I have had a very positive experience with TradePMR. The staff is consistently knowledgeable and…read morehelpful when needed. The online platform is user friendly and easy to navigate!

If you have a 401K you want to rollover, they withhold imperative info; like you have to get your…read more"vested" paper forms from your employers to fill out and sign or you'll be charged penalties by the government. I had explained to them that the guy that usually handles those finances at my employers is not there anymore so I need them to explain the procedure/s to me in detail. They were not helpful, downright only after saving their own asses!

I'm a high net worth individual in charge of an estate/trust with inherited retirement accounts as…read morewell as inherited properties I plan to put in a LLC to rent out for cash flow as a small business entrepreneur. Their website claimed to help with everything I needed help with so I filled out the "free consultation," in hopes of getting a CPA to help me plan for my increasingly complex tax situation. I received the email that I would first need to send in or drop off a current tax return and investment statements. Simple enough I thought until I showed up at the office with the requested documents on March 7th in the afternoon. The unprofessional service I received was just hurtful. The woman in the office who I believe to be Krista Lynn told me without looking at the documents and without knowing my situation told me "We're not a good fit for you." I've been around for a long time when someone says that to you even though you fit the requirements for service but they still turn you away it's usually for one discriminating reason. I hate to think that in 2025 people are still racially motivated to do and say hurtful things or stand in the way of a person's attempt for success but I know all to well what this feels like and there is no mistaking it. She didn't even attempt to give me a legitimate reason why she denied me a free consultation. She did however try to tell me that their services for clients range from $300 to $3000 a month stereotyping me as a black person that couldn't afford it hoping the big numbers would scare me off. She also tried to move the goal post going from just needing a tax return and investment statements to now needing the trust documents as well as the deeds to the properties. Which aren't difficult to get but she didn't meantion that until that moment and it just felt like more excuses to deny me service and get me to leave. The worst part is having to explain what just happened and why to my son who was with me to witness this disgraceful event. So yes one star for discrimination wish I could give less. It took me a few days to respond to this situation as I figure out what steps to take next and I hesitated to post this at all but it must be known. All it takes for evil to succeed is for good people to do nothing.

I've been trusting this company with my taxes for over two decades. Truly wonderful service and…read moreexpertise, including for out-of-state customers like me. (After I relocated from Gainesville I retained their services and boy am I ever glad I did.) They take online security seriously, too, which has never been more important. I hear folks don't like tax time. Then I can only assume you have the wrong accountant because Marc and his team make it a breeze!