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“I recently just started a new business and I was unsure about a lot of things involving taxes. I called another CPA nearby but they told me that they don't give out free advice and that I would have to book a paid consultation in order to talk to them.Kevin on the other hand, gave his advice freely and has won me over as a client with his capacity for empathy and his wealth of knowledge.Don't go anywhere else, go to Kevin... Tell him Tommy sent ya.”
“Always trustworthy and professional. I trust them with all my financial questions and tax preparation.
Small town customer service with highly competent staff.
Highly recommended.”
Financial Advising
Financial Advising
Financial Advising
“Third time’s the charm. After falling into some lesser capable hands at two separate firms prior, a colleague recommended me to Summer at Sgroi (and in retrospect so did an advisor from one of those previous firms once when he accidentally slipped in a conversation that he “always loses customers to Sgroi.” I should have taken the hint in that very moment). I know my account is pretty small potatoes in the grand scheme of things, but I am never made to feel that way in this office. Summer is thorough across my finances and has very good tips for saving in all aspects of my life to help me improve my opportunities to be able to invest. Her approach is realistic and balanced so I can still have both enough to be comfortable in my current life while also being prepared for a future life in retirement.”