“We've worked with the Estate Planning Team for over 15 years, from pre-retirement to now 10 years into retirement. We have relied on them to help us transition into retirement as smoothly as possible. They have given us help on everything from tax strategies to long term care, will and Trust documents. Our yearly meetings allow us to adjust our living expenses to match the outside financial pressures of the day. Their support has been the basis of feeling confident we will be able to live comfortably and still leave something for our heirs.“
“I've been going to DWR Financial for my yearly taxes, that also include my business, for 3 years and they always to a great job and give me piece of mind that my taxes are done quickly and done right. Staff is always very nice and professional.“
“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!“
“Happy holidays to Jim, Aubrey, Marie, in the whole wonderful staff at Ta-check ! You all are like family to me as soon as I walk in the door! l wish you all a wonderful Christmas with family and friends! And, I happy New Year to all! And to all, good night!“