Dass & Dass Inc

Dec 2022

I've been doing my own taxes for years because they were simple enough. But next year I'm starting to take RMD'x from my 401K account and knew I needed advice going forward. Recently, I decided to open a Roth IRA account and needed some advice so I didn't end up paying too much in taxes. So here I am at the end of the year suddenly looking for a tax accountant sooner than I thought I needed. A friend who has used Soni Dass for taxes for years highly recommended her. Sheepishly I called and took the time to get my story. Next she had me send her my 2021 tax returns and give her info on what my 2022 taxable income will be. I thought I would hear back from her in a day or so. Imagine my surprise when Soni sent me an email with her advice and then talked with me live on the phone explaining her the particulars of her advice. I am overwhelmed with gratitude at her kindness, and clear to understand advice on what to do. Thank you, Soni for helping out an old lady who knew what she wanted to do but wasn't sure how to do it! Come 2023 I vow to get my tax forms to you ASAP rather than wait to the last minute as I have for years. I'm actually looking forward to Tax Time 2023!