I deleted a previous evaluation, but am rewriting and posting it on account of American Trust's…read morereaction to our family winning 100% of what we requested in reaction to stockbroker Steven Foreman Kahn of this company having sold my now deceased 97+ year-old aunt GWG Holdings L Bonds. By September of 2020, when Kahn sold $20,000 of them to my aunt, 95% of American stockbrokers had declined to sell them, as their financials were awful and their fraudulent nature was obvious -- or should have been to anybody studying them or recommending them to clients. However, Kahn apparently could not resist the high commission, he knew my aunt trusted him completely, and apparently he felt entitled to squander her money, perhaps because her accounts at American Trust were doing better than his own. In any event, Kahn's actions were unconscionable and he deceived my aunt , not just in the case of the L Bonds, but on many other occasions, as well. Steven Foreman Kahn of American Trust was my aunt's financial advisor for over 20 years. After she died in 2020 at the age of 97, having been legally blind the entire time they worked together, my daughter and I learned that we had inherited half the contents of her investment account held by this company. We ALSO discovered that Kahn had sold her $20,000 worth of GWG Holdings L Bonds, a blatantly fraudulent Ponzi scheme that we assume provided him a generous commission. We went through FINRA arbitration, a process that took nearly a year from start to finish, and just won back all $10,000 of our half of the investment that we would have been able to collect had Kahn not unscrupulously or incompetently invested it in these junk bonds for my aunt, plus $4,000 in interest and the $425 we paid FINRA for the privilege of filing for arbitration. It was a small but sweet victory, and evidence of it will forever appear on Steven Foreman Kahn's BrokerCheck page, along with a 2010 disclosure of his having bought and sold stock on behalf of a dead person. He was sanctioned $10,000 in that case, suspended from work for a month and fired. Oops. When my aunt died, we also came to realize that Kahn had invested her in Real Estate Investment Trusts (REITs), which the SEC considers unethical to sell to anyone over the age of 75. They are illiquid, so older folks may not live to see any benefit from them. However, they offer brokers higher commissions than do regular stock sales, so we gather that Kahn could not resist them. We lost money on the REITs. He all bought my uber-elderly aunt into several other obscure, high-risk investments, a number of which turned out to have no value at all by the time we inherited them. He bought her into Class A investments, as well, which, again, are characterized by high commissions and illiquidity and are not considered appropriate for sale to the public. A forensic economist estimated that if Kahn and American Trust had handled my aunt's trading account in a competent and honest manner, it would have yielded another whopping $1 million for our nuclear and extended family. Even if he was wrong (but I don't think so -- the guy has a PhD and has analyzed stock portfolios and served as an expert witness in securities fraud cases for a living for decades) and American Trust squandered half of what he estimated, that would still have allowed my family to inherit significantly more than we did. During the last week, I have been corresponding with Kahn's boss, managing partner Michael Grady, who has refused to acknowledge that American Trust was doing anything other than legitimately diversifying my aunt's accounts by selling her so many REITs, Class A investments and other "alternative" investments. He suggested that American Trust had done so in order to protect my aunt from the volatility of the stock market. He also has refused to acknowledge the fraudulent nature of GWG Holdings L Bonds, instead referring to them as part of a moderate approach to investing for a 90+ year-old client, while all they served to do was relieve my aunt of some of her wealth while lining the pockets of Steven Foreman Kahn and American Trust. He engaged in a lot of mansplaining, too, send me charts showing how volatile the stock market has been in the past 20+ years to justify the co.'s theft. I have a disabled daughter. Kahn knew that, as my aunt confided in him and considered him a close friend. My daughter would have inherited significantly more money for her upkeep after my husband and I die someday if Kahn had been able to stop himself from investing my aunt in so many "alternative" (and losing) ventures, while my trusting aunt could not see what he was doing, literally and figuratively. The entire situation was absolutely disgraceful and appears to have accelerated as my aunt aged. MY ADVICE TO YOU IS TO AVOID KAHN AND THIS COMPANY LIKE THE PLAGUE. Shame on you, American Trust Investment Services of Whiting, IN, and Steven Foreman Kahn.

OMG! It doesn't get any worse than this folks. Okay ya think you know a person. You think you can…read moretrust them and that they would have your back when it comes to trust and placing you in suitable investments as your profile demonstrates. As a retiree you know not to place clients in highly speculative or excessively risky investment vehicles but that's exactly what Mr Schultz did. After transferring out of ATIS we both discovered the sneaky things that were done to our accounts risking our portfolios! Allowing one's personal love life to cloud his judgment by refusing to meet with his long time clients. I find this both shocking, rude and unprofessional! Run folks!!!! You have been warned!!!!

Well for starters they kept my w -2s for over a week. Second they said when I walked in that the…read morefee would be only $100.00 . So finally when I picked up my paperwork they charged me $65.00 more. I could of paid hr block that, and got my taxes done the same day.

This is my favorite place to have my taxes done the service there is great the Tax Preparer are…read moreprofessional and very knowledgeable they really know there tax stuff they give you the best service for your money I have been coming to Jackson Hewitt for years I'm planning on coming back next year and the year after that I recommend them to my family and friends and I recommend them to you so if you haven't had your taxes done yet go see the wonderful professional Tax Preparer down at Jackson Hewitt you don't be disappointed I wasn't.

First off, I come from a not so bright place with previous accounting services so I was a tad…read morereluctant when Robert's Valor Accounting Solutions came across my desk. However, being set up the consummate professional in, Camille Turich, this company went way above & beyond expectations! The professionalism, the timeliness, attention to detail, the willingness to teach along the way and last but not least, the returns literally paid dividends. If you're looking for quality of care, look no further than VSA!!

They taken care of my taxes for my small business the last 7+ years always make sense out of what I…read morecannot thanks Camille and Team

We have had Katz Milanec doing our taxes for several years now, even when we moved out of state…read more They do an amazing job and I would highly recommend them.

I loved being ignored. I brought my taxes in the second week of April 2025. Today is December 5th…read more I have made repeated calls with no response. The few times Jeremy Wesley has answered his phone, he tells me someone from the office will call me, they don't. I have emailed. No reply. These are my taxes. I guess they want my angry ass to walk into the office. If any employee is reading this. If I do not get my paperwork back from you by the end of next week. 12/12/2025. I will contact an attorney. I hope you have a good one on retainer, I do.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

MLP Virtual Assistant Services is a phenomenal business. I really appreciate the service that the…read morecompany offer to it's clients. Michelle is very hands on and she is always there to answer any questions that you have. I love that if she does not have an answer to the question that you may have she will always tell you but I can find out for you. I look forward to doing business with MLP for many years spent the road. I would highly recommend MLP.

Michelle at MLP is the real deal! MLP's services are prompt, she ALWAYS picks up her phone, what…read moreshe doesn't know she attempts to learn, and she always completes tasks ahead of time. In this new day having a virtual assistant is key and MLP was the right choice for me.

They did my taxes for me. They researched to see if there was a tax credit for the new furnace and…read moreA/C unit we had installed in 2020. Unfortunately no, but appreciated the effort. Fair and kind outfit. I would recommend them.

From the owner: Accounting Services…read more Services: Accounting Services Bookkeeping Tax Preparation Payroll Services Individual and Business Consulting Available Saturdays by Appointment Location Facts: East Side of Caribbean Pools on US 30