Moxie Bookkeeping & Coaching West - Grass Valley (CA)

Denise Bridgeman My sisters and I own a small company in Northern California. After our father’s lengthy & very expensive illness, we decided to look into purchasing long term care insurance. Our insurance agent recommended that we work with Steve Shapiro, as he was a specialist in Long Term Care Insurance and a trusted colleague. From the time we were first contacted by Steve until the day he delivered us our policies, he was very professional. He returned all calls in a timely manner, he kept all commitments, answered our questions patiently and thoroughly and he made time to review the plan with our tax advisor, who supported our decision to purchase the plan that Steve recommended. As small business owners, the significant tax benefits derived from the company’s sponsorship of the plan was icing on the cake. We are very relieved to now have excellent Long Term Care protection and would recommend Steve without hesitation to anyone interested in Long Term Care Insurance. Denise B., Business Owner

Deborah Blair Linda H. did a great job on our taxes for the last several years

Arlene Illa Melissa is a Godsend! She never hesitates to respond to any of my questions and always makes sure that all paperwork is completed, submitted, and filled out correctly. Her professionalism is the gold standard. I have had three interactions, two in-person meetings and one conference call. I always come away feeling confident that progress has been made. Melissa is knowledgeable, experienced, and willing to get any answers needed to assist me. I highly recommend her.