Tax Preparations near New Haven

“Adam was absolutely a super star when it came to doing my parents’ taxes; he’s been doing them for my parents for years and I couldn’t have asked for a better experience! Thank you so much Adam and team!“

“Happy retirement Phil. Thanks for all the years of excellent service, also saving my butt in the beginning.You will be missed.“

“Lizette is so helpful, patient and efficient when it comes to helping with my taxes! She's been helping my family for so many years now and I honestly don't think that will change anytime.“

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“We worked with Alex in preparing our business taxes and personal taxes. He is amazing and very knowledgeable. He also helped and advised us while we were purchasing the commercial real estate our restaurant sits on. His insight and guidance are much appreciated! 10/10 highly recommended“

“Please put a sign out in your yard area all it says there’s a dentist office in there“

“Since the first time I filled with her I don’t trust non one else but her to do my taxes as she is very thorough. For instance I had a small business and I was audited by the IRS my second year and I was able to go get a copy of all my records from her with no problem. I’m so grateful I used her that year and it has been over 5 year’s and she’s still the same. I highly recommend her services“

“I have been using SBS CPA Group since I moved to Fort Wayne, IN around 2016. Since then, they have helped me navigate many financial changes including jobs, marriage, home ownership, adoption, and student loans. I really appreciate the team's emails that inform customers on tax law changes that have, or may happen (such as during the pandemic with relief checks and talk of student loan forgiveness). If I email a question during the middle of the year, it is answered quickly with a phone call explaining the pros and cons of my financial decisions. I'm very thankful for Brent's guidance and timely work over the years. There is no way I would ever attempt to do taxes myself. I highly recommend!“

“I had some tax problems which were keeping me up at night. Doing a web search I found Natasha's business was literally right around the corner and booked an appointment. She was professional and fun to work with. After a little over an hour I walked out with my problem solved and the price was really competitive. I highly recommend her services and her business and of course - her!“

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“I went and talked to them about questions for my business and he seems really knowledgeable.“

“Heath is an outstanding CPA, and will always have my business. He’s beyond great at what he does, and will be referring more his way. Great business, and family. Thank you“

“Pat has been our CPA for over 20 plus years now and he has provided a great service for us and our company. Highly recommend his services.“

“Christian owned and operated! Staff is very courteous, professional, accommodating, and knowledgeable! They are great to work with for business accounting, payroll services, and tax preparation!“

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“I came to Tradewell based on a recommendation from a good friend. I have been working with the Tradewell team for 10 months now and have found them all to be knowledgeable, courteous and informative. I moved all of my investments to Tradewell for my retirement planning. Additionally, they provided in-office attorney assistance for writing of my will and health care representative, as well as my living will. They also have an in-office health insurance expert who is assisting me with review of best options for marketplace plans since I have opted for early retirement and do not yet qualify for Medicare.Tradewell has been able to meet of all of my planning needs with the various experts all in one office. They offer such complete services with their team which is large enough to meet the needs of all customers and yet small enough to invest a personal interest in each person to whom they provide their services.I would highly recommend the Tradewell team for all of your investment planning needs!“

“My husband I were very pleased with Hartley Tax service. We went in thinking we would be happy if we didn’t have to pay any more than $500 extra in taxes but came away with a refund of several thousand dollars. Well worth the small fee charged!“

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“I have been using Holly to do my taxes for years and when she joined this team, I followed. She is outstanding and I highly recommend her!“

“I have been using Protax for more than a decade. They are a top notch firm that takes great care of their clients. I highly recommend them!“

“I have been going to Apple Tree Financial Group for 4 years now and have had the best experience every time, Thank you Apple Tree Financial Group“

“April Smith was fast, accurate, and knowledgeable. I feel the price was charged is accurate for the value I received. Will come back AGAIN!!!!“

“Mark and Chris are very informative and easy to get ahold of, no matter how large or small of a question I have. As a young professional and small business owner, they have set up my personal and business finances for success. I highly recommend their services!“

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“We've been with Karen Johnson for many years and can't believe how thorough she is. We can't sing her praises enough. She catches our mistakes and pencils them in on our forms. She explains everything very carefully and makes sure we understand before we leave. So grateful we can trust her without wondering if we're in trouble. WE highly recommend her!!“