Here are the people to go to for expert advice on taxes, retirement planning, business or personal…read morefinance. Dwayne Keller is a longtime friend of mine, but he was my tax advisor first. This guy has saved me SO MUCH MONEY and he is the most cheerful, upbeat, friendly, lucid bean counter you will ever meet. I get nothing if you call him except the satisfaction that I have given back to him a fraction of the value he has given me over the last 25 years, and the knowledge that you will benefit from my experience. Go for it!

DO NOT USE THIS BRANCH OFFICE. I will never use HR Block again. They discovered they made a mistake…read moreon my return before they submitted it but never informed me. This resulted in me receiving a bill for penalties and late fees from the IRS. After 4 months of emails, calls, visits to another branch etc I still have not received satisfaction. Don't ever try to resolve anything through corporate customer service. They just keep opening cases and nobody ever contacts you back. When you call back in you can't talk to anyone higher than the person answering the call. John Linnenbach at the branch made the error. Branch manager Barbara Richardson is a disgrace as a "manager". What they did was fraudulent and I feel they are trying to cover their tracks and avoid reimbursing me so as to not admit to what they did.

It is currently June 2019 and Kimberly Boyd west has been ignoring my calls. I had three amendments…read morewhich took about a month to do. Afterwards, I've been calling and calling with little to no response. It came to the point that I had her family member (he recommended me to her) telling her to call me. When I would get a hold of her I'm told its almost done. This last time I finally got a message through and she said she would ask to stay a few minutes late so I can come down to sign. I did not hear back from her until the end of the week. My ex is currently driving without safe brakes thanks to her playing this game. I would not recommend this office at all. Who knows when I will see my taxes. Edit: I have already called to figure this issue out. The only option is to keep trying or restart my entire taxes again. H&R needs to allow taxes to be transferred to another office when issues arise.

Extremely quick and efficient, and the pricing was undoubtedly as fair as anyone could've hoped…read morefor.....my wife and I were very satisfied.

After many years of preparing my own tax returns new situations arose this year due to retirement…read more I called Maria at Pro Tax services and had an appointment the next day. Maria was both professional and cordial and put me at ease immediately. After going over my paper work and asking some questions Maria had cut my tax payment in half. She was able to ask questions I would have never thought of to lower my taxes. She then transmitted my federal return and prepared all of the needed pay slips and envelopes for me to mail out my tax payments. I would highly recommend Pro Tax Service to anyone. And her fees were spot on. Albert L.

She does my taxes every year, for personal and business. Super experienced, worked at a big 4 CPA…read morefirm for years; She knows the tax code inside and out, and always has good answers. If you want professional attention for your returns, book an online video appt, follow her advice, and upload your docs on her secure upload.

From the owner: For ideal personal and business financial planning, Karen Simmons can help. We offer sound…read moreinvesting advice and are a leader in providing Mechanicsburg, PA Accounting solutions.

The people at Dukes were great to deal with. The owner had passed away at the end of last year,…read morebut they decided to do one more tax season for their customers. This was the first time I used them for a late relative's last taxes and they were terrific. Professional, reasonable, understanding. They've since decided to keep the business open. Definitely recommend.

Maria and the staff are easy to deal with. They are the best. They get it done even when I am bad…read moreclient and get them the information late.

Small little space. The accountant we worked with was very nice, helped explain some things to us…read more I believe we got the best refund we could.

Shout out to Trinity Snyder for inputting my account number incorrectly, resulting in my refund not…read moregetting to me, bank sending it back to the IRS, and the IRS losing track of where the money went. HR block is shite :)

Beatriz has great communication is professional , I will work with her again! Thank you for…read moreeverything

From the owner: Hello! I have a multi services business where I provided…read moreservices in notary, car transfer, wedding Officant, tax preparation, document translation

I have been working with Jason Bergey and Nancy Baker for 2 years helping them plan educational…read moreseminars they teach to the public. Not only are Jason and Nancy a pleasure to work with but we constantly get positive feedback from the public on how informative Jason's seminars are. Jason specializes in Estate Planning, Maximizing your Social Security and Minimizing your Taxes. You're definitely in good hands with Jason Bergey! See below for some actual comments we have received. * I attended a seminar yesterday and found it very helpful. I thought it was very informative for the 90 minute talk. I think anyone close to retirement or in retirement would benefit from this information. It could save you a lot of tax dollars! * I have attended quite a few seminars in preparation for retirement. I was fascinated by the information given at the seminar. Fascinated enough to want to meet with Jason, the presenter, to learn more and explore options. * The information was timely and provided a different perspective to review and apply to the forth coming end of year and future planning. Thanks. * Very interesting and informative seminar. Was well worth the time spent in attendance. Would recommend anyone preparing for retirement in the near future to attend a session. * We learned facts that our CPA of more than 30 years never enlightened us about. Wish we had known some of the items included 10 years ago!! * Very good class on taxes in retirement seminar. * I am not a financial type so I felt I would be somewhat overwhelmed, but Jason did a good job of presenting the information. * Learning capital gains are not taxable! Also learned there are many ways to look at how to protect the funds we have worked so hard to live off of. * Excellent speaker. Explained the implications of various income sources on federal tax burden. Wish I had heard of Jason before I retired. * Did a great job discussing the changes and opportunities available to us.

From the owner: Pennsylvania Wealth Management is dedicated to: Helping…read moreeducate clients with financial strategies for a successful retirement. Protect the assets our clients have accumulated throughout the years. Generate the income needed for a comfortable retirement. Keep our clients' taxes as low as possible!