Shoreline Financial Services of Arizona, LLC

I have yet to use them, but they will be doing my taxes in mid February.

We extend our gratitude to the tax division professionals at Shoreline who were a tremendous aid. They actively listened, collected information, and executed their duties admirably. We appreciate all that you have done.

In 2016, I sought assistance from Shoreline Financial for my tax obligations, which turned out to be an exceptional experience. Their financial experts were remarkably polite, prompt, and well-informed. I intend to continue using this company for my tax preparation as well as other financial solutions they have to offer.

Our Carpenter/Handyman services are a family-owned business run by my husband and me. Our tax season was packed with an array of forms, including numerous 1099s, bills for moving from Maui to Arizona, a purchase of a work vehicle, and W-2s from my Maui employment for the first two months of 2016, to name a few. Despite the overwhelming paperwork, Shoreline Financial's Sean and his team, as well as Axel and Lisa from the tax division, provided us with completed forms within less than a week. Additionally, their fees were reasonable. We are grateful for their excellent services and intend to seek their assistance again next year, as well as in the coming years. Thank you, Shoreline Financial!

Shoreline comes highly recommended for their excellent service provided by Sean. He took the time to thoroughly explain the pros and cons of the new tax law and provided us with options to optimize our financial situation. Despite being given plenty to contemplate, we never felt any sort of pressure.