"Dan & Paula were instrumental in helping get my mother's estate in order. A warm and congenial couple, who helped every step of the way. Couldn't say enough good things about them !! They certainly know their stuff and always seemed to go that extra mile."
"The tax knowledge of these people is truly outstanding. They also really care about their clients. In my case the IRS claimed that I had made a mistake in my 2022 filing. Not so bad, but when I sent them proof that I had done my taxes correctly I got no result, rather a second notice. Then I called for help and Paula took over and plowed through the many hurdles, including having to elevate my concerns. She got it done!!!! They're simply great."
"Paula and Dan are amazing. I really appreciate them so much. For the first time since my late husband from Hawaii died, I feel like someone is actually helping me and knows what they are talking about. They have made me feel very comfortable with their expertise and knowledge of Tax issues. My tax issues are complex and they have done a wonderful job helping me resolve it. I highly recommend them."
"I recently had the pleasure of working with Paula to correct a significant mistake on my past tax return related to improperly reported RSU sales. The process took over a year to get cleared by the IRS, which was nerve-wracking at times. However, Paula was a beacon of support and expertise throughout this challenging period. From the start, Paula demonstrated a deep understanding of the complexities involved with RSU transactions and the IRS's requirements. She meticulously reviewed my case, identified the errors, and developed a clear plan to rectify the situation. Her communication was always prompt and thorough, ensuring I was kept in the loop at every stage. Despite the long duration and the stress that came with waiting for the IRS's response, Paula remained patient and reassuring. Her professionalism and dedication were evident as she navigated the bureaucratic hurdles to resolve the issue. I am incredibly grateful for Paula's expertise and perseverance. Thanks to her efforts, my tax issue was successfully cleared, and I can now move forward with peace of mind. I highly recommend Paula to anyone in need of a knowledgeable and reliable tax consultant."
"I had a great experience with this company. Paula is no joke and will go after what you want and get it resolved. She knows more than anyone I have ever talked to at the IRS and really understands how to get things done. She does not let up and it's exactly what you want when dealing with the IRS. I highly recommend this company and would absolutely use them again!"
"They helped us resolve issues with past due taxes and helped us with avoiding future issues as well. They are very understanding and kind 10/10 would recommend."