My wife and I are retired and Amanda did our taxes for 7 years without any issues as our tax…read morereturns are simple and not complicated. We were always happy with her. This year same simple 20-30 minute tax return. However, without any warning or communication the price to do our simple tax return jumped 40%. We were shocked but paid it. We'd have no problem at all with a 10%-20% increase but 40% !!!! We will find another tax person next year.

They made my tax filing easy. I had lived and worked in 2 states and I am comfortable that it was…read moredone correctly

As a first time taxpayer in PA, Loeffler was highly recommended. Unfortunately, I have been…read morenothing but disappointed in the attitude of a couple of the male employees who communicated with me regarding both the huge amount I owed at the end of 2021 as well as subsequent interest due on last year's payment. They were abrupt, lacking empathy and rude. Never again.

I have been going to Lisa for the last 2 years now and I plan to keep going as long as she is…read morethere. I appreciate her help and easy explanations when it comes to filing my taxes and she makes me wanna keep coming back!

As a Real Estate Professional, many of my clients including buyers, sellers and investors have used…read morethis firm since 2005. I have had nothing but a positive experience as they do a very professional and top notch job.

I wasn't particularly impressed. I used them on reference from my relocation company. I feel they…read moreovercharged, but it was picked up as part of my relocation. I was also given advice that I already knew. They also missed a key piece of an addendum that cost me at least $500. I was going to give them 2 stars, but now that I read my own review, they were pretty terrible.

We have used Dave since we bought our business in 2008. He and his wife, who acts as his office…read moremanager, are very good at what they do; they do all the proper bookkeeping, answer phone questions, and are pleasant folks to visit with during tax season. I would recommend them strongly to businesses looking for tax advisors.

Michael is a very professional, knowledgeable and personable accountant. I have trusted him for…read moreover 25 years. The best around!

I started a non-profit over a year ago and had absolutely no idea what I was doing. Working with…read moreCover & Rossiter, Vickie and Samantha really helped to shape our organization and has gone beyond our expectations to help us now that we got our 501c3! It was really tight in our first year and their firm worked with us financially and gave us options. In my opinion they really value and work for the non-profits! Im excited to grow our financial program over time and am glad to have them supporting us.

Excellent CPA firm with a specialty in captive insurance companies. Strong ethos of caring and…read moregiving back to the community.

I have worked with Lisa with my taxes for years now. I am so happy I found her again after I saw…read moreshe was no longer at the location I normally worked with her at. I would have been so disappointed if I didn't find her because Lisa is the only person who I have felt comfortable with and honestly have built such a good relationship with I didn't want to lose that! Lisa makes things easy and I highly HIGHLY recommend her for a judge free tax experience for personal or business. Doesn't matter where Lisa goes I will be following!

Lisa was Amazing! I'm new to Pa she helped me to navigate the tax issues that arose and was so nice…read moreand patient! Would highly recommend!

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.