My wife and I have had the great good fortune to have one of ReFrame Wealth's founders, Mitch…read moreFalter, as our advisor. Initially, Mitch helped us structure our retirement planning for -our- retirement goals. He then coached us through the transition from work to retirement. Mitch and his team now manage our retirement funds, as well as serving as fantastic resource on matters surrounding retirement, aging, community engagement and numerous other issues. We were employed the academic and non-profit world, and contributed to the sorts of plans used in those places. I have been surprised by the flexibility that an advisor brings to managing retirement funds post-retirement. This is not an off-the-rack plan. It is bespoke, and we are very happy with it. I'm not sure if anyone uses Yelp to find a financial advisor. But if that's you're situation, take a look at their website.

If it weren't for Bill, who founded Community Ladders, my family would still be drowning in debt…read more He helped us refinance our house and still keep lots of equity. It's not an overstatement that he saved our lives. I can't recommend him highly enough. He's honest, tenacious and accommodating, taking my phone calls anytime of the day. He was very encouraging, which helped us immensely. We were able to get the refi done in a matter of a couple of weeks. To put it in perspective, we tried to refinance with Washington Home Mortgage about a year ago and it was the most horrible experience we've ever had. The process lasted over four months, the mortgage officer was rude, constantly complaining about how long his commute is (uh, not our problem??). He once YELLED at me over the phone. His boss, Diego Calderon, who is the president of WASHINGTON HOME MORTGAGE, was impossible to get a hold of. The paperwork was endless and the lender was miserable and in the end, we walked away when we discovered over $18,000 in hidden fees. There are a lot of nasty people out there. Bill's one of the good ones. I can't recommend Community Ladders highly enough. If I could give a million stars, I would.

I'm not even technically a Community Ladders client yet, but Bill has helped me more than all of…read morethe people who actually stood to make money off of me combined. I recommend them wholeheartedly. I'm in the daunting process of trying to buy my first house, and my personal finances were a hot mess. A friend from the dog park referred me to Bill when my first deal started to go pear-shaped. I was blown away by how much time and energy Bill devoted to advising me, running different scenarios, researching, and generally talking me off a few different ledges. Everyone else in the process was just yes-ing me to death -- my agent, the various mortgage brokers -- but Bill gave me the much-needed dose of reality. I ended up killing that deal (oh, and p.s. Bill was right: he worried that my contract price was too high, and the house immediately sold for $30K less than my contract price). In the meantime, and thanks to Bill's advice, I've worked on reducing my expenses and fixing a lot of Bad on my credit report. I'm in a much, much better financial position now, just a month and a half later, and just about ready to try that whole homebuying thing again. Thanks, Bill! Oh, and the only reason I'm not yet a Community Ladders client is that they have a waiting list. They're that good. So you should sign up now -- but I'm first!

Been using for years. Saved me money and a lot of headache over the years. I would and have…read morerecommended Erik as a CPA. He's especially great at the strategic thinking, and helping make sure you stay out of trouble. Have been using Erik since the mid 90's.

Erik Kloster has worked for two generations of my family and estate preparations as well. His…read moreservices have been excellent in all instances and I highly recommend him.

If you don't mind the high fees for services then I think it could be very good. Unfortunately, I…read moream not wasting a large portion of my retirement money on a 3rd party. They are personable .

I have found Momodou Bojang to be such a caring person . He is genuinely concerned that I get the…read morebest financial advice especially since am nearing retirement. He knows the federal program inside and out and will protect me from making a big mistake! And the big picture ? I am making money.

I just contacted the office of Denburg and Low, CPAs. I was looking for someone to help me with my…read morerelativity straight forward tax return. I was transferred to one of the CPAs who made it clear from the beginning of the phone call that he had no interest in helping me. He was literally sighing into the phone after the first 15 seconds acting dismissive and annoyed that he might have to do some work. Before I was even able to finish explaining my simple situation he told me it would be at least $700 if he had any time which is probably didn't. I have never encountered this kind of rudeness to a potential customer. Fortunately, I just contacted a different firm who was exceptionally helpful.

I have a fairly complicated return dealing with my business and our personal return that involves…read moreproperty in two other states. The CPAs took the time to understand our situation and were upfront about their services and fees. It's refreshing to deal with a professional firm that treats you like a valued customer.

Mitchell did a great job helping my wife and I plan our personal finances. He was very…read moreknowledgeable and I would definitely recommend him to a friend.

These guys are great. We used them for years before our consultant retired. At that point we bought…read morea business and since we had to switch to a new accountant we figured we would just use the firm who did the accounting and taxes for the prior owner. In hindsight, that was a big mistake. After just one year we switched back to Tax-Masters and could not be happier with the quality of their services.

I have been coming to Tax Masters for three years, and I couldn't be happier with my experience…read moreevery year. I purchased my first home a couple years ago and needless to say I was very stressed and not sure what to expect come tax time. I was introduced to Preston when I arrived and informed that he would be doing my taxes for me. Preston was so laid back that we spent the first hour and a half just shooting the breeze. When it came time to crunch the numbers this is really where tax masters shined. He knew every little detail to taxes like the back of his hand and was able to rattle off my taxes in less then thirty minuets. He was able to explain my return for me to so well I didn't even have a question I ask him. Upon leaving I'm provided with my printed return bound and on cd. After a couple years of being a client of tax masters now their excellent tax software allows them to quickly populate my taxi forms for the current year saving a great deal of time. There's no other tax place I recommend to my family or friends then Tax Masters.

Jay has supported us for many years now and we would recommend his service. He's busy yes, because…read morehe's good. If you are timely with documentation he is timely with extensions and filing.

If you feel like you've been getting screwed on taxes by your current or past accountant, go to Jay…read moreYurkshat. He was recommended to me by a friend who had him look over previous returns and found serious accounting errors... getting her back close to four grand. He is thorough, concise and honest. He spent hours going over and explaining my returns line by line with me. We'll see what the end result will be in a few weeks. This guy and his father have been doing taxes for over 36 years. Give him a shout if you think your current accountant isn't doing his or her due diligence.