Mary Jeanne is marvelous. So thorough and thoughtful. There for me all the way and so patient. Very…read morehappy with my new resume and would very much recommend!

Mary Jeanne is a wonderful coach and teacher. Her expertise keys in on the essence of her clients…read moreand then she helps them communicate their style and business philosophy. I felt that she listens and then guides you to the completion of a very fine product. She recently assisted me in re-branding since I transitioned my career. I highly recommend Mary Jeanne for your career strategies and LinkedIn education.

I have been going to Compass financial for 3 years now and Zach is always so professional . The…read moreclient portal is so user friendly and Zach responds to every question. Stellar service in a timely manner !

New tax preparation client here! Had a really great experience with Aimee - transferred my tax…read moreinfo from another provider and feel like I got friendly personalized service at a really reasonable rate You want to feel confident that everything is done right and that's just how things turned out for me. Did my tax preparing via a couple of emails and uploading of my tax docs to a portal online. Easy and straightforward, and I really like the idea of using a local resource via a nameless HR Block or TurboTax helper who may well be located in another state. Recommend these folks and will use again.

Finn and Cohen are the best! I used to drop off my employers taxes here years ago. I didn't know…read morethen they do personal tax returns too. When I decided I needed a CPA I gave them a call. My CPA Mark is the best! I have worked with him for 5 years and couldn't be happier. Our return is always correct. A few years ago I got a letter from the FTB and when I contacted Mark he reviewed our return and realized it was the states error, wrote them a letter and straightened it out. To have the peace of mind of a qualified CPA is priceless. I really can't recommend them highly enough.

When I bought my business the first place I came to assist me with bookkeeping was Finn & Cohen…read more Duncan has been SO helpful and is able to easily explain things in a way that makes sense. He was able to setup my Quickbooks company so that I can efficiently record my sales and keep track of everything I need for my taxes. The peace of mind I have from knowing I am doing everything correctly is priceless.

They were so friendly, helpful and patient! All 3 members of our family used them and will do so…read moreagain!

I actually enjoy seeing Tania every year for a review of my tax filings. We always have a nice chat…read moreabout stuff.

My husband and I were looking for a new accountant when we found Travis. I had an initial…read moreconsultation over the phone, and then his office sent over a packet to help us get started with our taxes. After a few weeks, we had our meeting via Zoom (pandemic), and I have to say that he was very thorough, extremely informative, and is really knowledgable about tax laws. He answered all our questions and made some great suggestions as well. Most importantly though, he is very personable and really seemed to care about getting to know us and doing his best for us. I would highly recommend Travis.

Travis is great CPA and extremely helpful with various random questions. I would not hesitate to…read morereccomend his services to anyone looking for a quality/trustworthy CPA.

Long story short, Ms. Runkle hung up on me when I questioned her accounting service. She does the…read morebooks for our subdivision's water company and emails monthly invoice. If a member misses payment on an invoice, they have no way of knowing because she refuses to put past due amounts on invoices. I am well aware that this would be a very easy task in QuickBooks which is the software she uses. It's easy to miss a payment because until this year we were only billed every other month; now this has changed to monthly. So, even with the best intentions, one can miss a payment. She refuses to send statements also which would be the other way to alert water company members of past due amounts. None of this would be difficult for her to do in QuickBooks. So, I called her after the water company treasurer explained to me that she was being uncooperative with them. They had asked her to send letters and a current statement to those of us who had missed a payment (in my case, due to a family disaster.) Her letter was inaccurate (and quite hostile) for which she did apologize. When I began with one last question, apparently she'd had enough and hung up on me! ! An individual who has worked with Runkel tells me that doesn't "do customer service." She has blamed her poor service on the inability to hire a competent bookkeeper. (As a former bookkeeper I would expect she'd assess their skills before hiring them.) I have worked for difficult CPA's and I will definitely add her to the list of ones to avoid when possible. Please be careful.

Lori is a very caring person. She'smart and personable. I trust her to give me the best advice.read more

Jennifer is a very competent knowledgeable CPA. Highly recommend. She is thorough and professional…read moreand prompt!

I'm proud to be the first review for the new office as I know there will be a long list of 5 star…read morereviews soon! Rudisill is up to date on current tax law (confusing because of all the changes with Covid) and she is easily assessable to everyone on the peninsula. Lastly, the service was reasonably priced! Highly recommend for all accountancy needs.

Lori Silver has guided me through multiple trust and probate issues over more than twenty years…read more She is compassionate, skilled, and experienced in these aspects of the law. On a scale of 1 to ten she is a true 11. She is capable of of handling complicated estates and complicated personalities. I'm eternally grateful to her and her staff for all their support.

Lori Silver and her firm are exceptional - we have used her for our own estate planning and to…read moremanage the estates of my late mother-in-law and brother-in-law. Everything was handled with competency and compassion. Lori is extremely knowledgeable regarding the law and always ethical in her transactions.