“Jordan was a pleasure to work with, very professional, honest, and generous with her time. She provided thoughtful guidance with complete transparency and no pressure. Highly recommend!”
“Mark Vernick and the team are a delight and very professional. Mark will take the time to explain things in a way that is easy to understand. He dedicates time to his clients and the team is always very responsive and happy to help.”
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“I continue to be impressed by the professionalism of the Maggi team. I've relied on them for years for nearly all of my financial needs: both personal and corporate taxes, retirement account, medicare coverage, and so many other smaller needs. I know I can always count on them. Whenever I contact them, I get a call back that day or the next. I cannot recommend Bobby and his son Chris enough and have so with several of my close friends, all of whom have nothing but good things to say. No matter what your financial needs are, Maggi Tax is top-notch.”
“Very caring, responsive, reliable, efficient, patient, successful managers for my estate investments. I could not be more pleased with their wise counsel. Provise has been true to their role as fiduciaries.”
“The Number One thing I appreciate at Infinity Tax and Financial Planning is the warm and inviting atmosphere shared by all the employees. Jeff McAvaddy has been taking care of my finances for over 15 years now. He is very thorough and has patience when I’m not as organized as I probably should be! I find the staff very professional, kind, concerned and caring. They are very good returning calls and their diligence is very helpful. Thank you all so much for the many years of service.”
“I was looking for cost effective tax preparation for my business when I came upon Fredrick James Accounting & Tax Consulting. What I got instead was a trusted business advisory team that consistently goes the extra mile to help you succeed and to get things done right the first time. "Right the first time" is key for a small business focused on containing costs. Fred and Crystal Daus head up very personable team of professionals dedicated to your business' success, getting things done on time, done very well and providing exemplary customer service. No matter what the issue, I'm never alone.”
“I’ve been doing my taxes with Mr. Luan Kola since 2015 and I’ve got to say I have never met a more genuine and caring accountant. Professional and courteous and always here to help. Don’t hesitate to stop by.”
“I have been working with Bill at Bridgespan for almost 10 years now. He saves us thousands of dollars every year. Bill is excellent at what he does. He can help you with Taxes, Investments, and general financial advice. I have been sending my family and friends that very a long time. You won't find anyone more knowledgeable. Thank you so much!”
“My experience this morning at Charles Schwab's office at Tyrone mall. Was exceptional client relationship specialist Jeff Peterson was able to help me open a new account. Fund, another account very proficiently. I would Highly recommend this office.”
“Cade really went above and beyond to clear a hold for me. I really thought I was going to be stuck in some sort of limbo for a while but thanks to his help I was able to buy the stock I've been trying to buy since last week. Thank you Cade!”
“The team at VJ Consulting have taken care of both my personal and business accounting, payroll and tax needs for years. They are extremely knowledgeable about tax laws, Quickbooks, the IRS, etc. They have saved me and my employees thousands of dollars over the years and are always available for questions! They will be my accountant agency for life! I refer all my family and friends. Highly recommend!!!!”
8:30AM - 5PM
28100 US Hwy 19 N Ste 100, Clearwater
Financial Advising
“Thank you Fidelity Investment Team (Emily, Hector and Brooks) for the Amazing Customer Experience!!!
Gemini-generated picture basically talks for itself :)
5 stars, DO HIGHLY RECOMMEND. Will definitely come back again.
Sincerely,
V.”
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