GuidelineReviews of guideline.com

May was very helpful and patient while helping me. Efficient. If it wasn’t for her I would have been so confused. I appreciate her kindness as well.

The website was very difficult to figure out! The person who helped me was very kind, patient and knowledgeable. Thank you to her!

I found everything with gusto guideline was outstanding. I would recommend it to anyone. Very user friendly and the customer service people when I had a question were OUTSTANDING!!

When I sold my firm, Guideline failed to file IRS paperwork on my employees disbursements, resulting in a fine leveled at me. They knew, but withheld it from me. When I contacted them they admitted the mistake, but when I asked for assistance in contacting the IRS agent they were supposedly negotiating with they refused to tell me. I had hoped that since they supposedly knew of the issues I could get an extension on the deadline. Guideline provided no information despite my advice that I was facing a deadline and mounting threats from the IRS, so I paid the fine. Over $1000. Months later I heard from them advising they reached a settlement. Pathetic. Making a mistake is human. Keeping it from your client shows no integrity. Refusing to assist your client, leaving them in harms way is criminal. Do NOT trust these people.

Paul from 401K was very helpful!

Lance was a great help

McKenzie was amazing and patient and literally walked me through the distribution process. She was so kind and professional! Thank you so much! She was just so understanding and helpful!

Super easy to deal with