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“We have been in a financial fog for several years. As time goes on, changes occur and specialists are required.
We're at peace and we now have clarity and hope.
Thank you to the entire TaxDrx Team. So grateful for this partnership as we near retirement.”
“5 Stars for Ridgedale Federal Credit Union. Especially to RoseC the loan manager, she treated me with kindness respect and professionalism. Made process smooth and understandable, even when I was going through a difficult time personally, she is wonderful and great at her job. Very grateful Steve and Pam M…..”
“Ed Bove of Tax Express did an awesome job helping me with the filing of my income taxes. He was efficient, professional, kind and patient. Ed answered all of my questions and was really great at helping me understand my taxes better. Whenever I reached out to their office with a concern or question, I received a timely response. Their tax portal system is a user-friendly system that made it easy to get documents to their office and to see my completed tax filings. Both Ed and his assistant Kathy Dragonette were a pleasure to work with. Thank you, Tax Express! Wishing you continued success with your business in the new year.”
“Absolutely amazing experience! Orlando was professional, patient, nice and extremely knowledgeable. He took the time to explain everything clearly and made the entire process stress-free. I felt confident and well taken care of from start to finish. Highly recommend!”
“I feel incredibly privileged and lucky to have worked with Dominic Lobifaro and LLI Advisory for the past 19 years. Dominic has been an absolutely invaluable partner in growing my practice. In fact, he was instrumental in helping me open my practice even before it officially existed!
Dominic and his entire team are truly an extended part of our team and family. Their expertise, guidance, and unwavering support have been extremely helpful every step of the way. I honestly cannot say enough good things about Dominic and the rest of the staff at LLI Advisory. If you're looking for an accountant who genuinely cares about your success and becomes a trusted advisor, look no further!”
“Joe and his team provided a convenient and efficient tax preparation experience. We were able to do everything remotely via his secure web portal, and he even reviewed an underpayment notice from my wife's 2016 return to help us out as a courtesy.”
“These guys went above and beyond to help me out when my mortgage with another lender fell through last minute. They were proactive about ensuring we wouldn’t run into the same issue and we were able to close on time, as promised. Francis did a great job moving quickly and efficiently, and was always a professional communicator even when dealing with stressed-out realtors. The team at RealFi was even able to get us closed at a better rate than we originally had. This is NOT too good to be true, these guys are the real deal!”
“Ryan's knowledge both in the law and accounting saved me money and grief, on two occasions. He is responsive to calls, patient, and professional. I highly recommend him.”
“My wife and I were introduced to Vince Pallitto over 10 years ago by a financial columnist writing about retirement assets. We were nearing retirement and needed financial advice. We were unsure about whether we had sufficient assets to achieve the retirement of our dreams. Vince was very patient and knowledgeable and provided a financial roadmap so we could retire. We have been traveling and enjoying retirement ever since.”
“Dan and his team are really experienced and have really helped out our company over the years. They do audited financials, which is very unique. Their communication is also some of the best I have ever seen. I would highly recommend the Holland & Company team for all your tax needs.”
“Honestly, I had no idea where to begin when it came to investing, but Chris and his team made the whole process feel simple and approachable. They took the time to understand my goals, walked me through a clear plan, and answered all my questions without making it overwhelming.”
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“I always receive excellent service at this branch. Katina is very knowledgeable and helpful. She is always warm, welcoming and attentive. She never gets upset or impatient when I forget my password. She is pleasant and encouraging, and willingly guides me through the process of resetting my password. I must say that I love the personal individual attention that is given to me.
It’s reassuring having a live person to interact with and not having to deal with machines. Everyone at this branch is friendly, helpful and knowledgeable. Maurice Simpkins, VP Financial Services has been tremendously helpful in providing financial guidance. I have seen investment growth over the years since meeting with this knowledge and helpful team. I highly recommend them.”