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    Absolutely Organized

    5.0 (1 review)

    Services - Absolutely Organized

    Home organization

    Accountants

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    13 years ago

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    Howard Diane PA

    Howard Diane PA

    (1 review)

    While Diane Howard- "the tax lady"- was helpful to me in certain circumstances, I experienced two…read moremajor problems in working with her that generated unnecessary stress and financial loss. First, Diane Howard is inconsistent in responding to calls and emails- during tax season and after tax season. During instances that I called and she answered, she was attentive. However, there have been several times over the years that I contacted her by phone and email and it took her weeks and repeated attempts on my part for her to contact me. The problem has gotten worse instead of better: I contacted her over 5 times over a period of a few months to resolve a couple time sensitive, pertinent issues. I let her know it was very important to resolve these with her quickly. I received NO response from her. Her negligence is unacceptable for any professional, including a tax accountant, who is supposed to be helpful and prompt and honest. In another instance, she used her authority in a way that I did not authorize and I incurred a financial loss. These things could have been resolved easily and respectfully but her lack of contact made that impossible. Even though there are times when she has been professional, her pattern of behaving unprofessionally can- and has- easily and quickly lead to unnecessary stress and financial losses. I hope this review helps others to avoid problems with her. I will no longer be using her as my accountant.

    Financial Pathways - Carlos Ruiz, CFP(r)

    Financial Pathways

    (4 reviews)

    My wife is 60 and I am 62 and we have been clients of Jim Kinney for the past few years. Thanks to…read moreJim's financial acumen and sage counsel, we were able to retire three years ago. We are extremely conservative financially, and we asked Jim to help us earn income on our investments (to supplement our pensions) while preserving principle as much as possible. Jim listens to his clients and is very respectful of their risk tolerances. In our case, we have a "very limited risk tolerance" and he has guided us to conservative investments that still meet our income goals. The Financial Plan prepared by Jim is extremely comprehensive. It is more than just a snapshot of where we are financially - it is a guide and a tool (along with the monthly Morningstar reports that Jim provides) that we use to regularly monitor our financial health, our progress, and make sound financial decisions. As we contemplated retirement and a move across country, we consulted Jim regarding the sale of a home, purchase of two condominiums, purchase of a new vehicle, etc. Jim was also extremely helpful in re-assessing our life insurance needs and our long-term care insurance, and he referred us to an excellent CPA. in addition to being trustworthy, Jim and his partner Luba, are ethical and just good people who we most highly recommend.

    Are you looking for a down to earth financial planner? One who will make time for you at your…read moreconvenience? A straight shooter, that will make things comfortable for you a financial planner you can have faith in. My husband and I together, were in the process of moving my husbands 401Ks and also talking to Jim about my 88 year old Mom's portfolio. When my husband unexpectedly passed away, I was in such a dither because even though I was part of the of the everyday finances all this seemed so very complicated. What if I made the wrong decisions? This was my future. Jim very calmly sat with me answered all my questions, drew up a plan that made me feel comfortable, one that's no too aggressive but still making money. He also gave me advice concerning Mom that would protect her and me as the executor of her estate in the coming years. It's been 5 years now and I feel better about my finances today thanks to Jim. I highly recommend Jim as your financial planner!

    Absolutely Organized - home_organization - Updated May 2026

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