I reached out to Gregory as I was trying to hire a tax accountant to file my 2021 taxes but somehow…read morehe only responded once stating that he had been out. Then I could never reach him although I send emails and left voice messages. I have a heavy accent which likely prompted him to disregard my business as that of an ignorant immigrant and not worth his time. Needless to state that have a complex tax filing and I have never spent less than several thousand dollars just to file the taxes each year but

Greg was an amazing tax accountant! He dealt with our tax return with incredible detail and…read moreknowledge and we were super impressed with his service! We would highly recommend Greg!

Stay away! He is pricey and adequate for routine filing, but when we were audited, he left us high…read moreand dry. We ended up owing a large amount of money bc of a mistake his office made. In addition to paying the back taxes, we incurred penalties and had to pay for the cost of a competent accountant. Working with him cost us a tremendous amount of time, money and stress.

Used Joe for a year to do my taxes. Huge mistake. Charged 3X what my previous accountant did. After…read morewe filed for an extension he never filed the federal or the state returns. When we discovered the error he did almost nothing to help fix the problem. I never got the impression he actually cared.

Highly recommend; Greg Landis is the best! Have been with the company now for approximately five…read moreyears and see no reason to leave them.

Foresight Business Solutions has done our back end office work along with our taxes since the…read morecompany's formation back in 2011. We are an international company and their work has been tremendous. Always willing to tackle whatever situation comes our way. We are very satisfied.

Staff turnover is continuous and constant..at a 50% rate. DO NOT work here especially if you are a…read morefemale...management including female management have zero respect for female staff members. However if you are a potential client and don't mind high staff turnover you will benefit from tax preparation here.

There is no better tax accountant than EP Caine & Associates, especially for people with a small or…read morehome-based business. The service I have received in return for the fees I have paid makes this best financial investment I have made for 12 years. Yes; I am an extremely satisfied customer ... and I do recommend this service to all comers.

Thomas is the best!! He is smart, thorough, patient (we are not very financially savvy so we NEED…read moresomeone like that!!), easy to communicate with, fast/ efficient, and ultimately just a high quality professional. It's clear Thomas knows what he is doing!!! In addition to all of those wonderful qualities, he has always managed to help us get a great tax refund AND he charges an extremely fair price for his services! Thomas is truly the best and we are SO thankful we found him a few years ago!

From the owner: Feeling lost and overwhelmed? Lets talk and see if I can help. If I can't maybe I can point you…read morein the right direction. No risk. No commitment. Just help.

George is the best accountant CPA. He is very knowledgeable and super friendly. You feel like…read morefamily the moment you walk into his office. Everyone is friendly and you feel great just knowing that you are in good hands. I highly recommend George Shoffner as your CPA

Best in the business. He is an incredible accountant highly recommend. Worth every penny.read more

Would not recommend after meeting with Tara M. For my 2023…read moretax return Rose was great to work with, where she explained things in detail. Value was comparable to other accountants. Though I had many recommendations and referrals for other accountants, I chose to work with Rose because I chose to specifically support a woman and minority owned business. One piece of advice from Erin Benzakein from Floret about hiring a bookkeeper and accountant was that if you feel dumb or awful after meeting with either, then it's time for you to hire a new accountant/bookkeeper. I was having a hard time managing my own bookkeeping and was inquiring about this service. I met with Tara and she was condescending, defensive, and was gaslighting me when I started crying on the call after she went on a diatribe about the importance of bookkeeping. I also disagreed with her statement that "Bookkeeping is the backbone of your business." Unfortunately, Rose was also on the call and there wasn't any intervention. I would recommend Rose Brown only if you were just working with her and Darin, but would stay away if you are on a call with Tara.

Really skilled and professional. They know their stuff and very efficient. The woman I spoke with…read morewas extremely helpful and walked me through the process of getting my finances in order. They have all my trust and respect!

I have been using Trinity Wealth Management headed by J. Charles Mann for over nine years. Trinity…read moreWealth Management style is a customized plan to match your particular needs and risk level. He carefully reviews your assets, plans, and goals. I have used Charles Schwab and Merrill Lynch before and felt their priority was their own self-interest and not the client. I have never felt that way with Trinity Wealth Management. Their team of experienced professionals guide you through the process so you are comfortable with their strategy and the plan fits your goals. You have timely personal in office reviews and robust online tools so you can monitor progress and your objectives. So if you are tired of being an unappreciated client, or need a professional review, or want a local firm that will care about you, Trinity Wealth Management is the firm for you. You will be very pleased with their approach of developing and implementing wealth management strategies and creating a unique vision for you. You can feel confident and secure your financial goals are being monitored so you can pursue the areas of your life that bring meaning and purpose. I have no hesitations about giving them a full recommendation and I'm confident your experience will be a positive one. Please give them a call for a free consultation. Bruce Bittenbender

From the owner: At Trinity Wealth Management, our goal is for you to have financial contentment, allowing you to…read morepursue the areas of your life that bring meaning and purpose. We help our clients obtain it through comprehensive guidance, innovative strategies and extraordinary service.

I've been using this firm and Jeff for 20 years ! They are helpful, knowledgeable and great to…read morework with. They are the best !

I've been using Jeff's Weinstein Accounting Business for many years. They do a great, reliable,…read moreefficient job getting my taxes completed. Jeff guides me on what is deductible and calls me with anything that is missing or if he has questions. I highly recommend this business!