Lisa Espada is by far the most thorough and capable attorney I have worked with. I wish other…read moreprior attorneys met her high level of professionalism and skill. Amazing work, Lisa. Thank you!

Update: Lisa did get back to me and took the time to discuss my situation. Although this wasn't a…read morematter she was able to assist with beyond offering a document review, she explained her limitations and provided referrals to several other attorneys who may be able to help. I appreciate her taking the time to respond and point me in another direction.

Ok so Beth actually makes finances peaceful and fun. I did not think that was possible. She helped…read moreme with my taxes last year (of course I waited till the last minute) and the entire time it was like we were playing a sparkly-fun video game. You know how it is when a subject you normally suck in becomes clear to you? That is what Beth facilitated for me. And she's humble and sweet. Can't beat it! She's also wants the best solution for you. Even though she is a GREAT advisor and when I have the money, I will totally spend it on sessions with her, I was reluctant to drop the money at this juncture for some financial help because I'm in the red... so she made a few suggestions that saved me a lot of money. She's the best!

I met Beth a few years ago when I first purchased a business and I had never been a business owner…read morebefore. She helped me to wrap my head around business finances, how to determine my budget, flushed out what was important to me to prioritize and pointed out that I am my most important employee! Then a year later I participated in one of her group sessions and I got a lot out of that as well. She has many ways of helping people with their finances to meet people where they are in their process. Last year she sent out one of her regular newsletters and she issued a challenge to set a goal for the year. I took that seriously and followed through on my goal of setting a specific budget and working my budget. That helped me imensely to go from an unprofitable year to a profitable one. Beth has made my life better!

Regina solved a tax problem that caused us to go to Tax Court. She was an outstanding partner and…read morehelped us put an outstanding problem to bed after years of back and forth with the IRS. I can't recommend her enough... I had spoken to over 10 tax attorneys and none came close to providing her level of expertise and competence. She also managed our case through the height of the COVID pandemic.

Regina, Sorry that I…read moremissed you, thank you for the advice. I was able to get on and handle it and thank you so much, you mean the world to me. I have come such a long way with your help in getting my obligations in order. You're super inspirational. I truly appreciate your work ethic and passion to your field, just going to school and learning that Language of law which is Greek to me;) I was so stressed about all of it, you put me at ease instantly with your soft, feminine, and firm know how! Making it too easy..I hope to one day meet you and give you a gigantic hug . Say hi to your mom for me, and thank her for doing such a great job Cheers! Daniel

My books were resurrected from the dead and neglected. Blythe came, conducted a thorough interview…read moreto really try to understand my small but complicated venture, forced me to supply and organize all kinds of important historical docs, set up a brand new streamlined bookkeeping flow, and most importantly got my quickbooks to a point where I can actually open it and obtain actionable information. She will make you do your homework. But it will be worth it.

Blythe IS THE SMALL BUSINESS MAVEN!!! For those of you who are great at creating business and doing…read moredeals and making things happen, but whose brains do not do well with the minutiae of managing your accounts, receipts, subscriptions and bills (but also don't know who to trust to help you with this), Blythe will come to the rescue. Having previously hired a bookkeeper who gave me tasks to complete then ignored me if I did not do them (and was happy to take a fee anyway), Blythe comes as a refreshing antidote. Blythe will figure out what YOU need to get the job done, and she will support you with patience and without judgment. She will clean up any messes, put systems in place, and look at ways to streamline. She has a special gift for working with small business owners who are in growth mode, and she will help you in the here and now as well as help you plan for the future. She also really CARES, has the highest integrity and wants to see you thrive and succeed! She takes her fiduciary role as seriously as I take mine, and I have tremendous respect for her work ethic and humanity. If she has time in her schedule for you, take advantage it! She will save you time and money, and she will help you get more of your life back.

Our very dear old friend and neighbor needed to select a Conservator to manage her estate and…read morerepresent her wishes. Very happily, she chose Debra Dolch. We have been exceptionally impressed with Debra's work. She has consistantly been professional, timely, and completely competant. But the best part of working with Debra Dolch is her personality. She is a calming influence, a steady pleasant person, and a compassionate force who is clearly on the side of our dear friend. She has our complete confidence and appreciation.

Debra is the most professional and competent fiduciary out there. My firm has been working with…read moreMs. Dolch for many many years. She is very thorough and has access to many resources dealing with the elderly. My sister also used her services many years ago when she got involved with a disabled neighbor. I highly recommend Debra. Have no doubts, she and her staff are the best!

This is my second year using Laura's services at P&L; she has been incredible to work with. Before…read moreLaura, I have never felt like the person helping me with my taxes truly cared to take the time to ensure I get the best refund. In the past, it felt more like an assembly line - in and out with the feeling of many of my questions unanswered. This has not been my experience with Laura. She gives excellent customer service and takes her time to ensure she has all the information she needs to get me an accurate refund. My visits usually last an hour and, as soon as I leave her office, I have a sense of comfort and relief. I couldn't think of anyone better to recommend.

Laura is amazing. Taxes seem to set off stress levels of panic and fear. I was helping a family…read moremember resolve a big mess and Laura came to our rescue. She is such a good listener and has such a positive and calm demeanor, which is exactly what we needed. She is very transparent which is also a big issue for me. No surprises, a clear and calm explanation of the process. Incredible service. I am so relieved.

Jesica always answered phone calls and clarified any confusions. She also asked me questions to get…read morea clear understanding of our financial situation. She made tax filing easy. She knows her business.

Jesica is extremely knowledgeable, efficient, timely and effective. Tax season is always a…read morestressful time of year for me as a self employed person but she answered all of my questions and helped me through it with ease and confidence. We were on a zoom meeting days after my initial request and done with the entire process in about a week. So grateful to have found her.

Jeanie is absolutely phenomenal! As a small business owner, I've always found navigating the…read morecomplex world of insurance to be overwhelming -- until I started working with Jeanie. She made the entire process clear, stress-free, and even enjoyable! She took the time to understand our unique needs and helped both me and my employees find the right coverage at the right price. Her professionalism, patience, and genuine care set her apart from anyone I've worked with before. If you're looking for someone who truly has your back when it comes to insurance, Jeanie is your go-to gal. I can't recommend her highly enough!

What a great experience. Jeanie makes insurance enjoyable!!…read moreI look forward to working with her each year.