Reviews
Overall rating
Rex west
23 Mar, 2023
Marc is very professional. His plan has helped us with our retirement. I would recommend his services.
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Clark nisbet
16 Mar, 2023
Marc is a great financial consultant for taxes and planning for retirement. He has given me the impression that he is a man of great integrity that knows what he is doing and can be trusted. This is is truly a rare trait that is not easy to find.
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Marnie zei
16 Mar, 2023
Excellent financial advisor/tax preparer. Everyone in his office is super friendly, efficient and knowledgeable.
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Debra giron
16 Mar, 2023
Mark and team were very helpful throughout the years with our finances. They were always available to answer questions and send money quickly when we needed it. We were very happy to work with Mark, Samantha and team.
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Renee tavani
14 Mar, 2023
Superior tax and investment assistance. Marc’s attention to detail is excellent He keeps us informed about our investment portfolio and provides a personal experience.
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Adrienne jones rogan
17 Feb, 2023
Based on the comments I was prepared to be dealing with thieves but my experience was quite the opposite. I spoke with Bill Eisen and he couldn't have been more pleasant, professional and understanding about my case. At this point it has been a blessing that this situation was sent to them and I am pleased with their professionalism and work ethic on my behalf.
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Patty engler
16 Feb, 2023
I feel SO very fortunate for having found Craig to represent me. From start to finish he helped me navigate through my extremely stressful case. Craig is not only a stellar attorney but he is truly a kind, caring human being. He had my back every step of the way and was available 24/7 which was amazing. He was able to bring about an outcome to my case that I didn't believe was possible! I wish that every person facing legal issues could have Craig on their side. I will be forever grateful to him!
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Kyle zanski
10 Feb, 2023
Joyce
01 Feb, 2023
Our family has used Lisa and her services for many years, in fact we had such a good experience that we followed her when she moved to her current practice. Recently, we needed her professional help revisiting the family Trust and Estate Plan following the death of my father. Once again Lisa helped with every step, in fact she took our call while on vacation going above and beyond expectation. We worked together on trust amendments, property deeds, beneficiaries, EIN requests, family settlement agreement and much more. More importantly, Lisa has that down to earth approach, not only in her demeanor but also in her ability to fully explain all steps involved.
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Nanette kenyon
11 Jan, 2023
I had my taxes prepared at Montini Tax Advisory because they had a deal for seniors. I recently had been awarded SSI. The “CPA” who prepared them said I owed $2500. I paid that. She forgot a major issue so instead of owing $2500, I get a letter from IRS that something was not calculated. I took it back to Montini and they amended it. Told me I now owed $5000. I again get a letter from IRS that they recalculated my taxes and I now owed $8600. I called to Montini to be informed that the “CPA” that did my taxes was no longer with their firm. I would have to pay $250 per Hour to talk to their new CPA. I have fees and interest of almost $200 from April. When I was originally told I owed $2500 and paid it.
After I called 3 times. I got a phone message from the owner Marc. He said that I had an income so I owe taxes. Sounded like he thought I was stupid. I do not appreciate his condescending attitude. I have worked all my life and I get the whole income and tax process. I have never made enough that I have ever owed IRS. Because SSI had to pay me back 4 years of benefits, I had to claim all 4 years as income for 2018. I have never made that much working in a year ever.
I checked the Arizona Board of Accountancy and that “CPA” does not come up in their directory, so apparently she wasn’t a CPA
at all.
Unless you have money, you don’t matter to them. I worked all my life, ended up getting cancer and can’t work, now live on disability, so I don’t have a nest egg for them to advise me on, so I’m on my own. Including $200 of fees and interest because they messed my taxes up
so badly.
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Jolinda jardine
28 Dec, 2022
Very helpful, and fought hard for my case highly recommended
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Emiliano aguilar
28 Dec, 2022
vanessa black law it is totally professional to my family it has helped my wife obtain residency and I am really aggressive and I share so that if you think of a lawyer you think of vanessa black law firm thanks for you hard work
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