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January 2024 by Paco Cerda
Arete has been absolutely incredible to work with. The service has been nothing less than top notch. We appreciate Ted, Mary and the entire Arete staff more than we can ever express on a Google review.
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January 2024 by Casey Romijn
Stephanie went above and beyond for me and her service was second to none!
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September 2023 by Johanna Rodriguez
My accountant is amazing! Stephanie is friendly, helpful, and communicates clearly leaving me feeling confident every year!
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July 2023 by Nicole Mercado
I highly recommend the Arete Financial Solutions team for any of your estate planning & trust needs. Ted Ashton assisted our small business by creating our maintenance agreement contracts and setting up a trust for our family. As a parent with small children, I can now have peace of mind knowing that they will be taken care of. Thank you Arete!
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April 2023 by J. Lockridge
I have received nothing but top notch tax services from my tax expert at Arete Financial Solutions, Stephanie Ware. She has never failed to go above and beyond with my yearly, ever changing tax situations.Her expertise and acumen are instrumental in providing my family and I with the peace of mind that we can expect the most beneficial outcome regarding our tax liability.Tax season is one of the most stressful times we face every year and Stephanie's wonderful personality, helpful attitude, and studious knowledge go a long way to alleviate the worry. I highly recommend the services she and the other folks at Arete Financial Solutions provide to their customers.
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April 2023 by Joe Fowler
I moved to Arizona and purchased my first home in 2019. Jessie Miller has been fantastic and I am so happy that I found such a kind, personable, knowledgeable, and professional person to work with. She has been super efficient and always makes me feel comfortable and confident that everything is handled properly. Jessie continues to make the tax process as easy as possible, and always has my best interest in mind. I would recommend Jessie to my friends and family. If you are looking for a person to assist you with your taxes, I promise you that Jessie will not disappoint.
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April 2023 by Todd Spiegel
This is the first time that we have used Arete Financial Services for our tax returns, after using an accountant in our home state for many years. I could not be any happier with the service that Mary and everyone else at Arete provided!She met with me initially to carefully go over my materials, and finished my return very quickly. She reviewed the return with me before she submitted it, and gave me some excellent advice about future issues, including estimated payments. Quite frankly, she was more responsive and helpful than my former accountant who was a personal friend! Plus, the fee was very reasonable,I would wholeheartedly recommend Mary and Arete Financial Solutions, and will definitely use them in the future.
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April 2023 by Katey Manglona
Mary and Bervolynn are great, but anyone else, especially Stephanie, are rude and unresponsive. I sat down with Stephanie on 2/7 and 10 days before taxes are due I get my final numbers which gives us very little time to make changes. The amount we owe was more than double the estimate we received when we did our end of year review. It took multiple emails to Stephanie to get a response and now on 4/3 I get my taxes to sign. She was very condescending and when I told her she was coming off annoyed with our questions she told me she’s calling me on her own time because she was at home. I guess our business isn’t important to make priority during business hours. Call me during business hours so I can ask question without feeling like an inconvenience. She hung up on me when I told her she was being rude. 2022 is the last year we’ll be filing with this company.
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April 2023 by My Fam
New customer this year, this place was recommended on my FB community group and I looked at reviews too. Our initial appointment was cut throat. Talk about “get to the point and get out” feeling. I felt like we went directly to the IRS. All of my former tax preparers (including my CPA) always took time to discuss ways that one can report expenses and so forth to provide us “their client” the best scenario possible-whether a return or when having to pay the IRS and tax board. Uncle SAM already takes enough throughout the year and it’s only fair that we “the wage EARNER” is compensated appropriately and fairly. Had I known what my experience would be, I would’ve just gone with H&R Block and saved a lot for filing. It blows my mind that they charge probably more than what a surgeon makes per hour. I may just take a course and do it myself! Don’t expect a personal service because you’ll be disappointed. Did I mention, that the accountant made me feel like I was breaking the law with my questions! While I get that the accountant may go by “the book”, do they work for the client or the IRS?
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April 2023 by Jean Shackel
Our family has used Arete (formerly MLR) since their inception. We do business taxes and personal taxes here and also have used the law and financial planning services. It's a one stop shop for us which is so convenient. The owners and employee's are the nicest in addition to being very professional and trust worthy. I recommend them to all of my friends and family all over the United States, not just in Arizona.
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April 2023 by Breanna Hackworth
I have been a customer for years, and I have nothing but great things to say! I have always felt comfortable and right at home in the office. Any questions I had (no matter how small or silly) were answered promptly and with respect. Arete Financial Solutions has a lifetime customer here, and I would highly recommend!
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April 2023 by Donna Lee
We've been with Arete (MLR) since shortly after we began business in 2019. Everyone is professional and helpful with everything we've asked of them, especially Ms. Stephanie Ware who has been our tax and payroll accountant from the beginning. They really know their stuff! We're looking forward to a very long business relationship with them. Much love to you all!
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March 2023 by Gwen Reed
We have been using MLR/Arete for approximately 5 years. Susan A. was our accountant and was efficient and responsive. Unfortunately, she is no longer with Arete. This year we were assigned to Alicia G. My husband started the income tax filing process with her. Once taxes were complete she emailed my husband an electronic pin in order to sign electronically. He was able to complete that process however I was not. The pin for signature did not function for me. On a Thursday he sent email to Alicia, by the following Tuesday we still had not heard from her. He contacted the office, spoke to receptionist, stating he needed to expedite this process. All we needed was a pin for me. He informed the receptionist he would come in if he had to to get this issue resolved. She stated “you can if you want to.” We pay a lot to have our taxes done professionally. My husband should not have been inconvenienced in this manner because Alicia was non responsive to his phone calls and e-mails. What should have been a very simple task turned out to be a big headache for us having to run in to get issue resolved. We are extremely unhappy with service and will not be returning customers.
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January 2023 by Peter C.
Stephanie called to apologize, which I appreciate. I'm raising my stars to a 3, but still looking for another tax preparer.
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January 2023 by Kristel LeBlanc
We have been with them for years and unfortunatly they have cared less about our business. I have been trying to get something resolved with payroll for 6 months. There is no follow through. Do I like getting letters from the IRS? I think I am getting an ulcer. I hired them so that I would have ease of mind and its been the opposite of that.
