Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

Usually, when you see anyone who has all 5 star reviews, a red flag should go up that this person…read morehas gotten friends and family members to fill up his page. I decided to see for myself, and Shane is the REAL DEAL. He is compassionate, knows the tax code, and he takes the time to understand your issues and is not afraid to tell you if he doesn't have the answer right off the bat. Your time will certainly be well spent talking to him Thank you again Shane !!!!

Shane has been my accountant for four years and I truly don't know how I got through tax season…read morebefore partnering with him. I've often had complex returns: multiple freelance gigs, income from multiple states, unpaid taxes from previous years. This has never been an issue for Shane to take care of. Easily the best part of working with Shane is the transparency he provides and the effort he makes to keep you informed of what he is doing. Tax code is tantamount to alien language to me. Shane not only takes the best approach to protect me and insure I am taking advantage of every legal tax means possible, but goes out of his way to make sure that I understand what he is doing and why. Shane is also a CFP and his financial planning skills are an added benefit to working with him. I feel much more comfortable about my future financial health having heeded his advice. He has been known to take house calls, meet in the confines of a friendly and quiet bar, or invite you into his own office--whatever is most convenient for you. I wish the song "Taxman" by The Beatles had a positive connotation--like perhaps about a Justice League member that has tax return powers--because Shane is definitely my Taxman Superhero!

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

I don't even know where to begin I LOVE Brooklyn Plans!! Kristen is amazing. The office space is…read moreamazing. When I came to Brooklyn Plans I was looking for financial advise to help set me on the road to successfully paying off my upcoming grad school loans. Kristen helped me figure out what the best repayment options are and she helped me devise a financial strategy for saving, 401k, home ownership and vacations. It was one of the best decisions I've ever made and worth every penny. As a millennial I know how easy it is to believe that you will be swimming in debt forever. Working with Brooklyn Plans helped me realize nothing could be further from the truth and with sound financial advise and discipline debt freedom and wealth building are possible.

Brooklyn Plans is the best! I have worked with Kristen for a couple years now and really appreciate…read moreher approach to help people feel more confident about their finances. This is a relationship based business that doesn't just talk numbers, but speaks to the big picture of your life - what do you care about and what kind of life are you trying to create by getting your finances working for you toward your goals. I've taken her financial vision boarding, budgeting for beginners and investing for beginners class and have always walked away feeling less alone in the process and better equipped to really own my finances. The financial plans they create involve setting up a system so that you don't have to worry on a regular basis, since you know that system is working for you while you go about your life. Cannot recommend Brooklyn Plans enough!

While Iryna has provided tremendous tax and financial acumen and guidance, it's been her personal…read moresupport and care that has been truly distinguishing. Iryna helped me through a difficult stretch with great knowledge, compassion and results. It's been my pleasure to recommend Iryna to friends and family - and now everyone!

Iryna helped set up my entertainment company back in 2011 and ever since then she's been handling…read moremy small business, Aldo Ryan Entertainment and personal bookkeeping, taxes and beyond. During these years, we NEVER experienced any problems with her or any of her staff members. On the contrary: we've been very satisfied with the level of service and communication they've been providing to us. Iryna is a very smart, sharp and honest professional. She attends continuing education seminars and conferences all over the country annually. Her office applies the latest technologies in their work, which makes everything easier, more organized, protected, faster and less expensive for the client. Iryna is on top of the latest tax updates; she sends out all sorts of reminders to her customers along side with personal emails to make sure all the deadlines are met, payments scheduled, nothing missed. The response time frame is unlike all the other accountants we ever dealt with: if not within an hour, then within 24 hrs for sure (which I like very much!) During Tax season she likes to stay in touch even more: by sending all kind of reminders and preparation lists, following up and making sure everything is to a T. Every month during payroll time, her office makes sure our bank account is good to go for any kinds of withdrawals to avoid insufficient funds fees and such. I enjoy reading her monthly newsletters - not too long and very informative. We highly recommend Iryna's Tax services to any individual or company!

A couple years ago I realized how LITTLE I knew about money…read more I had the basics (savings, budgeting, etc.) and understood the end game (retirement). But what about all those decisions in the middle? It's hard to talk about, because everyone comes from a unique place: $ saved, debt accrued, etc. For example, my biz school friends went straight into jobs that made money from the get. I dropped out, waited tables, and worked for free. I was ready to make the biggest decisions of my life, but had no help to answer questions like: - If I want to buy a house in 3 years, how much money do I need? - Am I buying a house for the right reasons? - If I'm ready to start a family, when do I start saving? I started working with StashWealth as a financial advisor and it's been amazing. I got: - Personalized, actionable advice. 100% customized plan - Told me exactly how to reallocate my money. Then helped me open and close the right accounts. - Crazy good response rate. Anytime I've had a question, Rob (a co-founders) answered it in a few hours. Caveats: - SW is not right for everyone. IMO, get a baseline edu of personal finance first. - SW is NOT a "budget" option. They have a fee, more than Wealthfront or Betterment. All options are good, it depends on your needs. I've been lucky to work with many successful people. I've learned: No one "figures it all out." There's always another challenge, whether it's financial, career, or personal: mortgages, child care, job loss, cancer. And StashWealth is there to help you navigate these challenges. If you want more info, I wrote a more detailed review here, where I talk about who StashWealth WOULD be good for, and who it WOULD NOT be good for: http://christopherming.com/2018/02/honest-stashwealth-review/

I would not get caught up in the acronyms and marketing hype with these guys. All talk about being…read morerebels of wall street and really little in the proof. For all the effort and check ins the results were less than what the bigger and established financial companies were able to do. Let's face it, all of these guys have their issues but personally I would look elsewhere. Better the devils we know really applies in the case of this start up.

I've been with Eisner Amper for 8 years in their Princeton NJ office (ever since they acquired…read moreField and Higgins). The service has become abysmal (I asked 8 times for a review of my account in 2024 and never heard back) and their prices have become outrageous. In 2023 I paid $2,625 for my corporate returns, which I hand them on a platter. With no notice, they charged me $4,536 for my 2024 returns. Needless to say I am moving my business elsewhere.

Six months ago we needed to retain an accounting firm to calculate simple, unaudited financial…read moreestimates for our company. We initially thought to retain one of the Big Four firms. Unfortunately, we surmised that as the calculations were quite basic in nature and that no audit confirmation was necessary, we could use a smaller, local firm. We contacted the firm EisnerAmper LLP in Sacramento, California. In our initial contact we spoke with the Managing Director Ms. Jolene Fraser. We made it very clear to Ms Fraser that we only required unaudited estimates and did not require her to "stand behind" the figures. She acknowledged that Eisner Amper LLP could readily fulfill our request and requested our documents and a $7,500 retainer. We had slight apprehension when she required such a large retainer, because our retired KPMG accountant had advised us that what we wanted would only take an accountant only several hours to complete. We immediately sent off consolidated sales statements and the retainer....and we never heard from Jolene Fraser again. Over a month later, we contacted EisnerAmper LLP and inquired the status of our estimates. Ms Fraser, rather than contact me, called our company attorney and advised that her firm could not comply with my request and only was willing to do a "full blown" (their words) financial audit. This audit they were speaking of would go back 10 years and entail reports not requested or needed by us. Furthermore, the cost would be well over the retainer amount. We immediately emailed Ms Fraser and terminated EisnerAmper LLP. We asked for our retainer to be returned along with our documents. A month went by with nothing causing us to have to contact Eisner Amper LLP again asking for our company documents and retainer to be returned. After two more weeks our documents arrived apparently untouched, in the same order and condition submitted. We had to contact EisnerAmper LLP a third time asking why our retainer was not included with the documents. MS. Fraser would not get on the phone and her assistant "Mikayla" advised that due to Covid 19 our check would be delayed? We waited several weeks with no refund and finally contacted EisnerAmper LLPs headquarters in New York. We spoke with the partner over the western U.S. who advised us he would look into the matter. Several weeks later we finally received a check from EisnerAmper LLP but it had a large deduction. We reached out to the partner and he advised he would look into the matter. We requested an itemized invoice as to the deductions and what was done? We also asked for any work product that was completed. To this day we have received nothing. Can you imagine an accounting firm that does not give an accounting of what they charge? In closing, EisnerAmper LLP duped us. They originally claimed they could do what we specifically requested, then once they received our retainer they backtracked and claimed they couldn't do it. We ended up with nothing but a 3 month delay in our project. Our experience with EsinerAmper LLP was a frustrating and expensive lesson.

I am so thankful for Carrie's support and guidance. For the first time in 39 years, I am finally…read morefeeling like I might be honest with my self and find confidence in managing my finances! I am so thankful that I have found a safe place where I never feel stupid or immature about asking questions that I really need to ask! I still have a long way to go but I am confident that with Carrie's help I will become secure and clear about my spending habits because I'll be in charge! Thank you, Carrie!

I've worked with Carrie over the past six months and the impact it has had on all areas of my life…read moreis incredible. Carrie has offered incredible insights, compassionate understanding, and a positive, yet realistic perspective throughout our work. She is a true believer in possibility and this approach towards life is contagious! I never thought I would feel so in control of my finances and not feel constant stress about the entire subject, and the skills I have built here have translated into many other aspects of life, including work and personal relationships. Carrie is a supportive and encouraging guide in a challenging journey to explore all things money related and I am so grateful I had the opportunity to work with her.