Reviews for Lindgren Financial Services

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  • Jun 2022

    Have had some Tax issues coming from Ohio to Cali, Ed has helped out a bunch. From amending returns to completing everything. I'd recommend. Just had to amend an Ohio return the fee was $210. My gf's 2021 needed amended due to taxes being differing in Cali. I think the fee was around the same.

  • Nov 2021

    LFS has been doing my family, my sister's family, and our Dad's taxes for years, always with professionalism and fairness. When it was time to sell Dad's house, Lisa Lindgren stepped in and not only guided us as a seller, but also kept Dad's tax situation and the complexity of a Trust sell in mind. Lisa went above and beyond by helping us get the remaining items out of the house, being there to facilitate pick ups when we were not available. In addition, Lisa handled a less than ideal product in stride as a lot of the property's maintenance had been deferred for quite a while. Finally, Lisa's compassion and understanding for the situation helped reduce the stress, allowing...read full review

  • Jun 2021

    Edward and Alex are the BEST! I switched to them two years ago. Ed is highly experienced and knowledgeable. Alex, Ed's Assistant is wonderful. She is professional and very responsive recently assisting in getting through a situation. Alex stayed on top of everything until resolved in my favor. GREAT JOB Ed and Alex! THANK YOU!

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specialties: small business consulting

Ratings

Google Google: 4.6/5

Lindgren Financial Services

5402 Ruffin Rd # 210, San Diego

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