Independent Financial Services - Land O Lakes (FL)

Francisco González Very impressed with the level of service. It was already around closing time on a friday and representative from wealth management team explained to me and security guard that they have an atm around the corner with private lobby. ITM agent was able to assist me with my card issue and deposit. Thank you very much wealth team and ATM ITM rep for assisting before I travel home to Jax, FL.

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

B Harrison Hands down Chris Soud is one of the finest CPAS in this area.

Long James (Jay) Ruben Perez was awesome, any issues I had come up he done the best to work with me and get everything completed before the closing date.

Elson Eric (E_RocK) Never a long wait like the dmv in the big city. I love it.

Don Browne Local city government is centered at this former bank building. Lots of parking and the citys Civic Center Auditorium at the rear.