“I started doing some freelancing work and taxes are not withheld so I wanted to work with an accountant to ensure everything was done correctly. Rick not only did a good job preparing my return, but he took the time to teach me a bunch of things as well so I’ll be better off in the future.“
“Vivian was very helpful in explaining the tax ramifications, if any, with respect to foreign gifting/inheritance between family members overseas and in the US. She is very knowledgeable and patient explaining an area of the tax law that is very complex and yet put it in simple terms that we understand. Vivian was able to answer our questions with ease, drawing from a wealth of experience in her dealings with other clients and a deep knowledge of the tax code.“
“We admittedly have a simple tax picture, so we use Sweeney Kovar for regular yearly taxes. Their turn around time even in busy season is quite good, and we have had no complaints at all; pricing seems very average. We do not use them for other (investment) services. What was very good, really above and beyond, was info given to me by our rep Charlie before he retired. I mentioned a few practices a business contact of ours was doing, and he quickly let me know some of those practices were quite illegal. He took the time to mention 3 or 4 points, gave me some photocopied info to pass along to the others. I have to admit, the recipient was not pleased to be 'found out', but I felt I did my part to pass along the info. You don't mess with the IRS!! Staff is very friendly and capable at all levels, and it is easy to get an appointment. This year we are going to use the portal to upload documents. Anything to make tax time easier!“
“I've been using Sandy for over 20 years and she does amazing work. She's also extremely knowledgeable about outside sales reps and all of the nuances of write-offs for people in that line of work. The first time I used her 20 years ago I had done a 1040EZ myself and determined I would get a refund of about $350. A bunch of my co-workers at the time were using Sandy and swore by her, so I bit the bullet and paid for her services. She managed to get me a $3,500 return. Needless to say it was WELL worth the investment. Through home ownership, rental properties and the such, things have become more challenging for me over the years but she continues to do great work no matter what I throw at her. I would highly, highly recommend her.“