Root Advisors

Love Villazana

Aug 21, 2024on

Well I guess this place doesn't like to take on new customers. I called to talk to a tax agent. I was told I'd be getting an email or call and nothing. Also the lady who answered laughed at me when I said 1099 was intimidating. Excuse me if you are knowledgeable about taxes and I'm not. That is why I am calling you to learn. Not to be laughed at and ignored. Update, I did get a call back but not a single apology for the way their customer service representative acted. So if you want to be laughed at because you are not knowledgeable then this is the place to go.

Shaena Litwin

May 1, 2023on

First impression is everything. When I called the lady was rude from the beginning and laughed at me. If you want to gain clients you need to have receptionist that are kind, patient and respectful of your questions and concerns, that’s what customer service is all about. Sad that this business will lose customers most likely daily because of someone’s poor attitude.

Cottrell Family

Aug 8, 2021on

I have used Root Advisors for over a decade for all of my financial/tax needs. Always professional, and helps with any concerns I may have. Very personalized experience for any and all financial needs, would highly recommend to any individuals or companies in need of assistance.

drpribble

Apr 13, 2017on

They do a great job with my personal taxes as well as with my business accounting!