Just received a phone call from Ms. King's. assistant cancelling our appointment as Ms. King…read moreconsidered this not a "good fit"- no explanation- just not a good fit. It wasn't going to be an easy task, given, but "not a good fit" didn't fit with me- either. When asked for suggestion of someone else to whom I could turn, Susan would not/could not give a suggestion. Thanks you for your help, Ms. King.~

Lost my husband. Chris Thompsen changed my filing to married filing separately rather than widow…read more Wrote correspondence to me using Ms. rather than Mrs. first person to do so as it' was just a few months after. Charged $350. $75/hr for a simple 1040. Had the taxes amended this year, received the money his filing said I'd owed and qualified my 2020 and 2021 to be filed appropriately (his choice just erased my marriage for future years. When I asked Mary King, owner she said he made no mistakes. She tried to say he wrote a letter on my behalf which they don't normally do. The letter had to be written BECAUSE HE DID THEM WRONG. Absolutely do NOT recommend this firm.

Didn't now we needed Patti Guerzo! I work on a real estate team led by an accomplished Realtor…read morewhose time is best spent on listing and selling homes in Charlotte and Sarasota counties. Because she is so successful, her business has escalated to a point that she needs competent assistants, both licensed and unlicensed, to tend to the details of the transactions that she creates. After 2 years of trying to build her team with limited success, Patti Guerzo was hired to assess the team members, their job descriptions and their likelihood of success. In a relatively short period of time, Patti developed job descriptions, and counseled our lead agent on the advisability of keeping or dismissing members of the team. As a result, our lead agent began to focus on delegating responsibility to those who were better able to accept that responsibility and thus relieved her of tasks that drained her of energy unnecessarily. Patti has a unique ability to look at a business situation from a third party perspective and immediately identify those problems that can easily be corrected. Sometimes business owners can't see the forest for the trees and they need an independent evaluation of the components of that business and recommendations to improve the probability of success. Patti is that person! Very kindly, Patti made suggestions that were implemented by our team leader and that led to a more efficient system and ultimately a more profitable business!

If you're in business and you want to improve how you do business, then I strongly recommend you…read morecall Patti. On our first meeting Patti went over my strong points and areas that needed improvement. She presented her plan of action followed scheduled meetings to sit down and implement her recommendations with some very surprising results. If you're looking for someone to sit down, analyze your business objectively and offer straight forward solutions that work the simple answer; call Patti!