We met James through another tax prep organization last year. His knowledge and understanding of…read morethe changes to tax processes was instant and impressive. He went out on his own this year and we followed. You want someone who not only understands the nuances of filing your taxes but also provides advice and recommendations to help save for retirement. James is patient and never rushes you through anything. Always making sure you understand and that he has a complete picture of your situation. James is the person you want to help navigate you through what becomes an ever more complicated process each year. Cannot recommend him highly enough.

Highly recommend!!! When a professional in the industry highly recommend James, you know you're in…read moregreat hands. As a first-time business owner, James answered my multiple questions with thorough expertise and patience. Best of all and most importantly, from his seasoned experience, he prepared me for what to anticipate and favorable solutions. If you're lucky to have James take you on as a client, he'll be by your side through it all. James- I can't thank you enough for walking me through the situation. You were not only patient and knowledgeable but kind and funny during a stressful time. I look forward to working with you next year!

The Mangold Group, CPA have been my CPA for almost 3 years now, and my stress level has never been…read morelower! They take care of all my tax issues including sales tax submissions, end of year payments, yearly filings, etc. They even helped me setup my LLC, which saved my company thousands in the long run. As a small business owner, I don't have time to think about all the tax issues I need to, so the Mangold Group takes care of that for me. I would be lost (or audited) without them!

We've been working with the Mangold group for 3 years now. They do taxes for two separate business…read moreas well as our personal taxes. We work with Jeff Ersig CPA/CFF. He is amazing. He is always available when we have questions or concerns via email, phone or in person meeting. Jeff never fails to find tax savings for us each year and our taxes are always completed in a timely manner. We love this firm and will be doing business with them for years to come.

I have significant 1031 exchange questions but Cameron is not returning my phone calls…read more Review update. The Hollis firm has done my taxes the last 4 years. I can post pictures of the signature portion of the return if anyone wants proof. They did a good job when all they had to do was copy and paste. Now that I have questions? Do you want someone doing your taxes who will bail on you when it becomes challenging? I would have been happy if they had informed the that they didn't feel qualified. Then I wouldn't have wasted time trying to get a response and they wouldn't have a negative review.

I don't recommend this place. Other reviews seems fake. -…read moreAfter my book keeper forwarded all documents to them, they asked me a bunch of questions based on their excel files. It's annoying and inefficient. -They definitely don't give you tips of deducting more from your tax. - The quickbook app is a remote desktop (old version from 2000) which is extremely wordy and lengthy. It's set up by following 2 pages or more of instructions. I'm young and have no trouble with computer but this company has old techs with inefficient CPA team.

What can I say about Margaret? First of all, she came highly recommended by a trusted friend, so I…read moreknew to expect good things. Margaret came in to help our company out during a very difficult time. The previous president had been let go, and I recently had to remove our CFO as well. Our books were a mess. We really didn't have any idea of what the real state of our finances and contracts were. We had failed an audit, and the systems we had in place had not prevented internal waste, fraud and abuse. Margaret quickly got our books in order, helped us find an internal bookkeeper that she trusted, put proper financial systems in place, and helped educate our board of directors on the status. She helped save our company. The bookkeeper she recommended is still with us 3-1/2 years later. Margaret continues to serve as an advisor for us, files our taxes, provides reports to our board, and facilitates our external audits. The negative review I saw on here does not make any sense. I wish I could give Margaret six stars for the work she's done. I highly recommend her.

Margaret is the most amazing person. I first went to her when I was in grad school and was audited…read moreby the IRS for making too little money. Apparently the concept of a poor grad student is foreign to the US government. Margaret took it all in hand and not only took care of the meetings with the auditing agent, but she took a second look at my taxes for the year and found that I had overpaid. Armed with this, I was on cloud 9. I trust her with my taxes and everything else. Great person, great work, and one of the nicest people to talk to. I wouldn't want anyone else.

Highly Recommended. I've had policies with Craig Gore for 14 years. He's always been great and I…read moream always able to reach him via phone if I have a question or issue with my insurance. I've had auto insurance and renters through Craig, and I've recommended him to friends who have purchased homeowners insurance from him.

I was a customer with this agency for 26 years. When I renovated my house, after all those years…read moreas a loyal customer paying premiums, this agency was unable to insure me due to the fact that my house would be unoccupied during construction. A very talented broker for Farmer's Insurance was happy to take all my business from Nationwide: home, auto, and umbrella policy. In my several decades living in the Northwest Hills neighborhood I have never been more disappointed with a local business. Strongly recommend that you look elsewhere for your insurance needs.

two pieces of advice…read more one- always have an agent. An insurance agent is your representative with the company. If there is a problem, they are the educated, experience guide and advocate. It doesn't cost you any more than calling the 800 number, but even if it did, it would be worth it. two- Call Scott Durkin for your insurance needs. He is among the smartest, most knowledgeable insurance agent in the business. He certainly helped me out on many occasions. His understanding has saved me money and given me better coverage. Instead of just raising the limits on my auto policy, he added an inexpensive umbrella policy. When I had an odd claim filing problem, he worked on it, all the way to the regional manager so as to resolve it. When I needed a rider for my firearms, he suggested that the NRA insurance was cheaper. Scott Durkin always has my best interest in mind. In fact, he checks my policies on a regular basis so as to make sure my coverage is appropriate. Of the times that I have recommending him, every time I have gotten a call thanking me for the introduction. So call the Howe Agency...and ask for Scott. You will be very pleased.

excellent service. i had a issue with renewal. The staff for Thompson State Farm insurance were…read morevery helpful

Matt's been doing my taxes for years. I just show up with a shoe box full of tax stuff and he does…read morethe rest. As a business owner I am eternally grateful that he is so willing to keep me away from tax worries. Thanks for all you do Matt!

Matt has done our taxes for 3 or 4 years now. He's the first accountant we've ever had that stays…read morewith our returns till its done (quickly) and follows up with great advice. Then, without any prompt has our franchise taxes done ahead of schedule. Amy, also, is always helpful and accurate gathering and preparing our returns. Thanks for such great service. John Osgood Service Wizard