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July 2022
We overall had a very disappointing experience with this firm. They were very expensive with very poor service. They charged for every interaction but their follow up was terrible and so several interactions had to be repeated and several mistakes and oversights corrected. I would not recommend them to anyone.
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October 2021
Very knowledgeable and practical advisors. Really appreciated their help to keep me on the right track with my taxes.
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December 2020
Very knowledgeable and practical advisors. Really appreciated their help to keep me on the right track with my taxes.