Very informative and professional…read more I would recommend this agency to everyone but most importantly high net worth individuals who need to navigate coverage in these litigious times!

Dermot Dolan at the helm; this Agency has grown in leaps and bounds - for no other reason but that…read morethey're customer-centric. Everyone you deal with there is a consummate professional. Questions?, they have THE answers. Concerns ? They offer the " Balm ". Highly recommended.

They made and error on my tax return (which they admitted to) and I had to pay the money owed. They…read moretook no responsibility for their mistake. I would highly recommend going elsewhere!!

I hired them for more money than I have ever paid for an accountant for 2018…read moreIt was very difficult to communicate with them and now I am being audited for that period of time. Never again

If you're looking for a mortgage lender who actually cares, go with Bobby. He made my first…read morehome-buying experience seamless despite a very tough market. Bobby is attentive, always available, and incredibly thorough. He never missed a call or text and was always ready with a solution to get my offer noticed. He truly listened to my needs and helped me close on the perfect home. 10/10 recommendation

Bobby was recommended by my brother who closed on his home a few months ago. My experience with…read moreBobby far surpassed my expectations. First home purchases are perceived as stressful and complicated. Not in this case. Bobby and his team were along for the ride every step of the way, portraying professionalism, care and dedication. I look forward to working with Bobby on our next adventure. Thank you Bobby!!

Happy New Year Mr. Williams! Wanted to thank you for all the…read morehelp you gave me last year with my taxes. You were always available to answer my questions and very gracious with your advice. Thank you. See you soon.

This is a great business. Mr. Williams is a very intelligent man. He has been running this…read morebusiness on his own (with a few employees) for over 15 year. He helped my family secure the mortgage when we needed it, and at a great rate. His office may be a bit chaotic and clearly needs some renovations, but don't judge a book by its cover, this guy knows what he's talking about and gives great financial advice.

Upon a recommendation from a reliable friend to use Melissa at FPM, to summarize I ended-up being…read morevery pleased with her financial + preparation services. She listened intently and patiently to my questions, being so clearly helpful and knowledgeable throughout the process, making it less stressful and easier to navigate. I would most definitely use her again.

Melissa is amazing! Highly recommend. Service is great, always very helpful gets me a good refund…read moreevery year! Knows her sh1t!

Mark is very professional. Went through everything with me for my taxes. And explained…read moreeverything perfect

I had great experience in prior years but this year is different. I dropped off our tax documents…read moreon Thursday March 5th and usually about 2 weeks to be completed as we were told in prior years. We received a call on Friday March 20th by one of their office staff that our return was ready to be picked up. My husband, son and I went to sign and pick up our tax forms and thought we would be receiving our IRS return roughly 2 weeks from picking up our forms. It is now Monday March 30 almost April and our return was never sent to the IRS by their office and this I only found out because I had logged on to the IRS website to check on our refund but they did not have our information so I called Covati and Janhsen and that's when they said it was never sent to the IRS. So if I didn't check the IRS website for our refund, I would have never known my return wasn't filed. I trusted their office with our documents and return yet our forms just sat somewhere in their office without being filed and without even a call. If I didn't call them who knows how long before our return would have been sent to the IRS if even at all. So disappointed unfortunately we will not be returning.