May 2023
Jeff has prepared my taxes for many years as well as being my financial planner. He’s always taken the time to help me understand every move I’ve taken to prepare for retirement.
Reviews
Jun 2019
Jeff has provided excellent service for 16 years. He is very knowledgable in the financial services arena and very reasonable in his fees. We are so pleased with his service that we continue to use Jeff although we live in another state.
Feb 2017
I highly recommend Jeff to take care of your tax refund!! He takes his time, answers all questions, explains what he's doing step-by-step assuring he doesn't miss one thing.. Overall, the best experience yet for me!
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Hours
Monday 8AM - 5PM
Tuesday 8AM - 5PM
Wednesday 8AM - 5PM
Thursday 8AM - 5PM
Friday 8AM - 5PM
Saturday Closed
Sunday Closed
Location
1506 West Street, Southington, CT 06489
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