Amy B.

He's a number wizard. It's my first time having an accountant, and I came to our first meeting feeling pretty ill-prepared. I'm a small business (it's just me) and I felt strange hiring someone to do my books. I thought I should have been able to do it myself. He very soon made me feel comfortable and assured me I'd be fine. Daniel said that it's smart to ask for help, and focus on the things I do best. He prepared a great spreadsheet for me for all my expenses so now I'm set up to fend for myself better. He told me his timeline, updated me as he got things done and had it all finished just as he said he would. I'll definitely have him do my taxes next year.

Tracy T.

I enjoyed everything

Majestic L.

Trustworthy, and professional.

Jen G.

Sherry was very thorough and provided insight to planning ahead, but also worked to maximize the current tax return. She was very accessible and knowledgeable and provided what was wanted and needed and helped me feel like my needs were important. I appreciated her flexibility and ability to work with my schedule with planning a time to connect as well!