December 2018 by Amy S.
We met with Bert in June 2018 to establish with him after our long-time CPA retired. We left all of our tax returns, personal, small business, and a trust, with him to review and to get back with us regarding estimated quarterlies, etc. Our financial planner left multiple messages with him to discuss our trust but Bert never returned his calls. I also left multiple messages and went to his office on 2 different days. No call back and no one in the office.
