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“Kermit is not only an amazing CPA, but a great human being in general to boot. If you are looking for your stereotypical green visor CPA with an oxford shirt and tie - Kermit & Key Financial Solutions might not be the place for you. If you are looking for somebody with an immense depth of tax knowledge who can explain things to you in plain English - Kermit is your accountant. He is knowledgeable, personable, and just a joy to be around who helps regular people navigate our insane tax code in a cost effective, professional, and helpful way. No frills, just quality honest work.”
“We have been working with Raul (Reliantbiz) for several years. The reason that we have stayed with him for this long is because of his knowledge in tax return preparation, latest tax laws, taxes in general, investments, financial planning, and most importantly his willingness to educate us.
Raul shares his knowledge with us, he is available to listen to our concerns and questions, he returns our calls and answers our emails, and he always provides sound financial recommendations. Overall, Raul is one the nicest business men we had the privilege of knowing.
I am writing this review to say thank you to Raul and to acknowledge a small business that provides a valuable one-on-one service between the provider and the client, especially in this day and age.
Thank you Raul.”
“Several years ago I brought my extremely (bad) tax situation to Jeanine . I had not filed personal and business taxes for years ! I was getting threatening letters from the IRS and the state tax franchise tax board. She was able to recreate my books and file (or refile as needed) she took control of my tax situation and guided me step by step (year by year) until my situation was completely resolved. It was a process that took about 2 years. Today I use her services to make sure I have a professional tax preparation and filing every year. I want to thank her for her saving me from tax hell!”
“Apex was my long and overdue solution to my Tax issues I had over the years. I have tried all of the standard solutions over the years, and slowly my tax returns shrunk farther and farther. Apex was able to refile past taxes, accounting for appropriate deductions and fixing errors from previous tax solutions, and also helped me prepare going forward to maximize my deductions (Job, stocks and otherwise) and allowed me to get the return I should have had for many years.10/10.”
“The service here was fabulous. I made an appointment to get help so that I could change title to manage my parents 5 accounts because they are no longer able. Annie took care of everything- printed all the paperwork, marked what I needed to fill in/sign, went through all of my documents, found, and made copies of the ones she needed. They notarized all 5 documents. It was all done very efficiently and at no cost. I highly recommend.”
“I had to go into the branch to meet my new financial consultant.Very courteous and helpful staff when I arrived.I was able to get everything done to my complete satisfaction in a short space of time.”
“On the contrary to other reviews, I had a very positive experience today. Had an appointment at 9.30am, I was there sharp at 9am. After the front desk person checked me in, I was greeted by the specialist at 9.10. Everything was done within half an hour. Very clean office, with a coffee machine. Got the job done.”
“This Schwab branch offers exceptional financial services with a commitment to transparency and client satisfaction. So far my experience with Schwab has been great because the team is knowledgeable and responsive, providing expert guidance whenever needed. Highly recommend for anyone looking for reliable financial services!”
“Christanie deserves a raise!!! I came to fidelity this afternoon feeling so overwhelmed with managing my accounts. She broke everything down for me step by step and I left feeling confident about my finances!”
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“Joseph is great! He is welcoming, patient and knowledgeable. He is able to solve my account problems promptly and efficiently. It’s important to have the client feel confident on the device and knows some can always get professional support.”