“I’ve been a client of The Estate Planning Team for several years . They helped me organize my finances , and advised me regarding my various accounts to minimize taxes. I’m certain that they have far exceeded more tax savings that the cost of their services. Very professional in everything they do . I’m glad that I found them .“
“Dan is great! He is my financial advisor and also prepares my taxes, and has for years. He is amazing about answering any questions or explaining anything that isn’t clear. They are very efficient and flexible when I need to make a change to my appointment. Highly recommend!“
“Family owned and lots of experience. Very helpful with income tax return preparation.“
“I've been doing my taxes with this family business since I was in the military, and still do as a civilian. Top notch professional service!“
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