Peak Services, Inc.
Client Review on Peak Services, Inc.
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Jason has been my CPA for 20+ years. He is also my financial advisor. I've lived in San Diego, Oregon, Arizona and back to CA in the last 20 years. No matter where I lived I still had Jason do my taxes and handle my investments. I had 2 very bad experiences with Paine, Webber and Merrill Lynch. I no longer have to worry about my taxes or investments. Jason is honest, reliable, patient, (I was in the legal field for 30+ years and I admit I'm a bit impatient and don't trust people easily) compassionate, explains things in terms I can understand, and is a joy to work with. It is refreshing to be able to trust someone to handle these things for me so that I don't have to worry about them. His staff is also wonderful. I do not hesitate to recommend them.
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