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April 2019 by Kit Elliott
The negative reviews have no details - very suspicious. This firm has or have been doing our taxes since the 1990's and very easy to work with. Never been audited. They always send a professional organizer & then, they send a 1 hour free review of any/all follow-up after the fact.
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April 2019 by Theodore Hastings
Don got me way more than I was expecting on my tax returns. He does great work.
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March 2019 by Patch Gamer
They have been doing my taxes for 6+ years. Not audited. Tim asks questions for clarification, they can only input what the forms and I tell him. Very professional.
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March 2018 by Mr. W.
I used this firm for 3 years in preparing our tax returns. The last 2 were regretful especially. Carolyn was rude and insulting to me and did not get back to me via email or phone when I enquired or had an update. When it came time to complete and sign my return we were given excuses that their phones were not working properly. We were way overcharged-more than $600 for our individual returns. I told them I would never use them again. This year I got a call from them saying my appointment was such and such a date with Carolyn. I told them they must be joking. My tax preparer this year agreed that I was way overcharged.
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April 2017 by Melissa Maguire
Barbara has been doing my taxes for 7 years, and she (not the asinine front desk staff) is the reason why I keep going back to this office. I never feel rushed; she patiently answers all my questions. If she doesn't know the answer to a question right off the bat, she looks into it and gets back to me. She always completes my return soon after our meeting. She inspires trust.
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February 2017 by Chris Marchese
Ben Goldberg has been our families investment advisor for 8 months and has provided amazing service every step of the way! He helped my wife and I roll over previous investments into new Roth IRA accounts, patiently answered all our questions and helped us build a financial plan for the future. Ben takes the time to get to know you personally and makes sure you are comfortable with all your financial decisions. Highly recommend!
