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    Buckingham Tax & Financial Planning

    5.0 (2 reviews)

    Services - Buckingham Tax & Financial Planning

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    Law Offices of Michael Raff - Suite 251 Interior

    Law Offices of Michael Raff

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    Michael and his team were a pleasure to work with -- thorough, plain-spoken, accessible, and…read moreturned my project around quickly. Definitely recommend.

    I rarely write reviews. When I do, it's because of truly stellar service…read more My husband and I came to Michael Raff after 3 other accounting firms failed to help us solve a costly error made by the IRS and a previous accountant. The issue had been lingering since 2020 (2019 tax year). We tried numerous CPA firms and tax accountants. A few claimed they could help ultimately at significant cost to us, many told us to "forget about it". Last fall we decided this was a job for a tax attorney. I read reviews from every possible source trying to find a tax attorney with good reviews. Michael Raff's reviews were 100% great. I was suspicious of that many great reviews. I concluded that there were too many and too varied for the feedback to be fake. Not only that, he has a transparent and meticulous process for the way he bills and updates clients. Others before him pledged to keep us informed but only Michael proactively phoned us (and followed up with an e-mail) at the end of every month. The minimal retainer he asked for in order to work on this problem is still not used up. Michael was able to retrieve the money from the original error in LESS THAN SIX MONTHS, where other large, expensive firms had failed us for OVER 5 YEARS. He is still planning to retrieve money from the IRS on our behalf for the error adjacent money. We assumed he was a specialist only and worked as a dedicated tax attorney. Michael also does regualar tax preparation. It did not take much convincing to for us to engage him as our accountant. If you want an acccountant who is knowledgeable, dedicated, and ethical, I think you would be hard pressed to find someone more skilled than Michael Raff.

    Ameriprise Financial Advisors

    Ameriprise Financial Advisors

    (2 reviews)

    There was a time when I didn't have enough money to even pay my bills each month- let alone needing…read morea financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc. But that was many years ago . . . almost feels like a different life. And after working for most of my lifetime- it came time to consolidate all of my financial advisers under one roof. Capstone came highly recommended and since they do several of my colleagues and are familiar with my company's incentive plans, etc, after a quick interview to see if we were going to get along, I contracted with them. Keith and Frank (sounds like a comedy team but sometimes I think it is me who provides the humor when I go there as they are always laughing at some outrageous thing I say when there . . . most be a lot of "old fuddy duddies" in the financial advising business) take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. Plus they take the hassle of all of that away so deadlines are met, tax returns filed, quarterly updates provided, things are consolidated and they do it all with smiles on their faces no matter how many questions I ask, or how long it takes me to sign something basic (trust me . . .my living trust took forever as I just didn't want to think about who was going to pull the plug on me if I was sick. Let me go on the record here to all who are reading this that you can pull it . . . just not too soon!) I trust them with my future. A huge responsibility, I know. And one I don't partner into lightly. If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash . . . but that's what I'm paying them for . . .and I'm a girl who likes to get her money's worth.

    Watson and associates have given me the best financial advice ever and I've used other firms while…read morealso being an Ameriprise client. I closed the other accounts and moved everything to Ameriprise and couldn't be more satisfied with the advice and accounts they arranged for me. Highly recommended.

    Buckingham Tax & Financial Planning - taxservices - Updated July 2026

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