Jeff has prepared my taxes for many years as well as being my financial planner. He’s always taken the time to help me understand every move I’ve taken to prepare for retirement.
June 2019
Jeff has provided excellent service for 16 years. He is very knowledgable in the financial services arena and very reasonable in his fees. We are so pleased with his service that we continue to use Jeff although we live in another state.
February 2017
I highly recommend Jeff to take care of your tax refund!! He takes his time, answers all questions, explains what he's doing step-by-step assuring he doesn't miss one thing.. Overall, the best experience yet for me!
Jeff has prepared my taxes for many years as well as being my financial planner. He’s always taken the time to help me understand every move I’ve taken to prepare for retirement.
Jeff has provided excellent service for 16 years. He is very knowledgable in the financial services arena and very reasonable in his fees. We are so pleased with his service that we continue to use Jeff although we live in another state.
I highly recommend Jeff to take care of your tax refund!! He takes his time, answers all questions, explains what he's doing step-by-step assuring he doesn't miss one thing.. Overall, the best experience yet for me!