PROFESSIONAL TAX & ACCOUNTING

unknown

unknown

After a free consultation that went very well, we took a little time to compare a few other options. But after comparing we determined John and his team seemed like a great fit. And the tax prep experience was even better than expected. John is very easy to work with. He has a great system for doing taxes. 1. He provides a form to pull together the info he needs (yeah I think they all do this) but the form includes a checklist of things we to bring plus an section for any questions/concerns. This was a huge help. 2. When we arrived for our appointment, he was efficient but also very patient and listened well. He had all our concerns resolved and had made quick work of entering all our information and doing a few quick checks. He obviously uses software that is much better than what us regular folks have access to like Turbo Tax, but he is also very knowledgeable and careful. 3. He has a great system for getting the info into the software, performing some cross-checks right away, then performing additional desk checks to double and triple check a week later (which is a good idea because it forces the brain to look at the data with fresh eyes). For years I did our taxes myself, then one year made a simple mistake that we never imagined. We didn't end up in hot water over it, but the process had always been pretty painful and as we were retiring thought it would help to have a tax professional to advise us on some of the trickier decisions we're running into (e.g. when to start taking social security, should we convert some of our traditional IRA money to Roth IRA). We thought the bigger, more expensive accounting firm recommended by our financial advisor would be the one, but the person we worked with there wasn't a comfortable fit and they were pretty expensive (600 for last year's tax prep which was simpler than this year's). We've found our man now. We highly recommend John Griffin at Professional Tax and Accounting.

He's very honest and the rates are reasonable. He's very competent and is knows tax law very well. He's not overly aggressive when looking for discounts and rebates, which does not put in the position to raise red flags with the IRS, which we appreciate, and he's very personable as well.