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April 2023 by Clara Morales
My husband and I did our taxes here and I’m in the military and he’s a civilian. I had to file W-2s and my husband filed 1099s’, W-2 and our 1098 for our house. My husbands taxes were slightly harder to file because he was a ‘statutory employee’. Juan did a great job explaining everything to us, and great customer service. I definitely feel like we got the maximum refund. We will definitely come back!!
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January 2022 by Juan F Vielma
Best tax place to do you taxes. Very professional. Highly recommended
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February 2021 by mark lagrisola
Brandon was easy to work with, highly responsive, friendly, and professional. Got my taxes done quick and easy.
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August 2020 by Sarah Jauregui
Ive done my taxes with different people for the last couple of years trying to find the right place for me and i have found it! Brandon was great! Super friendly and efficent making sure he answered any of our questions. I highly recommend this place!
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August 2020 by Reyneilynn Staples
Had such a great experience with CRM! They definitely helped me get my maximum return back. Definitely will be going to them every year.
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August 2020 by Howard Butler
Had my taxes done by them over the past few years and the responsiveness and quality of work they provide is second to none... THANK YOU CRM
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August 2020 by Vanjeelynn Tilley
CRM Financial Services made it so quick & easy to do my taxes. Brandon was amazing! He was helpful in explaining the process of uploading my documents, fast & efficient, and even went out of his way to verify some info to maximize my return. Especially with having to deal with COVID this year, they streamlined everything so all of this could be done without even having to leave the comfort of my own home. Definitely recommend this company and their team!
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August 2020 by Yash Youssefi
Brandon was very professional and very detailed. He helped me with my 2018 and 2019 taxes. He was very knowledgeable and made recommendations that helped my situation. All in it's a family owned and operated business with a concentration on client support and education. Pretty sure I'll be here from now on.
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August 2020 by Jerick Magbanua
Brandon was awesome and very helpful in filing my taxes. He thoroughly answered all my questions and made sure I left his office with complete confidence. A+ character and funny guy to talk to. Would highly recommend Brandon and this company for anyone looking to file their taxes!
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August 2020 by Brian Clark
Was walking by and saw a that they do taxes there. So next day brought my forms and had a guy named Brandon help me. Was painless and easy for me!!! Thanks Brandon for the awesome experience and for helping me get the most I could outta my tax forms!!! I highly recommend this place!!!!
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August 2020 by Sammy Vargas
From agent to agent, Bill was a pleasure to work with... he kept in communication throughout the transaction. Helped make this transaction smooth and with no hiccups. From beginning to end Bill was an very professional. Hope to always transact with agents like Bill in the future who always bring value to the table to not only their clients but to other agents as well.
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July 2020 by Shadow Precious
CRM financial has been by far the best tax service I have ever used. Brandon and team made me feel comfortable as the process moved along with constant communication and easy to understand and use systems. I was able to electronically send my documents fast an easy. The team also helped me with previous years tax returns that were messed up by another tax service company. The office busy was awesome the whole team was welcoming and friendly. I highly recommend this place if business for being professional fast and an overall great experience. I finally found the last place I’ll ever have to go for taxes and actually some other financial advice. Thank you CRM financial!!!
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July 2019 by Dianne F.
The person who was doing the notary letters was super funny and makes the moment super easy. He was making jokes all the time. I really appreciated it, the attention 5 stars !! Everything! If you don't speak English; there is an assistant that can help you out. I do recommend this services. The prices are really affordable. Any question they can help you out. -Diana Foster
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April 2019 by Jen J.
Found this place on yelp. Quick response in my inquiry. Went there today to file my taxes and it went smoothly. Bill was really nice. And gave me some advice which I really appreciate. I think I found my go to tax guy in years to come