We admittedly have a simple tax picture, so we use Sweeney Kovar for regular yearly taxes. Their turn around time even in busy season is quite good, and we have had no complaints at all; pricing...
Sweeney Kovar
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Sweeney Kovar is a health insurance company located in Danville CA dedicated to providing comprehensive health coverage solutions to individuals and families. With a focus on customer service and personalized plans they aim to meet the diverse needs of their clients. Situated in the scenic East Bay region Sweeney Kovar is committed to promoting health and wellness in the community.
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I've been using this firm for years for my mother's and her father's trust. After my mother passed away I was forced to continue to use them as it's a rather complicated trust. The prices for...
SK prepared our taxes for several years. I just got a bill from the State of CA for $750 in taxes owed from 2019!! Seems their CPAs (or the flunkies who actually do the work) missed that interest...
Steady fee increases each year you are a client with them. As high as 100% in one year. Common sense alone would tell you that's too much.
I took this firm on as an investment advisor for a portion of my portfolio. At their direction I used one of the packaged multi-fund portfolios managed by their affiliated broker, 1st...
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