My wife and I are so grateful to have Sam Dodin and the Excel Team carefully preparing our tax…read morereturns each year. Sam & her team are so thourough and ensure no stone is unturned in order to provide the best possible outcome for us. We are so thankful for the work and effort they provide. Thank you Excel Team!! James & Kathleen

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

Best in the business! Quick, reliable, knowledgeable, and he comes to you. What more can you ask…read morefor?? Would definitely recommend!

Great advice. Will call him in the new year. Very helpful with a tax situation I needed assistance…read moreon.

Nina is amazing, she was very attentive throughout the tax filing process. She was very diligent…read moreabout checking different sources to ensure all documents are getting accounted for. Her communication and transparency for each step helped put me at ease, and she has so much empathy that I felt cared for and not just a client. You're not just a client to her and for me, that already adds so much value to the amount you pay for the services she provides. She was also the only one with affordable rates after I reached out to different preparers, I look forward to working with Nina in the future!

I would just like to say that Nina was exceptional and that she was super nice and I really…read moreappreciate her, she got my taxes done in a timely manner. Thank you so much for your kindness and your patience. I would highly recommend her to anyone.

I am so thankful to have come across Crystal D. that has been so helpful and knowledgeable about…read moretax repair. I owed $10k and she was able to bring it down to JUST $80.00. When Crystal gave me the breakdown of the adjustment, I cried. If you have ever attempted to call the IRS, you know you'll be on hold for at least 3 plus hours and not get an answer. Crystal made the process so easy. I would refer her and her team to the world. I will never be able to repay her for the immense stress she took off my plate. THANK YO THANK YOU THANK YOU!

These guys seriously know what they're doing- it turns out I thought my tax returns had been…read moreprocessed over the course of 3 years through Turbo Tax but they discovered that Turbo Tax had never filed my taxes for me. Because of this, I had to resubmit my tax information and I never received any stimulus money due to COVID. I thought I would end up owing money to the IRS but turns out I ended up receiving money that I didn't know I would. Needless to say, these guys work really hard and are on top of things! Thank you to Crystal for helping me fix my tax problems and getting me back on track with my taxes! She was so efficient, timely, and she made it such an easy process without all the extra tax verbiage I don't understand, I can't imagine going through a different consultant or company, like Turbo Tax. Thank you guys so much!!

John has been very responsive, knowledgeable, with competitive pricing. I look forward to work with…read morehim.

We highly recommend John at Augustus Firm. He is not only extremely professional and polite but…read morecourteous, patient, and understanding. He's an expert in his field and is a pleasure to work with. For all of your tax filing needs, John is your guy!

My family lives in new york and recently I was approached by some local agents---I'd rather say…read more"salesperson". I spent some time searching and learning online and I was relieved to find Heather. She is very knowledgeable in life insurance investment and it's a great experience to work with heather and have all my family's life accounts set up. Highly recommended!

Just got my life insurance done, thanks to Heather's help. I knew nothing about life insurance and…read moreretirement plan, but she explained those professional terms and concepts in a way that even I can understand. Most agents will push you to buy their products which you don't even know well, that's why before I met Heather this concern hindered my decision to buy life insurance. I just wanted to meet an agent who is trustworthy and reliable, then in the right timing, I heard about Heather through a friend. Just after our initial chat, I already knew this agent is want I looked for. She saved me lots of time and trouble to look for the most suitable plan. And most happily, I do not need to worry about retirement from now on.