Five Points Advisory Group, LLC

Claim
marker

27042 Towne Centre Drive
Foothill Ranch, CA 92610

marker
(888) 208-3146
Incorrect info? Correct your listing
Reviews
( 47 )
( 10 )
( 0 )
( 0 )
( 0 )

Best

James and Five Points Advisory Group helped us out a lot. They provided us with excellent service. They were always available and able to answer our questions. We worked with t...

Worst

All reviews seem positive

Very good experience. I wouldn't be afraid to do it again if I had to. 12/18/2012

Five Points Advisory Group did my back taxes for me. They worked with me, got things done, and ended my nightmare. They got me where I needed to go. more

James did a good job. 11/16/2012

James was really good. I liked the way he handled everything. I think he does a really good job. more

Very efficient and professional! 11/3/2012

This team is very professional and they know their stuff! They will advocate for you and they give excellent customer service! more

Excellent service ! 11/3/2012

Is a little review, there is a lady Raquel, she is the best concerning to this bussiness !! more

Love this Company and I would recommend to anyone who has taxs needs 10/29/2012

They helped me with back taxes not only for my personal taxes but also for my businesses. Also helped to start a few corps. Great work Awesome and all around company more

Satisfied so far 10/29/2012

The work done so far is satisfactory but the full work promised is yet to be completed. So we'll see. RESPONSE FROM Five Points Advisory Group: All work for Mark has been completed as agreed on the contract. We were able to prepare and file 4 years of delinquent tax returns, lift the wage garnishment from the IRS and get him in to a Currently Not Collectable status with the IRS to protect his bank accounts and wages all within 2 weeks of when he signed up with our company. more

Very Helpful 10/29/2012

Being broke and hounded by IRS is not a good situation. Five Points helped me "get them off my back." Although we weren't able to get a payment plan arranged, the IRS did put my case on hold. Our next attack is to attempt a settlement. Five Points was of great assistance communicating with my agent that was less than cooperative and unorganized. I look forward to working with them to get my issue finally resolved. more

Tax questions 10/25/2012

Robert Hill was very helpful and knowledgeable! more

Very positive experience. 10/25/2012

I had some years of unfiled taxes and some tax debt, which they were able to settle down and take care of, so that's all good. They managed my years of unfiled taxes, and did what I wanted them to, so I was very satisfied. They were always good about returning calls. They seemed on top of things. more

IRS Client 10/24/2012

Over the past yearJames has proven himself to be honest and very professional to wife and I. more


Happy with them. 7/24/2012

The person with Five Points Advisory Group that helped me was James. Basically, he got me to the point where I was comfortable again. I would say he did a lot to help me and educate me on a lot of different things, when it comes down to the IRS. He got me set up on a great payment plan, which I'm happy with. It would have been better if I could have gotten a percentage of the amount I owed wiped out or something, but that's the only thing I have a problem with. more

Helped me with tax questions and taxes 7/21/2012

Robert was of great help with my tax questions and gave me helpful and useful feedback! more

The state refunded EVERYTHING they had garnished because of Five Points Advisory! 7/20/2012

I had been in contact with James and the staff at Five Points and what was different about them is the fact that they just didn't want my money upfront. They actually did contact the IRS on my behalf like they said they would and figured out everything that was going on with my debt and what needed to be done. The best part is that they didn't charge me anything for that! So I could've walked away at that point and wouldn't owe them anything, but I am sure glad I didn't! The California franchise tax board claimed I owed them over fifty one thousand dollars for two years alone! Five Points filed 3 returns and after 5 years of tax debt with California, I didn't owe them anything and it turned out that they owed me the money they had been garnishing from my paycheck. It took the state 4 months but I got my garnishment refund check in the mail for four-thousand six-hundred and ninety-nine dollars and forty cents! I couldn't believe my eyes! James had told me but I thought it was too good to be true! Now the state isn't garnishing my eleven dollar an hour check anymore (thanks to Five Points), and from now on I will actually get my refunds when I file! James is currently working on my offer-in-compromise with the IRS! I can't wait. The best part of all this, is every other company I spoke to, charged me anywhere from thirty-five hundred to five thousand dollars and they wanted fifty percent down payment up front. Five Points charged me a lot less, my down payment was a couple hundred dollars, and they gave me a 10 month payment plan, something I can actually afford! They are almost done with my case and I am still paying them!!! I am so thankful to them and there great staff. I have been to their office a couple of times because I am only about an hour away and ALL of them are so nice! Thanks again Five Points! more

They came through. 7/9/2012

It was all pretty good. Five Points Advisory Group did everything they said they would do. Andre answered any questions I had. He did all that he promised and came through for us. more

Great, personal service. 6/25/2012

Five Points saved my wife and I a lot of money. They worked diligently to find every possible deduction and took the time to brake down my tax return in a way that I could understand. I felt valued at Five Points but also got fantastic service and expertise. Recommending to everyone I know! more

Saved me money! 5/21/2012

I must say this group is very professional and they really do care. They are not just out to "make a buck." They prepared my taxes in a timely manner for a low fee and also contacted the IRS when they made a mistake on my return. They did not require an additional fee and saved me over $1000.00! James is the best! I will not go to anyone else for tax preparation or IRS issues. more

very well done 5/17/2012

Got done quickly , good service and very amazing employees . Everything was done correctly and I will be in contact next year again for my taxes more

Great customer service! 5/16/2012

Five points helped me file some missing tax returns for me and my husband. We owed California about $2,000 and now owe nothing. And they were able to get us a VERY affordable payment plan with the IRS. My husband had tried negotiating a payment plan with the IRS himself and they wanted what we couldn't afford. Five Points took over and got us something lower than we expected. Raquel was a sweetheart and very informative. Thank you so much you guys! more

Helped me with my situation in a matter of weeks~ 5/16/2012

I was just in a real financial hardship and I thought I wasn't able to get through this. I had issues with the IRS. When I contacted Five Points Advisory Group, they were nice and understanding. They were very efficient and helped me with my situation in a matter of weeks. It had taken me years to get this resolved! I was impressed with Five Points Advisory Group. They had contacted me first, and at first I was hesitant to trust them. They were knowledgeable and I decided to use them. Susana Mendoza more
< Previous 1 2 3 Next >
Summer SALE!!!:
15% OFF all yearly plans
Use year15 at checkout. Expires 1/1/2021
Additional information
  • Hours: Monday-Friday 8:30am-6:00pm Saturday by appointment only
badge