I have been a State Farm automobile and HO policy holder for 3 years. I deal with the Tara…read moreMcDonald Agency and have the deepest respect for Tara and with the individuals working in the agency. I found them to be professional, courteous, knowledgeable, kind and refreshing. All have taken an interest in my needs and finding the right policies to suit my needs, explaining the coverage on the policies in layman's terms. I am better informed, have confidence and can rely on them. My insurance costs are lower than with my previous carrier. Always positive in their willingness to help either by phone or in person office visits. Awesome!! Cherry & Paul

Words can't describe how superior the service is at this office. I've been a customer for many…read moreyears with State Farm, but I'm extremely happy with Sam's knowledge and willingness to ensure that I get the service that suits my needs.

Victoria s Tax Service is the greatest place that I have gone to in a very long time. The staff…read moreare bi liungual in Spanish and English language. Personally I have worked with Victoria herself and she is very helpful in all aspects of business, she treats her clients like she has known them for years always going over and above for her clients. I will recommend this family owned business to anyone. thank you for all your Great work Victoria!! My hats go off to a job well done. Thank you Deana Ramirez (area resident)

I would consider other accounting firms before selecting this one. They are very expensive compared…read moreto other Firms performing the same work. The Principals are very poor communicators (they rarely answer eMails or take forever before they do) and they rely too much on lower level clerks to prepare Tax Returns and on Tax Prep Software ( I think they use Quick Books) and no time on "Human" review of Tax returns. Nothing wrong with Quick Books but how can they justify hours of Billed time for entering numbers in their computer program? I never get any questions about my returns, only large invoices and lots of money due to the IRS. I never seem to get any refunds, only large amounts of Tax Due. I follow their Tax Advice and still have to pay in large sums every year. Look at other Accounting Firms before choosing this one as a last resort.

Tim,Tom and the whole team have been a great resource for our company! They guide us through…read morecomplex tax issues and are right by our side when we need to make strategic business decisions.

I started a non-profit over a year ago and had absolutely no idea what I was doing. Working with…read moreCover & Rossiter, Vickie and Samantha really helped to shape our organization and has gone beyond our expectations to help us now that we got our 501c3! It was really tight in our first year and their firm worked with us financially and gave us options. In my opinion they really value and work for the non-profits! Im excited to grow our financial program over time and am glad to have them supporting us.

Excellent CPA firm with a specialty in captive insurance companies. Strong ethos of caring and…read moregiving back to the community.

Great agent and staff. Always looking to make sure we have the best policy for us so that our needs…read moreare covered and we aren't overspending. I recommend Melissa to all our friends looking for insurance help.

Had a conversation with Mimi today. She was incredibly pleasant to speak with and was quite helpful…read morewith my request. She provided additional information about my coverages that helped me with some of my decision making regarding coverages I have on multiple vehicles.

Highly Rated Five Star Service; Quick Response Time! Super marvelous staff! This company is…read moreoutstanding specifically this office NorthEast,MD

Very thorough and knowledgable. I have used him for complex returns…read more I will be using him moving forward in 2025-2026 tax season.

I went here to get my taxes prepared as a family friend told me about this place and their good…read moreprices, and I was very happy with the service provided by the friendly and welcoming staff.

We had the same problem as Edward B. (review of 4/4/19). Our insurer (Transamerica) automatically…read morerenewed a 10 year term life insurance policy at a steeply increased premium. This is not the way it should work. It should be the insured's option to continue the policy after the policy expires, not to be obligated to catch it and cancel a term policy. Fortunately, we caught it after one increased premium debited to our checking account, but it was frustrating and time consuming to try to correct this mistake online or on the phone with Transamerica's corporate office. Then I called Mr. Smalls from Estate Planning of Delaware Valley, figuring the local agent would know how to get an appropriate response from the corporate office. He jumped right on it and called me the next day to tell me our refund was on its way. The problem here is with the particular insurer's business practice, not its agent, Mr. Smalls, who was very ready to be as helpful as possible. Mr. Smalls was very professional with me.

Lester Smalls Jr.an agent at Estate Planning of Delaware Valley Inc failed to act in a prudent…read moreprofessional manner. He apparently does not listen and is only concerned with his financial well being. We had several conversations with Mr Smalls to end our current policy at term expiration of 10 years on 9/30/18. The premiums were due to jump 7+ to 10+ times. Unless one was terminally ill and uninsurable or not in a solid mental state no one would continue with policy. As a supposed professional it was Mr Smalls OBLIGATION to provide us with the necessary documentation to properly terminate which he FAILED to do. As we had preauthorized withdrawals versus being billed monthly by Transamerica the funds continued to be siphoned from our account which we did not catch for 4 months. The agent screwed up but tried blaming a novice policyholder. How are we supposed to know what documentation required-Mr Smalls do you not hold yourself as a professional? This agent leaves very much to be desired. A total disgrace!!!! Avoid Avoid Avoid!!!!