RSSA® Client Testimonials

Carlos was very responsive and he took the time to walk me through, very knowledgeable and helped me how to handle the tax issue and my current salary. I enjoyed working with him. Thank you so much for all your help!

Anita was a life saver for me! I knew absolutely nothing about the whole process of claiming my social security benefits and was so overwhelmed about it that I put it off longer than I needed to. I needed help and I needed someone that I could trust.

Anita genuinely cared about me and took the time to make sure that I understood everything that I needed to do. The whole process was easy because she answered any questions that I had and she walked me through it every step of the way. It was like a big weight lifted off my shoulders.

Anita was supportive before, during, and after this life changing experience. Even now, if I have a problem, or don’t understand something I can consult her and she’s just as helpful now as she was in the beginning.
She’s gone above and beyond for me. I highly recommend her as a consultant!!!! I give her 5 stars for her services.

A+ Carlos is Knowledge and Professional and was very easy to work with, he consistently demonstrates a deep understanding of his job. I would like to recommend him to everyone.

Kevin was warm, friendly and SO helpful! He solved an important issue for me within 10 minutes! I highly recommend him.

Jim was very welcoming and transparent. Jim was very interested in helping me find answers to my questions. I enjoyed my interaction with Jim and would recommend him to anyone needing social security answers.

Kit was very helpful. She was knowledgeable, easy to talk to, and boiled down a complex subject to provide professional, concise advice for our specific situation. We highly recommend her.

Jim was great to work with. The information and reports that he shared were extremely helpful and he was very knowledgeable in talking about our options and how to make decisions in line with our financial goals. I was hoping to come out of the work with Jim with a better understanding of social security and our options and I certainly did. My wife is a school teacher who will be receiving a pension but she’s a career switcher so she has all of her quarters in to qualify for social security. Jim was knowledgeable about how her social security benefits will be impacted when she first chooses to collect but also what will happen if I were to predecease her. It was very helpful and calming for us to meet with Jim and come away with this new knowledge, we feel like we are in a much better place and would highly recommend Jim and this service that he is offering.

Working with Sonam Phuntsok was a fantastic experience. His attention to detail, professionalism, and outstanding communication skills truly set him apart. I highly recommend his services to anyone in need of top-notch expertise and a delightful client experience.

Dale’s in depth review helped me and my wife decide on the best course to take on our Social Security. The different options and analysis were
Very helpful.

I have been working with Mikal for many many years and I have nothing but great things to say about him. I have never been audited since he took me on as a client. He is no nonsense and he gets the job done. All my taxes he been straight after I have worked with him
He definitely knows his job well. I would definitely and have referred him to other people. I look forward to another great year under his leadership. He doesn’t just do your taxes but he also teaches you along the way.