East Coast Tax and Financial Planning - Vero Beach (FL)

5 /5 Jesus Rodriguez: We moved to Vero Beach and last year my wife went to Google in search of an accountant so that he/she can prepare and file our income tax return. We were greeted by Danny Howes who was not only very knowledgeable, pleasant and at that time he offered their other services. Today we returned to have a financial planning consultation etc and once again we were informed, guided, and very happy with Danny Howes’ appointment. He clarified all of our doubts and helped us correct mistakes made by wrong advice given to us by other so call professionals.

5 /5 Dennis Wagner: Spent one hour with a very professional Danny Howes, which he does as a free first hour meeting. In a short time he was able to look at our 2023 tax return and make recommendations for selling our Fl vacation home rental to minimize taxes. He is a full-service tax, financial advisory, insurance practice. Also, a member of the Vero Beach Christian Business Association. Hard to find these days.

5 /5 Heidi E: I highly recommend East Coast Tax and Financial Planning— especially for those who might be new to financial management. The experience and knowledge went a long way to alleviating our concerns about retirement planning. With the roadmap provided to us, we are not only excited to face our retirement years (in next 5-7 years), but we now have peace of mind that with East Coast’s guidance, we will enjoy our new life adventures more!! Thank you to Mr. Howes and East Coast!!

5 /5 Ben: I had a magnificent experience working with Howes, Richard, and the rest of the staff at East Coast Tax and Financial Planning to get my familys taxes organized and filed for 2022. The team provided great insights into what to expect this year and in future years as our tax situation will change, providing us good knowledge to ease some of the confusion and uncertainty about filing complex taxes! I also applaud the communication and service of the team, I never had to twiddle my thumbs while waiting for a response to a booking or an email or anything, they were always there to confirm things were received, answer questions, or follow up and keep me in the loop with where I was in the filing process. I look forward to working with East Coast for the foreseeable future! (Reposted from my Yelp).

5 /5 Luke Moore: I travel back and forth from Connecticut to Vero Beach and have found East Coast Tax and Financial Planning to be not only the easiest firm to work with but also, we’ll equipped to handle everything from my rental property and businesses to helping me with retirement planning and tax savings.