Allen is as good as it gets! He's a great guy and a very good financial advisor. We have been…read morewith him for almost five years and have been very happy with our investments. He takes the time to get to know you, understand your needs and helps you create and implement a realistic plan that will allow you to meet your future financial goals.

I was recently involved in a crash that was of the other driver's fault. I was at Caleb's doorstep…read moreat opening time the next business day. Caleb and Tonya went above and beyond what I expected of them. They assisted me with filing my claim and with every other aspect of the claim's process. When I was having some difficulty getting the claims representative to return my call, Caleb and Tonya advocated upon my behalf. It's nice to know that in a world dominated by corporate culture, there still exist the neighbor next door mentality, which Caleb and Tonya personify! I highly recommend doing business with Caleb and Tonya. You won't regret it. I sure haven't.

Tom was recommended to me by a close friend, which turned out to be fantastic advice. Tom provided…read morethe quick and meticulous help that I needed regarding Medicare, palliative care, medical equipment, etc. Much appreciated!

Our specialist Ken was fantastic. Literally cut our tax bill in half and we owed a LOT. Two hours…read moreof hard work and he was friendly and careful the entire time even though we were very disorganized. Thank you.

The worst experience I have EVER had with my taxes. I called to follow up on why I hadn't received…read moremy money. My "tax specialist" Matthew was intent on telling me how I was wrong until he finally admitted that he had put in the wrong routing number....not was given bc the routing number he inputted was for Bennington instead of Brattleboro and he admitted that "that was a line above Brattleboro". I finally am given info that a check was cut on March 14th...it is now April 3rd and I have received nothing. I was offered no break on the over $500 that I had to spend on incompetence. After all of this the manager Jennifer....after 2 messages being left called today to relay the same exact information. I was told they would do something if I came back next year....not in writing just verbally which after my experience up to now, I wouldn't even attempt to redeem that bc its probably bull nor would I want to. Seriously, human error I get but the arrogance in addition to the incompetence is just too much!!!!!!!

I tried to use this service for my taxes this year, for the 2016 tax year. However I've ended up…read moredisappointed and took back my records; I will do my taxes myself yet again. Women -- think twice before going here. Disorganized and condescending, they lost their records of having ever met me only two months ago in early January.The bottom line here, IMO, is they have a sexist view of women as head of family finances. They even tried to tell me my husband had brought our taxes to them last year. Oh really? Seriously, they did try that. Obv they had not looked very closely at the form for 2015 which I had left at my first meeting in January, for if they had they'd have seen no outside professional tax prep was used. Is my experience a one-off? Maybe. Can they do taxes correctly and professionally after all? I'll never know. Updated 10/23/2017. I just read the Talon reply below dated 9/1/2017. It provides more reason to avoid this firm. 1) Schwab, which I never mentioned in my review so they are only trying to name-drop by adding it, has nothing to do with their working on my return. Don't go to them if you are looking for a qualified Schwab broker or office because this isn't one. 2) I did not storm in but I did storm out, based on the poor treatment I got when I asked for my file. Yes, it was sexist to say my husband had had our taxes done there the previous year. Sexist and ignorant. Don't try to hide behind a female owner. The only reason this firm asked me for information, which it had in its possession in my file, was because I had not heard from it since my meeting in January. It was I who contacted this firm asking for the status of my tax return. When I got the resulting question for more information, I knew my precious time had been wasted, along with plummeting confidence in its ability to do the work .

Talon RS, LLC is owned and operated by Patricia Lotito, so hearing that we are considered a sexist…read morefirm is upsetting and disappointing. Patricia prides herself on helping women accomplish great financial goals and sympathizes in knowing the disadvantages that women face every day. Unfortunately, this is a case of miscommunication; we did receive the documentation in January, however, the file was incomplete and we contacted Marian via email asking for the additional information to be brought in. Marian stormed into the office the next morning and began yelling accusations and proceeded to accuse us of not having a relationship with Charles Schwab. After explaining our relationship with Charles Schwab in great length and what it had to do with her tax return, she asked for her paperwork back. This was our first dealing with Marian so we were never given the opportunity to service her. We offered her a free tax return which she declined and she left.