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June 2023 by Brian Buckley
A real pro! A pleasure to work with!
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February 2019 by Jackie Veri
I have been with this Company for at least 10 years. They are thorough, pleasant and extremely attentive. They have given me great advice and I have never had a problem in all these years. I have had nothing but a great experience.
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December 2018 by Eric Schartner
Wouldn't rely on any others person to manage our LLC's and Trusts. Always a personalized service and available when ever we need to meet and discuss business.
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October 2018 by Carol Smith
I have worked with Dave and his staff on many occasions, they are professional, prompt and knowledgeable.
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October 2018 by Meara Swinson
Rude, condescending, non-communicative.
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March 2018 by laurel bretta
I have worked with Dave and his staff on many occasions, they are professional, prompt and knowledgeable.
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January 2018 by Janet Providakes
I have been able to ask, and receive great information on taxes and retirement. The team there look out for items I might have missed on my taxes. They have helped me understand my options while caring for family and not bringing in any income. Glad I found them!
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July 2016 by Marylou Crowley
Absolutely terrible experience with this firm. Have requested 5 times for a breakdown in a 25k + bill and they will not provide. They have charged for amended taxes and did not provide. They violated client confidentiality by giving information to others and billed for time in speaking to unauthorized persons. If you have any wealth, stay away from this place as they will try and take it away from you!!
