Kathleen Snodgrass, CIMA - UBS Financial Services Inc. - Palo Alto (CA)

Madeline Coyle Jeff was extremely helpful and made the whole process of going over my taxes feel not as nerve racking. He was very personable and I will definitely be going to him for his services again.

Erika Bua Carson was great to work with!! He was incredibly personable and professional. his responses were very prompt. We were happy with our current policies but knew that he was recommended through financial peace University so we thought we would look into it and compare quotes. He saved us hundreds of dollars on our policies and we even got better coverage that was more appropriate. It was so refreshing to be able to lean on his knowledge so that we were appropriately covered on our policies. I would highly recommend Carson!

lynn osti I used Books & Taxes for my business. These guys are professional and to the point. Meet with the knowledge staff and get your questions answered. I wont go into all that they do way more than I know. They do my S-Copr tax return. Thanks for all the help guys!

Gina Ammon & Donna Baker Realtors We’re so glad to have Taylor Insurance and Financial Services as our preferred vendor! Their team is professional, knowledgeable, and always takes great care of our clients. They make the insurance process simple and stress-free. Highly recommend!

Lauren Din Highly recommend! Lizbeth and her team were incredibly knowledgeable and helpful. They provide excellent service for taxes, unemployment assistance, passports you name it. The process was fast, stress-free, and they made sure everything was done right. Plus, they genuinely care about their clients. If you need professional help, this is the place to go!