He has been our family CPA probably for over 25 years…read more He or his team always answer the phone and get right back to you. He told my mom he might be retiring soon. But he is amazing and not many people have the old school honor and caring about clients

Rich is caring and smart and keeps up updated on the latest financial news and how it impacts our…read morefamily, A long time satisfied customer

We've been using Rich Russo, Certified Financial Planner for all of our investing and tax purposes…read morefor over five years. I'd never go anywhere else. Rich takes the time to get to know his clients. He'll go over all of your deductions and find the little things that add up which your other guy keeps missing. There's no better thing than knowing and trusting the guy who gives you advice about your money. He doesn't just do taxes, he can also set up investment, retirement and life insurance and other financial transactions. If you are not in love with your financial planner, call Rich and see what he can do for you.

Aline Strobl, MBA is an accountant & financial advisor that I've been using for years. She's…read morefantastic; very thorough. For taxes, all you have to do is scan in your documents and avoid a visit all together, saving you a lot of time. She files electronically. She also offers great advice for investing even with a low roller such as myself.

My wife and I used Aline to save for a home and start building our future.. We were able to save…read morefor our home in 1 year.. We've been using her ever since... Going on 6 years.. We don't want to use anyone else.. As the previous reviewer stated, everything can be done electrically and Aline will spend as long as possible on the phone with you to navigate any difficult issues...

They are rude, un knowledgeable and make you feel like your stupid for asking questions, and when…read moreyou tell them your experiences you are always wrong and you always need to pay more money

Mark is very professional. Went through everything with me for my taxes. And explained…read moreeverything perfect

I had great experience in prior years but this year is different. I dropped off our tax documents…read moreon Thursday March 5th and usually about 2 weeks to be completed as we were told in prior years. We received a call on Friday March 20th by one of their office staff that our return was ready to be picked up. My husband, son and I went to sign and pick up our tax forms and thought we would be receiving our IRS return roughly 2 weeks from picking up our forms. It is now Monday March 30 almost April and our return was never sent to the IRS by their office and this I only found out because I had logged on to the IRS website to check on our refund but they did not have our information so I called Covati and Janhsen and that's when they said it was never sent to the IRS. So if I didn't check the IRS website for our refund, I would have never known my return wasn't filed. I trusted their office with our documents and return yet our forms just sat somewhere in their office without being filed and without even a call. If I didn't call them who knows how long before our return would have been sent to the IRS if even at all. So disappointed unfortunately we will not be returning.