CPA Testimonials

See what our clients have to say about working with us.

“I hired Brian a few years ago when when I neede to navigate the complexities of selling our company and managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.”

“Brian is a steed among mules. He’s helpful and knowledgeable in the area of taxes and book keeping. His company handles my book keeping, payroll, and tax prep. I would refer him without hesitating. Great work Brian & team!”

“Our tax situation has become more complex over the years and Brian’s work and professionalism gives us peace of mind that we are filing correctly. He and his staff are responsive, professional and ethical. We love the online portal to submit all our documents. His prices are fair for the detailed work he provides.”

“Brian and his business are AMAZING. I initially needed Brian’s services when I received a large tax bill from the IRS. I made the mistake of doing my taxes on turbo tax and 2 years later owned the IRS a significant amount of money. I contacted Brian on a Saturday morning and he had responded within the hour to have a plan to fix my problem. Brian indeed saved me thousands of dollars and most important a ton of unneeded stress.

This year I used him to file my 2018 taxes and it was worth every penny. Very easy online portal to upload information and necessary documents. Brian had my return completed within 2 weeks with very prompt and thorough work. I highly recommend Brian and his services. Never again will I use a cheap tax service such as turbo tax… don’t make the mistake I did by using turbo tax.. rather use Brian and his services. A+ all around!”

“I appreciate Brian and his team. Not only do they prepare and file my returns responsibly, but they adhere to the schedule promised for an agreed upon price. And they are very patient with reminding me about what information I still owe them. 😉 We all need to file taxes and we want to find someone that not only handles the process in a professional manner, but also helps maximize our opportunity to save $$ within the current tax code. As a lay person, I will not (nor do I want to) understand the complexities of the law. I’m happy to have found Brian and store my trust in him to handle my relationship with the taxing authorities in an expected manner. I hope others that use Brian’s services find that same kind of peace. Oh…and the fact that he offers investment services as well – an extra bonus!”

“Been using Brian for taxes for two years now. Easy to work with. Simple digital web portal. My taxes have never been easier.”