Retirement Income Source of South West Florida - Sarasota (FL)

Dolled Up Krissy I have been trusting them with my tax preparation and finances for years. Very knowledgeable and precise. I recommend to everyone I know.

Geraldo Bandel Mrs. Willard and her staff, Mr Kyle, Ms Betty, secretarial personnel, are all awesome. Down to earth people, very knowledgeable. They make difficult stuff easy and digestible for you. I am an ER physician from Clewiston hospital, I always prepare my own taxes until this year when I got stuck with complex issues, 1099s, and so forth. They all made it easy for me. There is one thing that puzzles me up, I think they undercharged me somehow. I may need to pass by drop some pizzas on them. A wonderful experience, seriously!

JoAnn Roy Ed Hickey has provided financial services to my family members and myself for more than 20 years! His knowledge and expertise have served us well, and beyond our expectations. Ed is always available to answer questions and to consult with, and he has our complete trust and confidence. I highly recommend him for whatever your financial circumstances are. Also want to acknowledge Josie Edmonds who works along side Ed and has been a wonderful confidant!

Karen Dennis An amazing, caring and knowledgeable group of talented professionals.

J Anthony Courtney was absolutely wonderful! Educated me on all my options. Call me what was what she’s an huge ! asset to your company.