Life Insurance near Mohrsville, PA

“Edit: Okay - I just wanted to point out that there was a huge misunderstanding here. In the stress of moving across states, I didn't realize that doing a tax return for a new client would involve extensive work. Also, I did receive my local tax return - today, July 15th. Apparently there was a glitch over email and it just never came through until today. That's an issue that's out of anyone's control. Therefore, I am updating my review from 3 to 5, Connie was responsive to me even after all of this, and I'll most likely be back for 2024.

I recently moved from NJ to PA and I have a really complicated tax situation (multiple W2’s, 1099s, just bought a house, etc.). My accountant in NJ said they could file a PA return but I wanted to hire someone specifically familiar with PA tax law, which led me to Oakes Tax Service.

Unfortunately, I just don’t think this relationship was a good fit for me. I am used to going into an office and having my taxes done within the hour. This experience is all virtual. It was convenient, but I’m a micromanager, and I found myself constantly having to reach out for updates on the status of my return, as opposed to the business keeping me updated.

After my state and federal return was filed I had to specifically ask about local to which I was told “oh yeah I couldn’t find anything on your county”…and then suddenly they could…after hearing nothing up until about 3 or 4 days before local taxes were due, I was told they were sent to me via email and I’d have to send them in myself with copies of everything.

I never got an email and seeing that conversation took place on a Sunday, I gave it a few days and still received nothing. At which point I got aggravated and filed them myself electronically despite the fact that I had no idea what I was doing.

I ended up getting a state refund, only to receive a letter saying I underpaid my PA state taxes, and owed federal, to which I received a letter from the IRS saying I overpaid by $1200. I don’t get it.

Like I said, this service will probably work for you if you but unfortunately due to my personality and preferences, I found this to be a rather frustrating experience.”

“I have been with State Farm for 50 years and within the last couple of years I was transitioned to Seth Walizer’s office. Since that time I’ve been to his office 3 times for insurance needs or questions. Seth is a really nice person and his staff are also very nice and accommodating, taking care of all my needs.
I would recommend this agency to any insurance seeker. Once again I would like to express how well this office and staff are”

“I loved my experience working with Brandon. He was extremely responsive and made the entire process effortless. This is a meaningful step forward for my business, and I’m very happy with the support I received.”

“Alicia Marie was so knowledgeable and went above and beyond with pointing me in the right direction. She was so kind even my 5 year old daughter and pleasant. We will be back this summer!”

“I called Sandy Cohen because I wanted to switch over my auto and homeowner's insurance. I was very hesitant to pursue anything because I ignorantly believed it to be a long and convoluted process. This was my first time having to switch insurances and Pete made it an absolute breeze. Our phone call was over in just about 10 minutes and I was hooked up with an auto policy that saved me around $1000 on the 6 month premium. Having such a significant amount of money back means I can invest more in my family, especially since I signed up for a life insurance policy as well. Pete was extremely personable and knowledgeable and I would recommend him to anybody who was in the same situation as me.”

“Yahaira is an excellent agent,professional, knowledgeable, and truly dedicated to her clients. She takes the time to explain options clearly, answers questions with patience, and always makes the process feel smooth and stress-free. Her attention to detail and genuine care really stand out. I highly recommend her to anyone looking for a reliable and trustworthy agent.”