Not Trustworthy. My experience with this accountant was extremely frustrating and unprofessional…read more Over the course of 2 months, I was repeatedly told that my tax returns were 80% done or would be finished "by the end of the week," only to discover later that no progress had been made. I followed up respectfully every 2-3 weeks to check in, but was accused in an aggressive email written in all caps "DON'T TELL ME WHAT TO DO!!!!" and of bothering him every 2-3 days. The tone of that communication was unprofessional and unnecessarily hostile, especially given the delays and lack of transparency throughout the process. His excuse was always that he has over 400 clients to "deal" with. Reliability, honesty, and professionalism are the minimum you should expect from a tax professional, and unfortunately, those were sorely lacking in my experience. On April 15 I gave him an out by specifically asking if an extension would be filed, and was told it would be. As of May 10, I have no confirmation or documentation that this was ever done. The lack of transparency, dishonesty about the timeline, and hostile communication made this an extremely stressful and disappointing experience. I would not recommend this accountant to anyone seeking reliable, respectful, and professional service.

Greg was a real professional. I had a pretty complicated tax return and he was able to get it done.read more

I was in a bind and needed last-minute help with filing, and Christine truly came to the rescue!…read moreShe handled my taxes with efficiency, professionalism, and expertise. She made what could have been a stressful situation feel reassuring. I found her pricing to be very reasonable--especially considering how quickly and accurately she got everything done. Highly recommend!

From the owner: As your CPA and Financial Advisor, I’ll help you corral the chaos and wrangle your finances into…read morethe corral of increasing profits. | S Corporation (S Corp) Elections & Optimization | IRS Tax Issue Resolution | Business Coaching | Catch up bookkeeping | Bookkeeping Optimization | Start-up Issues | Revenue Recognition & Job Cost Accounting

Convenient location and friendly, knowledgeable staff. Pricey but worth every penny when it comes…read moreto safety and security.

Don't waste your time. Do your taxes online for free. $200 is outrageous. They won't gain you any…read moreextra money. They are not experts. They basically fill in the same blanks as you would filling out the same form online.

Daniele was patient, diligent and organized. Her price was spot on to her quote. Can't wait to get…read moreher help on some tax issues as well!

I highly recommend Danielle. We used her for the first time to file our 2022 taxes. When I…read moreattempted to process our taxes using Tax Act I was showing that we owed $9K. Danielle was pleasant, professional and accommodating. When she was finished we are now receiving refunds from both State and Federal. Shows that it is worth the time and money to use a trained professional. We hope to use her for all our bookkeeping and tax purposes going forward.