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June 2022 by T D.
Great experience! Very knowledgeable, helpful and friendly. Highly recommend to anyone looking to get their taxes done right
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May 2022 by Chad H.
Jackie is one of the best CPAs in the business! She's super smart, professional, and knows what she's doing (which is obviously crucial when dealing with taxes!) We've been working with Jackie for years! And after a couple of years working with other tax services ( a costly mistake, btw), we're back and happy again. I highly recommend Jackie to everyone and anyone needing a CPA or looking to switch to a new one. Oh, and she's also a Certified Financial Planner (in case you need something extra )
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July 2021 by Sheryl C.
Perhaps it was covid or the growth of this firm, but I was not able to talk with Jackie on the phone or zoom despite my attempts to schedule with her. Her office told me she would try to fit me in but I never got a followup call. So the only way to communicate was through email, and then she seemed to miss some important details. Then my tax efile was rejected because someone was fraudulently claiming my son on their taxes. I just got a quick call from the office telling me that they would send me all documents to my house and I would need to mail out on my own with supporting documentation (no further details provided). That I would need to call the IRS to get more information and that was the extent of their help. In fact, I had to go search for the website and government IRS document that listed all items I would need to submit. I am disappointed and her firm abandoned me when I needed their help the most. That's really too bad because I like her and she was very dependable and communicative 2 yrs ago before her firm became too busy.
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January 2020 by James L.
Best tax consultant in the business, always available for questions and has a broad knowledge of tax law. I would recommend Jackie to anybody as well as her team.
