Joe E Daugherty Tax & Financial Services
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What reviewers say
Joe E Daugherty Tax & Financial Services receives mixed reviews, with praise for professionalism and expertise but criticism for poor communication.
Themes summarized from customer reviews (sample of 6)
Is Joe E Daugherty Tax & Financial Services reliable for timely tax preparation?
Multiple customers report positive experiences with timely and professional tax preparation, praising the expertise of Lance and Joe. However, one reviewer experienced a lack of communication and was ghosted despite initial agreement, leading to a missed deadline.
Source: 6 of 6 reviews • Confidence: medium (conflicting themes)
Does the business provide financial advice beyond tax preparation?
Several reviewers highlight that Lance offers valuable financial advice in addition to tax preparation, noting his expertise in identifying write-offs and overall professionalism.
Source: 5 of 6 reviews • Confidence: high (explicit mention)
Is the staff at Joe E Daugherty Tax & Financial Services helpful and courteous?
Five of six reviewers describe the staff, particularly Lance and Joe, as helpful, courteous, and professional, recommending the service for future tax returns.
Source: 5 of 6 reviews • Confidence: high (explicit mention)
Are there any unusual or unrelated comments in the reviews?
One review contains an unrelated comment about an aquarium and sea creatures, which does not pertain to tax or financial services.
Source: 1 of 6 reviews • Confidence: low (irrelevant content)
Ratings
4.3
★★★★★4.36 reviews
Location
28097 Bradley Rd, Sun City, CA 92586
Hours
Popular Times
Amenities & Details
Accessibility
Planning
Details
- Plus Code
- PR75+4R Sun City, Menifee, CA
- Timezone
- America/Los_Angeles
- Google Place ID
- ChIJXe2Whg6e3IARTEJcyIEzr-Q
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