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November 2023
Do not bother with this company. I was a long time client of the previous owner. R.I.P I called last week to get a appointment I was told they are not taking any new clients. The lady on the phone was polite. NOT TAKING NEW CLIENTS !
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November 2020
We met with Blaine, who was very professional and friendly. All of our tax related questions were answered and we even learned something about a Roth Conversion that our financial advisor did not share.
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November 2020
Totally efficient & professional!! They maintain accurate & thorough records!!
