Dan and team are excellent. They are tax experts and also have a gentile hand when dealing with me and my stresses over taxes. He always takes the time to explain my tax situation and options for future planning. They have a secure system to remotely exchange documents so I do not have to go into the office.
October 2018
I would not trust Dan with my taxes. We are still dealing with paying fines for our taxes that were filed 3 years back. He forgets documents or does the wrong calculations - I thought there was software for this kind of stuff, but this is just awful. If there was a negative rating I would give him that.
March 2018
Dan was great and the staff was friendly and the email support was very quick and responsive. I plan on using him for years to come and I highly suggest Dan for all your tax issues and concerns he helped us with an LLC issue and made sure that we took the right steps to resolve our problem
Dan and team are excellent. They are tax experts and also have a gentile hand when dealing with me and my stresses over taxes. He always takes the time to explain my tax situation and options for future planning. They have a secure system to remotely exchange documents so I do not have to go into the office.
I would not trust Dan with my taxes. We are still dealing with paying fines for our taxes that were filed 3 years back. He forgets documents or does the wrong calculations - I thought there was software for this kind of stuff, but this is just awful. If there was a negative rating I would give him that.
Dan was great and the staff was friendly and the email support was very quick and responsive. I plan on using him for years to come and I highly suggest Dan for all your tax issues and concerns he helped us with an LLC issue and made sure that we took the right steps to resolve our problem