PKS & Company PA

Feb 2025

A year ago, We converted our portfolio management to a new local team , with the intention of combining investment policy/decisions with tax management. We are very pleased with the team of Gigi LeKites, Dan O'Connell and Kyle Banks. They are very knowledgeable, professional, and excellent to work with. Our regret is that we did not do it sooner! You cannot go wrong with their expertise. Dr. Peg and Dan

Oct 2021

Highly, highly recommend Ashley Stern! I can't say enough good things about my experience working with Ashley at PKS & Co.I'm a small business owner and I was connected to Ashely through a client of mine who she actually represented. Before I was even a client of Ashley's she went out of her way to help me sort out a (very terrifying and incorrect) issue with the IRS.I was so struck by her professionalism, calmness, and swiftness of resolving the issue on my behalf that I immediately switched to her services and I've been a long standing client ever since. I absolutely trust her work and guidance.

Oct 2021

Wonderful experience working with Ashley Stern! I would highly recommend working with her. She has saved us hours of time each year and always extremely responsive and knowledgeable.