When looking for Excellent Tax Services.... Patrick Fovel is…read moreon Top of the Game.... Best of Luck

Avoid if you have RSUs -- Incompetent with Tech Equity & Unprofessional…read more I am writing this to warn anyone in the tech industry with RSU or stock compensation to avoid BFM Wealth Management. I had a disastrous experience where this firm attempted to double-tax me on $14,000 of income that was already correctly reported on my W-2. The Technical Error The issue was straightforward: they failed to apply the Adjusted Cost Basis to my RSU sales. Brokerages often leave the basis blank or at $0 on the 1099-B; it is a standard professional requirement to adjust this so the client isn't taxed twice. Despite me performing the investigative work to identify the issue, sending a Supplemental Tax Statement, and providing specific instructions on how to reconcile the W-2 income with the stock sale, they refused to make the correction. When I pushed for them to follow the IRS instructions for Form 8949 (Adjustment Code B) to fix the "phantom" capital gain, they chose to stop working with me entirely rather than admit a technical error through the secure message system. Lack of Transparency & Accountability The communication was highly unprofessional. I sent a detailed, multi-point explanation of the error with supporting math to ensure a clear paper trail existed. Instead of a professional response, I was met with a vague message simply telling me to "call." The entire purpose of a secure portal is to provide a space for documented communication regarding sensitive financial matters. Many clients, myself included, prefer written responses so we can read, digest, and fully understand the technical details being discussed. I proactively called their front desk to explain that I was in a significant time crunch and was unavailable for a phone call, which is precisely why I required a response within the portal. I informed the representative that a "call me" brush-off was unacceptable after the effort I put into walking them through their own mistake. Instead of a resolution, BFM chose to terminate our engagement simply because I insisted on a documented explanation rather than a phone call. This refusal to communicate in writing suggests either a hidden agenda to avoid accountability or a complete lack of regard for the client's time and need for clarity. The $3,000 Reality Check It made no sense for my return to swing from receiving thousands to owing thousands. I took the exact same documents to a different professional, and the results speak for themselves: * BFM's Error: Claimed I owed thousands of dollars by double-counting $14,000 in wages as capital gains. * New Professional: Correctly adjusted the basis, resulting in a $1,444 Federal refund and a $1,048 State refund. A total swing of nearly $3,000 in my favor just by hiring someone who actually understands the "V" code on a W-2 and how to read a supplemental brokerage report. If you value your hard-earned equity and expect professional, transparent communication, go elsewhere.

As a Customer Insights Researcher for a large financial services firm, I knew long ago that I fell…read moreinto that segment of people who needed help managing toward my financial goals - I just simply did not want to wade through all of the complexity of investing and take the time to learn everything necessary to make sound decisions. And so for TWO YEARS I interviewed prospective financial advisers but for a variety of reasons could never quite pull the trigger. That is, until I learned that Joe Harrison was forming his own financial advisory firm. Hallelujah! Finally, someone I could trust implicitly to act in my best interest and understand the complexity and uniqueness of my particular life context. Make an appointment with Joe and experience for yourself his deep knowledge of the financial services space and investing options coupled with his excellent listening skills. The result is a customized financial plan that will have both the right and left hemispheres of your brain buzzing with happiness. For me, overwhelm and anxiety is replaced with peace of mind and I am so happy that I found the right person, Joe Harrison, to help me achieve my financial goals.

This review is very late, I actually thought I left one about a year ago. I am really happy I…read morefound Joe. After meeting with him for just 1 hour, we had a specific plan to take control of our financial future. He was engaging and had a ton of good ideas. Working with Joe was easy and absolutely worth it. I highly recommend him. Joe gave us a simple plan that helped us focus our financial resources which helped reduce our taxes and also provide for a more stable future.

My brother referred me to Jeremy and his team at Conversant and I've been with them for almost…read moreseven years now. From the beginning, Jeremy has prioritized getting to know me, my career, my family, and what matters most to us. What impresses me most is Jeremy's approach, he is not focused simply on "beating the market." Instead, he helps us stay focused on the bigger picture, studying how markets have performed and reacted over time and planning ahead for the next opportunity. Jeremy schedules quarterly check-ins and is attentive and easy to talk to, I always feel like his advice is tailored to our family's goals. I'd highly recommend him and the Conversant Wealth Management team to anyone looking for a trusted advisor who truly takes the time to understand you.

They are professional and very knowledgeable. I feel safe with our money being managed by them.read more

Alex Izmailov has been our financial advisor for over 6 years. We find he is detailed and…read moreknowledgeable. It is the success of his clients which is his priority. He manages our portfolio as if it was his own. We've recommended him to family and friends.

Alex and his team are extremely knowledgeable and actively pursue ways to grow wealth. Most…read morefinancial advisors follow a formula. Alex goes above and beyond, and has significantly improved our portfolio.

Friendly, thorough, and smart!…read more I decided to try and find an accountant after doing my taxes myself for years. A couple of years ago I had HR Block look at my taxes and felt like they were just going to run my info through Turbo Tax so I finally listened to a close friend who referred me to Aaron. Man I'm glad I listened! Aaron was super friendly and thorough. He caught a ton of stuff I had missed on my previous returns and even helped me itemize my deductions saving me hundreds of dollars. I can't say enough about my experience with Hunter Tax Associates!

I am sorry to say I have never had a worse experience. My family and I had been using a local Tax…read morecompany since 2001. This company was outstanding. Unfortunately he retired and sold his book of business to Hunter. My family and I should have switched yet we trusted the new company. This was a very poor decision on our part. In my 45 years of doing my yearly taxes this was the worst experience ever! Their personal touch, lack of communication and overall professionalism was unacceptable. My wife and I have never been more disappointed. Needless to say we will never use them again and would encourage anyone looking to use their services to re think that decsion.

Mark Hawkes gas retired, and Jessica Steffensen took on my account. She is great about returning…read morecalls and emails, and gets my taxes done in a positive, professional manner. Great Work, Jessica!

We have used Hawkes Hastings and Aaron Accountancy for many years as a C corporation, as well as…read morefor personal taxes. They are the best. They are honest and interested in circumstances. They provide excellent services as well as welcome advice. Above and beyond....

I can't say enough good things about Mr. Palma. He has always been going above and beyond for more…read morethan just myself, but my entire family. My parents have exclusively been working with him for years now and he's never once not picked up a call, text, email, etc. Whenever I have any question regarding tax or something in the realm of finances, he's more than happy to walk one through the process. I was surprised to see someone of his caliber not with a big firm, but upon my personal due diligence found out that he's ex-Deloitte for many years, which means he really knows his stuff. I look forward to using him more for my finances as time goes as well as seeing his business grow.

A polished, polite and professional organized team. I was…read morethankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year. They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldn't remember the last time I got a refund! I always owed something when working with other financial professionals. Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of manging these aspects of my business. If you own a business and have your finacial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.

Jeff is great. This was my first year using him and I'm very pleased. He got me in and out in a…read moretimely manner. He is very thorough in his answers and always answers the phone if you have questions. His wife is also a very wonderful lady. I will continue to come back and send referrals.

Jeffery Rondini is very rude. I called his office explaining I was trying to upload my father's…read moretaxes to the portal. I simply followed all instructions to register for an account. The next step was to wait, to receive an email with further instructions. I never received the email, so I decided to call. He was rude from the start. I simply told him sir I did everything I was suppose to do. He was very adamant that I had to a mistake which I didn't. He didn't even try to look into the problem or see who I was filling for. I'm going to make sure my father save his $400 dollars from now on!