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It went extremely well. Wendy Taylor of Jag Tax Management was outstanding on every level. Wendy was professional, prompt and handled every detail in a timely manner. I would recommend Wendy's services to anyone. I am now Wendy's client for life William Pyle

In my opinion, Freyman CPA, PC is an A1, top notch first class accounting firm. I cannot say enough good things about Greg and Angela Freyman. They are consummate professionals who leave no stone unturned in order to secure the best possible result for their clients. Greg and Angela are highly intelligent individuals with extensive technological knowledge of both simple and complex tax issues and possesses the rare ability to communicate this knowledge to their clients in simple language a lay person can understand. In addition, Greg and Angela are very personable, dedicated, honest beyond honest and hard working individuals. In fact, to say they are working does not due them justice. Rather, they are perfectionists with regard to their respective responsibilities. In our case, Greg and Angela worked tirelessly and methodically on every minute detail in order to successfully resolve our case. For us, this meant a REDUCTION OF FINES TO NOMINAL FEES and at the same time, VERY SUBSTANTIAL REFUNDS. It is also important to convey that FEES ARE BEYOND REASONABLE for the quality of work Greg and Angela provide. No review can be complete without a shout-out to Angela. Angela is a powerhouse whose energy and extraordinary organizational skills are truly exceptional, and in my view represent an invaluable contribution to the successful operation o the firm.

Melissa does an awesome job at keeping my books organized and readily accessible for tax time. I decided to hire her on as my bookkeeper because I truly trust her and she has made it easier for me to focus on my therapy business, not my books.

We were referred to Leslie Kotrba who works at Grieco Kurtzke & Adelman through a mutual friend. At the time we had incurred a substantial $$ penalty from the IRS due to our PRIOR accountant’s error. And we also hadn’t filed the past 2 years business (we own investment properties) and personal returns. We also lived in another country. So we clearly had a few things that needed to be done. Our first priority was that we really wanted to try and appeal the IRS’s fine. Once we got Leslie on board, she was very thorough in the questions she asked, so she could build a case for us, and she explained things to us in a way that a person whose not an account could understand. This was a huge plus for me, as a lot of accountants speak to you as if you are also an accountant. ( I can barley do long division:-) ) She spent hours researching laws that could help us, conferred with her associates at the firm, and crafted an extremely well articulated letter to the IRS to get our fines either fully waived or at least reduced. Not surprisingly, their first response was NO.. But Leslie wouldn’t give up, she was determined to help us. I think most accountants would’ve just given up, but not Leslie. She went higher & higher up in the IRS appeals chain ( which most people probably don’t know exists) and in the end, after more letters and she had a phone conference with the appeals officer, she was able to get our fine cut in half. We are really grateful to her for this! She put a lot of time and energy into helping us. In addition, we live overseas, and the time difference is pretty much night/day; but Leslie was happy to make time before or after “business hours”when we could confer. She answered all our questions in a very timely, patient & thorough manner. She also ensured that because we live in another country that we are compliant with US tax laws relating to any monies we earn here or bank accounts we have here. Then she completed the 2 years worth of returns that were past due, making sure that we were taking deductions we were entitled to; which our prior accountant hadn’t done either. She went above and beyond what I have seen/ heard other accountants would. She’s smart, kind, professional,honest, thinks creatively, speaks to you in a way that makes sense and she does her best. And her fees are very reasonable, especially considering the time & effort she puts in. Plus she is also a CPA, so she is even more familiar with tax laws than a regular accountant. If you’re looking for a tax professional who will do her best for you & not just treat you like a number, Leslie is your person!

Their process is really great. I would never go anywhere else!

Matthew was originally hired to assist my nephew in preperation for the Parochial High School Admissions exam. Building a relationship with Matthew was the best thing for my nephew. Matthew was very safe going into this situation creating a trusting a environment. Not knowing what he was walking into, Matthew quickly learned that my nephew’s academic inabilities were far more important than preparing for an high school entrance exam. Immediately Matthew begin working on creating a plan of action. He is very patient, yet intentional about holding my nephew accountable. Moreover, he follows up and send reminders for my nephew (I.e. don’t forget to bring your book home from school, remember to work on your math). Although we have a long way to go, it’s safe to say that we are seeing some progress. Thanks Matthew.

Personal taxes. Robert returns calls, answers questions, is professional and knowledgeable. He explains things well and I recommend him.

Trish was so knowledgeable, professional and efficient that it calmed my overall anxiety! She proved that I was in very capable and trusted hands with her. She was very patient with me and walked me through every step of the process. In the end, her expertise and diligence brought the business matters with my Mother's estate to a very satisfying conclusion. I highly recommend Trish Harris to anyone and everyone needing accounting, financial and tax services. She specializes in complicated and complex cases, No job is too small or too big. She will not disappoint!

Excellent. I highly recommend Nadene. She does a superb, speedy, and accurate job.

We were ready to close - Quicken kept asking for more information and required me to do all of the footwork. Don't expect them to lift a finger to help. They won't budge on a requirement. If they want 8 pages instead of 7 - you had better send an extra page. I was told to upload a blank page. I was asked to provide employment verification - had to be on official letter head - COVID no one is in the office - Quicken would not budge. They had to have official letter head. An official email wouldn't work. Then they asked for a further verification from the same official email that they wouldn't accept in the first place or else a verbal response from an official phone number - COVID again. No one is in the office. Set closing date but they did not communicate with Title Company. Already past the contract date and they can't set it up for another week. Original house is sold so HOMELESS. GRRRRR