The business is located in a convenient location, with working hours from Monday to Friday from 9:00 to 18:00, allowing clients to plan their visits accordingly. However, appointment is required, which may cause inconvenience for some. The office is wheelchair accessible, providing equal access to everyone.
The financial services offered by the business seem to be of high quality, with clients praising the expertise and professionalism of the staff, especially Mr. Reyes. He is described as the most competent accountant they've ever had, and his staff is very friendly and helpful.
The business is quite pricey, with clients paying a premium for the quality of service they receive. However, many clients seem to be willing to pay the price for the expertise and reliability they get from the business.
Some clients have noted that the business is not very innovative, sticking to traditional methods of tax preparation and financial planning. However, this may be a deliberate choice to maintain high quality and reliability.
The overall experience at the business is generally positive, with many clients praising the professionalism, expertise, and friendliness of the staff. However, some clients have had negative experiences, particularly with Mr. Reyes's behavior, which has been described as dismissive, arrogant, and unprofessional.
One client was left waiting for 20 minutes past their scheduled time, and another client was shouted at by Mr. Reyes when they questioned his methods. These incidents have led to a negative experience for these clients and a lower overall rating for the business.