“My wife and I wanted to get a better financial plan to make sure we are ready for our retirement years. We wanted to find a local fiduciary to help us plan for our retirement. Neil has been doing a good job of understanding our needs, and he takes the time to explain things in a clear and concise manner. We are happy with the returns we have seen so far, and our regular check ins help us to make sure we are on track. He has also helped us to optimize our taxes, and we are working on estate planning. We highly recommend KWP.“
“I have been doing business with Steve and now his son Andy for 20 years and would highly recommend them.“
“Murray, Mensch, and Brooks, P.C. has been my accounting firm of choice since its inception in 1987 (Patrick L. Murray, PC at the time). The firm was established with the desire to not only provide quality service for their clients but with intentional care and concern for each of them personally. In my experience they have accomplished this mission well, continuing it into the present day through the addition of like-minded partners and staff. They are knowledgeable, trustworthy, efficient, and enjoyable to work with (always welcome when talking taxes). You would do well to align yourself with this firm for all your tax and accounting needs.“
“Had worked with Mike Parish on my tax return for 2023 which was very complicated for me due to inheritance earnings and such which I had never encountered before. Tried doing myself, then multiple other tools and services which I found very frustrating. They all had different "opinions" none of which sounded correct and most basically "didn't know" how I should proceed. Lots of issues around my K1 filing.When I contacted Mike, he was the only one that came across as intimately familiar with all aspects of my return. He also uncovered some missing details I needed to provide him. He was a very calming influence and was able to very quickly process my return, obtain an early confirmation of my return with the IRS yet delay payment to the April 15th deadline to minimize any losses due to accrued interests on my investments.I greatly appreciate Mike's help as I was extremely stressed out and getting nowhere with other providers. A true professional and good company.Thanks so much Mike !“
9AM - 7:30PM
6850 TPC Dr STE 108, McKinney
Tax Preparations
“We have been filing taxes with Perfect Tax and Finance for now more than 7-8 years. We never have had any problems. Riya Shah is excellent and knowledgeable. He is very helpful and has been filing out taxes over 5 years. Really appreciate her service.“
“Shannon is a true asset. Streamline was able to assist me in reducing my tax bill.Thank you for your help.“
“Eric educates himself on being up to date on the most in-depth tax advice. If you are a business, give him a call about your taxes. I have learned a lit for him.“
“They are very friendly and helpful. They work with you if you can't make a payment AS LONG AS PEOPLE CALL THEM and talk to them.“
Tax Preparations
Tax Preparations
Tax Preparations
Tax Preparations
Tax Preparations
Tax Preparations
Tax Preparations
Tax Preparations
“We have been using Peter Carrell \u0026 Co for 15+ years. He has high expertise in complicated tax issues. You can count on him and his team to process the paperwork professionally. After an initial first pass, he typically sends me just a few followup questions to ensure I didn't forget something that I had reported last year, etc. Great Team of employees also. The pricing is very fair and a good value. Highly recommend using them!“