GreyHawk Financial - Temecula (CA)

Christine Diaz Lisa has been doing our taxes for 20+ years. We live out of state now and still have her preparing our taxes. She is knowledgeable, fair, easy to reach for questions and I cant imagine going anywhere else. I goofed one year and forgot to send her a W-2 and when the IRS contacted us months later, Lisa worked with them to have penalties and interest removed if we paid the missing tax immediately. That alone was worth having a professional do your taxes! We value our relationship with Lisa.

Jon D Kim is great. She does a very good job of identifying areas you can use help either currently or in the future. Shes very good at explaining things using laymans terms and relating to your individual situation, to the point where even an uneducated country boy like myself can understand. Shes very knowledgeable but not smug about it like some of the advisors i have dealt with elsewhere. I highly recommend Kim, If youre looking for somone to help with financial planning.