My wife and i have been clients of Washburn Capital for many years. They provide investment…read moremanagement services to us. We primarily interact with Robert Washburn and David Washburn and occasionally with their support staff. Their advice to us has been excellent every step of the way. Our investment accounts have increased substantially in value as a result of their management of them and specifically their performance has exceeded benchmark comparisons. As a CPA i have referred some of my clients to them and those clients are also pleased with their services. Overall , we are very satisfied with their services and highly recommend them. Michael and Sally Cunningham

Washburn Capital Management meets the needs of my entire family for 20 years! I highly recommend!read more

I had a magnificent experience working with Howes, Richard, and the rest of the staff at East Coast…read moreTax and Financial Planning to get my family's taxes organized and filed for 2022. The team provided great insights into what to expect this year and in future years as our tax situation will change, providing us good knowledge to ease some of the confusion and uncertainty about filing complex taxes! I also applaud the communication and service of the team, I never had to twiddle my thumbs while waiting for a response to a booking or an email or anything, they were always there to confirm things were received, answer questions, or follow up and keep me in the loop with where I was in the filing process. I look forward to working with East Coast for the foreseeable future!

This is a very professional organization. My taxes were a mess and Mr. Howes got them all in order…read moreand even found some deductions I had not even thought of! I have been using them for a few years now and would definitely recommend them to anyone interested in saving money on their taxes!

Do not trust this company! They are ultimate scam artists! As a medical professional they advertise…read morethat they can save you money in taxes. After falling for their fraudulent scam I am not paying tax penalties. They should be prosecuted.

UPDATE: One by one, every single syndicated conservation easement tax savings professionals has got…read moreus involved in has been disallowed by the IRS. My understanding is that the IRS is saying either the appraisal of the lands involved in the programs that were sold to us by Drew Miles and Tax Savings Professionals are artificially inflated way more than what they should be, or they did not follow the letter of the law when setting these up and were inflating the value of the tax credit. IMHO there may be criminal activity going on considering the number of these easements that are being disallowed by the IRS. How can anyone be wrong on every appraisal or how the program was set up if it was being done legitima BEWARE....... Very bad experience with this company. They had us invest 371,000 in a company that was supposed to be producing clean coal to gain tax credits to save us on our income taxes. They charged us 50,000 for their service. The clean coal company was a complete scam run by a guy with a long history of being a con artist. It became obvious they did not vet this man or his company before advising their clients to send this company millions of dollars after the trail of this guy in court. The problem was that it took years for the trial to take place and all of this to come out. Drew Miles the attorney who owns Pathfinders (they changed the name after the clean coal incident to Tax Savings Professionals) assured us that this man would be found innocent the entire time leading up to his trial. He told us that he personally along with others from Pathfinders had been to the operation and had seen clean coal being made and that this was a very real operation. They told us it would take a number of years before this man would go to trial, and he would be found innocent. Drew Miles and his company were not charged with a crime, so we took him at his word that everything was kosher with the clean coal company, since they had been there and carefully vetted the investment before advising clients to put their money there. They then advised us to begin investing in conservation easements, which they said they had already been using for many years as a way to reduce taxes for their clients. They said these were completely legal and showed us information to that effect. Since Drew was a tax attorney involved in the business of helping clients to reduce taxes, and we did read articles about conservation easements as legitimate ways to help conserve land for non-development, we decided to invest in these.Fast-forward to 2020. The clean coal guy is convicted of fraud, and we get a large tax bill from the IRS. We contact Drew about the insurance his company has to make us whole as he promised for the bad advice we were given investing in the clean coal company, they recommended, and they inform us they are not liable for our loses. We then contact an attorney about the loss due to Pathfinders bad advice, and he informs us that the conservation easements are also being looked at by the Justice Department and is now on their dirty dozen tax fraud schemes of the IRS. They were added to the dirty dozen list in 2018, but Tax Savings Professionals made no mention to us about this and were still recommending the conservation easements to all their clients. They still are recommending these. Go to their website and you will see this. They draw innocent people in by placing radio advertisements using the fact their company is run by a tax attorney and CPA and then put a bunch of family nonsense all over the website and tell you they have been operating for years saving doctors, dentists, professionals, millions of dollars in taxes legally but the only real thing that saves lots of taxes they are pushing are syndicated conservation easements which have been on the IRS dirty dozen tax schemes since 2018 and that is why they are still pushing them today even knowing they are on the IRS dirty dozen list. BEWARE is all I can tell you about these people. This has been a never-ending nightmare. irs.gov/newsroom/dirty-d... propublica.org/article/t... In March 2019, the IRS added a scheme to its annual "Dirty Dozen" list of "the worst of the worst tax scams." That same scheme was targeted, just weeks earlier, when the U.S. Department of Justice filed a fraud lawsuit against a handful of promoters allegedly responsible for generating more than $2 billion in improper tax write-offs. And the Senate Finance Committee has been investigating that very same racket, recently demanding thousands of pages of documents from six promoters. Lawmakers from both parties have introduced legislation to halt the same practice. The scheme they're all trying to kill is what's called a "syndicated conservation easement," which the IRS calls "abusive" and says has resulted in bogus deductions for the rich that have cost the U.S. Treasury billions in revenues. A conservation easement, in its original, legitimate form, is granted when a landowner p

I am very happy with the service I receive at Schwab. Perry Whitehead is my Financial Consultant…read more He is always professional and helpful

Weren't able to connect to local office National help desk very helpful Needed more guidance…read moreand better recommendations

Was introduced to Bob Schlitt and his crew by my dad and brother when I relocated to Vero Beach a…read morefew years ago. Bob goes the extra mile looking for the best coverage and prices for all my insurance needs from home to auto. When we were in an accident just before Christmas, Bob was actually the first call I made. His reaction was "don't worry about the truck, we will take care of you. Are you both ok?" Thanks Bob! I can see why my pops has been with you for years.

Schlitt Services has helped me with my home insurance for the past two years. I was a new homeowner…read moreand needed coverage. They are knowledgeable, friendly, and helpful. I can count on them.