My wife found Suzanne and her team several years ago, and we have been going to her ever since…read more Awesome service, very friendly staff that makes us feel welcome. We hope to continue getting our taxes prepared here for several years to come

VERY slow response time to my trying to open an account. Took 3 weeks to get an appointment and…read morethen 4 weeks after that for another response. First time I was informed my account rep mother had died the second time too many people on vacation. They finally got back with me but by then I figured if they were like this to new customers it would be worse after I opened a brokerage account with Legacy Group

Sense of honesty, taking the time to fully explain options to better prepare us for retirement. In…read moremy estimation, they went above and beyond.

Excellent service and very knowledgeable staff. They helped me navigate a complicated tax situation…read morewith total transparency. It can get busy around the deadline, so book early, the quality of work is worth it.

Great People and So easy to work with! I will come back year after year! Thank you for everything.read more

I've had my taxes done at Maloney and Novotny (formerly known as Wolf, Rogers, Dickey & Co.) by…read moreCeena for the past three years. She does a great job and looks for ways to help you get the best return you can. Their associates are locally involved and know the community well. It's a great place to do business.

Excellent Multiservice where you can get all your answers responded and process done quickly and…read moresafe; as cash checks, new plates, taxes, travel deals, with always smiles faces, and great customer services. You will be taking care and guide with the best experiences of La Madrina Multiservice.

With all of the Obamacare legislation going on and the debacles with Healthcare.gov it was…read morerefreshing to find a company that could properly advise me as to the best health insurance to not only fit my needs but also ensure that I meet the new healthcare laws. Insurance Spark made it easy to figure out my subsidies and hook me up with the correct provider. These guys are definitely health insurance experts and answered the seemingly endless questions my fiancee and I had about switching health insurance and figuring out what the new health insurance will cost us.

Zach Johnson has been so helpful in getting me lined up with insurance on my new house in Columbus,…read moreas well as transferring my auto and personal catastrophe insurance. Thanks, Zach!

Nathan and his team have been helping business owners during the current economic clients. They…read morewent straight from tax season into helping their clients secure funding through the SBA. It is impressive to see an accounting firm pivot to save their clients, employees, and their families. Thank you very much

I rarely write reviews, good or bad, but I rarely receive the kind of experience that I did working…read morewith Nathan and since there were no other reviews I felt people should have a heads up. I've worked with Nathan for the past two years, he handled my taxes in 2019 and 2020 as well as my PPP Loan Application. Taxes: I never felt the benefit of working with Nathan versus using Quickbooks/Intuit which I use for my business. After talking with a few local agents (I'm in the Washington D.C. metro - not exactly the cheapest area) I learned that they were paying their local tax person significantly less to handle their taxes despite the fact that they had earned more and had more complicated financial situations. While I don't remember for 2019, in 2020 Quickbooks estimated my taxes to be almost identical to what Nathan found - but of course, filing with Quickbooks would've been much cheaper and easier. PPP Loan: This is where things really fell apart. It wasn't until just before the 4th and final round of the PPP Loan that I realized my business was eligible to receive the loan. However, I was hesitant to move forward given the cost of Nathan's service to file the paperwork ($1,200) and the uncertainty that I would be approved or what the amount would be. Nathan assured me that the amount I would be eligible for far exceeded the cost and that he would not only assist with filing the loan but the forgiveness as well - and that the cost of his service was a split payment with half due to get started and the second half later. Like with my taxes before, I was slow in getting the paperwork to him, but he assured me that everything had still been delivered to him in time. I wasn't approved for the loan, I believe due to time expiring, but I don't fault Nathan for the fact that I was not approved - I want to be clear about that. What I do blame Nathan for, is this: 1. I was charged the full $1,200 upfront despite him telling me otherwise. When I asked about this I was told he had just changed payment systems and it was an error, but that I would've had to pay it anyway later on so too bad. 2. The amount of communication I received immediately after he had billed me $1,200 for the loan became almost non-existent. I had to reach out to him multiple times on several occasions before receiving any sort of response. I eventually requested a PARTIAL refund for the PPP Loan service I had paid for. I was told $600 upfront, and $600 later. I said I had no problem paying the $600 for filing the loan but that I had a problem being fully billed when that was not what I had been told, and that the entire service was not completed and could not be completed - there's no way to provide the forgiveness assistance portion of the service when the loan was never received. With all of this happening through email, Nathan finally scheduled a time for us to talk by phone... 3. Shortly before the time we were supposed to talk on the phone, he asked to reschedule because his wife wasn't feeling well. I agreed and asked when would be a good time (all still through email) and he told me Tuesday morning (it was a Thursday or Friday). Finally, on Wednesday evening I sent him an email saying how unhappy I was that I STILL had never received a call from him. --- My Main Point Is This: --- By this point, between taxes and PPP Loan services, I had paid Nathan over $2,000 for his services over the past 2 years yet there is zero feeling that I am a client Nathan cares at all about - he can't even pick up the phone to call me. Save yourself the time, money, and frustration by working with someone, anyone, else.