Tax Preparations near Whitehouse Station

“Been with them for over 20 years
Trust them whole heartedly ,you always
have peace of mind every year
Because they always do the right thing.“

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“Lili was my tax advisor and she was very friendly, caring, thorough and very knowledgeable. She made the process easy!“

“Harry has been a superb CPA for us for many years. He is clear, accurate, diligent, and always up-to-date on tax issues. He responds to my questions with patience. I would recommend him to any of my friends/family, and have done so in the past.“

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“Was working as GC in California many years ago. Crunches for time to submit taxes. Jim did an excellent job for me-a first time customer. Even though I live far away from his office he still my tax man because of his attention to details“

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“Very helpful. found stuff I would have missed. very affordable and well worth it. kind and friendly as well.“

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“Joe has been my mother’s accountant for her salon business for many years now and she is always very happy with his work. He truly does take good care of her and her business by always being there whenever she needs his help, quick with his responses and always staying on top of whatever the business needs. Not only does Joe care for her business taxes but her personal taxes as well. Their business relationship is strong, professional and long-lasting!! We highly recommend Joe Stutz, CPA!!“

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“After looking at a lot of Groups to organize my family and get ready for retirement, Alliance Wealth took the time to sit down and plan out our lives. Ken and Paul were easy to understand and made this ordeal easy to understand. There are Larger groups here in Flemington that seem to talk down to you and make you feel that you are not welcome into their group. A lot of Finance groups just want to sell you an insurance investment where you are locked into them for 7 to 10 years. Ken laid out a solid plan, They performed a stress test and came out with a plan to see if you will outlive your retirement money. They don't take control of your money, just manage how it should be invested. Your money will stay with Schwab, Etrade, or another firm. I enjoyed being treated like an adult without feeling like a 2nd rate citizen. We don't have alot of money but, they still made my wife and I feel like we where the only thing important to them. I would recommand Alliance Wealth to my friend and family.“

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“We had our previous accountant for a decade, but he passed way. So, we used Pat for our 2020 taxes. She reviewed the past several years of our taxes and realized that we were missing a pretty large amount for a refund. So, she not only did our taxes quickly and painlessly, but also helped us file amended returns for 2017, 2018 and 2019. Found money! Can't say enough good things--very sharp woman!“

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“Awesome! John and Pauline have done the taxes in our family for decades. They are a wonderful pair. I highly recommend them.“

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“Brian has been doing my taxes for well over 10 years. I was using H&R Block prior to using Brian. Every year with H&R I owed money. H&R accountants were not up to date on the ever changing tax law which cost me lots of money. Brian is so meticulous with keeping up with the always changing tax code that my returns are always a payment to me and done right. I never have to worry with Brian doing my taxes as he is so client focused. My father was using an accountant in Pennsylvania where he lived and always owed money so I had him change to Brian. And just like me, Brian, being up to date on the tax code was able to get my father a return for the first time in years. I also use Brian as my financial adviser. Brian is very knowledgeable on ways to handle your retirement moneys as he has me up 18% the past year I couldn’t be any happier with his advice. I and my family have also used his services twice to handle estate taxes. His knowledge and advice made a difficult time and situation very easy. I highly recommend Brian and his team for both taxes and financial advice. Thank you Brian for being the consummate profession Al always training yourself on the changing tax code so you will be the best accountant for your clients.“

“We use JRM services for years now and it's always been a great experience. Both John and Matthew are wonderful, describing and explaining the process. Highly recommended!“

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