Has truly gone downhill over recent years. Staff lost documents and made mistakes on filings. I…read morewould recommend looking elsewhere for personal or business tax and financial planning needs.

They'll attempt to levy your bank accounts and send a sheriff to your house to collect their…read moreoutrageous fees!

Mark Dougherty is a CFP and has been my financial advisor for over 10 years. Mark is honest and…read moretruly cares about my future (also my family's future as several of them are his clients now)..it is a relief to me and my family to know that our financial advisor is looking out for us and wants us to be happy in our retirement. Highly recommend

Allison is an incredibly thoughtful partner to have while working through your specific financial…read moregoals. She dives in to understand what will suit your situation and priorities in order to provide you with the best approach. She will also help you be flexible and pivot as life changes.

I have known Allison for twenty years and she is phenomenal at managing finances. Her advice over…read morethe years helped me develop my retirement fund, budget the money from my paycheck and create savings that allowed me to buy a house and be ready for three children. Because of this financial stability, I have the peace of mind that I'm not going to have major money troubles in the future. I highly recommend her services for anyone that is struggling with finances or just wants excellent advice!

I had been doing my taxes myself --- and probably leaving money on the table --- 'til I retired and…read morefigured that an accountant could do a better job since my tax situation might be tricky. I found one guy who I thought was good --- I knew of his family and respected them --- but it seemed like the more I asked questions about different tax scenarios, the more impatient and irritated he became. And I didn't call every blessed day, just about three times during each tax season. Kind of a last straw was his charging me $75 a question, in addition to a fairly high rate to process my fairly simple return (So simple he farmed it out to a temporary employee --- who made mistakes that cost me over $500). A friend recommended Malin & Masly and there's a 100% difference. Norm Kaznica there does my returns, and he is the only one who does them. He found lots of money that the other guy and his temp didn't, answered my questions courteously, and correctly did my return for a reasonable price. I very much recommend the M&M crew for tax returns and other financial planning.