Clueless tax preparers. They made a mistake then blamed it on us. Didn't stand behind their…read moreservice. False advertising.

Jerad and staff completed three tax returns quickly and sent them on time electronically.read more

Jared Holes is an immensely intelligent and talented accountant. I trust Jared with my personal and…read morebusiness tax planning and I recommend family, friends, and clients to him as well. I have always been very satisfied as has every person I've recommended work with him. He's also a really nice guy too!

I had a very good experience here with needing fingerprinting and a notary right away to get my…read morepaperwork sent out and received within a few days. The gentleman who met me helped me in a timely manner. The only issue I had was the fee at the end of service. However, my fault for not asking afterwards. But, at the time I was elated to just have it done. I feel like It should have been disclosed before we started. The fee went from 60 to 100 with no explanation. I decided it was not that big of a deal especially because he told me where to go for sending this out. Again- that was not the info provided on phone. I was told not to worry and he would make sure it reached the destination on time. The convenience factor won overall but hindsight is 20/20. I did make it to fedex and that was mainly because he informed me of the only FedEx open which was helpful.

From the owner: Income Tax Return We understand how complicated this time can be and offer one-on-one service and…read moreattention to all your tax preparation needs.

I had a great experience working with Aaron. He is extremely attentive, took the time to truly…read moreunderstand my goals, and explained everything clearly. His professionalism and attention to detail gave me confidence in every recommendation he made. Communication was excellent, and I always felt supported and informed. I highly recommend him to anyone looking for someone who is knowledgeable and trustworthy.

If you need a financial advisor Aaron is your guy! I had NO idea where to start but Aaron was a…read moreHUGE help. He was incredible and very patient with me. His estate planning advice was honest, straightforward and to the point. I also had no clue where to start with my will. But he walked me through it, step by step. He's incredibly competent & knowledgeable. He made me feel very comfortable. By the time I left his office I felt 1000 times better. THANK YOU Aaron for EVERYTHING!!!

I first began using James Stockman In 2006. Always 5 star service. Then - I tried for a few years…read moreto do our taxes on my own using downloaded software. Silly me. Not ever again. My husband and I both have self employment income and James always guides us with the existing IRS guidelines that we do not even know about. You get what you pay for and he is reasonably priced and worth every penny. He is conveniently located in mid/north Naples off of 41 . I picked up our returns last week and took photos. Haha!

James Stockman is the ultimate professional tax preparer. His painless process has allowed me and…read moremy company to streamline our income tax filings. As a result we have pleasantly maximized our income tax refunds and I have found this is a direct result of Mr. Stockman's income tax acumen. Mr. Stockman's call to duty and personal customer service allows him to be the consummate tax consultant. I have referred Mr. Stockman's services to a number of my colleagues and they too have enjoyed the same fine treatment. I would highly recommend James' services to anyone.

Keri Wall has been doing my taxes for years, and she has saved me thousands of dollars. She is…read moreprofessional, responsive, helpful, plus, she knows the tax code in and out. On the occasions I have received correspondence from the IRS, and my brain goes into panic mode, I give her a call, and she calms me down, explains the situation in laymen' terms, and takes care of it. No price is too high for that kind of peace of mind, but her services are also very reasonable. Give her a call this tax season, and you'll never need to look for another tax professional.

Keri is fantastic! She has been my CPA for over a decade now and is never phased by whatever I…read morethrow at her. Out of state investments and income? No problem. Multifamily income properties? Done. Whenever I get into a new venture, I like to understand as much as I can about the tax consequences, and Keri is always patient with my questions and gives me a straightforward answer. I trust her and know she is always doing her best to save me every penny. HIGHLY recommend!