Trusted Financial Services in Plano, Texas

 
 
 
 
  EXCELLENT  
  
 Based on 19 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Richard Bush 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Adan Ibarra is my go to cpa for multiple years now.  He has always provided expert tax services for my business and personal taxes.  I haven’t always been the best listener but he is and his advice has always been spot on.  Not only is he my CPA but I have referred him to all my family which is the highest compliment because there’s nothing more important than keeping good relationships with those who are close to you.  I feel like he is a great value for his services.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Abdullah K 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Prices very reasonable for bookkeeping. They helped me keep my finances together!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 David Morgan 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I have worked with Mr. Ibarra on my taxes for several year and was very satisfied with my results. This year was especially stressful, for me, after losing my wife, He and his staff could not have been nicer and at the same time totally professional in seeing that every tax issue was addressed and resolved. So much so that we are working together on a Trust preparation, with an eye for estate planning. He is every so kind with simplify complex issues for this old guy!!!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Abe 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I stopped by the HEB location on my way to the dentist and I was in and out within 30 minutes. The teams on hand were completely prepared for my questions about my taxes, and they were patient as I asked during each step of the filing process. I had a fantastic and speedy experience, and I can't recommend them enough!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Krystal S 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Cassie was absolutely amazing to work with. She was incredibly helpful, explained everything clearly and thoroughly, and made the entire process easy to understand. She took the time to make sure I felt comfortable and confident, and she got me connected with exactly the right person. Her professionalism, patience, and knowledge really stood out. I couldn’t have asked for a better experience! Highly recommend Cassie!
  
 
  
 
 
 
 
   
 
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