They are absolutely fantastic. After my last CPA retired, I was referred to James Westfall. For the…read morepast 7 years they have done a fantastic job on my Corporate and Individual Taxes. Anytime I have requested something - it is handled immediately. Brandi was instrumental in helping me setup my S-Corp. Would highly recommend!

I love the company! Not only is Tony Kong professional and friendly, he is interested in you as a…read moreperson besides a client. I have never had a CPA call me often and let me know how our company can save money and time. I highly recommend this CPA , they are great!

Great service from Jon when I signed up two years ago and now this past week when I wanted to shop…read morearound. He saved me a couple hundred on my bundled auto & home policies. Highly recommend!

I have used Corey for my insurance needs for the past few years and he has been awesome. He…read moreimmediately responds when i have questions and has helped me save hundreds of dollars since signing up with him. I would highly recommend Arizona Premier Insurance to anyone that is looking to save money and who wants excellent customer service.

I highly recommend MG Peterson for all accounting needs. I have used him not only for personal…read moretaxes but for several businesses that I have. He is also an expert with corporate tax and accounting needs. The staff is friendly, personable and very accommodating. Tis the season for taxes and what better way to get them done than by a professional!

Overall, MG Peterson has been extremely slow (or non-existent) to respond to my requests for help…read more I have been very frustrated in dealing with him re: my tax needs. I would NOT recommend him to anyone - unless I had an enemy.

Nothing against this office specifically but Geico in general is horrible! Rates go up for no…read morereason. The drive easy app is a joke and just an excuse for them to raise the rates every couple of months.

Chris is a scam artist. I was at AutoNation Toyota Tempe this Saturday to purchase a car once the…read moredeal was just about over the sales manager tells the sales representative to give me the auto insurance information which was the card with J Harris's office number on it and he told me to dial nine after calling the number I spoke to Chris, Chris gave me all the information I wanted to hear he made it seem as if he was actually getting the insurance, then he asked for the payment information right after given the card details Chris respond with oh they're not gonna be able to cover you shall we ended the call just around 6 o'clock, so the coward could be off of work and not have to answer to stealing for my account the funny thing is the amount of money that was stolen from my card wasn't even the amount of money that we spoke about for the down payment if I was able to get the policy then when I called back on Monday morning, the representative told me that I just needed additional information for the policy not that I didn't qualify...

I was scammed by Nicole. If you're reading this, please find an actual CPA and not a CPA…read more"candidate". Nicole was hired to clean up my books for part of 2024, 25, and 26. We had a great conversation, and she seemed capable. However, the price was unclear. My business is small with minimal transactions. Nicole initially quoted $2 per transaction, but her minimum charge would be $1,000 even if I didn't have that amount of transactions. I agreed to this. I paid a $1,500 down payment on May 20th and asked Nicole not to send me surprise billing. She promised to send me a proposal, but it was delayed until I demanded that she stop working on my books as I saw no progress. I advised her that I would find another accountant to complete the job. By then, she claimed that 2024 (7 months) was complete and that I needed to pay for the work she did, even though I never signed a contract (it was never sent until after she knew she was being replaced). Nicole has billed me an additional $4,307.50 for 7 months of work that I have no documents to show that she ever did. I have since hired someone else to complete the job, but now I'm being threatened with legal action. I also read Brandi's review and wanted to give Nicole a chance, but I regret not taking the advice above.

I started business with Nicole in June of 2025 but ordered all current work be immendiantly stoped…read morein January 2026. We paid her over 5 thousand dollars, an estimated amount of 800 dollars was for an amendment that was never completed. and 4,000 of it was paid for an "Advisory packet" that I was never given a itemized receipt or invoice for any of the charges that were coming out of that retainer. She also has not sent us a W9 or provide her EIN # to us. As a small business owner this is very damaging and has raised some cause of concerns. We were guaranteed a service and did not receive what we paid for. We feel like we were scammed out of a lot of money and we will be filling a complaint with the IRS due to suspicion of fraud and Neglect.

I've had a bad experience with this office. They are not very clear on honest communication about…read morethe bills. I haven't had the best experience with them. Last month I called ahead because we were moving so I needed to change my policy. They also kept saying my bank returned the payment which is not true even after sending my bank statement with the ins charge. Tom still said they never received when I got confirmation that the payment did go through. Now I have received 3 different numbers as to what my bill is this month over the phone they said I owe $155, my app says $86, my paper statement says I own $69. There is an obvious communication problem within the office.

Tom helped me get renters insurance set up for my new place, and the whole process was way easier…read morethan I expected. There were a couple back-and-forth updates needed, but he handled everything quickly and kept me informed the whole time. Super responsive, easy to work with, and made sure I had what I needed for my move-in. Definitely recommend!

I love the staff and the entire vibe of the place. They are on top of their business. 25 years ago…read morethey put together a plan for my parents. It was a life saver towards the end of their life. Now I see that not only Nancy is advising, but they have a full team with Sean Fleming assuming the leadership. It's nice to know that I have my investments, retirement, and legacy in the hands of a firm that has been around 30 years, but probably 30 more. By the way don't miss the cookies when you come in. Zoe makes them and they are delicious. I would highly recommend this place if you need people you can trust to do the right thing and be there for you.

I met with Shawn on 12/11. My top priority was how to structure a Roth conversion and I made it…read moreclear that I needed a plan in place and executed by 12/31 because my filing status was going to change to single with it's less favorable tax rates. We also talked about their investment managing services. It all sounded great and I had every intention of having them manage my investments. He said he would put together options for the Roth conversion and we made an appointment to get back together 12/18, a week later. A couple of days later I got a call from his office and they told me he got the flu and might not be able to make that appointment. They would let me know. I called them the morning of the 18th and the receptionist told me he couldn't make the appointment and that he asked if we could reschedule after the first of the year. I reminded her that I had to make the Roth decision by 12/31 so after the first of the year would do me no good. She said someone would call me. Shortly thereafter I got a call from Geoff of his office and he said that he would get with Shawn and would call me back in 2 days with options. I never got a call so I had to just wing the Roth conversion. I didn't hear from them at all until today, 1/5/24. Needless to say I told them I wouldn't be doing business with them. If I can't trust them to remember my situation, my priority, and their commitments to call me, how could I trust them to manage my investments?

Valerie is now the owner, and I highly recommend her. She is kind, professional, and incredibly…read moreefficient with her tax services. Her knowledge and expertise truly stand out, and she always provides thoughtful advice while making you feel valued as a client. Working with her takes the stress out of tax filing.

Richard and his team are great! If you are looking for honesty and consistency, this is the place…read moreto go...thank you!