Tax Preparations near Newcastle

““

“Absolutely love Don and Tammie! We have had our taxes done by Don for years and he is the BEST! Moved out of state and were initially worried we may have to find someone new but find out he’s able to continuing doing them for us. So grateful for not only a terrific person to work with but someone who invests heavily into each client he works with“

“Excellent service overall. Highly recommended. My wife brought our tax documents and met with Shane (Tax Advisor). She was impressed with the office and she mentioned that front desk was so welcoming. She met Shane and explained the details. Shane has been so kind to me via phone and email and he was kind to my wife during the meeting. Vanessa and Cindy was so so nice and very soft spoken over the phone. My tax was completed and got what I expected. I am now working with their Atty. Aaron to prepare a legal document. He is nice as well. Very consistent operation throughout the business. Thank you FC360“

““

“I've been going to Jose Morales for over 10 years. He's honest and trustworthy. Fastand thorough. Very friendly. Easy parking. Handicapped parking available too.“

“I been with this company for ten years and I really love it, Dieter and his team are very acknowledge and very helpful I highly recommend them, they are the best.“

“Hayden is the man. He filed our business taxes this year and made the process super easy. It's awesome to know we have someone we trust to handle our taxes. Highly recommended!“

“Keith is super knowledgeable and I've been with him for 4 years and counting. Feel we are in good hands with someone as competent and responsive.“

“We have had our taxes done here for many years and they are always done accurately and in a timely manner. Whenever we need tax information needed, Dave on top of all things tax related and explains things clearly, outstanding!“

“Two months ago I needed a simultaneous kick in the butt and a hug. Here they are; stronger, smarter, bigger, and better while maintaining the warmth I felt at my grandparents' house on Christmas growing up. I’m here to give thanks and express my gratitude to all parties involved. Life will never be the same. Anything is possible. It’s indicative of everything I’ve learned here when I express that just like the staff here, we would all love to help including myself, but you’re still the boss. The rest is up to you“

“l would recommend Merill Accoutancy to anyone.l They are professionals who know exactly what todo in most any circunstance.dodo do in sio“

“Always professional and quick! Dennis has a great knowledge of current tax law and that allows me to be very confident in my annual filings.“

“Paul has done my dads taxes the last 2 years. He's always available, he does thorough work, and he does it quickly. Really appreciate Paul and the team at Capital City Tax!“

“Tony and his staff provide amazing service. They have always provided exceptional customer service and gets the job done. I would highly recommend this company.“

““

“Awesome friendly office staff! I'm happy to have become part of the family! Woooo Hooooo“

“Michelle is very smart, she's a real estate investor, she's creative with tax strategies and trustworthy. Has a great team that works with her as well. Highly recommend.“

“Dave and his team have been doing my personal and business taxes for many years. I highly recommended them for all of your accounting needs!“

“I am so grateful I connected with Craig. After taking over as POA and Trustee for my father’s estate, I learned taxes had not been filled for several years. Gathering the necessary information was not easy but Craig worked with me while I navigated the complexities. He was even able to bring to my attention retirement pension payments that had been suspended. I’m still waiting to fully wrap up with the IRS but feel confident with Craig’s expertise we mitigated paying additional penalties.“

““

“Jennifer was very prompt in my call response with issues we were having with Quickbooks. She came to our place of business and had our problem fixed in a very timely manner. I highly recommend her.“

“Gary has been doing my taxes for 20+ years. I haven't left a review until now as I happened to see that someone gave him "1 star" which even after reading the review is completely unwarranted. (Side note: reviews need to be objective for them to be of any value. A 1-star review should be reserved for someone that shuts a door in your face, gives horrific customer service, etc. The system is not meant to be a subjective measurement of how personally offended you are at the moment that you didn't get what you wanted, or that you were told "no". Last bit: the fact that that '1-star' reviewer felt she had to mention that she wasn't treated in a manner commensurate with 'her wealth' speaks volumes.) I give Gary extra kudos for remaining in his integrity and saying, 'no'. Ok, off soapbox, which I only climbed upon to say that Gary is very knowledgeable, professional, stays current on the tax laws, has done a stellar job for decades, works hard for the fastest turn-around time, is flexible as heck with appointments, and on top of it is kind-hearted and easy to work with. So this is an Objective 5-star review. ;)-Linda, B. Meadow V.“

““

““

“I recently enrolled in a CPR class with Next Level Advisors. The class was a blast and the instructor, (Dave) was amazing. I highly recommend this class.“

“Lorrie is so thorough and conscientious! We have been very satisfied clients for many years.“