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“I've had a great experience filing taxes with Silpa and her team over the past few years. They are always very knowledgeable, reliable, thorough, and willing to answer any questions. Highly recommend!”
“I have used Professional Tax Services for over 20 years. They provide the individual assistance necessary to avoid any year-end tax surprises. They track and understand my tax history, so I don’t forget to provide a critical document. They understand the tax code and are available during the year, not just tax time. I trust them with my most personal information.”
“Very knowledgeable and willing to help! In their busy schedule and although they weren’t accepting new clients, Hunter still went out of his way and took a few minutes to answer my tax questions on phone. Very polite and professional and highly recommended!”
“My company has been serviced by Summit Tax Planning for the last 6 years. They have always been able to navigate all of our Tax planning, tax issues, and are very trustworthy. Debbie is an Expert in CA tax and has done an amazing job for us. I highly recommend Summit Tax Team to anyone looking to improve their tax and accounting situation.”
“Jacob was outstanding.
Had to show up in person because my 401k rollover check could not be processed online. The online customer service team lagged on it for 2 weeks before finally advising me to drop by a local branch. I was skeptical but I drove over… then was pleasantly surprised at how smoothly it went. This team knows what they’re doing!”
“Our community decided to change HOA management companies in 2022 and ended up partnering with CJM Association Services, which turned out to be a great choice. I’ve dealt with many staff members for many different reasons over the past few years, but the one I’ve been dealing with most is Ron Rodriguez. He is soooo quick to respond and also very knowledgeable, which I appreciate. New tenants always have lots of questions, and I don’t always have the answers. Ron is just at your fingertips. He is very prompt and precise with his responses. Working for an HOA company cannot be easy, but Ron makes it seem like a breeze.”
“I had the opportunity to work with Megan Lee. She was very professional and willing to help. She would explain things to help me understand and went above and beyond in terms of customer services. She would put the customer’s best interests first and i can attest to that.”
Financial Advising
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“We have been using Nabil’s company for almost 15 years. We have always received best in class experience. It always felt like going to visit a friend vs your Accountant. Quality of work has always been best in class. Highly recommend, if you are looking for flagship/best in class, service and knowledge.”