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    JLM Strategic Talent Partners

    3.8 (9 reviews)
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    Services - JLM Strategic Talent Partners

    Employment agencies

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    Business consulting

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    Logica Accounting Services

    Logica Accounting Services

    (8 reviews)

    This business is actually a collaborative team of skilled professionals: Accountant, CPA…read more(Certified Public Accountant), and CFP (Certified Financial Planner). Safa offered a free consult and was not deterred by questions and going above and beyond to suggest a CFP besides a CPA. A business that provides solutions and options are the ones worth consideration and recommendations. CPA are like partners in life so It's best to find the right fit before the tax crunch time or any other situation. The right fit ultimately become a long-term relationship. Safa is VERY responsive, flexible, LISTENS, not pushy, and offer options. HE is computer savvy and offers Zoom calls to avoid needing to travel unless the client needs in person meetings. I can do my taxes in an hour once all my records are available, but I wanted to offset my workload to someone who can do it even better than I. Therefore, I am seeking a CFA who is comfortable and familiar with pro-rata rules and 401K to Roth 401K conversions for maximization with having an old 401k (traditional IRA). including weighing in the pro/cons of a 401k solo to minimize RMD in the future.

    I initially contacted Logica on 3/26 and asked if they could complete my personal returns. They…read moresaid they could. I verbally provided a list of tax documents and they gave me an initial quote of around $350. On 4/4 they emailed me and told me the cost would be $600. I immediately followed up with an email and asked why the cost jumped to $600. No response. I followed up again on 4/6. Still no response. I'm not opposed to paying the $600 but not ok with not following up on my requests. I took my business elsewhere.

    JLM Strategic Talent Partners - employmentagencies - Updated September 2026

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