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    Isenstein Steven A, CPA

    5.0 (2 reviews)
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    Services - Isenstein Steven A, CPA

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    6 years ago

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    The Dolins Group

    The Dolins Group

    (25 reviews)

    I went to Dolins several years ago after using TurboTax for a few returns. I wanted counsel on…read moreopportunities to limit my tax exposure and help with understanding what I don't know. I got none of that. A few mistakes each year but this past year, 2025, was horrible. I had to read through 100 page return and found very basic mistakes like missed deductions for real estate tax, missed HSA contributions, etc. I had included all documentation and even a letter regarding catch-up contributions that were not read. I understand that all firms will give returns to Junior team members, but at Dolans I don't believe anyone ever reviews that work.

    BEWARE!! I recently hired the Dolins Group to help me prepare my taxes after the sale of my…read morebusiness with the hope of minimizing my exposure to capital gains taxes. The communication, investigative research, guidance, and counsel provided by The Dolins Group was absolutely HORRIBLE! I asked on several occasions (five to be exact) for a formal review and Q&A session. I was never granted the review and ultimately received an email suggesting that I prepay hundreds of thousands of dollars to the state and the IRS while requesting an extension...no review...no discussion...an email with the extension request and the payment voucher. I contacted Steve Dolins to express my disappointment and he simply disregarded my concerns and claimed this to be standard operating procedure. He also sent me an invoice for $5,600 without providing any work product!! Was I furious? Yes! So he resigned as my accountant after I had already prepaid the taxes that he instructed. Now he is unwilling to provide me with the data and forms that correspond with the payments I made. If you're seeking good counsel, knowledgeable staff support, high quality customer service, and reasonable cost structure....THIS IS NOT YOUR PLACE!!! BUYER BEWARE!! I will also be filing with the BBB!

    Serenity Wealth Management

    Serenity Wealth Management

    (3 reviews)

    I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

    I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

    Isenstein Steven A, CPA - accountants - Updated September 2026

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