Reviews for Shoreline Financial Services

Jun 2023

Jeff and his team did a fantastic job in helping my wife and myself this past tax season. Jeff maintained constant and consistent communication, insuring that our needs were met and that our questions were answered despite the craziness of tax season.
Nov 2022

Be completely sure you want to move forward before signing up for anything. They don't make it easy for you to cancel, even though you're clearly told you can cancel whenever you want. You have to talk to multiple people over multiple days, they don't like giving your money back.