I am a financial advisor myself. Doug Dickey, Nick Warren, and their team are great to work with and collaborate with! They do a great job explaining complex strategies in a way that clients can understand it. They do a great job in implementing those complex tax strategies with a very well structured and organized plan. Their team is run like a well oiled machine. Their meetings are full of laughter and are fun. They are far from dry or boring. read more

Yes, as you can read from their response, DRDA will try and justify their expenses, and say that it was because I decided not to continue with the project that they seemingly spent so much time and effort on. What is not addressed is any acknowledgment of short comings on their part. Lack of communication, dragging their feet and never getting the ball rolling or even appointing an accountant to my business, which was mentioned several times, but never done. Also doesn't explain a $810/hr zoom meeting that was charged. There time is obviously way more important than everyone else's time. Nickel and Dime charges for every second of their time without acknowledging their shortcomings and offering to compensate more back for lack of any else's time should be a red flag to anyone that hopefully reads this. read more

Terrible firm. Overpriced. Poor service. Don't care about their customers.

Excellent accountants. Currently have excellent service with Jennifer with our businesses and taxes. A lot better than my previous accoutants, Jester and Jester, who grossly messed up my taxes and financial statements. read more