Palm Coast Wealth Management - Thousand Oaks (CA)

Patrick Delaney Tried to switch to my wifes bank account for autopay after 5 yrs of using my account. Do not know why it wouldnt work but still didnt work after 3 different attempts. Offered to mail them the payment and they told me not to do it, they would get it worked out. Finally had to switch it back to my account to get them paid, then they reported me as 30 days delinquent to all agencies the day after I paid them. Asked them to remove it and they told me no, despite an excellent past payment history and proof that I had tried multiple times to pay them multiple different ways. Even tried using a debit card to pay them but they do not accept that method. They a heartless, soulless heathens.

Sparky Tahuna Marlene has been doing our taxes for the last 7 years and has always done a great job. I believe I get the most return possible and have never been disappointed with the outcome. I have made calls to her throughout the year with questions, sometimes not even directly related to my tax return and she has always graciously given me information on the laws or how that may or may not affect my taxes at the end of the year. I would recommend her services to anyone.