I cannot speak highly enough about my experience here with Cy. My financial advisor actually…read morerecommended him to me in the middle of tax season and I was so grateful that Cy was able to fit me into his crazy schedule. He started off by doing my 2024 taxes and we were able to get everything done during an in-person meeting that maybe lasted an hour. Once that was finished and we determined I got a return, we decided to take a look at the previous two years because things seemed to be way off. Lo and behold he was able to identify where the IRS messed things up in 2022 and 2023 and was able to help me get that fixed, resulting in thousands of dollars being returned to me. I couldn't believe it. His services were affordable, accurate, and timely and I definitely see myself using him for years to come.

Cy always does a great job and is 100% accurate! Thank you! He does awesome work explaining…read moreeverything!