Edward Jones - Financial Advisor: Jim Anderson, CFP® - Amarillo (TX)

Barry Card We are blessed to have had Joe as our financial advisor for at least seven years. He is accessible, knowledgeable, and a savvy investor. He helped us successfully navigate moving out of state last year, and made sure we had adequate resources for the move, while minimizing out tax liability. Joe provides the personal touch to managing our finances and we consider him our trusted advisor.

Barbara Jones I received excellent, fast reliable service when Stephen did my taxes this year. I received a larger tax refund than I have ever gotten before because he looked for all of the deductions that can legally use. I will use their services in the coming years for my tax preparation. I recommend this Tax Service to everyone!

Nicole Griffin I hired Linda to file my LLC, handle bookkeeping, and file my taxes for my new business. Since March 2024, Ive paid her over $780, including $500 to file my LLC. Despite repeated weekly assurances, and me having to initiate ALL communication, after nine weeks, I discovered from the state secretary that my LLC was never even filed. Part of that $500 was also for obtaining an EIN number. Despite multiple attempts on my part to follow up, she assured me she would provide it “the next day”, but she never did. I ended up filing it myself, which only took seconds. I cant imagine how long the process would take if I relied on her for tax purposes. Now, Im disputing the charges with my bank. This company is dishonest and unreliable. Linda lacks professionalism, effective communication, and she has demonstrated dishonest actions. DO NOT USE LS Financial services!!

Lane Rizzardini Rick and Amara were extremely knowledgeable and generous with their time in helping me understand our potential sales tax requirements in states outside of our home state. Highly recommend them.

Syzygy The Label Was in search of a new CPA and was recommended Chrystal by a friend in town. Her prices are great, she prepared and filed my taxes quickly, and got me a better refund than my former accountant. Everyone in the office is friendly and only reached out with necessary questions which I am grateful for as a busy business owner with not much free time so I try to stick to strictly business communications (not that I hate a conversation just my previous accountant would have my on the phone for an hour over something that could’ve been a quick minute or an email). Highly recommend Chrystal and her team and have mentioned her to friends and family for 2024 filings. I will be back for all my CPA needs!

Lauren Crawford We recently had the pleasure of working with Farm Bureau Insurance in Lampasas and I couldnt be more impressed with the level of service we received and their great prices. Jeff Rutland went above and beyond to ensure that I got the right coverage for our needs. He was knowledgeable, professional, and genuinely cared about making sure we were properly insured.