Worst Accountant I have dealt with in my life, absolutely no eye for detail, I have been dealing…read morewith the same tax issue for four years! Thought I had it resolved and it just came back up again that I owe 12K for NYS. They will be hearing more from me rest assured. The only reason I was able to resolve this tax year at the Federal level is because I handled it - it was dropped on their end even after they were paid. What's worse, They retracted all gmails they sent to me that evening after they realized how inept they were. I have a felling a subpoena might be brining them out bc I can guarantee I will not be paying another dime as a result of your poor accounting services. 12K- being accrued every day is not good. I would be aware for anyone out there looking to work with this team in the future.

We have been with Wulstein for 3 years and previously had excellent service. This year everything…read morewas off: courtesy especially. Questions were treated unprofessionally. The organization of paperwork was a mess. We got an additional bill from IRS for underpaid taxes. We also had our Mom's Estate taxes done and received a refund for overpayment from the State. Our taxes were done in March and should not have been last minute.

Jennifer has been doing my taxes for a few years and I am extremely happy with the service. Her…read morework is efficient, high quality, and timely. Truly outstanding!

Dave Olivo did my personal and business taxes for over 30 years. I was always pleased and…read moreimpressed with his knowledge and skills. Dave brought on Woods as partners and Jennifer Woods took over our personal taxes as we are retired now. Jennifer has been efficient, timely and thorough dealing with our needs. I would highly recommend Jennifer Woods to anyone seeking a professional and knowledgeable CPA with a great personality who will answer your questions and explain options.

I asked Bruce a complex question using their website form and got a detailed response that…read moreaddressed all my concerns. I recommend giving his office a try if you need help.

This was the best CPA experience! Bruce and team are friendly, professional, extremely…read moreknowledgeable and spent the right amount of time to ensure all items were discussed and included as appropriate. I would highly recommend this firm!

Crystal is very helpful and knowledgeable. Very easy to get ahold of assisted me in a timely…read moremanner. Highly recommend!

Crystal answered all of my questions and was Very organized and knowledgeable for my business book…read morekeeping. I'm very grateful for her help.

It is so nice to have a financial advisor that I can trust. I love how Josh provides different…read moreoptions for us and does not pressure us into a single direction with our investments his fee structure saves us money as well. I highly recommend Josh.

The true test of an adviser is not how he behaves when markets are calm, but how he behaves when…read morehis client needs him. My advisory relationship with Wealth in Yourself ended on 1 June. On 4 June, the transfer of my retirement assets went wrong. My Roth IRA and rollover IRA were transferred into a taxable margin account. Because of the nature of the transfer, I understood that I had a limited period in which to correct the error before potentially severe tax consequences could arise. In order to initiate the recall process, I first had to verify my identity. The only method available to me was a call to a toll-free number. I was in the United Kingdom, where I normally reside, and was unable to use the firm's suggested workaround because it would not connect to toll-free numbers from that jurisdiction. Altruist suggested that my former adviser, Josh St. Laurent, arrange a brief three-way call so that the recall process could begin. He declined to do so. Instead, time was spent seeking alternative guidance that ultimately depended upon the same identity-verification procedure that I could not access. Twenty days of a sixty-day correction period elapsed before I was able to verify my identity myself. Ironically, I was able to do so only because I found an old international calling card in a handbag that I had brought with me from the United States years earlier. The assets were ultimately mostly restored. My concern is therefore not the existence of an error but the response to it. Prospective clients should satisfy themselves not only that their adviser has a sound investment philosophy, but also that they understand how that adviser responds when something goes wrong, how he interprets his obligations during a transition, and whether he is willing to exercise flexibility and judgement when a client's financial security depends upon it.