I was looking for a local accountant and I was referred to Chris by a friend. He was extremely…read moreknowledgeable and very intuitive as to what I needed. He gave me very sound advice. I would recommend Chris to anyone looking for an accountant that is trustworthy and honest.

DO NOT HIRE THIS FIRM -- $30,000 in IRS penalties and complete radio silence for 8+ months…read more I paid this firm $8,000 for a package that included tax planning and filing of both my business and personal 2024 tax returns. What I received instead was missed deadlines, a return containing errors they refused to correct, an unfiled RITA return, and over $30,000 in IRS interest and penalties -- all while being ignored across nine documented attempts to reach them. Here is exactly what happened: My returns were due October 15, 2024. They were not filed until March 2, 2025 -- nearly five months late. My RITA municipal tax return has still not been filed as of today. To make matters worse, the draft return I received contained a clear error: it showed a RITA tax payment that I never made. I flagged this in writing multiple times. Not one person at this firm ever acknowledged it, explained it, or corrected it. Here is my documented attempt to resolve this before writing this review: * Oct 15 - Emailed Jessica Garner. No response. * Oct 29 - Emailed Katie Richards. No response. I later discovered she had left the firm -- I was never notified. * Dec 5 - Emailed the owner directly. No response. * Dec 20 - Emailed Jessica Garner again. No response. * Jan 10 - Called the office. Was told it would be handled the following Monday. It was not. * Jan 16 - Emailed again. Was told Kristen Carroll was taking over and would reach out. She did not. * Jan 21 - I tracked down Kristen Carroll myself. She promised the return would be revised once the IRS portal opened. It was not. * Jan 22 - Kristen emailed me asking for my 2025 documents -- while my 2024 return was still unresolved and unfiled. * Feb 20 - Emailed Kristen asking a basic question about their client portal. She promised a follow-up by Monday, February 23. I never heard from her again. Nine contacts. Four months. Zero resolution. This is not a case of a firm that made an honest mistake and tried to make it right. This is a firm that took $8,000, missed every deadline, made errors they refused to own, cycled me through staff who made promises they never kept, and ultimately went silent while the penalties accrued. If you are a business owner or individual considering hiring this firm for tax planning or return preparation, I urge you to think carefully. When something goes wrong -- and based on my experience, it may -- do not expect accountability, communication, or resolution. Expect to be ignored. I have retained all correspondence and documentation and am pursuing formal remedies through the appropriate channels.

DO NOT DO BUSINESS WITH THIS GROUP. I contracted with them less than 2 years- not only was their…read moretax planning off in the tune of me owing 25k above their "plan" to the IRS each year, they made made an error in filing my state taxes for all of my companies, resulting in 3k in penalties. In addition, I didn't have 1 "quarterly tax planning" meeting all year, yet they charged the $5500 per quarter regardless. I cancelled all services in December 2025, then they charged me $5500 in January 2026. The literally owe me $30,500 for the services they charged for, yet did not provide plus tax penalties. I reached out 4 times to try to resolve amicably- no action on their end. I hate to do it, but a lawsuit seems necessary.