He's the accountant I wish I had before him.
Jeff is very professional and knowledgeable when it comes to taxes and financial wellness. His platform allows you to send him your tax documents very easily and securely. It also has other perks such as the ability to sign documents digitally, which makes the arduous task of getting your taxes done that much easier. The platform is a great way for you to keep track of your documents for future reference. Much of the value in Jeff's service is that he goes above and beyond preparing tax returns to inform his clients of methods they can use to maximize their refunds. I trust him to continously research the tax code in order to provide customized and high quality service to each of his clients. Jeff is patient and more than happy to help his clients better understand their tax situation and answer any questions they may have. His firm even offers weekly talks on financial subjects and educational articles at no cost. I am willing, and even excited, to refer him to my friends, family and colleagues. I look forward to seeing his firm continue to grow and receive more glowing recommendations.
I found Cary in 2013 right after we moved to TX. She helped us find our home and negotiated our contract on a property that had multiple bids that were higher than ours. She is the best realtor I know and would not do business in TX with anyone else. She just helped my sister find a house within a month of moving here.