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“George makes every part of the tax process SO easy, especially as a small business owner! He's super responsive, helpful, and kind. I'll never have anyone else do my taxes!”
“Vince has been a pivotal part of my business, truly serving as the extension of my team that we needed. His professionalism is unmatched, dedication to bringing solutions to the table and follow through make him invaluable. As a small business owner, I wear so many hats on any given day, so having Vince to rely and depend on for so many important parts of our accounting brings such a sense of peace to an otherwise incredibly busy, fast-paced business. I would recommend him to anyone!”
“We've been with this firm for decades and have nothing but good things to say about about David Jeter & Jim Hohman. They helped to guide us through the Great Recession, as well as doing an excellent job managing our money before and after it. Don't know "Michael" mentioned in the 1-star rating below, but as for David & Jim (and their teams), you can feel comfortable investing here!”
“I met Matt about 17 years ago, and I have learned so much from him about investing. He has been counseling me and my family for years and we are very happy with the commitment to service he provides. If you need some advice about investing do yourself a favor and call him. You wont be sorry. He also gave me terrific advice for a tax preparer.”
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“Ed at Sofranko Advisory Group did an amazing job at helping be expand my business into a full restaurant!I will absolutely be using Sofranko Advisory Group someday if I ever consider selling by business!!!”