I was referred to Bedard Kurowicki & Co through a friend as I had a windfall coming in due to the…read moreliquidation of company assets. They were more than helpful with their advice and were very knowledgeable with both Federal & State tax laws for small businesses. While the windfall never did come through I will certainly be using them again for all of my business accounting needs.

Was referred to firm by my attorney. I was given a contract but told amounts wouldn't exceed the…read moreamount discussed which it did first go around. Needed to continue services because at this point was stuck with them but in the end matters settled out of court and the refund they gave in my opinion not fair. Company seems to only care about the dollar. Not very personable and always short on the phone but they charge you for every minute of every phone call even if it's not about the matter at hand. Would not recommend. Darlene has the personality of a rock.

DO NOT USE!!!! ! Our incompetent tax consultant overstated our taxes by 7X!!!! My husband redid and…read moreshowed her work was incorrect but she had already filed so had to amend, the IRS sends us a letter that we owe 6 digits in payment bc she never filed the amendment!!!! What a mess!!!! Do not use for tax returns!!!!

Your experience is only as good as the "tax expert" assigned to you. If you get one like mine, a…read moreseasonal workers with another full time job, they won't respond during the week and won't know how to handle complicated tax situations. Then when you get a letter from the IRS, good luck reaching anyone because the office disappears and voicemails go into a black hole. I paid LESS with a CPA last year and had a better outcome.

Have had the. Complete my taxes two years in a row. Good communications and get to know what you…read morehave etc. Did a nice job.

Great to deal with Doug…read more Has done good things for my funds . Very helpful on making moves To improve the funds .

This acts as a recollection and review of my experience having my household's taxes prepared by JRM…read moreFinancial Associates. 06 March 2026 - My wife and I had our initial consultation. John Molle was extremely hospitable and courteous. My only complaint was failing to request pricing information, which I'm sure both parties missed due to our conversation. 10 March 2026 - We submitted all of our documents: 4 W2s, 1 1099, and 1 document for unemployment post-childbirth. 21 March 2026 - confirmation of finalized preparation via email requesting owner review and an invitation to review the documents together. 23 March 2026 - Requested clarification of pricing due to invoice ambiguity and disparity between previous tax preparers. 2.5 hours for preparation costs seemed excessive ($450), and the return amount seemed incorrect. Also requested if they can take preparation costs from the return amount. 30 March 2026 - We notified JRM of a potential mistake made on their end regarding a W2. The issue was that their interface didn't register a code for a particular box. Rather than entering the data where it needed to be, Matthew entered the data in the incorrect box, contrary to the instruction of the W-2. This was a $590 error. 31 March 2026 - A correction was made without accountability for the erroneous action. A phone call was scheduled with John. We partook in a conversation. Unbeknownst to us, he believed my wife to have been another customer. Matthew called shortly after. We had a conversation attempting to convey that 2.5 hours of work that resulted in an inaccurate preparation isn't deserving of 2.5 hours of pay. Matthew then proceeded to deny responsibility, stating that the email that invited collaborative review was the catch-all that made his mistake, blatantly covered in the W-2 instruction, not the fault of the preparer. He then continued with saying the conversation was no longer necessary, and it was clear we never intended to pay. Subsequent to the conversation, we were given a discount to rectify the situation, which we were appreciative of. However, all we were seeking was an equitable transaction that left us with a feeling of assurance that we were utilizing a company that valued integrity and customer satisfaction. We left with discomfort, experiencing neither while blatantly being disrespected.

John never e-filed my taxes and I ended up owing about $1400 in late filing fees. I tried many…read moretimes to have him make it right but he blew me off. horrible. Matt, Since you have incorrect information I will let you know that when I spoke to the IRS they told me the reason for my penalties was due to the fact that your Office never e-filed my taxes. I paid my amount due on time and your office simply did not submit the e-filings. I explained this to your father who kept telling me he would take care of it. (This by the way was in November so I did in fact have contact with your father after August). Since he continued to blow me off I told him I was paying the penalties so that they don't accrue more. He told me he was trying to contact the IRS and would get back to me. He Never did. He constantly blew me off. Yes I have emails and the texts that show our communications And my several attempts at resolving this issue.

Simply the best in personal IRA's. Cheap online trades. Always a really American picks up the Phone…read more when you call the 1-800 number. Schwab never hides fees, or programs. Everything is up front. Unlike MetLife, which hides fees and makes online searches impossible, and MetLife never returns calls.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value