Services For Quickbooks, Sage Accounting, Tax Services
“Burleigh is normally my tax preparer and he always try to get me the best refund possible or, on the other hand, help not paying so much back to the Government.”
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Williams & Kunkel Cpas
(47)
Tax Advantaged Wealth Management Services, Fab 5 Business, Why Work With a Certified Tax Planner
“My business is different just lie everyone else's, and they catered a tax strategy plan that meets my needs and gives me the benefits I was looking for.”
“I called and made an appointment with Nathan At Refund Man tax office Arlington area at 10am to prepare my income tax and around 1 pm I received my refund advance loan .”
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Juana Montalvo - United Texas Credit Union
(50)
Emails
Text
Vehicle
“Juana and team at United Texas Credit Union have done a flawless job in helping refinance my wife's car, refinance our home and set up our daughter's first checking account.”
“We're excited to use this service for the first time in 2024 and let the professionals navigate us through a stressful tax season, and for assistance being proactive planning for tax year 2025.”
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The Offices Of Britri
(49)
Company
Refund
Efficiency
“They were able to explain things in a way that i would be able to understand it and they got me way more money than i would have gotten if i'd continued by myself.”
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25th Financial Tax Company
(49)
Check
Knowledge Shared
Informative
“Sham is very thorough, helpful, professional and honest…answered all my questions with a smile & offered additional insight regarding my personal taxes as well as my business taxes.”
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Franfund
(49)
Pricing, Business Loans, More Options & Services
“We wouldn't have survived the SBA process without Kimberly, she was so personable, always quick to respond, and made sure we closed according to our schedule.”
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Cadoli Multiservices
(47)
Cuban Passport, Document Translation, Public Notary
“It's always nice to be able to ask all my questions in Spanish and know that I can also refer my friends who speak English and who feel just as welcome.”
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PFS Financial
(50)
Season
Communication
Questions
“Adham is one of the most professional people in the area, he helped with my accounting needs and offers credit card processing machines which I fully took advantage of.”
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Retiresimply
(50)
Solid
Confident
Goals
“Compass Retirement and its staff have been awsome, from availability to resources, to explaining differences in programs, to insuring balance in our retirement.”
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EFG Companies
(43)
Training Services, Recruiting Services, F&I Development
“An EFG representative reached out to me and reviewed my case, and after providing the repair shop invoice, they are gong to cover the part by sending a check”
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Groce Law Firm
(24)
Home Insurance, Life Insurance, Health Insurance
“David Groce and his Team are amazing to work with, they take the time to understand our business, are very knowledgable, detailed, thorough and most importantly very easy to work with.”
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Sigma Mergers & Acquisitions
(48)
Information
System
Knowledge
“First I would like to say I appreciate the speed in which Scot has provided data and followed up with communications - many other firms or brokers do not operate in the same manner.”
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Badii Group Private Wealth Management
(36)
Tailored Lending, Retirement Planning, Roth IRA Conversions
“Whenever I have a client who liquidates an enormous significant asset, I always refer them to Kirk for his guidance in managing their investment proceeds.”
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Creditassociates
(33)
Debt Relief
Program
Negotiate
“Sometimes in life there are unexpected situations that we have no control over which may cause an overwhelming stress on our financial capabilities, which has happened to me.”
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Pro Capital Wealth Management
(33)
Professional Athletes & Celebrities, Widows/Widowers, Inheritance Management
“In a world full of automated “investment coaches” and call center help lines, nothing beats a physical sit down meeting with a person who will put you first and treat you like family.”
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Pangea Strategic Partners
(15)
Services For Quickbooks, Industries, Tax Services
“Great service and so attentive I've been doing my taxes here for the past 4 years.”
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Gordon Oak Financial
(40)
Tax
Budgeting
Understanding
“Have helped me get a grasp on my financial goals over the next few years, and have relieved much of the stress that has come from debt and not understanding financial options.”
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Dewitt & Dunn
(36)
Life Insurance, Divorce Consultations, Annuities
“I've had the pleasure of working with Cathy and her team for more than a year and they truly embody what you are looking for: integrity, commitment, and excellence.”
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Meredithcpas
(24)
SOC Audit, Advisory Services, Accounting Services
“If it were not for her, I would not have been as prepared – she helped guide me through the process (what would be needed for the loan, simple template for calculation, etc.”
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McGee Law Firm
(30)
Pet Planning, Lgbtq Estate Planning, Secure Act
“Been very helpful in assisting to probate my fathers estate answering all questions and expediting each step walking me through it even when it presented complications with the Will having been initiated in another state”
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Retirement Planning and Investment Management Services in Euless, TX Cost Estimates