La'Toya is excellent. She is very knowledgeable, and goes above and beyond to provide detailed,…read morethoughtful, and helpful information on how to optimize your financial position. She is more than an accountant - she is a financial partner. Also highly recommend her for people who own rental properties and want to optimize their returns and cash flows. Go ahead and book the appointment!

I have been using her for the past three years, and she is awesome. I highly recommend her…read more She's knowledgeable and professional. She has been able to answer any of the questions I've had in a clear and concise way. She is always welcoming and warm. She also has flexible scheduling, which even includes weekends and evenings. This is so convenient for busy people. She is extremely timely with preparing everything and responding via email or phone calls. And, at the end she provides you with an organized folder with all that you need, including stamped envelopes. See her for any of your accounting needs. She definitely knows what she's doing and values and respects her clients. I couldn't ask for more. I'm so glad I found her. Please reach out and schedule an appointment asap.

I had a wonderful experience working with Sanam Vivansia at SNTG when I purchased my new house. I…read morehad 2 closings on one day and she was completely prepared, professional, and I felt very well taken care of. The entire process with SNTG was seamless and low stress. I highly recommend!

Feedback: I had worked with SNTG to close 3 homes. They were unbelievably patient and took extra…read moretime to address all of our questions and concerns. Extra shout out to Mike Piple for going the extra miles. SNTG makes complex process ... simple.

Edit: I just wanted to add that Mainstreet offers even more extensive services than what I…read moreutilized. They also offer "navigation support," where you meet with your advisor on a routine schedule to monitor your progress. They also offer estate, income tax, retirement planning, and more.

We have been clients of Anna and MainStreet Financial Planning for over seven years. In that time,…read morewe have been totally satisfied with the financial advice and accessibility of Anna and her team. Anna has kept us on track to meet all of our financial goals and get ready to enter the retirement phase of our lives. We recently transitioned to Liz and she has continued to provide the solid support that we have come to expect. We look forward to our continued relationship with Anna, Liz, Jim and the rest of the team. If you are looking for a hard working team that puts your financial wellbeing and interests first, you can't go wrong with MainStreet Financial Planning.

I had a great consultation with Kristina. She comes off as smart, friendly and generous with her…read moretime. very on top of her game. She's hired!

She can be very good but when you need her in an emergency situation to help you with something…read moreeven a transcript she never returns your call !never responsible to a client even if you are working with her for years .

Iris Guzman helped us. She was great: knowledgeable, patient, friendly, and supportive.read more

I have been with this State Farm agency for a number of years now, since my previous State Farm…read moreagent retired and closed his agency. I have had only limited interactions with this team (they have my home and auto insurance), but they've been good across the board. I'm currently looking to get a new car, and had a bunch of insurance questions, so I called this agency and spoke with Adrianna G. My goodness what a breath of fresh air! She listened to my questions, probed where I was unclear or confused, and worked with me to ensure all my questions were answered. It turns out that there may have been some miscommunication between the office and me when I had an inquiry a couple of months ago. Adrianna, without throwing anyone under the proverbial bus, clarified the answer for me and confirmed I understood. Mistakes happen, and that's part of the human condition. But how mistakes are handled is what separates a good team member from a great one, and Adrianna exemplified what a great team member does: Not dwell on the mistake, quickly apologize for any confusion (and the confusion my have been mine...), and move on. I'm not aware of anyone who enjoys shopping around for insurance. Frankly I look forward to it as much as I look forward to seeing my dentist. But Adrianna sets a professional, eager, and easy tone that makes me look forward to working with her again. So, Mr. Ampiah-Addison, please give Adrianna a raise, a promotion, a few extra vacation weeks, and anything else I'm not thinking of. If I were into home entertaining, I'd invite her over for Thanksgiving, Christmas, and New Years. And Adrianna, thank you again for your assistance!

Great agent. Been with them for years. Denise is extremely…read morehelpful and thorough. They go above and beyond to make sure yoy are getting the maximum savings and clearly explain all your coverage options.

You do a wonderful job especially working with Denise Tejera. She goes above and beyond her duties…read more She is pleasant and very easy to work with. You guys will always have business with my family.

Jason really helped me through a couple tough situations these past few years with getting my…read morerental properties in compliance. I cannot say enough about how kind and knowledgeable he is! He found errors from my past accountant and had several suggestions on how to best run my rental properties. If there was a sixth star, I'd give it!

I'd been doing my own taxes for years and realized I'd made a huge error with our rental property,…read moreand Jason handled the amended filings and got us back on the right track - and when we finally sold the darn thing, he helped us accurately declare our capital losses so we got a nice tax refund. I was very grateful for the no-judgement interaction as I felt pretty foolish for trying to do something so complicated on my own! I also was relieved that his fee was very affordable.

Jeff is honestly the best!! He's efficient and responsive. Anytime my business partner and I needed…read moreanything in regards to our taxes, Jeff was able to execite flawlessly. Thank you Jeff for your service!!

Short-version: Jeff Lipsey is simply the best…read more Long-version: I typically do my personal income taxes myself and have never had to file business income taxes before. I'm also one of those horrible last-minute filers. So it was that I realized at 5pm on Friday, April 12th (before the April 15th tax deadline, mind you) that I needed to file a D-30 Unincorporated Business Franchise Tax Return for my the AirBnB I began in 2018. I frantically called various CPAs throughout the DMV to try to get some advice on my D-30 situation (at 5:30pm on a Friday). No luck. Then I found the Lipsey and Associates blog post on AirBnB and casual rental income, which was very helpful in itself. And then I sent a horribly long e-mail explaining my situation to Jeff Lipsey and asking for his advice. At 6pm on the Friday before Tax Day. Most people would have probably just laughed at my e-mail and then gone back to enjoying their weekend. But not Jeff. He responded to my e-mail within 12 hours, and then answered my follow-up questions in less than an hour!!! As a result, I was able to deduct more business expenses and ended up netting almost $2,000, as compared to the tax returns I prepared prior to receiving Jeff's advice. As you can see, Jeff is the best! Do yourself a favor and call or e-mail him.