TERRIBLE! Run away. Double-check your books before IRS does! The accounting is bad, messy, and…read moreincomplete and the people at the Monroe office are rude, unknowledgeable to say the very least.

Great staff! Quick response times! Always helpful! We have been customers for years and will…read morecontinue to be!

I have been going to Roland for years to prepare our small business taxes. He is very…read moreknowledgeable about taxes and current tax credits & laws. The reason he did not get 5 stars from me is he does not have voice mail or an email address to contact him. I think during this day/age it is vitally important for people to have access to a small business anyway possible. If you call his phone number it will ring and ring and ring. Really, you don't know if you are even calling the right number. There is no opportunity to leave a message or anything. To me, it is really quite annoying as I need to take time again to call back. Hopefully, he answers the 2nd time as I would need to call again. If you have questions or comments, you would have to call again.... I've asked for an email address and why he doesn't have voice mail. He said something like he wasn't good with technology. I actually am considering finding someone else who has at least voice mail or text messaging. Otherwise, great guy, great tax service done correctly & quickly.

I had an unusual circumstance for my taxes this year. My financial advisor at State Bank of Cross…read morePlains recommended I come here. Taxes were done timely and I felt assured they were done accurately. I would recommend.

Sarah and her team are fantastic! I always get a live person which is rare in these AI days…read more Wouldn't go anywhere else!!

Second worst experience ever! I came from another agent…read morethat was very negligent and could not get my information not paperwork right. I came to Sarah in hopes of having a better agent, yet the WHOLE OFFICE failed me. When I switched over some how I did not get charged for the 1st month, the next bill was smaller, the 3rd month they said "Oops we haven't been charging you, you owe us 200+$$" So I found other insurance and canceled my renters and auto insurance. Fast forward to today, I get a call telling me I am over 300$ past due. Hello, I CANCELLED my policy! They asked when and I said idk you never gave me a date? Maybe you guys need to work on better communication in your inter office, maybe leave better notes for people to access and get your shit together! State farm has been nothing but a joke at any place I've dealt with but this is just an absolute joke!

I can recommend this financial resource without reservation. In fact, as a physician in practice…read morefor over 30 years, I can honestly say that Mr Ziety's services were the single most useful membership benefit I derived from the Wisconsin State Medical Society. The financial landscape facing a physician can be a challenging one, a river with many currents each of which could have profound impacts on the optimization and safety of one's financial security. Mark walked us through this confusing minefield in a logical, thoughtful, and impactful way. He did so while being very patient with our many questions and, frankly, our anxiety. It is obvious he has a deep and powerful understanding of the laws, rules, and implications of investment, taxation, and management choices. Many of his recommendations were IMMEDIATELY actionable and saved us 10's of thousands of dollars. I would, and do, recommend Mr. Ziety to all my physician colleagues, (especially my younger ones...I wish I would have engaged WisMed Finacial many years ago). But if you are nearing retirement and have developed a significant portfolio, it is perhaps even more important to bring order and efficiency to the fruits of your years of labor and seek the professional expertise of someone with Mr. Ziety's skillset. Because it is important to consider, I found WisMED's managements costs to reasonable, especially when compared to the industry at large (I did my due diligence by exploring many of them and their cost structures). I believe it to be a good value proposition. It is obvious that Mr. Ziety has a profound understanding of the issues at play for high net worth individuals, takes his fiduciary responsibilities seriously, and brings integrity to his workplace. I recommend without reservation.

Personable, flexible and up -to-date with all the tax changes going on these days, Margaret gives…read moresuccinct advice that enabled me to be a better tax prepared and valuable for a more complete tax return for my small business. No question was too small or too big. Her experience was self -evident throughout our conversations over the year. I feel confident that I am in good hands with this business finally after trying several other tax preparation firms. You will not be disappointed and genuinely thankful how they care for you as a client.

Since the owner, Margaret Bare, has seen fit to delete all three of my posts on Facebook and has…read morenot replied to my email asking why I received a letter stating that she was dropping me as a client because the company wanted to reduce the number of people they serve, yet on their Facebook page they are actively seeking new clients I cannot recommend this service. Ms. Bare seldom answered my calls in a timely manner, did not provide me with information desperately needed for my divorce until she was told the judge would subpoena her to testify, and did not file form 8958 which was required in my situation. My advice is to go to an actual CPA or even H&R Block for better service.

We have been with Oregon Community Bank (now One Community Bank) since we moved to the area in…read more2007. We have always found the staff friendly, helpful, and accurate in our transactions.

Stick with bigger banks. Staff is rude and they cannot handle basic accounting principles. If you…read moreneed to research previous activity they cannot tell you historical balances. The high schoolers they hire can barely add and subtract, and give you a blank stare when you ask any question that involves basic math. The older staff uses calculators instead of real software which leads to a lot of human error. My understanding is they use spreadsheets for updating accounts each day instead of advanced software like bigger banks use. Stick with bigger banks. If you question them about your account even in a nice way they snap at customers and accuse the customer of being wrong. Run away from this bank. They do a lot of manual entry instead of using software and their mobile app....lousy and inefficient. Customer service is awful. The bankers they hire cannot handle accounting questions. And no one knows how to transfer a phone call without you being dropped about ten times. I am concerned about their attitudes and manual accounting practices. Also at issue is their hours. There is not a 24/7 line to call if you have account questions. The only number you can call after hours is if your card is lost or stolen. So if you have pressing questions and it is after hours you are out of luck. Go to a bigger bank. Real banks use state of the art software and can research any dollar amount for anytime. OCB is the worst bank you can try. The staff is unqualified in basic accounting.

I was already with State Farm when I moved from Tulsa, OK to Janesville. In Tulsa, I had researched…read moreonline what would be the cheapest option for the bare minimum amount of coverage, just liability. $70/mo. I don't recall ever talking to anyone there, but if I did, it was just once when I first got the policy. So, I went on the website, put in my change of address, because I don't know how things work. No one walked me through things in Tulsa, so I figured someone would just mail me new cards with my new address on it, and I'd keep paying my $70/mo, right? Nope! I received a phone call from BRETT at Don Gerharz State Farm and he went over my policy info and options. He was so incredibly helpful, nice, patient, and funny! He went through all the different options for my policy stuff and explained it all to me. Mind you, I hate phone calls, typically, and unless I have to make one, I try to avoid them, but Brett is an absolute delight to talk to. I actually didn't want to stop talking to him? Like, he was really fun, and cool to talk to, like you were just gabbing it up with someone you made you feel better talking to? Instead of an awkward call to do important stuff you don't really want to do? So I was a bit sad when I was all done with setting up all of my stuff, but what am I going to do, be some kind of creep who's all like, "HEY YOU WANNA BE MY FRIEND IRL BECAUSE I JUST MOVED HERE AND DON'T HAVE ANY?" that's obviously weird and inappropriate, so I didn't. Hahaha. I did send a thank you card though. I now have way better coverage PLUS roadside assistance for significantly less than I was paying for just liability! Nice.