I've used M&R Ferber for 12 years and they have consistently provided reliable, professional, and ACCURATE tax preparation services (my "tax guy" is Jim L.). I highly recommend Jim and the firm.
M&R Ferber offers A-Z tax filing capabilities for individuals, estates, and trusts. Their web site states they provide business and payroll offerings but this review is limited to my personal tax returns.
Jim has a great eye for detail and knows tax law. He's not afraid to say "No!" yet he will also recommend approaches that may suit you, ie accelerate deductions, delay revenues, itemize or take the standard deduction, or change with-holdings. He also prepares "what-if" scenarios. I have a complicated return (variable and non-W2 income, out-of-state etc.) yet his fees are fair & reasonable and completion times FAST! He takes the time to understand you, poses thoughtful questions, and explains process and reasoning. The office provides copies of all your returns for your personal record keeping.
M&R Ferber provides coffee and cookies. The offices are clean, comfortable, and filled with tax law and accounting books. The shred bin is visible so there is no doubt they properly dispose of un-needed documents. The parking is free and office easy to find.
Suggested improvements: please provide wi-fi while waiting or if we need to access a needed document on-line.
Thanks Jim and M&R Ferber, see you next year!
Patrick Shaughnessy
Chicago, IL read more