Financial Advising in Leander, TX
4 locations found near Leander
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Financial Advising
Financial Advising
“Peter was a joy to work with in preparing my taxes. I am recently widowed and my husband had being doing our taxes. Peter was very efficient, friendly and answered all my questions.”
Financial Advising
“My former accountant took a life-changing job opportunity, and even though I had referrals, I opted for a local accountant and fast.I called Traci's number and Jennifer, her Admin, called me within days, walked me through Traci's process, answered my questions, and was even able to give me a quote based on some worst-case scenarios since she was doing both private and business taxes. Jennifer was warm and professional and was willing to answer all the questions I had through email and the phone.I provided the documents she asked for, answered a few clarifying questions, within a few weeks, I had the summary of my tax return in the secured documents server. We reviewed all the information, digitally signed and we had our return within 10 days.This was an amazing experience, even more so when you consider that we were last-minute clients with corporate taxes closer to the deadline than we were comfortable with.I will be hiring her again next year!”
Financial Advising
“Very helpful team! Generous with their knowledge and insight to resolve credit issues and strategies to tender debt. Will be following up with Dennis and Jonathan when I'm ready to buy a home. I feel after my conversation, that would be sooner rather than later.”