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“Professional, thorough and efficient. Filed on a Sunday afternoon and received my state refund 4 days later into my bank account. All I have to do is get the documentation together and taxes are done for the year. Thanks Kerry!”
Financial Advising
Financial Advising
“I have never felt like I was just an account with Dan. He has looked out for my individual goals and situation since I transferred my retirement accounts to his office. He and his staff are extremely helpful and responsive to my questions.”