Monfalcone & Garris

The firm is run with an air of competence and professionalism, and that tone has been reflected in my interactions with staff on every level.

Professionals who are very responsive.

We have used her tax accounting services for the past 3 years and found them to be professional, highly knowledgeable, and customer-service oriented.

We are new to the Charlottesville area and given we had to file taxes in three states, and our limited time to get up to speed on the changes in capital gains tax we would incur from the sale of our home etc.

After interviewing a number of different firms, we went with Monfalcone & Garris because they listened to us, asked good follow-up questions, and had an approach that matched ours.

And this wasn't exactly an easy job - our finances were wrapped up with another organization that we had just separated from, and the team at M&G worked with our Finance Consultant to understand our set-up and systems, get clear schedules and back-up, and produce thorough financial statements and 990, all at really affordable cost.

I can't tell you how important it was to me to be able to send an email or pick up the phone to ask timely, (and even last minute!

I used their services a few years ago when I asked them to do a tax review and advise me on how to position my taxes for retirement.

Each year I've been pleasantly surprised at how patient and thorough they have been with my questions and helping me think through options.

We made the mistake of using another firm last year and they are cleaning everything up and going more than above and beyond to do so, exceeding our communication and timeliness expectations.