Have not used them yet. They will do my taxes in mid February.
Shoreline Financial Services of Arizona, LLC
- 38 hires
- Based in Gilbert, AZ
- 25 years in business
- 5 employees
- Background checked
About Shoreline Financial Services of Arizona, LLC
We are dedicated to providing retirement planning and financial strategies to all of those seeking a better lifestyle. Simply put, we strive to be our clients trusted source for safe money. As a retirement planning firm, our primary focus is to provide unbiased opinions that are designed to achieve great results. We feel that our company motto says it all. "Promoting financial health through education". We are dedicated to professionally supporting, educating and providing informed direction to each and every client.
Reviews
Sean took the time to explain many things about the new tax law pros and cons and gave us options for maximizing our financial situation. He gave us a lot to think about but we never felt pressured in any way. We would definitely recommend shoreline.
Everyone was very helpful, caring, and worked quickly based on my family's needs.
Good experience with his Tax partner Axel. Friendly, fast and affordable. I would recommend them.
I had Shoreline Financial help me with my taxes for 22016. They did aa superior job! The financial team was extremely courteous, fast and very knowledgeable. I will be using this firm in the future for my tax returns and the other financial services they offer.
Great experience. Worked with Sean on taxes, financial planning and estate planning.
Don't know yet. My first meeting is April 5. The process to get started went well. Responses were quick and professional I will let you after the process is complete.
Sean has been great to work with, he explains everything is a way that one can completely understand so you can make a sound decision.
The professionals we deal with at Shoreline and their tax division were a great help. Listened, gathered info, and did a great job. Thank you!
My husband and I have a family owned business providing Carpenter/Handyman services. We had every 1099 known to man, moving expenses from Maui to Arizona, work vehicle purchase, W-2 from work on Maui for the first 2 months of 2016 and a plethora of other forms. Even with all that, we were provided completed tax forms in less than a week. Sean and his staff, along with Axel and Lisa from the tax division were amazing, and the fees were more than fair. We will definitely use their services again next year, and the year after that...Thanks Shoreline Financial!!!
Services
Shoreline Financial Services of Arizona, LLC★ 4.8
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