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February 2023 by AJ R.
I used another well known company last year because I had just moved to the area. I had a tax question mid year and took some time to read about local tax preparers. I came across this one and Steve met with me and answered my questions. He reviewed my prior years returns and offered a few suggestions. This year, he will be doing my taxes. He and his wife are very friendly. More importantly, I have confidence they are among the best in the area.
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October 2022 by David S.
We hired Stevan and Sara last minute. They brought order to chaos and everything went well. We will be using them going forward for business and tax planning.
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May 2022 by André H.
Friendly, fast and efficient! Highly recommend this place for tax preparation! Thank you, guys!
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May 2022 by Victor V.
I have been going to Stevan for about four years now. Haven't had a single issue and I really like their turnaround time. Last year I bought a house and I needed some tax documents and those were very easy to get from PT&F. They really keep track of all documents securely. My taxes are pretty complicated with RSU and I'm glad PT&F is so dependable.
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April 2022 by Jerry P.
Great tax advisor. Very helpful and customer service is outstanding. Would highly recommend this team for all your tax servicing needs.
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April 2022 by K K.
I have used them for a few years now after another happy customer recommended them. Very pleased with their service. Quick, efficient and very accessible. I plan on using them for years to come and strongly recommended them.
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April 2022 by Jodi B.
This is THE BEST tax service I have ever used and I have been working with Stevan and Sara for years. They provide a great communication, reasonable fees, quick turnaround and are very thorough. I highly recommend them!
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April 2022 by Leslie D.
We had a complicated (to us) tax year and delayed finding our tax preparer. We were so thankful that we were referred to Priority Tax and Finance by our business partner. They we responsive, timely and reasonably priced. We were thankful that we were able to securely upload our documents and did not need to go in office. We will be back!!!
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April 2022 by Bree K.
I have been getting my taxes done here for about 5 years and I am so happy. Sara and Stevan are great people. They've always been flexible, affordable, and make my taxes something that I no longer dread. I feel like they run a positive and trusting business.
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April 2022 by David T.
I have been working with Stevan, Sara, and their team for many years now. They are absolutely fabulous. Even during "non" tax season if there is such a thing, I will email them a question and within 24 hours (many times a lot sooner) I will get a response. I have had 0 complaints when dealing with them and their pricing is VERY reasonable. If you are looking for someone at tax time, do not look anywhere else but Priority Tax & Finance. They will get the job done.
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March 2022 by Michael O.
Stevan and Sara are a pleasure to work with and they run a great tax business. We rely on Stevan's expertise for all things tax-related and he delivers every time. We referred my mom to Priority Tax & Finance and she's also very satisfied.
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March 2022 by Dawn T.
Stevan, Sara and Brett are awesome. They have been doing our taxes for many years now. Our taxes are very complex and Stevan often tells us our taxes offer challenges to him that keep him on his game. Priority Tax and Finance has navigated our taxes through 3 rental properties, inherited IRAs, 1031 exchange purchases, then later the sale of that exchange purchase, Vacation rental income, and stock donations to charities. We have given them many challenges and Stevan, Sara and Brett always come through with the our best options in filing. They guide us with specific questions for each situation to maximize our deductions. They will guide you in setting up your best tax benefit for your situation. I trust them implicitly, and have known Stevan and Sara for many years, and know that they will treat you as family. You can rest assured in using them with your most sensitive information. They take the security of your information very seriously, and have excellent security protocols in place. We will always use them until the day they retire. That will be a hard day for us!
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March 2022 by Zahid K.
If I could give 10 stars I would. Steven is attentive and meticulous. Investments, rental property, stocks, crypto, and any nuance your tax return may need. He is thorough and makes us feel like the priority whenever we meet with him. Sarah makes everyone feel like family and goes above and beyond with her customer service (my son loves her). In a day and age where shortcuts are the norm, Steven and Sarah is a reminder of how a personalized touch can go a long way. They have been a godsend and we appreciate both of you. Thanks again for everything that you do.
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March 2022 by Glenn T.
We started using Stevan and Sara after a recommendation from a friend who also uses them. They are great and can't thank them enough. Had previously handled my own taxes via TurboTax but having access to a human who answers my really d*** questions with a fast response is great. Upload the documents, answer some questions, sign, and then filed. Headache/stress free and best of all it frees up time and worry about doing things on my own. Highly recommend and should have been using their service a long time ago.
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March 2022 by Kphillips772 P.
Fast, efficient, responsive service. These folks are, hands down, the best people to help you with your taxes. I look forward to working with them again next year.
