Greetings! Our company provides tax, accounting, and wealth management services to individuals and small businesses. It would be a pleasure to offer our assistance for all your needs.
With over ten years of experience in accounting, tax, and investments, I established my own firm, focusing on connecting with individuals and small businesses on a more intimate level, after working with Fortune 500 companies for several years.
I possess certifications like Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA), and I am looking forward to meeting you and discovering the best ways to help you achieve your dreams.
Arrange a free consultation now to learn more about how we can contribute.
Special tax situations:
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Service location:
Remotely
Service Reviews
4.5
28 reviews
Service as described
4.4
Communication
4.8
Punctuality
4.2
SR
Samantha R.
My tax needs were handled promptly, and the expert assistance I received helped me determine the appropriate withholdings for the coming year, ensuring a balanced tax return. Many thanks!
April 6, 2023
MR
Michael R.
It's premature to commence tax preparation at the moment. However, the feedback they provided me concerning my present financial status was beneficial.
December 29, 2022
AB
Andrew B.
Asking Kevin for assistance with my taxes was the smartest choice I ever made. Despite the short deadline, he performed exceptionally well and took the time to clarify everything to me. He was also prompt in responding to my inquiries and keeping me up to date on the process's progress and future steps. I cannot recommend him highly enough; his services are worth every penny. I will never consider anyone else if it is my choice!
October 18, 2022
MA
Michael A.
I had the pleasure of working with Kevin who was not only highly knowledgeable and professional but also extremely helpful in explaining the tax obligations related to a settlement payment. Additionally, he promptly responded to my tax-filing request. Overall, an excellent experience!
June 30, 2022
RS
Robert S.
All 5 boxes would have been checked by me. My tax returns were done by Shetland and I was extremely content. Kevin displayed my return on a large screen for my convenience. Once we had finished, I was able to write a check and both the returns and checks were sent to the IRS and the State. All my deductions were itemized and everything was completed that same day. To me, that was truly remarkable. Thank you, John Giardi.
