I've been with him for 4 years. Doing annual tax returns are usually completed in a single 1 hour visit if you come prepared based on his pre-tax prep form. He is friendly, very knowledgeable and his rates are reasonable. (In fact, some of my wealthy friends pay exorbitantly more considering their complexity or lack thereof.) Interval tax or financial advice is charged according to time not complexity, although I'm not sure if the rate is based on the hour or 15 minute segments like some law firms. Also, when he is with you, he does not take outside phone calls but seems focused on your session. read more