Five Points Advisory Group, LLC

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27042 Towne Centre Drive
Foothill Ranch, CA 92610

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(888) 208-3146
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Reviews
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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...

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All reviews seem positive

Excellent company and staff! 5/10/2012

I have been working with James for a couple months now.. Ive called other tax attorneys, but never committed to any of them. James called me out of the blue one day and though I have never spoke to anyone from a cold call. I'm glad I did.. He knows what hes doing, he knows how the game is played, fantastic service, fantastic job..!! I couldn't be happier with James and the staff! Thank you!!! more

customer service 5/10/2012

I really want to say that James Ferreira is awesome without his help and guidence I would have been lost. Thank you for a wonderful employee. Ilene Herrera more

Great Service! 5/7/2012

My wife and I went in under the wire on a Saturday and James was nothing but patient and understanding. He helped us understand our taxes and save a lot of money! more

My Incredible Discovery & Tax Experience:) 4/30/2012

After receiving phone calls and emails from several groups specializing in helping people reduce the amount of taxes they owe, I had a conversation with James Ferreira from Five Points Advisory Group and I knew that Five Points was the firm that I should select to help me with my tax problem. Altho I still need to obtain their services with reducing the amount of back taxes I owe, I am completely satisfied with how James handled the process of doing my 2011 tax return: he was efficient, knowledgeable, patient, and completely professional, and followed through on everything he said the process would entail. Furthermore, I am getting a refund back on both my federal and state returns, which is a first for me in a long time. I have already recommended Five Points Advisory Group to my parents, who want to use them next year, and many contacts of mine b/c I was so pleased with the quality of their work and the results! more

James was great to deal with. 4/21/2012

James was great to deal with and was very professional on the telephone and in person. Will return next year. more

They did my taxes for me and they did a good job. People should try them. 4/20/2012

Five Points Advisory Group got me the best money they could give me and I got my return on my taxes. more

Thank you! 4/17/2012

Thank you for your last minute help and service! Highly recomeded :-) more

Excellent. 4/12/2012

I had some problems with my taxes and they were diligent in working with me. They got all my problems solved. more

Awesome Work 4/11/2012

They were very thorough and went through all my financials and ask me questions to make sure they had everything they needed and help me save money. I will definitely use them again and recommend them to friends. more

Great Service 2/8/2012

It was my first time and I had a great experience with Five Points. They are very knowledgeable, they take their time and explain everything in details and they are there to answer all the questions. Their service is great and fast. Not only that we will be coming back year after year to prepare our Tax Returns but I will definitely recommend them to my friends. more

Working with Five Points was the best thing I could have done. 2/7/2012

Five Points Advisory Group is definitely a five out of five. I was having some major problems with the IRS. They were my fault, and I was trying to get my employer, friends, and family to try and help me alleviate the burden. In the process, I ended up with a levy against my military retirement fund. James showed me some options, and we decided on the best strategy to pursue. I processed the power of attorney paperwork, he got the levy released, and now we're working on a payment schedule. He made phone calls on my behalf to ensure the right paperwork was in the right hands. He stayed on top of it. Basically, I have breathing room again. I am appreciative and thankful for what he was able to do. Five Points also ensured that their fees were affordable. We worked out a payment plan, and to top it all off, nothing was deducted until all the paperwork was processed and I was satisfied. I called several other agencies beforehand, and they all sounded good until they got into the specific details, then the cost was astronomical. Five Points worked with me within my budget. They helped me maintain a decent household income by releasing the the levy. They're like a godsend to me. I highly recommend them. more

James was very good in his advice and what the pros and cons were 1/27/2012

What I liked about this whole adventure is they didn't get the cart ahead of the horse. James said they would not ask for money up front. That they would research and see if they could help us.James got back to me and explained every thing pros and cons.Because we were so informed it was easier to make a decision. Thanks for your time and expertise James. five stars more

James is a godsend!! 1/4/2012

I knew about Five Points Advisory Group from advertising. They called me back and connected me with James. James is a fantastic dude! He's a godsend! I had no idea how I was going to pay all this money to the IRS. Five Points Advisory Group was professional and had very nice people. My fiancee was satisfied with their work too. Without Five Points Advisory Group it wouldn't have worked out! Daniel Jackson more

Thank You SO much Five Points ! 12/30/2011

After many days of trying to find assistance and literally feeling no hope, I found a godsend. Five points gave us our lives back and peace of mind in dealing with our IRS problem. They strived highly in analyzing my situation to be able to negotiate a reasonable agreement. I was their priority when we communicated, which led to quick results. I highly recommend them to anyone with IRS tax problems. I am even going to continue to use them to do all my taxes in the future. We can not begin to imagine where we would be if it wasn't for their professional tax assistance. Thanks a bunch! more

They did 10 years of Taxes 12/28/2011

They did my taxes from 2001 to 2010. I owed over 30, thousand dollars and know i dont owe hardly anything. There prices are reasonible to afford. I will come to them to do my taxes in the future. more

Thank You Five Points ! 12/21/2011

The greatest benefit in dealing with Five Points was peace of mind and knowing that the IRS was not going to beat my door down now that We had professional help. They were very responsive and showed concern with a very high quality analysis first before charging us a penny ! We were not given any false promises or unrealistic expectations. We must say it was their overall ability to listen, analyze and communicate that led to the excellent results for my tax issue. We can't thank you enough. more

Thank you so much ! 12/20/2011

I' m very pleased with them, they handled my IRS problems where my previous tax consultant could not. I would highly recommend their services to anyone who are in need of professional tax help. Thank you !!! They DIDN'T charge me UP FRONT ! :) more
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Additional information
  • Hours: Monday-Friday 8:30am-6:00pm Saturday by appointment only
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