Chad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC - Monterey (CA)

Joe Jeffery Shawna is amazing at her job. I had 5 years of amendments and she handled them all effortlessly. and handled the subsequent letters from the IRS at no extra charge. Great preparer! Professional! And an all around nice woman!

berenice luna Memo was such a great help with our purchase of our house he helped my brother and I so much. We had such an amazing experience working with him. He was always available to answer all are questions and concerns. Memo made the process so much easier and stress free he was always available no matter what time of day it was. He is the best!

Corvette Mike I just had my personal taxes done by them and loved the end result. I always like a 2nd opinion, so when a friend recommended Alex, I made an appointment. But before I went, I also did my taxes online with one of the best packages according to reviews. Alexs team was able to almost double my tax return, as the online systems did not take into account some big deductions. The cost was very reasonable and they even did my daughters return for just a bit more! They also E-File so I hope to get my return fast. I highly recommend them.