I have been with them for a number of years. I have always found them to be very thorough and…read moredependable.

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Phil does our personal and business taxes. I've also gone to him for cash flow management…read moreconsulting. I am extremely pleased with the level of service provided by both Phil and his staff. Finances/accounting/ bookkeeping/taxes are my biggest weakness as a business owner. I appreciate that they never make me feel like an idiot or talk down to me. His staff is very courteous and helpful. I've had some big messes to clean up in my books and they took it in stride without ever being judgemental toward me. Phil is my third accountant as a business owner and I'm here to stay. I appreciate the things they automatically take care of, like filing extensions, because as I've said finances/accounting/taxes are not my forte. I need automation and a hand holder. Phil has always been very thorough with our returns. While I'm not super savvy with deductions and taxes, I know the basics. He's always made sure we are taking the most beneficial deductions and such. Phil runs a well-oiled machine. Very happy with the service we receive.

When ask one of his office workers why I had additional payments and documents required after…read morehaving already been to his office to pay and sign documents once, this is a copied and pasted response directly from Phil. "Hard to believe I've just wasted 30 minutes explaining a ridiculously low partnership fee AND just wanting to provide you a copy of the return we prepared for almost free!   It never fails as the returns I prepare with a severely discounted fee always end up being the ones that cause me the most problems! Seems if I'm going to catch hell for preparing and e-filing a return for a client for a totally ridiculous fee charged, I might as well charge my average fee of $650 for the return.   Phil Manley, CPA"

Not helpful-did not want to take my business and did not offer any help when speaking with me in my…read moreexploratory call.

When you own a small business, it's so important to have a CPA you can depend on. Noreen has been…read moretaking care of our personal and business taxes for the past couple years; she's easy to work with, knowledgeable, and worth every penny. I appreciate her and her team. Happy to keep working with her as long as she's in business!

I am a local business person that was calling to find an accountant (local) for a few of my…read morebusiness clients that need this service. I called to ask a few questions about the types of clients he works with and to see if he's familiar with structuring life insurance such as key person as a write off. Let me tell you he is rude! This seems like the type of person that is not willing to listen to you unless it benefits him. He wouldn't let me get a word in edge-wise and when I said I was a life insurance agent he ASSumed that I was trying to sell him life insurance which I 100% was not. But at least I know from the beginning that he is not the type of person that I want to network with.

I was looking for a CPA for some rather complicated tax planning. I talked with several people…read moreuntil finding Jack Milner and making an appointment. Jack made everything very clear and easy to understand. He was very patient and thorough. I felt like he provided sound and unbiased advice. This was a huge relief given everyone else was trying to sell me something or did not really understand the different elements of my situation. Jack tied everything together and helped me develop a great plan to meet my goals. Could not be happier with the outcome... -T