-
January 2024 by Todd Ciske
DBHW providing solid planning, tax wrangling, and peace of mind from knowing it's Right. Lisa and her team unsurpassed in their support for decades as a customer, and it's been great to see Them grow along with You. Cheers!
-
January 2024 by Lisa Thom
Melissa is amazing! I love that our values align in terms of money management. We are in on-going communication and I learn something new every time I talk to her! I have worked with other financial firms and I never hear from them once they have my money. I can def feel that she's making my money work for me while also seeking a genuine relationship.
-
January 2024 by Margie Radusin
I have been working with Lisa for 30 years. She takes great care of me.
-
December 2023 by Ali Deml
the staff is very professional and friendly. We have been a client for years.
-
December 2023 by Brenda Berg
We’ve worked with Melissa for many years, for financial planning services. She has always treated us as valued clients and has our best interest in mind!
-
December 2023 by Neil Magner
This company's communication is poor, leading to neglected bookkeeping and taxes. They merged with a dishonest out-of-state accounting firm. It would be beneficial for you to consider hiring someone else, as it may save you a lot of trouble. I suggest exploring other options.
-
November 2023 by chad solus
Handed in all paperwork a month before deadline. Taxes were ready a few day before deadline. Received a letter from IRS shortly thereafter, stating errors and an additional payment to be made. Reached out to db tax, took them a week to respond with. " yeah just pay it"A few months later I received yet another bill from the IRS citing an accuracy and an additional payment.keep in mind I don't run a business Ihave a job and my wife has a job it was a simple tax return
-
August 2023 by Rick Connors
Been working with them for several years, Melissa and staff educate, then advise, and thus far have proven more than reliable with my families finances and ultimately future.
-
August 2023 by Judy Danek
Everyone is attentive, knowledgeable, and supportive. They explain everything in easy to understand ways and listen to what our goals are.
-
June 2023 by Rachel
DBHW Wealth Partners has some of the most friendly, knowledgeable, and professional staff that I have encountered. Everyone on your team is so patient and easy to work with. I am very privileged to work with such a fine establishment.
-
May 2023 by Dennis Paul
We’ve worked with Lisa for many years, for both tax and financial planning services. She’s always treated us as valued clients. What I appreciate and respect the most, is that every person we’ve interacted with there shares her commitment to personal service. As a group they are responsive, accommodating, professional and comfortable to engage with.
-
May 2023 by Tom Schulz
Prepared our taxes for years, quality service and fair pricing. This year was a different story. Took a month to prepare our taxes and the price was 50% more than our 2021 tax return and $50 more than quoted. You are currently just expected to pay whatever they decide to charge, and you have to pay a deposit larger than the quoted amount before they will even look at your taxes. Communication was not as good as it was in the past. I certainly wish them the best and hope this is just a glitch as they grow.
-
May 2023 by Lisa Kurszewski
This review is on behalf of my 80 year old mother who used DB Tax Service in 2022 and again in 2023. The cost to do her taxes (nothing in her returns were different from the prior year) increased by almost 200%! This increase was not communicated to her in 2023 until only AFTER the taxes were completed. When she asked why the hefty increase, DB told her they "got new software" so their prices increased. I am dumbfounded how the massive fee increase was not presented to their customers prior to DB asking for a deposit to have 2023 taxes done. On top of that, mistakes were made to my mother's return so she had to go back to their office to remedy the mistakes AFTER the taxes were already filed. I am assuming the new software is fully paid for after charging all of their customers this hefty increase and their fee will go back down in 2024. But we will be going somewhere else.
-
April 2023 by Bob Michalski
The business is very responsive to your needs and questions. This was my first year using them as tax preparer. Only two stars because the pricing was unclear. Paid a lot more than quoted with not an itemized billing breakdown. I guess my fault for not asking questions. Wont be back.
-
April 2023 by Andrew Thompson
This place is horrible. Took 3 times longer than they said, never returned phone calls, the refund was terrible and they raised the prices last minute. If you want to get ripped off with terrible results, DB is the place for you.
