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“I am so grateful, along with my family, that I found Pat Shelby when I called the HUD Hope line. I got her right away and she educated me on everything I needed to know. She was helpful, optimistic, and so deeply compassionate. She told me all of the possible options for our situation and she followed through by calling me throughout the day and gave me so many positive ideas and actions to take. When we called the bank together, a thoughtful action for her to take when she was already off work by the way, we received the best news possible. She was in full control of that conversation with the bank and handled it so smoothly. Then we were still being education by Pat on what the decision was and how things were handled.My hope is that people out there in tough spots like ours find the compassionate ones at HUD and realize that they truly are there to help and educate. As a homeowner, there are so many things you do not know when it comes to your mortgage and the steps to take when you're in a dire financial situation. I know that no matter what the bank said, Pat was going to be at our side, guiding us through to other options and paving a way for us to have a positive outcome. My thanks to Pat for continuing to stay in her field for 30 years.”
“Very professional and knowledgeable. It has been a breath of fresh air working with Travis and feeling like we are getting the proper help and and support when it comes to Taxes. Thank you!”
“I have been working with them at Impeccable over the last year and they have done such a amazing job with helping me. Nothing but top notch! I don't always tell others about things because it reflects on me. But I have actually even sent some friends and family to them as well! Thank you for all your help. I recently purchased a new truck and got a really good rate because my credit has improved so much.”
“I recently joined accounts with my fiancé and Danyel was very helpful explaining the entire process, including pros/cons of every decision. This enabled us to make the best decision for our financial goals and we are excited to have Danyel in our corner going forward!”
“Arlis is very knowledgeable and passionate about what he does. A couple of months ago, I visited his office to consult on investment options! He took time to enlightened me on all options available. His patience with me was just mind blowing as I am a novice in investment!! I will definitely be returning when I am ready...”
“Nancy is amazing. She does an incredible job and her company is so enjoyable. My husband and I were in and out in less than an hour with our taxes complete! There was no hassle and Nancy explained everything to us clearly. We will be using her next year!”
“Exceptional service! I'm not one to write reviews, but this company left such a positive impression that I couldn't resist sharing my experience. I initially visited for a tax estimate, and to my surprise, I was met with outstanding customer service. The next day, I received an advanced refund that instantly reflected in my account! I am immensely grateful for the invaluable assistance provided by the team; they were truly a godsend during a challenging time for me and my family. If you're considering tax services, look no further – this company is worth every penny!”
“I just wanted to thank Lincoln and Brandon with Salvation Army. The picked up my items and they were extremely professional and quick! Thank you for providing such great service.”
“I am definitely someone who has zero experience dealing with accounting and taxes. That said, they took the bull by the horns, created a plan and walked me through every step. Highly recommend, especially if you are a 1099.”
“Richard, Ian, Scott and the entire staff at EMCMC are knowledgeable, respectful and just overall good people. Saving money and preparing for my future is something I know nothing about, but they've walked me through the entire process and are always available to answer any questions I may have. Wish I could rate higher than 5 stars!”
“I faced challenges in completing an external ACH transfer into my Schwab brokerage account and came into the branch for an in-person check deposit. Lauren, a Schwab team member, was excellent at helping me complete the check deposit. The fund was available for trades within two business days which were much sooner than the expected 7-10 business days. 5/5 star for great customer service.”
“After being with Goldin Peiser & Peiser for 7 years, I went from a partner preparing my returns to an incompetant associate who, despite my providing all support documents by 2/26 and several pleas, failed to provide IRS and NY state esimated tax payments by the required date. I then moved to Bright CPA and was uncomfortable with the principals failure to enter correct dates for major business purchases and follow IRS guidelines for non-cash donations that required appraisals and signed forms by the beneficiary. Since taking my business to CRI partner, Sara Freeman, my returns are prepared on schedule, entries accurate, estimated payments provided far in advance and phone calls/emails answered promptly. Sara's professionalism allows me to focus on my business since I know she has my back and I don't need to continuously follow-up on unkept promises and correction of errors as was the case at GP&P and Bright CPA.”
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“I have used Charter Capital Factoring for the Last 10 years, working with Charter allowed me to scale and grow my business over the years. I highly recommend giving them a chance to help you with funding.”