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If you are searching for a blend of individual service and expertise, you've come to the best place! We provide a broad array of services for business owners, executives and independent specialists. We are skilled and we are friendly. Please contact us for a free initial consultation. Our services encompass nearly every kind of financial life.
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Reviews (8)
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Jeffrey Keeler
Jan 27, 2021
Experience. Knowledge. Service. Guidance. Caring. Thank you Dan and your staff for your help every tax season.
William
Jan 11, 2021
Did my personal and company taxes this year through Bert. I highly recommend their services.
Kay H.
Mar 26, 2020
They are up and running. You can choose to make an appointment during this time or drop your file off. Have everything organized if you go in, the appointment will go smooth and fast. They let me know the tax due date has been extended this year due to COVID-19. Dan is whom completes my taxes. Plenty of parking. Only two floors. There is an elevator as well as stairs.
Tash Hunt
May 03, 2019
I want to say I'm so grateful for this company. Especially with taxes etc. Jerry is an honest and patient man who took the time to break down the information and explain it to me. This is the company you want handle your taxes. Highly recommend. They have my business for life! Thank you again Jerry. My husband and I are so grateful.
Marie Hinkson
Jun 24, 2018
Excellent company, and I recommend them to anyone that asks who does my accounting.
Miranda G.
May 25, 2017
Jerry is an absolute pleasure to work with! He is very knowledgeable, funny and honest. What more would you want in an accountant. He takes great care of his clients. Couldn't be happier to work with him. Thanks Jerry.
Joe The Trainer
Apr 15, 2017
Excellent tax advice with professional knowledge. Kind staff with a family atmosphere. They go beyond the point of sevice and take it upon themselves to remedy any problems you may be experiencing with the IRS.
Frank D.
Mar 01, 2017
After 15 years, I still get charged $136 for a standard 1040 with no itemized deductions that took 15 min. Never again!