Accountants near Southwick

“Paul's been doing my tax returns and handling my investments for as long as I remember. I have full trust in him.“

“I have been going to Dave for the past 5 tax seasons and would highly recommend him! He is fast, professional, and communicates in a manner that is easy to understand.“

“Excellent knowledge of various tax situations. Always available to respond to questions throughout the year.“

“Ms. G started as my bookkeeper and ended as my friend! She is stern and has helped me as a new business owner to not only understand what I need but also to take charge of my expenses and income. She is a strong advocate for struggling entrepreneurs and I cannot tell you how thankful I am for Ms G. She has saved us countless times in making sure we do not miss a single deduction! She is unbelievably knowledgeable and goes out of her way to always help others.“

“Best in the business hands down. I’ve been with this firm close to 40 years demonstrating focus, diligence and accuracy; everything we want in an accounting team and financial advisor.“

“I called Mr Menzel to see if he could help finalize my dad’s estate taxes. This was after over 30 calls to different accountants and CPA’s in Massachusetts and Texas where my father lived. Everyone else said, I don’t do estate taxes, not taking new clients, you must have a referral. It was all very frustrating. Mr Menzel listened to my plea was able to file the estate taxes for me. He was very professional, and kind and his staff was as well. I would highly recommend him and his company.“

“John & Zach are true professionals in the business. They’re always responsive to questions and or concerns. I wouldn’t recommend anyone else..“

“Mary was prompt and professional, and so far, it appears she is proficient with filing my taxes. I was somewhat upset, however, when Mary basically hijacked a speaker-phone conversation I was having with a TD Bank representative when endeavoring to sort out an issue regarding documentation required to complete the tax-filing process. Mary called me "a very literal person" and seemed to think I needed help interpreting what the TD Bank rep had told me, and how I should respond to what I'd been told me. I'm a 62-year-old military veteran, college graduate, 8-time published, award-winning author who has lived all over the world. I usually don't need help interpreting what I'm being told--unless what I'm being told is in a foreign language.“

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“I have had Jim as my CPA for over 30 years. He is the best in the business. He stays on top of all the latest tax issues & makes sure his clients are aware of things that could impact them. His staff are helpful & friendly. Highly recommend!“

“Excellent service.
Accuracy of handling all documents.
On time appointment without any delay.“

“My taxes were filed incorrectly due to confusion of being a contractor, Don helped me to re-file my taxes and reduce the amount owed. He was very helpful and easy to work with. Very good experience.“