Apex Wealth Advisors - Ameriprise Financial Services, LLC - Santa Rosa (CA)

Yasmine Elsherbini I came to Debbie last year (2023) when my 2021 taxes were a mess- I had to deal with IRS letters and back and forth with my financial institution. Long story short--Debbie was able to help me prove that I did not need to pay and get me back the large amount of money that I had paid when I didnt need to. Fast forward to this tax season and I returned to work with Zack for my tax filing. I was pleased again with the service and would recommend them to anyone looking for assistance. Happy customer!

Sheree Juarez We loved using H&R block for our taxes. Our tax professional-David was very knowledgeable and made the whole process seamless. We are going back there again next year! Highly recommend this office! Front office staff was also very helpful!

Theresa Got me in & out SUPER QUICK!! Arlene is the best and she helped get me what I needed with no complications