“It’s tax time and me and the husband learned a lesson last year! That lesson is that TurboTax is not your friend! Husband worked a lot of OT in 2020. Well we all know that the more you work the more you are taxed. I had used TurboTax for years so I started playing around to see if we shall file married, separate or married, jointly. TurboTax showed us getting back around $80 dollars as our return. Something just didn’t sit right with knowing my husband paid in over $10k in to income tax for the year. So after talking with a friend, we went and made an appointment with Jenny Lynne & Co in Middleburg and needles to say when it was all said and done we are getting a return in the thousands!! Schedule an appointment ASAP!!”
“Kristin was helping me out today and she did everything with a smile on her face. I walked in totally clueless and she talked me through every step of the way. She was amazing and truly an angel :)”
“Everyone is super helpful and kind. Meagan B went above and beyond to help me with some information about my policy and possible future add-ons. Thank you all for your kindness and knowledge every time I call.”
“Jonathan did a fantastic job. He always held high quality customer service standards. We had some rocky moments in the beginning really caused by me as I needed to move the start date of our policy up five days from the original start date. Jonathan handled it smoothly and also ensured communication between the insurance company and I was current and accurate. Thanks Jon for all you help! I look forward to a long relationship with Brightway as a result of this initial experience.”