“This was my first year filing as a new business owner which I was so overwhelmed just thinking about taxes but Mark made it so simple and easy to process.”
“He has worked seamlessly with our financial advisor as well as with those charged with setting up and maintaining retirement plans for ourselves and our staff members working in our medical clinic.”
CFO Support Services, Business Valuation, Tax Planning and Savings Strategies
“Any firm can do your taxes and take care of what you ask, but I have yet to meet a firm with the expertise, precision, speed, professionalism and true passion for helping their clients sleep at night.”
“Aarti wants to educate her clients as to what is happening with the ever changing tax laws and takes a holistic approach towards structuring her clients finances so as to minimize risk and maximize return.”
“Shelly and her staff are very knowledgable on all aspects of what is needed to set up a small business in all areas including types of corporations that best fits your needs.”
“My girlfriend and I both started our own online businesses in 2020, and this was the first year where I felt like my taxes got too complicated to file by myself.”
“Because of Laura's extensive tax law knowledge I have gone from being told by the IRS that I owe hundreds of thousands to receiving a sizable refund check.”
“Brian Marino is a highly skilled CPA that I have trusted for the last two years and I recommend him as a tax professional for my own clients; he is principled, exceptionally knowledgeable, and a reliable resource regarding any tax matter - simple or ...”
“Seth is very down to earth and friendly and it shows through all of his staff that's ready for any challenging accounting issues and regular maintenance.”
“Tax Debt Guide helped us organize our tax documents by getting caught up on our business and personal bookkeeping, filed both years of taxes and now is helping us apply for an Offer in Compromise with the IRS.”