My husband past last year and he normally handled our taxes. This was my first year having to do it without him, I was really unsure of what to do. I contacted them and they took care of everything and explained every aspect of our tax returns to me. Thanks!
Posted: 4/10/2013 • Link to this review
I was really nervous with all the changes the IRS was making. I thought I was going to get my tax refund at the end of March. My tax consultant kept assuring me it would be this month. Thanks Stacey!
Posted: 2/08/2013 • Link to this review
I needed my 2010 taxes to be filed before the bank would fund my mortgage to purchase my home. I was on a tight deadline. Definitely exceeded my expectations.
Posted: 12/19/2012 • Link to this review
I actually just left the office, I had to put them to the test. The rep. told me if I brought all my work related receipts in that he would help me organized and total them. I had well over 300 and he remained patient and we went through and totaled them TWICE! After the first time I was exhausted but he insisted we do it again for accuracy. I was impress, however I will be going back next month to have my taxes prepared and I'll let you know I that goes.
Posted: 12/13/2012 • Link to this review
I started out as just a tax customer of the comapany. Now I go to them for every financial, credit, savings, or retirement issue/question I have. The level of service I receive from the company is always top-notch.
Posted: 12/01/2012 • Link to this review
My bank would not finance my mortgage because I had a few credit issues. My banker told me about the company because she had used them before. I don't remember the name of my advisor but she was awesome. Got my credit in good enough condition to obtain mortgage financing.
Posted: 10/17/2012 • Link to this review
We owed the IRS a great deal of money and could not pay them. We were going to file for bankruptcy. I called Solvent Financial just to find out if there was anything else we could do before filing. We went to the office with everything requested. The ending verdict was we did not file for bankruptcy. Thanks Solvent Financial and Sharon.
Posted: 10/01/2012 • Link to this review
I had six years of unfiled tax returns and the IRS finally reconized it. Those letters from the IRS can really be threatening and scary. I wasn't sure of what to do. I saw some of the reviews and decided to call. The consultant explained to me what needed to be done, she called sent me emails to make sure I always knew what was going on I felt extremely involved in the whole process. I got all those unfiled tax returns filed and the IRS stopped sending those scary letters. Thanks Solvent Financial!
Posted: 9/10/2012 • Link to this review
I am so grateful to this company. My previous accountant made a few mistakes on my tax return and got me in some big trouble with the IRS. After I told her what was going on she blamed me, and would not help me resolve the problem. I contacted Solvent Financial because they came highly recommended by my best friend. I explained the situation to the rep, he gave me multiple solutions on handling the problem. He even told me it happens to many taxpayers. He emailed me some papers to fill out, I sent everything back and a few weeks later I was in the clear with the IRS
Posted: 8/26/2012 • Link to this review
Their Financial planning program is amazing. It actually feels like you're taking a college course. I've learned so much about personal finances, savings, budgeting, investing, etc. Worth the money!
Posted: 8/09/2012 • Last edited: 8/10/2012 • Link to this review