Dietz Financial Services, LLC - Waco (TX)

Thalia Caldera I had the pleasure of working with Mrs.Penny, and I cant recommend them enough! She was incredibly knowledgeable, professional, and made the entire tax process so much easier for me. Mrs. Penny took the time to explain everything in detail, answered all my questions, and ensured I understood every step. She made sure I received all the deductions I was eligible for and maximized my refund. I truly appreciate their dedication to helping me navigate taxes stress-free. If youre looking for someone who is reliable and truly cares about their clients, Mrs.Penny is the one to go to!

Debra Root Copeland When my late husband was diagnosed with ALS, Kent helped us plan for medical and living costs as well as checking items off the bucket list. After my husband’s death, he helped with the financial details of the estate.

Ricky Konechney Great people

Kenny Ta First time using financial planning and tax office. All I have to say was amazing. Olu was amazing and very helpful. He went through with us line by line. We will definitely come back next year.

Serena Jones Solely the only reason my credit doesn’t tank. I’ve been with these guys since high school 10 years ago. The only people I let touch my taxes and the best place to get a loan. Not only do they explain taxes and loans to step by step which I wasn’t taught in high school. they are the most friendliest and caring. My entire family uses them and we will stay with them until they go out of business or we pass. Definitely go visit the main guy Geral he knows how to get you in and out with a smile.

Lori Vener Wendy Galván was very helpful and thorough. She took the time to explain everything clearly and made the process easy for us. We really appreciate her support! It’s rare to find great customer service these days, but she truly made our experience easy and smooth.