running your business!

This business is permanently closed at this address. Your information is incorrect they have not…read morebeen at that address for more than two years. I am not reviewing their service I'm just letting you know that the business is 100% closed and has been for more than two years at this address.

From the owner: Get The Credit You Deserve! Just $70 Per Month! We Guarantee Results or Your Money Back! Whether…read moreyou want to start a new business or save or scale an old business we help you with business funding and business credit building!

It was very difficult to contact Brandon and his office. This created unnecessary anxiety and…read morestress. Once taxes were filed, IRS contacted us due to an error, which we ultimately fixed ourselves because this office could not be bothered to respond. I cannot recommend Brandon to any of my colleagues as I am certain their business would be in the wrong hands.

Brandon has been a real God-send for our practice. I am a physician in the Cedar Park area and he…read morehas made my business what it is today. I enjoy up to date accounting and book keeping. I have easy to read financial statements and I always have the ability to call the guy on the phone. He is super affordable for my needs. Brandon also does my financial planning and retirement savings. He is the best. Very down to Earth - Always listening - easy to reach. He has always been upfront with me and has provided good insight into my business model as well as advice on the future of my practice. I don't think you can find a better CPA for the money.

I've trusted my CPA with my personal and business taxes for more than 10 years, and I honestly…read morecan't imagine working with anyone else. She has always been professional, knowledgeable, and incredibly responsive, but what sets her apart is how much she genuinely cares about her clients. Over the years, she has helped me navigate everything from routine tax filings to more complex business matters, always making the process easy to understand and stress-free. I know that when I have a question or concern, she's there with the right answer and advice. It's rare to find someone who combines expertise, integrity, and personal attention the way she does. I'm grateful for everything she has done for me over the years and highly recommend her to anyone looking for an outstanding CPA.

Update and response to Ms. Taubert's 1/19/22 reply to my review:…read more Please review your QuickBooks records for invoice# 1613 (dated and emailed to me on 5/19/21) which will clearly show your statement of "Returns are not invoiced to clients until they are in draft form (meaning they are complete and ready for the client's final review)." is not factual.  Not only did your system invoice me before my return was prepared, "draft form" or otherwise, it did so for $100 more than your original quote, which I brought to your attention via email that same day, and you manually corrected back to the original price at which point I was invoiced yet again! As stated in my initial post, I was never presented with any version of my personal return to review, even though I had supplied you with all requested documents well in advance, yet your system continued to invoice me. I will gladly forward you the invoice notices in question if you are unable to locate them in your system with the number I have now provided. Honestly, the invoice issue was the least of my concerns compared to filing a last-minute unplanned extension with the IRS as stated in my original post.

Just called me when my number is on the do not call list. They got my phone number from public…read morerecord for a business loan I applied for over a year ago. They did not scrub their list to prior to calling to see if I was listed on the do not call list.

From the owner: From small business loans to equipment financing, our team is here to provide your business with a…read morecustomized commercial loan to meet your specific needs and situation. If your business is looking to expand, we offer quick financing for both low and high loan amounts. Our experienced team will find you the lowest rates in the country. Whether you have good credit or have a lower credit score, we have options for everyone. From working capital loans to financing for all types of equipment leasing, we have multiple financing options available. As a business consultant, we will work closely with you to ensure you achieve your dreams of success. Apply online or contact us today for more information on our business capital loan options!

On 4/17/2026, $2980.00 was stolen from my RBFCU account. Even though RBFCU says they provide NCUA…read moreinsurance, they have denied reimbursement. They have said the facts show I clicked "ALLOW" to approve the transaction on a text they sent me. This is NOT TRUE. I never even saw the texts as I was in deep conversation with "their fraud dept representative". They want me to believe someone could have called me from their number but they won't believe that the same someone could have hacked and taken over my phone! My facts are that I received a text from RBFCU followed by a call from their phone # 210-945-3300 (the same # they alway and continuously call me from). Their rep proceeded to guide me to make transactions geared toward stopping and preventing the continued fraud being attempted on my account. When I immediately tried to call RBFCU fraud dept to verify I was talking to them, my hold time was 58 min/58 sec. They finally called me back 1 1/2 hours later from the same # 210-945-3300 they have always and continue to call me from. These facts lead me to believe it was RBFCU who stole my money! This bank in which I've been a member for 14 years has accused me of being complicit in a crime. I have all my money with these people. I have had car loans, home equity loans, cds, money market accounts, checking and saving accounts. I have excellent credit including a well above average credit score. But they are insinuations that I am a thief. They used to be an excellent company but no more. Please stay far away if you want your money to be safe!

Terrible experience. Applied for a HELOC and asked what the interest rate was and they said 7%,…read morewhat the amortization schedule was and a delineation of closing costs. Loan Officer gave a total of costs but then the processor said there were zero costs and no one would broach the amortization schedule question. I called the manager and he finally gave me a break down of costs , FINALLY. He said that they just make you pay $14 for every thousand drawn out. I used a loan calculator site and that effectively is 17% interest amortized over 25 yrs ... or 7% interest but 7.5 yr amortization schedule. They are screwy all the way around. If they're screwy for helots , they're probably screwy for ANY loans or savings accounts ..... anything. Steer clear of them. Go ANYWHERE else !

Lana and her team is amazing. She is very knowledgeable and does her homework and research…read morethoroughly. She was able to get me the best rate in such competitive market, but that was not the best thing. Our seller had so many reservations about the VA loan (wanted to sell to someone with conventional loan) but when seller and their agent talked to Lana and asked so many questions, Lana was extremely patient and addressed all their concerns and finally we got our offer accepted just because of Lana Jern. She remains so busy but she or her team-member always found time to respond to any of my questions. 100% would work with her again. Summary: Extremely knowledgeable, puts clients interest at the top, result driven, courteous and friendly

Barb is a wonder woman! She helped us for 3 years to build our credit and prepare ourselves for the…read morehome buying process here in Austin. Shes amazing with communication, she's amazing with helping you understand verbiage that's confusing, and she holds your hand all the way through to the end, but also beyond. Barb also hooked us up with the perfect realtor to fit our style/needs. 10000% recommend using Uptown Mortgage for your home buying needs. It'll be the best decision you make!