We have been using Marsha for 3 years now and we love and appreciate her so much. We have multiple w-9 and 1099s and she was knowledgeable in making sure we were filing all the correct paperwork, numbers and helped get the most from our taxes. Last year we moved to a different state and she was even knowledgeable with the new state thankfully. Thank you Marsha, we recommend you to everyone!
April 2022
I have been using their services for the past 2 years.James Kozik is professional, knowledgeable and very thorough. He made everything so easy for me and I trust him and his process 100%. He is also a pleasure to work with.Thank you!
February 2020
I trust my life and financial health in Marsha's hands. I've been working with her for my taxes and financial advisor for over 10 years now. She is honest, professional, an expert in her field and always finds the most beneficial financial and legal options. Marsha takes the time to understand what works for you and your lifestyle. She stays abreast of the latest tax laws and changes and makes sure she notifies you on how it will impact your return if applicable. Marsha also gives an amazing class on educating women on how to understand your financial health. Love her and would recommend her to everyone!
We have been using Marsha for 3 years now and we love and appreciate her so much. We have multiple w-9 and 1099s and she was knowledgeable in making sure we were filing all the correct paperwork, numbers and helped get the most from our taxes. Last year we moved to a different state and she was even knowledgeable with the new state thankfully. Thank you Marsha, we recommend you to everyone!
I have been using their services for the past 2 years.James Kozik is professional, knowledgeable and very thorough. He made everything so easy for me and I trust him and his process 100%. He is also a pleasure to work with.Thank you!
I trust my life and financial health in Marsha's hands. I've been working with her for my taxes and financial advisor for over 10 years now. She is honest, professional, an expert in her field and always finds the most beneficial financial and legal options. Marsha takes the time to understand what works for you and your lifestyle. She stays abreast of the latest tax laws and changes and makes sure she notifies you on how it will impact your return if applicable. Marsha also gives an amazing class on educating women on how to understand your financial health. Love her and would recommend her to everyone!