We started working with a new tax guy last year, and he was great, everything we were looking for, but he closed his business and forwarded us to Dana.
She is humble, fun, patient, flexible, personable, relatable, understanding, and very knowledgeable. She does not limit herself to just tax stuff. She has given us guidance (and referrals) for everything related to mortgage, end-of-life planning, small business guidance, and more. Her advice has helped us immensely. She genuinely cares about her clients and their well-being. I could not ask for a better person to work with. I am so thankful for the way she is not afraid to make those wise mentor type of life recommendations. Dana, I so appreciate you!
On top of everything, she is so patient when we have had to bring our baby and now toddler in, be it by us taking turns or having him with us in the office. She was more than just patient. She made us and him feel loved and right at home. You won't find a more genuine, sincere person. Her office staff is friendly and helpful as well. read more
