Have been dealing with Summit Financial for decades, they have always treated me well, and given me…read moregreat advice as well as done excellent on my tax prep needs. They also have been able to help me as I go into different businesses regarding what is deductible, etc - Michelle Mowrey has been great -

Complete crooks! For the last few years, Summit has convinced us to itemize our returns, then…read morecharged us 400 plus after having to pay fed and state each year. I did our taxes this year using Turbo and discovered that the standard deduction has been more than itemizing for the past few years. FURIOUS!! Almost 4,000 back this year in state and fed. 1st refund in years! MY mistake for trusting Summit Financial Group! Never again!

I called this office on June 3 to schedule a visit, I was told I needed to send my tax returns and…read morehave a phone consultation. The phone appointment was set for June 18th. Today they called and said Vickie Petix was not taking new clients and I was being referred to another accountant. I asked for the same date and time; she confirmed. I then received a callback saying she hadn't looked at his calendar and he was on vacation. I am moving and the appointment was time sensitive. I wonder if they looked at my tax returns and I don't make enough money? This office made two appointments with me and cancelled both of them. I now have no time to find another accountant before I relocate. i would strongly recommend looking elsewhere!

Started with Petix& Botte in the early 1990's. I've worked with Paul for the past 30 years. A…read morevalued partner in our lives, my wife and I. Brilliant, Reliable . His leadership has guided Petix & Botte into becoming best of class reputable firm over the past 3 decades. Petix & Botte - Professional to the highest degree. John Hitt

Jesse is a great guy. Upfront, honest and friendly.read more

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

Best tax preparation company around. Extremely efficient and on point knowledge of tax laws! I've…read morebeen blessed to have Kyle do my taxes for at least 20 years.

We needed some financial advice, so we contacted David. We had a telephone conference for about 30…read moreminutes. He was knowledgable and quite kind because he refused any payment! We were quite satisfied with David's advice and would highly recommend his services.

David has been our financial planner and money manager for 6 years. We, at least I, have not been…read morethe easiest to deal with. David took care of all our financial interests for 6 years. Unfortunately my husbands mental and physical decline caused many problems and with that many questions and uncertainties in my mind. At times I was very angry, with things not necessarily related to David, yet unable to communicate with my husband, I lashed out at David with angry emails and messages, about which he legally couldn't discuss with me. David never sunk to my level. He always maintained a professional, even concerned demeanor, offering to come and speak to my husband and I together. Life is hard and can be confusing and tricky, especially when you don't understand the actions and behavior of someone you love. David is a good man. I'm sure this review will never make up for the things I have said and done. David has suffered the brunt of my anger and frustration with my husbands behavior, and never said "if you're not happy with me, go find someone else." If I were in his shoes, I would have. David not only handled our money, but also handled a very angry, mean, relentless woman who took a lot of her frustrations out on him, and he did it with calm, professional kindness. Honestly he has done much more than I think you could reasonably ask of anyone. Thank you David, Beth Marshall

I have received great service from Andy Kimari at this company and highly recommend this company…read morefor all life, health and disability insurance needs. Ross C. San Diego

I was spending after tax dollars on my life insurance until I met Andy. Now I have "Key Person…read moreInsurance" that covers me for anything that prevents me from going to work and it is now paid for in pre-taxed dollars. Who would have known you could do this and get more coverage for less money each month? Andy Kimari that's who. Thanks Andy.

I have known and worked closely with Grant for twenty years. His vast array of financial markets…read moreand real estate always impresses me. He understands the big picture and the importance of the little details. Top notch. You can't go wrong. Lee Schwartz Broker and Owner Team Metro Real Estate

Very poor customer service . I was a client he inherited my account. I spoke with him once and he…read morewas very unprofessional and rude. .

Been going there the past 15 years and just so professional and knowledgeable and friendly.read more

They have done my taxes for over 35 years when they were located in PB. Steve retired and Andre…read morenow does mine. I haven't had a problem in the decades I've been with them.

I am new to business so when I first spoke with James Harnsberger I felt like he was really going…read moreto help me in creating my company. He told me he'd be available to me to walk me through the application process. It felt like it would be great, Especially because I had no idea what I was getting into when starting my business. I loved the comfort he provided in that initial consult. After a 1 conversation with James Harnsberger, I noticed he was very insistive that I "just fill out the forms". He didn't want to answer any of my question and was aggressive over the phone not making me feel comfortable to ask more questions. After 5 minutes on the call he said "we have to go we have other calls to get to". SMIB was prompt in communicating only when asking for my money and refusing to refund me my full amount. Very other time it took 1-2 days for them to respond to me. I decided that this was not what was promised to me and that we would not work well together. So I asked for my money back. At this point all we have done was exchange email back and forth, nothing was in the works yet. James Harnsberger refuses to refund me my money saying he is charging me $300 for the 5 emails we exchanged and 5 minute conversation we had. I wanted to make this post because I want to help this company get better at servicing clients who need help and guidance around opening a corporation. James, I'm not mad about the $300. It sucks that there's people that do this out there but I can't control that. I know you've helped some people already (I can tell by some positive reviews on here), but this isn't right. I'm wanting to donate my $300 to your company to invest in helping you guys improve your service with clients. Learn from this and strive to help people feel more comfortable working with you. Take time to answer simple questions. Call people back when they ask for your help. Learn to listen. Doing these simple things will help you reach more clients and make a bigger impact for people. Which I know you want to do. P.S. everyone else on this staff was great. Susan was a sweetheart, Allan was great. James is the one who made me feel uncomfortable.

I called about my elderly parents, unsure what I could do to help them. I was given step by step…read moreinstructions on how to fix or resolve the problem with the IRS free of charge. I am so grateful because the IRS was keeping my parents from being able to pay for a place to live and I was glad to figure out the best way to help them. My father is a veteran and is near death and they continue to garnish his disability and we can't find a suitable living situation for him because of it. So thank you thank you thank you. The assistance I received was invaluable and it was given free of charge. Carla

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !