Mark and his team are true professionals, who are skilled at building a rapport to make sure they…read moreunderstand your goals, and use their knowledge, skills, abilities, and honesty to help your achieve your dreams! You are not just a number when working with Vantagepoint! I highly recommend setting up an appointment and seeing your dreams turn to reality!

They handled setting up our Corporation. Everything was explained to me in detail. Great CPA firm!…read moreEveryone is polite and friendly! Thank you!

Started going to John a few years back from a recommendation…read more He's a warm and kind family man that cares to do the best he can for and by you and your family. And his crew of office gals are super helpful, polite and kind. That simply can't be beat!

They were so easy to work with. And after he went through all of our numbers, their fee was the…read moresame as our retired accountant. That was a big relief as the cost was the same. Our taxes felt like they are in good hands.

He is the best of the best! Trustworthy, efficient, knowledgeable and cares about his customers…read more I've been with him for over 35 years. Kathleen

We had our taxes filed in February, 2025 for the 2024 year. We have now been waiting 12 months for…read moreour 2024 tax refund, an ordeal that has been marked by repeated missteps, lack of initiative, and an unacceptable level of service. Throughout this time, we reached out multiple times for assistance, only to receive surface-level responses limited to what we needed to provide, with little meaningful effort or follow-through on their part. After getting our local congressman involved, Wolfsohn amazingly discovered an error in their reporting of our withholdings, which forced us to start the entire process over again with an amended return. This was the third time the process had to restart, first due to two IRS errors, and finally because of theirs, which was the most critical since it started the IRS delay. What is most frustrating is that their error could have been identified back in March when we first sought their help. Had proper diligence been exercised then, this situation could have been resolved months ago. Instead, we are left paying the price for their oversight. We have been long-term clients, close to 20 years, and have always paid a premium fee, with the expectation that their professional tax services include not just data entry, but genuine follow-through and client support when issues arise. That is part of what we pay for. Unfortunately, this experience has shown us that once the paperwork leaves your office, the responsibility ends there. That is not acceptable, especially for loyal customers who have trusted them for years.

Do not go here! I lost my accountant and scrambled to find a new one for 2021 last year. He was…read morerecommended to me by a colleague years ago, so I thought I give him a try. - Super nice initial intro conversation. I was excited, but then very poor follow up, lack of communication and overall customer service. - He did a very low estimated state taxes for 2022 (for which I'm paying now a penalty) - No guidance on estimated federal for 2022. He gave me a super low number, I paid more just to be on the safe side. I was right. He's a super nice guy, but that is about it. They are not organized. I would never recommend him.

My father passed away at the end of 2016. Dealing with the loss of my father was difficult enough,…read morebut added to that was the fact that my father was a CPA and had been doing my taxes my entire life. This would be the first time anyone other than my father would guide me through this process. I was lucky enough to find Josh, who not only is a total pro with a quick turnaround time, but a really good human being. He's now been my CPA for the past 8 years and I always look forward to our annual Skype tax meeting.

I can honestly say that I look forward to tax season because Josh is my accountant. He is very good…read moreat letting me know what documentation to provide for tax season, and gets back to me in a timely manner (responds to emails very quickly!). Josh picked me up as a last minute client in April of 2019 (a week before taxes were due!), when I was told my accountant of several years was no longer doing taxes. Since completing my 2018 taxes, he help me set up my LLC, breakdown my C-Corp, and apply for PPP loans. In March of 2020, Josh + his office sent out an email on a Saturday to all clients to go over what was covered under the CARES act- who was eligible for unemployment benefits, what loans were available for small businesses. I forwarded this email to my friends and they also found this information very helpful- their accountants didn't do this for them. It says a lot about what Josh and his team does for his clients. Josh and his team are much more than just "tax accountants"!

Diane is Awesome! Gets the job done right with great prices! Staff is very attentive. Over 20 years…read moreof experience!!

From the owner: 20+ years of experience.read more

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!

Don't do it!!! If filed taxes. Was told my husband and I were getting a state refund. Taxes…read moreprocessed and all of a sudden we received notice that our refund was on hold and we owed money to state. Went into the office and manager helped and confirmed she would re-process. She never did, office closed for the season and called and wrote corporate several times with no reply. End result husband got wages garnished and we had to pay another tax office 700 additional bucks to refill. Turns out state owes us 1,700 now but it cost me 1400 after filing twice to get it. These people don't know what there doing and are the worst.