Have worked with Bennett Whitlock for over 12 years. He is a straight shooter who cares deeply…read moreabout his clients success. He doesn't try to "sell" products. He helps you put your personally tailored financial plan together and recommends diversified investments to help you meet your objectives. I stuck with Bennett's advice through the recession and came out a big winner. He knows his stuff and he has the resources of Ameriprise behind him.

Wanna talk about bully's? How about the IRS? So hear me out. Back in 2012 and 2013 we had an…read moreincompetent CPA, not to name any names, but Steven Buwe owner of Buwe and Associates located at 14142 Minnieville Rd, Ste 203, Woodbridge, VA 22193, was supposedly filing our year end W2/W3 SS docs. This didn't happen. Now follow me here, we paid every penny for those 2 years and reported along the way every month and every quarter. At the end of the year the IRS and their fine employees need a synopsis of the year (because the monthly and the quarterly aren't suffice) mailed and signed, no payment required. We get notice a year ago that was never done. With my new accountant we rectify the situation and provide all documents and a reason as to why they weren't sent. We receive a $10k fine! Not for late money, not for not paying, not in interest, but because they didn't get their 3rd document of the year stating we paid. We are still in litigation with them and will likely be rectified, but talk about abuse of power. Why? Because they can do whatever they want. This is a prime example of big government. And as for Steven Buwe of Buwe and Associates, 14142 Minnieville Rd, Ste 203, Woodbridge, VA 22193, this could all have been avoided if you answered my phone call. This is a complete lack of professionalism and he can be held liable for this lack of response. In fact I sought legal action and decided it wasn't worth time and money to spend $15k to make $10K. I will be reporting Steven to the DPOR and this is the first of many actions that will be taken. I asked him that he reimburse me my time and legal fees to rectify. He blew me off. it has cost me time, sanity, time with my family and my anxiety. All I ever wanted to do is run a business and work every day, pay my taxes and spend time with my family. Steven and the IRS have robbed me of this. Why? Because a piece of paper didn't make it to a clerks desk.

After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.