expert knowledge, responsive, effective, professional, deep experience with reporting/accounting…read moreand tax. has handled my medical business affairs for years because of these high performance and personal service attributes. can recommend with highest accolades. -physician client

I've had an outstanding experience with Merck and Shumen. They are incredibly knowledgeable, always…read moreprompt in their responses, and truly go the extra mile to ensure my finances are in excellent shape. I feel confident and stress-free thanks to their expertise. Highly recommend their services to anyone seeking reliable financial guidance!

They did a good job for a few years but this year outdid themselves on less than professional work…read more All papers were completed on 04/01/23. IRS was paid it's fee on 04/01. In the AM on 04/17- the last day to file, staff called panicked because the IP number was not included on the 1040. IP numbers are issued by IRS when identity theft occurs. In prior years IRS sends a new number. This year however, no number was sent, leaving me with the conclusion after 4 years, an IP number was no longer required. WRONG! Merck couldn't file the 1040 sans an IP. Merck knew that for the past 4 years an IP was included in all IRS tax forms; they did not raise the issue with me and proceeded in the absence of (a) finding out if an IP had been waived or (b) needed to issue. On the LAST DAY, Merck support staff ( not Shumen or another CPA) contacted me, panicked and with no idea whatsoever as to what to do. What the hell did I know!!! That's why M&S was hired! I spent over 11/2 hour trying to track down what needed doing. Of course no CPA was in the office including the fellow who prepared the papers. Well, I got the info, filed for a new # and then had to notify the staff. To add insult to injury, the check sent (thinking all had been filed, silly me) was never cashed!!!! Really incompetent. I will NEVER use them again and suggest others find another firm. It appears M&S didn't follow through, had incomplete info and almost set me up for a late filing fee.

Patricia and her staff worked wonders to untangle some issues for me…read moreDespite it being a busy time they worked out some options for me and presented them in an complicated fashion. I look forward to their continued counsel.

Perfect Accounting with Reasonable Prices make this an ideal choice for individuals, couples, and…read morebusinesses. No matter how complicated you think your accounting situation might be, Patricia and her staff will transform the issue into one that is easily solvable. You will love this company of dedicated people!