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“So end of 2020 and very happy with Estate & Financial Strategies. We have shifted to quarterly phone calls with Hank and continue to have great results with his services. I am upgrading from 4 stars to 5 given our experience with Hank and the full scope of planning. The key thing with our experience is I am able to ask Hanks team email questions and they help me with strategic ideas. If it is outside their expertise they offer up other experts that could help. Partnering with Hank we have completed an estate plan, trust creation, tax planning including a new tax planner and working through Roth conversions. We are very happy 3 years in with Hank and his financial planning and services.”
“I cannot stress enough how much I love the team at Smiley, Smith, and Wynd. I actually enjoyed doing my taxes...hard to believe. Not only that, after I made an error on my taxes I made one call to the team at SSW CPA and within 10 minutes my issue was resolved. I would recommend Ben and his peers to anyone looking for personal and business tax assistance. We have pretty complicated taxes and they wrap it up smoothly and put a bow on top!”
“I have received excellent attention and expertise from the entire team. Whether for my business or my personal finances, the care I have received is first rate. After working with Carson & McKinney for almost a decade, I can say that the care is top-notch.”
“I've been at KraftCPAs for two years, and it's the best company I've ever worked for. They truly care about your professional and personal development. I'd highly recommend jumpstarting your career here!”
“I work with a lot of property management companies in my line of work and I can easily say that they are fantastic - Working with Julian was an absolute pleasure. He was super responsive and communicated exceptionally well throughout working with him. Julian's professionalism and attention to detail made everything run super smoothly. Highly recommended!!! ✅”
“Exceptional service. Staff are kind, welcoming, knowledgeable. They answered all my questions and were able to address my brokerage needs without making me feel inadequate. Rather, they made me feel like a good friend.”
Financial Advising
Financial Advising
Financial Advising
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“They are awesome! They have prepared my federal taxes, Maryland taxes and Delaware taxes for two years. Their portal is very easy to use. I was able to upload all of my documents very easily. Everything was done electronically. It was so easy. Reasonable prices.”