Having known Kristi with Sullivan Financial Planning for over 6 years now, I can happily recommend…read moreher for your financial service needs. Not only is Kristi honest and smart, she's up-to-date on today's ever-changing financial markets.

Kristi's presentation and evaluation of our situation was thorough and reassuring. Her ability to…read moreexplain market/retirement strategies in a straightforward, evidence-based and concise way was just what we needed and much appreciated. I would recommend her for anyone contemplating their best options for retirement and investment goals.

We love our accountant, Tonya Devers. Great service, smart, exceptionally thoughtful & personable…read more Most important, she's up to date on all tax changes & consistently saves us money & keeps us out of trouble. Highest recommendation!

very knowledgeable and supportive. they were able to take over in our IRS dispute and got me out…read moreof the middle. even though it was in the middle of the 2025 government shut down with the IRS not being very responsive, they stayed on top on the appeals and kept me informed every step. they helped get a resolution that eliminated the issue and the penalties. Elizabeth and Jason were great to work with and I would hardily recommend them to people dealing with IRS

Elizabeth from reliance tax group helped me to get my passport reinstated.Reliance tax group was…read morefast to help me.Thank you for your encouragement and all your hard work.

I used Lindeberg and Associates for about ten years. Over the past few years, customer service has…read morebegun to slide. If I call, I get voicemail. If I leave a voice asking for a call back, I get an email. Simple things that should take a short conversation take days and multiple asynchronous communication efforts. Last year I switched to another accountant. When I asked for my depreciation schedules to be sent to me, evidently their responses went to my junk mail. After I left a message asking for a return call or for the depreciation schedules to be sent, I got the attached email response. From my perspective, this was my first email from them. Not overly impressed with the lack of professionalism. Again, a simple phone call saying they had been sent would have solved the problem. At least this response prompted me to look in my junk folder, I guess. ‍

I have used them for over 10 years. Never a problem and they always have my best interest. Up to…read moredate on tax laws and up to date on technology! This is a company that knows customer service!

Not at all a fan of H & R Block and Jackson Hewitt style chain store tax preparation, I am so…read morepleased to have discovered Tax Services Center. I called on a Saturday just to get some info as to appointment availability during the following week and was told I could just drop in that very day and they would take care of it. I worked with Maricel, a most accomplished and gracious professional who took immediate care of what always seems to be a bit of a daunting task each year. And the price for the preparation was a fraction of what the chain store tax preparers offer. I highly recommend Maricel and Tax Services Center LLC to any consumer seeking assistance with and completion of their tax service needs.

Excelente servicio,son muy profesionales en su trabajo,se los recomiendo, 5 estrellas para ellos.read more

I turned to Robert and Associates to do my personal taxes this year. I have always done my taxes;…read morehowever, there were changes to my tax liabilities/situation in 2019 that required more expertise. I met with Susanne earlier in the month. We discussed my tax situation and provided her with all the necessary documents. Given the then usual approaching tax deadline, she was very busy but quoted approximately a few weeks for completion. True to her word, my taxes were completed in that time. Overall, I am very pleased with the service. I was initially apprehensive about cost and the whole process. However, the peace of mind is well worth it. Susanne was personable and quickly put me at ease. The process was simple. We had a few emails back and forth, and she responded quickly to any questions. If you need a CPA, look no further!

Susanne Robert is one of the most incompetent accountants I have ever had do our returns. She was…read morehostile in her communication with me, seemed to forget every conversation that we had, asked us the same questions over and over again, and left town for 3 weeks, without even notifying me that she was leaving, which caused us to be late filing our returns. When I asked her about why she had left town without letting us know, she became angry and defensive. She wrote me a very disturbing e-mail, and I was completely shocked at her inability to maintain a professional attitude with both my husband and myself. I would not recommend Susanne to do any accounting work for you. She seems to be completely off-the-rails, and is a person who needs professional help.

Death and taxes. Two certainties in life. That and the knowledge that beer and pho are two ways to…read moremake that said life better before you die. Charmaine K. Dean, EA, ATA., has been doing our taxes for the last 15 years. She is Yoda in disguise. When we first went to her we were lost, clueless and always paying taxes every April, since then, not once. Of course, I can't promise that for you, that is just how she has helped us. She knows State and Federal tax laws and the IRS with a confidence that only comes from experience and education. She told me what to keep, how to keep track of it, and I have done it that way for 15 years. Darth Vader would keep receipts if Charmaine Dean told him to. If anyone is ever audited, she will go before the IRS on their behalf. There is always a Chihuahua underfoot and hard candies available for nervous munching. Kleenex too, but thankfully we haven't had to use those. Go see Charmaine Dean (for some reason we always refer to her with both names), she is funny, disarmingly sweet, and trustworthy. She is also smart as hell, which helps when you are dealing with money and the dreaded IRS.

After doing business with Charmaine for over 26 years we unfortunately will no longer be using her…read moreservices for our taxes. We drive 2.5hrs every year to get to her office and hadn't had issues until this year. We made an appointment two weeks in advance for both of my kids and my husband/myself to get our taxes done on a Saturday. When we got there (after driving 3 hrs due to heavy traffic) she states that she booked a nail appointment so she would only be available for an hour. I told her that I had specifically booked our tax appointments weeks prior To accommodate all three of us. Her reply, "sorry, my nail broke". We we're almost through the paperwork when she announced she had to go and she would finish filing and mail our fIle information to us because she had Monday and Tuesday off each week. (Let me add that she hadn't even started either of my kids paperwork before she ended our appointments). By Friday of the next week we hadn't received anything via mail so we called to check status, she stated she hadn't finished filing or mailed anything to us because she "had a bad day" At this point I'm like wtf! We asked that she please send out information and mail proof of filing to us asap. two more weeks, still nothing but excuses. Our original appointment was on the 11th, by the 4th of the next month we had to make the 2.5 hr trip back to her office to get the paperwork she promised several times to mail 3.5 weeks prior Yet had not. after signing off paperwork and picking up our tax files from her my husband tells her that it was just to far to drive to have issues with our taxes and we won't be returning next year and her reply..."I'm glad". I was so surprised that someone that is supposed to be a professional would make such a comment. After this entire situation I've come to the conclusion that she is not professionally stable enough to continue doing business With. she seemed to be confused by the questions we were asking her about dates of filing and about why her fees had increased. She simply stated she got new stuff for her office. we left bewildered because we had had many years of good service from her and we were surprised with her unprofessional behavior. I'm not sure if she age has finally caught up to her or if she's just ready to retire and doesn't put the same attention into her work that she had in the past, but after our disappointing experience I WOULD NOT recommend Charmaine's office to anyone that is wanting their taxes filed promptly and professionally. I'm giving one star only because a rating is required.

I have dealt with Karen and her staff for many years. What I like is that she talks in plain…read moreEnglish so that you understand. Most estate planning attorneys charge a big amount to do your trust and documents and say, "call me if you have questions" . Karen has a "Care Plan" for a modest price per year she will do a review, unlimited phone calls etc. and ever 2-3 years will re update your trust to make sure the language in it goes with current laws etc. I know more than the average bear about these things and she really knows her stuff. Not sure what the Brat review was but the fact that there is not a real name makes it suspect. This is not a paid review or relative helping out. Keep going Karen.

I have worked professionally and personally with Karen and her staff for over 15 years and I can…read morenot say enough good things about all of them. Karen's approach is very rare in the legal profession, in that she truly explores a client's goals, objectives and needs when designing a plan. She then creates a completely customized estate plan, rather than simply changing names and dates in a boiler-plate document - as most attorneys I've encountered tend to do. Further than this, though, Karen and her excellent staff do not stop at the customized documents. An estate plan is absolutely worth nothing more than the paper it is printed on if it is not properly funded and maintained. That's where the Law Offices of Karen Brady, PC really shine in my opinion. They work tirelessly to identify and properly title all estate assets so that they will be included in the client's wishes at time of incapacity or death. The vast majority of attorneys who claim to be "estate planners" simply send their clients out the door with a bundle of papers that do nothing because they haven't put any of the client's assets into the trusts via proper titling and beneficiary designations. That never happens with Karen and her staff. I've referred all of my clients with estate planning needs to Karen over the past 15+ years, and have had her handle my own and my family-members' estate plans, as well. I highly recommend Karen Brady as your estate planning attorney.