Shein & Wente, LLC CPA

Dec 2022

Arranged tax planning meeting for our very simple retired situation - basically, how much can we withdraw from our retirement fund annually before mandatory RMD's begin for us in a couple years. Brent very quickly steered us to logical parameters for such withdrawals. And because it was so simple and such a brief meeting, he waived their fee. I wholeheartedly recommend this knowledgeable firm! Not because of the waived fee, but because of the quick and expert assessment/recommendation.