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October 2023 by Nicole Wine
Working with this firm cost me $450 in interest and penalties. I went to them in March to inquire if they could help save us money as we had acquired a rental. They looked over our taxes which are otherwise very straight forward and claimed they could save us around 5k. They requested to file an extension to look over our taxes further and advised us to pay what was due. I did this and waited to hear back. I had also requested a meeting to set up an LLC. I never heard from them. I called in September and was told that we received a further extension because of the recent storm. I explained that I wanted my taxes complete. I received a call the following day that they made an error and that the original amount I provided them was accurate. I now owed the additional 5k with interest and penalties. I would really like to know when they found this error and why they didn't call me at that time. It would have been nice to know this information as soon as possible as I'm trying to financially prepare for maternity leave.They gave me an invoice for almost double the original quote they provided but assured me they wouldn't charge me due to their error. They acted like they were doing me a favor after everything.They also gave me another one of their clients' taxes with their social security #s.My experience was a nightmare. I should have filed my taxes myself. I would have saved time, money and my sanity.
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April 2022 by Yvonne Marcus
Tori is very knowledgeable regarding current tax law as well as financial planning. They have a great team that provides monthly and quarterly reports for businesses as well. Very thorough and helpful!
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April 2022 by Shirley Cyr
Nice people but they keep raising there price every year. For what little is done to file 2-W2 forms and 1 retirement form.
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April 2021 by Ronald Bartholomew
They really helped me out during a trying time. My dad passed away and Tori coached me through the whole process, i just felt confident in her.
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August 2020 by Russell Balkema
Very smart and polite accountants. Always there when we need them. Dave is the best.
