Insight Planning Group - Temecula (CA)

Kaitlyn Jumps Im always able to get what I need done quickly and efficiently. The staff are very kind and helpful every time I have visited this branch.

Jeannette Witten Im an attorney in Carmel, California and have on numerous occasions hired Clark Savage on behalf of our business and estate clients to assist with business valuations, evaluate and make recommendations on partial interest values and in relation to tax and estate planning. Clark has also stepped in and worked directly with the IRS on behalf of clients in complex appeal matters. Clark is professional, personable and is consistent in providing excellence in his work. He is also recognized by the courts in various valuation and tax matters as an an expert. Jeannette Witten, Esq.

Lee Rector We work with Jackson & Eklund regularly for tax questions. They have always been knowledgeable, helpful, and prompt.