Mark W Nichols CPA PC

The returns were prepared correctly and in a timely manner.

Very well. CPA Leslie Riley gave us outstanding, thoroughly professional service. Unfortunately, she retired after the high season, but she identified a colleague who has already committed herself to handling our taxes next year.

In a word, AMAZING! My wife and I had been considering having our relatively simple taxes done by a professional for years, but had been getting by with fumbling our way through TurboTax. Due to the strange way E*TRADE reports ESPP (Employee Stock Purchase Program) sales, we occasionally have trouble convincing TurboTax that we had an actual cost basis (among other things). As it turned out, the IRS wasn't amused by our blank fields and sent us a nastygram. We found Mark Nichols through Angie's List and decided to bring our folder of woes to him for analysis and repair. Mark, along with Shaun O'Rorke were not only able to find the discrepancy, but through a thorough review of our forms, was able to secure us a $3,000 REFUND. So we went from owing the government $7,000 to the government owing *us*! Needless to say, Shaun and Mark will be doing our taxes every year for the rest of our lives. We are thoroughly impressed with their skills, professionalism, attention to detail, and most of all: results.

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I am a "do-it-yourself"er on most things including my financial planning and taxes. However, I reached a point where I knew I needed some professional help related to complex tax matters. I took to Angie's list to look for a good CPA firm that specialized in tax planning and found the office of Mark Nichols. While there were accounting firms that were closer to me and cheaper, I decided to try Mark's office based on the positive reviews on Angie's list. It was well worth it. 
I have met Principal Mark Nichols and Senior Manager Leslie Riley multiple times over the last two years seeking financial and tax planning advice related to selling securities including stock and options.  I met them the first time face-to-face at their office and have communicated with them via phone calls and email since. They were friendly and professional and easy to work with. They thoroughly reviewed my situation and provided a multi-year plan aimed at minimizing excessive taxes while achieving my financial planning goals. In addition, Leslie has provided specific yearly guidance on individual transactions and their tax implications including the required estimated quarterly tax payments that would be necessary due to the realized gains on the transactions. Her calculations have been very accurate and have taken a lot of the guess work and mystery out of complex tax situation. She explains matters thoroughly and in a way that a non-tax professional can understand.
Overall, the entire office staff has been great to work with. They are very professional in all that they do. The service provided by Leslie has been exceptional. She has replied to my calls and emails promptly (even in the middle of the busy tax season!), her calculations have been spot on, and she has provided great guidance. Although the office has not prepared my individual taxes, Leslie has taken the tax forms that I have prepared and used them to provide advice for tax planning purposes. This was important for me as I like to dig into the details myself. There was no hard sell to let the firm do my taxes. They were very accommodating about this.
I would highly recommend Mark Nichols' firm to anyone looking for tax planning services. I consider them a trusted advisor.

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We had a great experience with him. He was really knowledgeable and is a really good fit for us. He had the experience we were looking for. He was really up to date on the Tax Code and everything we needed to know. He gave us some great information. This is our first year of doing our taxes with you, but we think we picked a good one.

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Very professional

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Bookkeeper Michele Ohlson was very professional and pleasant to deal with. She was a bit late but wait was well worth it. She knew what she was doing and very confident. She made some great recommendation and followed up on her services. Very happy with the services.

He is very thorough in all of his preparations of information regarding taxes and the like.  He seemed very knowledgeable in tax law and resolving tax issues.  He presents all options available to  you in order for you to make the best decision concerning your tax liability.

2012 tax return and 2013 estimated tax return

It went great - Mark is smart, friendly and engaging and immediately put us at ease. He was even able to recommend several ways in which we could save money looking ahead to next year's tax filing. He lowered his price, too, even when the labor hours exceeded his quote so that what we paid was in line with the estimate he gave us.

Very good experience

We hired Mark and co. for tax year 2011 and they did a great job so we continued our relationship for tax year 2012.  
Well in advance we received our questionnaire from them asking for all our pertinent information they would need to fill out the taxes.  The questionnaire was written in plain jane English which was a great help.  After gathering the required documents and filling out the requested forms I hand delivered the package to their office (as I live and work nearby) and was impressed that even in the height of tax season they remained relaxed and professional.
To their credit, although I turned in my forms only the day before their deadline, they turned around the whole package and had the forms back to us for signature with a week to spare before tax day.  On top of that, there was a missing signature page, which I mentioned and it was secure-emailed by that afternoon.
One of the benefits of using a professional like Mark who has years of experience is the analysis that comes with the completed tax forms.  Each year we receive 2+ pages of ways to save on our taxes and reduce the overall liability.
Overall, their services are indispensable to our family and take a great weight off our minds each year.

We had a substantially more complex return this year than normal so we contacted Mark and Landmark. They set up an appointment, reviewed our situation, reviewed our previous years returns and prepared our taxes. We were contacted when more documentation was required. Landmark demonstrated complete knowledge of the tax code.  Everything was done professionally and timely. I will use Landmark again and will advise others to do the same