Awesome experience. Friday night 4/10 at about 6, driving home from work, I saw a sign and stopped…read moreby on a fluke. My accountant retired and I had searched online and was unhappy. This was in Feb and the estimated charges were ridiculous. in addition, they couldn't even schedule a date before April 15. My taxes now are simple with one W2 and I'm single and a senior. I decided to bite the bullet and try to do them myself. I was prepared to go to the IRS building the next morning as they were having a clinic. Anyway, I was tense and nervous about getting my taxes done. Well, by 7 PM Fri George had the taxes done and filed. He shows you and explains everything on the separate screen he has facing you. His pricing is great and he was so professional and generous with his time. I'll be referring others. I felt like a weight was lifted. Without hesitation, I wholeheartedly recommend George for any type of accounting or business needs.

They are awsome and I always enjoyed using them. They will take their time to explain everything to…read moreyou and will support you post tax filing. Don't hesitate to use their services.

I started my own sole -proprietorship engineering consulting business last year and at the…read morerecommendation of my accountant engaged Marion & Associates for my taxes. The service that Michael provided for me was outstanding. Multiple calls from him so he could explain certain aspects of what he was doing with the return, to make sure I gave him what was needed, etc. And he gave me other advice on retirement plan contributions, recommendations for a CFP, and overall a very engaged level of service. A very simple process of uploading a bunch of PDFs to their secure portal and a few weeks later everything was done.

Very thorough and knowledgable. I have used him for complex returns…read more I will be using him moving forward in 2025-2026 tax season.

I went here to get my taxes prepared as a family friend told me about this place and their good…read moreprices, and I was very happy with the service provided by the friendly and welcoming staff.

While H&R Block charged me $400 one year to mess up my taxes and leave me with no money left from…read moremy tax refund, Jarrod from Senior Tax & Advisory Services charged me a fraction of that amount to do my taxes correctly in half the time and got me a HUGE refund two years in a row! No tricks, no hidden fees, no extra charges because of a few extra pieces of paperwork. Jarrod is honest, smart, experienced, and patient. I'll never go anywhere else.

Taxes are always done in a timely and professional manner. Very happy with the services I receive…read morefrom Strategic Tax!

This is THE BEST CPA, Tax Advisor and Financial Consultant I've ever used! I'm a small business…read moreowner so this means a lot! Doug and his wife are the sweetest natured people to do business with AND PATIENT! So patient! You better hire them soon before they have to close out new business, doctors have to do it when they're overwhelmed with new patients, no different for CPA's! Willford Tax made my finances and books "healthy" again!

I have had the opportunity to work with White Oak Accounting Solutions, and specifically, Suruchi…read more She is thorough, detail oriented, trustworthy and very kind and professional. As a small business, I needed help to make sure my books were maintained properly, and that my AP/AR were taken care of (so I could focus on the day-to-day business and more time with my family) -- Suruchi has helped tremendously and given me peace of mind. I highly recommend working with White Oak Accounting Solutions.

White Oaks is a trustworthy firm that listened to our concerns and provided us with sound financial…read moreadvice. We have used them for our personal and small business taxes and are working with them on additional financial services. The staff is extremely knowledgeable, responsive and really invested in your success. Highly Recommend using them for anyone looking for small business financial, taxes and CFO type services.

I have been with Traynor Capital and Keith Traynor for a little over three years now and he has…read moredefinitely done right by me. He is incredibly responsive and has done an incredible job managing our nest egg. I trust Keith implicitly and now both my mother and step-mother are clients as well. I have used a number of financial advisors over the years and found that there are a lot of really good guys in this business that don't know how to manage money. Keith is the first one I have found that is not only a nice guys but really knows how to manage money. My performance has far exceeded all of the benchmarks since moving to Traynor Capital. The markets are going to fluctuate, but with Keith there will be a lot more to the upside.

I made the biggest financial mistake of my life letting Keith Traynor manage my money. Keith…read morecompletely ignored the the coming downturn of the market and looming recession keeping my portfolio aggressively overweighted in tech stocks. He was even buying more of tech stocks on the way down long before they hit their lows. When I tried to talk to Keith about what I was reading and hearing about the looming downfall of the market back in March 2022 he told me, "why can't you just be like your husband and not look at your account." Four months later my account was down over $200,000 and remains down. I finally pulled my accounts from him in October when I expressed my concerns over a purchase he made to which he replied "unless your horizon has changed from 10 years to 3 months I shouldn't be concerned. Traynor Capital Management may make you money when things are good but this firm will gamble with your money based on how well the market has done in the past instead of looking at what is actually happening in real time. Run from this capital management firm. You're better off with someone who knows how to protect you on both sides of the market.

I've worked with Bryan and Frank for about 10 years now. I have ownership or part ownership…read moreshares in 2 companies, so tax time can be complicated. In this day and age there's few businesses I trust. I completely trust Keystone. Bryan and Frank are honest, very competent, and extremely ethical. They're not going to tell you what you want to hear just because you want to hear it. They're straight shooters and give very good advice (based on their years of experience). I use Keystone for payroll, state tax filings, sales tax in two states, personal tax, and business tax filings. I've had two other accountants before Keystone, so I have basis for comparison. Rates are competitive and they are very efficient.

I'll make this quick and concise: Working with Keystone Financial Solutions has been an education…read moreand highly positive. I switched from my previous accountant looking for a company that does business more like how I run my business and I have found that with Frank and Bryan Haarlander. They have asked me a series of questions that I realized that I didn't have the answer to and I should have. They have been educating me as we go along and it isn't like I am newly in business. This is how it should have been from Day 1. I am happy to report that they are a solid choice in financial firms and I look forward to a successful relationship.