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“This is a great place to do tax. They explain how my taxes work. Answer all questions I ask. They help me understand more and I feel more confident in doing tax with them.”
“I have had my taxes done here for a very long time and I always end up satisfied! They are extremely helpful and quick in responding! I would recommend them any day!”
“I have been thrilled with Rachel Wood and Tamara Smith as my financial planners.They have helped me arrive at a place where I can feel comfortable retiring. They have always listened and never tried to get me to invest in areas I was not comfortable. They work with me, educate me, and always available when I have questions.This firm truly looks out for their clients.”
“This is my second year using Vision Financial Services, and they have made tax season so much easier. They helped walk me through the taxes associated with buying and selling our first home last year and were able to make great suggestions to help save us more money. Our second year filing was a breeze, and I am so grateful for their help. Mike, Jeri, Jamie, and Becky have each been very personable and professional. They have listened to our concerns and helped individualize our return to fit our needs. I look forward to many more years of working with them and would highly recommend that others give them a call.”
“I went to Melissa and Teresa 4 years ago with a poor credit score and history.I have now finished my program with a 700 plus credit rating, I can not thank them enough .I highly recommend”
“Troy, Mark and Breanna at Triplett-Westendorf Financial Group made us feel comfortable with financial planning and investing. They are very informative and responsive. We couldn't have retired without them!”
“I've been working with Insight CPA for about 2.5 years and could not be more pleased. I'm an independent consultant, not a big business, yet they are attentive, quick to respond, and happy to support me. Scott is my primary contact and his advice has saved me a significant amount of money in taxes. I trust and value his guidance. I would without hesitation recommend Insight CPA for all things accounting, payroll, or taxes.”
“They were the bank that helped me out. Right off the bat, as I walked in the doors, the manager it seems, greeted me with a wonderful smile and a handshake. She introduced herself and treated me like a valued customer. Then she led me to another wonderful employee that assisted me with what I needed. All of them with smiles on their faces and were very respectful. As I left security was right by the door too so it gave the feeling of security. I felt like a very valued customer. They don't judge you based on your money status. They were amazing.”
“I have worked with Mary for a few years now. I’ve really appreciated the way she has advised me as I’ve ventured out with my own business from managing my quarterly payments to recording my finances. Plus she’s so helpful over the phone any time I’ve had a question or concern.”
“Excellent customer service. The consultant that opened an account for my husband and I was very knowledgeable, courteous, and had a good sense of humor. Greatly appreciated all the expert advice on our retirement.”
“On February 22 we were advised that two 1099's were incorrect. We notified Principle immediately that 37k of income was a IRA rollver and should not be taxable. After eight phone calls a certified letter to CEO Daniel Houston. this is still not resolved. Thier customer service is horrible. I highly recommend you run from this company.”
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“We absolutely recommend Kane Company’s financial planning services.Steve Kane and his associates have been our financial planners since 2007. Fee only. Great success for us through the three downturns. They created an individual plan for us based on our situation and future needs. They monitor our plan and amend our program as markets change and our situation matures. Nothing “cookie cutter” about their methods.They are small enough that their approach is personal, perceptive, responsive, and far sighted. They are students of investing and tax law. Always current. And they are associated with Dimensional Fund Advisors – and Dimensional’s Nobel Laureate in Economic theory Eugene Fama.Steve Kane and his associates also have the important advantage of being both Certified Financial Planners and Certified Public Accountants. This is a huge advantage for coordinated tax planning and investment strategy that is hard to find.”