Klick Financial Services & Notary / Northshire Insurance

Klick Financial Services & Notary / Northshire Insurance at 3631 Kutztown Rd in Laureldale, PA offers comprehensive tax preparation, free electronic filing, insurance quoting, notary services, title transfers and basic business accounting support. The firm markets a transparent flat-fee model for individual and business tax returns alongside residential and commercial insurance solutions, all under one roof to streamline financial and legal tasks.

Staff Friendliness and Professionalism

Customer feedback on staff interaction is mixed. Many clients highlight courteous, knowledgeable advisors—especially Kristina—who provide clear explanations of tax requirements and policy details. At the same time, others report occasional rude or dismissive behavior, primarily at the front desk, which can erode confidence. Prospective customers may experience different levels of service depending on whom they meet.

Service Turnaround and Efficiency

Speed and efficiency are consistent strengths. Reviewers note swift preparation of tax returns, often completing complex filings in a single appointment, and rapid processing of refunds. Notary services, including on-the-spot registration printing without extra fees, receive special mention for their quick turnaround. Insurance quotes and policy setups are frequently handled remotely with minimal delay, reinforcing the company’s reputation as a time-saving alternative to larger firms.

Pricing and Value

Transparent, flat-rate pricing for tax preparation and complimentary e-filing stand out as major advantages. Customers appreciate knowing total costs upfront, without hidden fees or surprise add-ons. Insurance clients report substantial premium savings through Northshire Insurance, emphasizing competitive rates for auto, home and business policies. Overall, affordability and clarity of charges drive many positive recommendations.

Communication and Responsiveness

Several reviewers encountered difficulties reaching staff by phone, experienced unreturned calls and navigated phone-tag for days. These lapses in communication have caused stress during tax season deadlines or urgent insurance inquiries. While some team members respond promptly to follow-up emails, inconsistent callbacks suggest callers should plan for potential delays and confirm appointment details in person when possible.

Accuracy and Error Handling

Although many returns are accurate, a notable minority of clients report critical errors such as incorrect Social Security numbers, wrong addresses or mis-marked forms. Complaints focus on initial mistakes and sluggish or insufficient follow-up to correct filings. Customers are advised to review all documents carefully upon collection and immediately report any discrepancies to secure timely amendments.

Drop-Off/Pick-Up Process

The business operates primarily on a drop-off and pick-up basis, which some clients find convenient for skipping in-office waits. However, several reviews mention lost routing numbers, misinformation at the counter and occasional misplacement of paperwork. Those who prefer staying through preparation or who require real-time guidance may find this model less accommodating than full-service sessions.

Additional Services and Convenience

Beyond tax and notary work, Klick Financial Services & Notary / Northshire Insurance provides remote insurance quotes, title transfers for vehicles, and foundational bookkeeping and payroll setup. Many clients value the ability to handle multiple needs—tax filing, policy procurement and legal notarization—in a single local office. The combined service offering and ease of completing transactions without extra charges enhance overall convenience for individuals and small businesses alike.