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    Dunn Accounting Service

    5.0 (1 review)
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    Accountants

    Business consulting

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    10 years ago

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    Elite Document Solutions

    Elite Document Solutions

    5.0
    (9 reviews)

    We hired Naomi to help us try to resolve a complicated family property matter and, if possible,…read moreavoid probate. From our very first long-distance phone call, she communicated consistently by text, email, and phone, and even graciously waived her one-time consultation fee. As retirees on fixed incomes, we deeply appreciated that kindness. Naomi is very clear that she is not an attorney and does not give legal advice. That said, she is exceptionally knowledgeable about document preparation and made us aware of laws that may have been violated before and after the property transfer in our case. She was honest about limits and encouraged us to consult an attorney if the matter becomes more complex or probate becomes unavoidable. What truly sets Naomi apart is her professionalism, sensitivity, and skillful writing. She drafted multiple letters to family members, thoughtfully tailored to very different personalities (including one family member with cognitive decline and another who was openly hostile). One letter was translated into Spanish. Every letter was clear, respectful, non-threatening, and crafted in a way that encouraged cooperation rather than conflict. The formal demand letter, in particular, struck the perfect tone of good-faith problem-solving without sounding aggressive. Naomi is responsive, proactive, bilingual, and goes above and beyond. She follows up when communication pauses and responds quickly to questions. Most importantly, she gave us clarity and renewed hope in a situation that once felt impossible. We are deeply grateful for her integrity, compassion, and professionalism, and highly recommend her document preparation services to anyone facing a sensitive family or estate-related matter.

    Very knowledgeable. Openly states she is not a lawyer and doesn't cross lines. If you know what you…read morewant she is the person for you. She can fill and file all paperwork a lawyer can without the cost of a lawyer involved. The other reviewer is likely an old crank. I cannot see Naomi, the person I spoke with in that negative review without the assumption that person is a massive jerk. Naomi spent quite a bit of time with me dialing down my situation. This is a thank you for that time she invested in me.

    Alpha Innovation Partners

    Alpha Innovation Partners

    4.2
    (5 reviews)

    Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

    Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

    Dunn Accounting Service - accountants - Updated June 2026

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