Had a form come in the mail and I reached out to them . They called me back with information on how to fix the problem . Never tried to sell me anything and also told me I could save tons of money doing it myself . Refreshing thanks a lot !
March 2024
I started working with Haley last year due to having 2 very bad experiences with previous CPA's that cost me over 16k in taxes over 2 years. I informed Haley of this prior to us working and she put together a plan that not only helped me personal side but also saved me so much on taxes (with her strategies) that I only had to pay $300 for 2023 (versus the 8k in 2022) and nothing in my business had changed except for the things she helped me implement. I highly recommend especially if you are a small business
August 2023
For years, I have struggled with having to go back and forth between my CPA and my financial advisor to maximize tax reduction strategies, understand and leverage the best financial investment options for my businesses and income level, automate contributions, and feel confident that my tax and investment strategies are giving me the most return for my money. With Haley, I finally feel like I understand the whole picture, like I'm getting the tax and investment advice I've been looking for, and no longer have to worry about getting everyone on the same page. I refer all my friends and family.
Had a form come in the mail and I reached out to them . They called me back with information on how to fix the problem . Never tried to sell me anything and also told me I could save tons of money doing it myself . Refreshing thanks a lot !
I started working with Haley last year due to having 2 very bad experiences with previous CPA's that cost me over 16k in taxes over 2 years. I informed Haley of this prior to us working and she put together a plan that not only helped me personal side but also saved me so much on taxes (with her strategies) that I only had to pay $300 for 2023 (versus the 8k in 2022) and nothing in my business had changed except for the things she helped me implement. I highly recommend especially if you are a small business
For years, I have struggled with having to go back and forth between my CPA and my financial advisor to maximize tax reduction strategies, understand and leverage the best financial investment options for my businesses and income level, automate contributions, and feel confident that my tax and investment strategies are giving me the most return for my money. With Haley, I finally feel like I understand the whole picture, like I'm getting the tax and investment advice I've been looking for, and no longer have to worry about getting everyone on the same page. I refer all my friends and family.