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    Whitman & Jackson CPAs

    5.0 (1 review)

    Services - Whitman & Jackson CPAs

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Tax planning

    Life insurance

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    5 years ago

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    Phoenix Health Insurance

    Phoenix Health Insurance

    (21 reviews)

    Lynn and his team at Phoenix Health Insurance are truly the best around! Phoenix Health Insurance…read morehas been managing my firm's health care needs for two years now and they've done a fantastic job! Here are some things they do that I sincerely appreciate: 1. EXPLAIN OPTIONS. As a business owner, health insurance is a confusing and frustrating world. Lynn takes the time to explain your options and offer his opinion on what new options offer the best value for the money. 2. PROACTIVE. No chasing Lynn down at annual review time. He contacts you proactively to let you know what has changed and what new options we might want to consider. 3. RESPONSIVE. If you call they call you back. If you have a question they help find the answer. I'm not sure about you, but I HATE calling insurance companies because you feel like you can't get a straight answer. Lynn (and his team) will run point for us. We can call them with a question or problem and they take care of it. What a relief to know there is someone willing to stand up for us when there's a health insurance coverage questions!!! 4. OVERALL GREAT PEOPLE! I'm a raving fan of Phoenix Health Insurance! And, no firm or individual is too small for him to help. Lynn has helped my neighbors who just crossed into the Medicare realm with such amazing service that my neighbor an HR and Accounting consultant now brings Phoenix Health Insurance in to meet with his customers. I just adore this group! Go Lynn you ROCK!!!

    Many staff members to help you in your health and life insurance, annuities, retirement planning &…read morelong term care. They will spend as much time as necessary with specialty agents in all the different fields. The guidance is helpful and less stressful than trying to figure it out on your own. Small parking lot in front

    Whitman & Jackson CPAs - taxservices - Updated May 2026

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