“She also went over a strategic plan on how I can improve my situation so that the next time I file my return; I will be in a better position financially and tax wise.”
“… Marathon group has a great business model for us, especially making everything easy to understand and making us feel like part of the family is a plus!”
“Now, as he is working with me as a client, I am receiving the same courteous, knowledgeable, and professional service delivered with efficiency as I did that day on the phone.”
“I am doing my taxes with them for two years, definitely I will get their help again and I would recommend you do it to get more refund, and have a safer mind.”
“Everyone who works there is dedicated to helping you get through what can be a very stressful time of the year with ease and confidence that you are being well cared for.”
“Joseph not only simplified the plan, but disclosed up front what all costs were going to be, and prepared all tax documents in a fraction of the time my previous CP As have and for half the cost.”
“Service is prompt, friendly and both Federal and State taxes are filed electronically, file copies are orderly and any questions are answered courteously.”
“I've also called a few times before coming in to make sure I have everything I need (5+ times) which I'm sure is probably time consuming during the tax season but when someone answers they are always willing to help with an upbeat reaction.”
“Doug and his lovely wife offered support in all aspects including providing an excellent escrow company which always answered my quite numerous questions.”
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Retirement Planning and Investment Management Services in Riverside, CA Cost Estimates