First off, I've never thought to myself, "I really need to leave a Yelp review of a financial…read moreservices company" before... ever. But after everything that we were able to sort out this past year, I'd be doing everyone a disservice NOT to share my thoughts. I was really happy with the service provided for me with filing my 2018 taxes... but I had no idea I'd be needing assistance with an audit for my 2017 filing. Rather than leave me to sort it out on my own or charging an outrageous amount knowing I was stuck (supply and demand, right?), Remington helped me navigate re-filing an amended return with ease. I'm really appreciative with not only the quality of his work, but his incredible ability to make it seem like a breeze. The reality of it, though, is absolutely none of that matters and pales in comparison with Remington's ability to make you feel comfortable talking about something that's generally a tense subject, but also do so without you feeling like a dummy. I cannot recommend him enough. He needs to be YOUR numbers guy, too!!

Just reached out to Remington who was Very cordial about filing our taxes. He will be helping my…read moreson file remotely, due to covid concerns, as he is an essential worker. Spoke about tax deductions etc. and was quite well informed on tax code. Excited for the future!

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of…read morequestions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent as the CPA's I called before finding him. I respected and appreciated that if Kevin didn't know something off-hand he followed up promptly and thoroughly with explanations that are digestible. He's responsive, straightforward, and collaborative so it was a breeze to do my taxes with him. I look forward to working with Kevin for years to come and I like that I'm comfortable enough to refer him to people in my network.

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable…read moreabout other State Tax Laws and answered any questions that I had for him. Very responsive and extremely reasonable on what he quotes you as far as price point.

More stars are needed.I was introduced to Dave Serfass over 20 years ago. He is honest,caring ,and…read morealways made me feel comfortable dealing with investment and tax issues He will take his time with you and when you are in his office you are the most important person he is working with at that tine. He treats ALL with kindness and respect Sincerely, E Gail Duddy

I've used Serfass & Serfass for over 15 years and I wouldn't go anywhere else. I have complete…read morefaith in their services, guidance and support. Dee is amazing!

I needed help with a tax issue and Bill was open, informative and honest with his help…read more I now use his service to prepare my taxes each year. I love that they are close to my house and they have a beautiful golden retriever in the office. I highly recommend them!

Very professional CPA. Everyone that works there is very kind and helpful!! I get my business and…read morepersonal taxes done there. Been going to William for many years and will continue for many many more!!

They have be my accounting firm for year and do a great job and understand everything I ask them…read more I recommend them to many people hard to find people you can trust keep up with the great work

Bill is by far the most thorough and honest accountant we have ever used. Since the first year he…read morehandled our personal and small business returns (over 10+ years ago), we have never used another accounting firm. Quality work, personal attention and quick responses are all part of how he does business. Also, the friendly, competent office staff are never too busy to assist when I have had questions. Highly recommend!

Needed a document notarized, searched "notary near me " first business that was listed in the…read moresearch was Smart Cents. Went to their location, they DO NOT offer notary services even though their website says they do!

Great service, reasonable fees, and it was quick and convenient. Highly recommend.read more

We have counted on Milt for our tax services for the past sixteen years and we couldn't be happier!…read moreAlthough we retired to another state several years ago, we have continued to rely on Milt and he has continued to provide his usual professional and friendly service. The bonus? Milt has a great sense of humor and is a pleasure to work with!