My advisor, Preston Harris, had the information I needed to understand what was needed for a quick return as well as what I need to look out for this upcoming year.
September 2023
I called to ask questions about Form 709 and talked with Preston at Grapevine office, who was polite and answered multiple other questions in detail as well.Great experience!
April 2023
Friendly, professional people made me feel very comfortable and actually enjoyed the process with their help.
