Excellent wealth management firm in Clearwater, FL for retirement planning, fee-only financial…read moreadvice, and tax preparation. Parker and David are both Certified Financial Planners and Chartered Financial Analysts. Check them out!

I've been very happy since moving my investments to Marc at Premier Planning Partners. The…read morecommunication is great, I trust Marc and his knowledge of the market and my financial needs, and my own investment has grown well since being with him!

I have worked with Marc D'Elia recently. He was able to show help our company with our life…read moreinsurance. Thanks Marc.

Full disclosure... Marc and I have been friends since college at USF, where it took him far less…read moretime to graduate than me. But as his customer, I can say he treats everyone incredibly well and gives back to the Tampa Bay area as much as anyone around. Whether it's being an Iron Bull for USF Athletics or any of the philanthropic projects he's a part of in the area, he's a great partner for many causes. Even if you like your insurance, call him. If he can beat what you've got, he'll do it. If he can't, he'll point you in a better direction. A super honest guy, and I'm glad to be a customer!

Full disclosure, most correspondences were through my Personal Assistant and then immediately…read morerelayed to myself before any follow up was completed Very disappointed... In late May, I received an email from Bridget with Ostroff Insurance Group that they were receiving returned mail. I replied to the email that I had moved, did she have my current address? I received no reply, and the email escaped my mind for about a week. I reached out to the company again via telephone, the first week of June, and explained to Bridget that I had moved, and the home she was receiving returned mail on, was now non-owner occupied and I planned to start renting it out, effective immediately. She informed me that I would need to speak with Marc, as the policy would need to be updated. I told her to have him call me. Once Marc reached out to me, and I explained the situation, he informed me that Florida Penn would cancel my insurance and that I'd need a new one (non owner occupied). He also advised that I would need some inspections completed, as the house was old and a new policy would require these inspections. He recommended a gentleman. I agreed, and called the inspector on June 8 and made arrangements for him to inspect the house on June 9. That gentleman was to send the completed inspections to Marc, and we would proceed with the new policy. I received a letter from Florida Penn that they were canceling my insurance on Nov. 8, as the change of address alerted them that the house was no longer owner occupied. Fast forward to present day. I hadn't received any new information, and to be honest, it did escape my mind, as I am working on other projects. I decided to hire a Property Management Company and they let me know that I would need to send them a current insurance declaration page for the property. Since I knew that my insurance was to be canceled on 11/8, I needed to find out exactly what was and was not covered as the property was vacant. Again, had to call Marc at Ostroff. Once he returned my call and I explained that I hadn't heard from him, he admitted that he had not received the completed inspections from the gentleman he recommended and would need to reach out to him to receive them. I let him know that I planned on renting the property out and needed to know what my current insurance allowed in terms of what was covered. Technically, the property was not insured if vacant, but Marc advised that I should just leave it as it currently stood, since the insurance was not being canceled until November and then I could change it once I had an actual tenant in the house. It's a "grey" area, he called it. Otherwise, I'd have to purchase vacant property insurance which "is very expensive." He said he would send me the forms that the Property Management Group asked for and just "leave out the letter about the insurance canceling you in November. They're not really smart enough to figure it out anyway." But what happens if something happens to the property between now and when I get it rented? Marc admitted that "if there was a fire and the house burned down and you filed a claim, then no, the insurance probably wouldn't cover it." Then why am I paying for the insurance? How is this benefiting me at all? I told him to cancel my insurance immediately and credit me the pro-rated difference. I'm just very disappointed that Marc would advise me to keep what I currently have and kind of cheat my way around everything. It's very shady business dealing, and has HUGE repercussions if something happens to the property (which is why we purchase insurance in the first place). This whole experience just left a very bad taste in my mouth and I will never work with this company again or recommend them to anyone.

The best for tax and financial consulting! Adam is extremely intelligent, professional and…read morefriendly. I've been going to Adam for four years now and ten of my friends/family have also followed suit - with same great experience I've had. They're not stingy with financial recommendations, they take their time to get to know you, and don't try to rush you through the door - they take as long as needed. They've earned my trust and I'll definitely be going back.

Brian was phenomenal when working with me on my taxes, which included relocation. When I asked to…read moredouble-check the amount of return (because it was larger than expected), he had 3 additional CPAs review the information to confirm. Easy to talk to, honest, prompt, and accurate. He has my business for life.

My husband and I have a relatively complicated tax situation due to our small business, and moving…read morefrom Oregon this year. Brian and his team have been so amazing to work with! He makes everything so easy for us, and is very clear with his explanations. I appreciate his timeliness, and attention to detail. We are so grateful to have found Walter Sanders, and trust that we are in good hands.

Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

I tried to build a relationship with Tiffany Gorman to partner with her for all my CPA needs. She…read moreimmediately told me that this is just a side hustle to her and she's really busy in life. If I wanted to get to know her and feel out her skills, I would need to pay for a consultation. I have zero knowledge about who this woman is and if she even knows what she is talking about and my first impression is that she wants to buckle and dime me instead of prioritizing a 15 minute conversation to get to know one another and if we would have the ability to communicate effectively for my business needs to be met properly. She was willing to loose my business over this. Funny how she advertises she specializes in helping small businesses and non profits since she believes is beneath her to have any communication until you pay her. Doesn't exactly seem like she's out to help anyone but herself.

I came to Genesis 41 after a previous accountant made tax mistakes so significant that it required…read morean attorney to correct them. Tiffany is very experienced, professional, and committed to her clients. She is responsive and attentive to detail. I am very happy with her work product and level of service. My filings have never been in better shape. I have referred several friends, including small businesses for her services and the feedback has always been 5 stars.

Hi - I'm now working with Tammy from Paper Chase Accounting in Temple Terrace (I'm in Oldsmar, FL)…read more I was texted by two businesses through Yelp. Both were good interviews but I chose Tammy and PCA because of their many years experience and it's a family/woman owned company this is sorta local too. We had a discussion about a tax topic and she gave me an answer. After interviewing other companies, I was give a different answer than what Tammy gave me. I mentioned this to Tammy and she called the IRS directly and was able to verify the info she gave me was not correct (called me back almost immediately). That shows Tammy is honest, does great follow-up, and communicates well. The fact that she did that made me trust in her and believe that Tammy and Paper Chase Accounting will do a wonderful job as my new Accountant.