Stumbled upon these reviews by accident (while looking for an article on Dan) and thought I'd go ahead and contribute my two-cents worth!
I've enjoyed Dan's expertise, knowledge, guidance and services for over 10 years now, and have found him to be invaluable in so many aspects. True, Dan is a CPA, but he is so much more; advisor, consultant, planner...... I am constantly amazed by the breadth of knowledge Dan has and his organizational skills as well as focus on giving his clients the best service - at the best pricing - he possibly can.
When I first started with Dan, I had a fairly simple tax status and he charged me a fairly simple rate. As my tax complexity has changed over the years, he has fairly and conservatively increased the rates for his services accordingly, while continuing to provide outstanding service, detail and attention!
One thing that has been most helpful, is every year he sends out a packet that assists you in gathering information needed to prepare your tax returns. This not only saves me time and guesswork, but helps in making a timely delivery of documents to Dan so he can have adequate time to prepare and strategize an efficient and effective tax return on his client's behalf.
I'm kind of rambling on here, so I'll sum it up: I am very happy to be a client of Dan's and benefit from his wealth of knowledge and experience! I highly recommend Dan Lutchansky to anyone who wants things done and done right, and want comfort knowing that someone is looking out for them and keeping a watch out for their best interest! read more