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“Dale manages our money and has all our trust. I've referred my sister, brother, daughter, brother in law and a few of my best friends. I like that he returns calls and that he reviews our account on a regular basis. He also manages our grandkids 529 plans for college.”
“I had such a great experience working with A-Z Financial. They were very professional, and organized. They gave me options on meeting in person or meeting online. I was able to sit down with their team and explain my concerns and they walked me through the process. I haven’t done my taxes since 2020 and have been overwhelmed about doing two years worth of business and personal taxes. A-Z FINANCIAL explained to me the next steps that would be taken, gathered my documents and got two years worth of taxes together for me. I let my documents get out of order and did not properly track my finances. A-Z even helped me get organized! He helped me calculate all of my deductions and I’m excited to work with him for credit repair and business financial planning.”
“Kathy and her team were wonderful with helping me figure out how to put in my daily transactions on a accrual process where QuickBooks team was unable to help because they said they don't do accrual processing. I would highly suggest getting there help.”
“I was fortunate enough to have Bobby answer the phone when I called in with a tax preparation question. He took the time to understand my concerns, reviewed the necessary documentation, and provided a timely recommendation. I cannot express enough gratitude to Bobby and the rest of their team for this excellent experience.”
“Bobby helped us with the closing documents for an out of state home purchase. He was quick to respond to our request and was especially flexible when the closing day kept changing! He worked through the documents with us as a title closer would and understood the time crunch to get the documents to Fedex before the overnight deadline. I highly recommend Bobby for your notary/closing needs.”
“Amazing services and Tyler will not let you down! In the short time I have known him, I have been blown away by his commitment and versatility. Definitely recommend!”
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“We go here every year. I would never go anywhere else, prompt courteous service they take care of our taxes correctly. We've never had an issue and they keep us fully apprised of the situation in all of our tax benefits.”