Patrick and the Money Coach team are true professionals.  They not only provide typical money…read moremanagement, but also provide a holistic view and support to weather management, personal finances, and estate planning.  End to end service and solution, not just equities trading.

UPDATE: 02/02/15:…read more Went in today to straighten things out. Mr. Milligan is a very nice guy, and apologized for the mistakes and took action to correct them, buy re-doing the tax forms and explaining what needed to be done. He is very knowledgeable and just made an assumption that my company would be listed as an S-Corp (as a majority of LLC's elect to be), rather than a C-Corp . I am sure this is a rare occurrence. Original Review: In our initial consultation, I went over all the details with my notes. He didn't make any notes. I assumed he knew what he was doing and figured he was the professional. When the forms were complete, I went in to sign them, but was not given a copy. He said he'd mail me the forms the next day. Seemed weird at the time, but I took it as standard procedure. I should have looked better at the forms - my fault! When the forms didn't arrive, I called. He said he'd put them in the mail. Still, no forms. I got a call asking to come pick them up, which I did. Got home and noticed some mistakes, which I emailed him about. I got a short reply, "I'll get right on it." Three weeks later, no word, so I email again asking for an update. He replied that he was going to file an amendment, but "they" don't look at amendments until September, so there was no hurry. (?). Today, I get a letter from the IRS stating that the incorrect form had been completed for my business. All I wanted is for my personal and business taxes to be done correctly. 2014 was my first year in business and I wanted to get things right and sought outside help. If all these problems are worked out to my satisfaction, I will update and amend this review.

Top notch service. Tom is very knowledgeable and goes above and beyond to meet his clients needs.read more

Been with CPP for about 4 years now, nothing but positive things to say. Helped dramatically clean…read moreup and optimize my various portfolios and supported more complex financial planning asks around venture capital, trust administration, and personal company legal questions. As a former wealth manager, I wanted to get away from the negatively incentivized fee structures that major BD/RIA shops have, so a fee only independent RIA like Capasso is the ideal structure for anybody and they have been flawless in helping me get everything I have needed done. Cannot recommend them enough.

One scheduled meeting in 7 months of being signed up with these folks at $1000/quarter. What did we…read moreget out of it: A bunch of pamphlets and a small spreadsheet with a proposed rebalancing that has lost money in 6 months of having a really hot market. Honestly it's remarkable. Save your money and find another shark.

Aaron was extremely helpful in clarifying IRS regulations. He was responsive, timely, and solved…read morewhat we thought might become an issue. We plan to have Fringe Advisory as our tax consultant going forward.

Stephen was a great help for my individual taxes!…read more Stephen is friendly, responds quickly, is professional, and gets the job done right. We had multiple variables in our filings for the year, and he was able to decipher all of them without issue. His online portal makes document transfers a breeze, and I never felt any concerns throughout the entire process. We'll definitely be using him again next year!

Best accounting firm in the Lowcountry! Brian Powers has handled our personal return and business…read morereturn for the last two years. They are very professional and extremely prompt in their service. We have a complex return and Brian does an excellent job year in and year out.

Scott came highly recommended and he has not disappointed. He's been doing my taxes for 7 years and…read morehas always done an exceptional job. He's professional, knowledgeable, and communicates his policies clearly in his engagement letter at the beginning of the job. I know that he does the returns in the order received, so I know to get my supporting docs in as soon as possible. (An extension can be filed, if needed). He will answer emails during the busy tax season but I believe he prefers to focus on the job at hand, the returns. I have great confidence that my return has been put together with excellence. I've recommended him to a friend and she also is very happy with the service received. Last but not least, Scott is a top-notch person.

Bottom line: He had two months to prepare my taxes. Didn't communicate at all until I inquired,…read moreon March 31, about the status of our returns. He chose to "disengage," and I received that notification on April 18.

Exceeded all expectations! Responsive, efficient and reasonable. You can't go wrong with these…read moreguys.

This firm cares only about their fees and not about their clients. One of the partners that I have…read moredealt with was rude and condescending. As a female emerging from a diovrce with little financial knowledge, I felt my questions were stupid. I would not recommend this firm.

We recently purchased our first "big boat" and needed to find Yacht insurance. The previous owners…read moreof the boat were so happy with Hugo that they suggested him to us. His response was almost immediate and got us a few quotes that same day. We actually bought the boat while Hugo was out of the country on business but still he responded to every request promptly. After we bought it he was just as efficient putting a new marina in the policy. Hugo was always pleasant to work with, timely, he went above and beyond and we will definitely be referring him to other sailors who need insurance!!!!