Best financial planning and tax preparation in the area. Amy Smith is so knowledgeable and…read morefriendly. Very accommodating to my busy schedule and always willing to help.

Have been going to this business for over 10 years. They are the best!! I usually go to Peter he is…read moreextremely thorough and detailed. Couldn't ask for anyone or anyplace better!

What an excellent experience I had working with Bill Spring on my 2018 taxes. Bill is obviously an…read moreexpert in accounting and has the ability to explain in laymen's terms the information you need to know. I would recommend Bill Spring, CPA to any individual or business that needs an expert accountant!

From the owner: Tax preparation, accounting, payroll, Quickbooks, bookkeepingread more

Poor business. My husband and I began working with Geri a few years ago for financial planning…read morepurposes. While she seems to "know her stuff", she did not act in a tactful manner, as she actually scolded us for spending money that we had been given as a gift on a vacation (believe me, we don't regret it). She then went on to tell us that this is why we had so much credit card debt (which we don't have and never have had). It was evident she didn't know how to maintain a working relationship with those in need of such services and treated us like children. After that meeting, we stopped seeing her. We continued to use her office's tax services though, as I run a small business and needed assistance with Estimated Taxes and such. While this seemed fine, this past year I paid $160 for the year to have Estimated Tax estimates made for us. Sometime early January of this year, I received a letter that we were being dropped (for whatever reason) from their services and needed to find someone else to assist with taxes. While completing the taxes ourselves this year, I realized that they never actually estimated my taxes as I had paid them for, for the last quarter. I contacted them by e-mail regarding this and a couple weeks later received a reply they would be sending a $40 check for the last quarter (as they didn't do their job for that quarter). The e-mail offered no apology. This is simply bad business. I wonder how many other people were not provided the services they paid for as well. I do not recommend using this service.

From the owner: Planning with Purpose LLC is a woman-owned financial firm dedicated to helping clients build wealth…read moreand protect their hard-earned assets. We want to work with women to make them financially secure as they navigate life either as a single woman or in partnership with a significant other both during their working years and their retirement years. We work to develop collaborative relationships seeking to improve the lives of those we cross paths with. We commit to navigating the planned and unplanned transitions of life with those we connect with. We strive to empower and enrich the financial lives of those we serve as a source of education, information and solutions by integrating the financial and tax planning processes.

Our gal Cindy always takes excellent care of our tax needs. We're long-time clients, and highly…read morerecommend The Tax Shop for everyone's tax preparations.

Scott has completed and submitted our family return for over 10 years in a very efficient and…read moretimely manner. There has never been a mistake on a fairly complicated return. Pricing has always been fair and reasonable. You will enjoy working with Scott as he has a wealth of personal and business experience that translates into excellent tax advice. He is community mined as he has volunteered and served on several non-profit boards.

DO NOT USE THIS FIRM - BEWARE OF FEE CHANGING AFTER THE SERVICES ARE COMPLETED!!…read moreWe used this firm to complete our 2014 personal tax return. We had agreed upon a fee (IN WRITING) prior to the services being performed. Our accountant, Scott, made several errors to the return, which luckily I caught prior to filing. Once the return was finally error-free, we filed and about a month later, we received an invoice for over THREE TIMES the agreed upon price!! Apparently we are being charged for the extra time it took for our accountant to fix HIS MISTAKES!! We are currently disputing the excess charges with the firm but they are threatening to send us to collections over this matter. Please don't get into this same mess that we are in with them - it has been months of going back and forth with them trying to resolve this issue fairly for the amount we agreed to pay in the first place. I would strongly recommend taking your business elsewhere to a more ethical firm!!

I'm a long-time customer for one of the other area JH offices. Tried doing them myself online but…read moreit's much nicer to have an actual person there to help you. Very pleased with the tax preparation and refund I received and I bet this office has quality preparers as well!