I first connected with Kathy when I had an urgent question that was stumping my company's accountants, my personal tax accountant and my friend's accountant. I saw she had great reviews on Yelp - and called her office. She took the time to listen to my question and provide a clear explanation of the tax rules, all without asking me to sign up as a client. I switched over to her firm to handle my taxes from that point on, and now have her doing my parent's taxes as well. She has a great team, well organized, always friendly, and I don't worry about getting my taxes right anymore.
I first connected with Kathy when I had an urgent question that was stumping my company's accountants, my personal tax accountant and my friend's accountant. I saw she had great reviews on Yelp - and called her office. She took the time to listen to my question and provide a clear explanation of the tax rules, all without asking me to sign up as a client. I switched over to her firm to handle my taxes from that point on, and now have her doing my parent's taxes as well. She has a great team, well organized, always friendly, and I don't worry about getting my taxes right anymore.