CAPTRUST - Allentown (PA)

Kyle Cunard Best financial advisor there is!

Jen Fay We have used Lisa and her team for several years to do our taxes. She is efficient and well versed in tax law.She is quick to respond to questions and goes above an beyond. She assisted us with an audit by the IRS after filing and helped us fill out necessary paperwork. We moved 3 hours from where her business is located and continue to still utilize her services.

Genessi Lugo This was my first year filing with Chelsea, and I couldn’t be more impressed. From start to finish, she was incredibly supportive, personable, and professional. She took the time to educate me throughout the process, making everything feel simple and stress-free. You can truly tell she cares about her clients—she goes above and beyond to ensure you feel comfortable, heard, and informed every step of the way. I’ll definitely be back next year and highly recommend her to anyone looking for a trustworthy, knowledgeable, and caring tax professional!

Stanish Family This is the team that will do everything they can to help you protect your family. Cal Beth, Jen, Amanda, Dakota, & Sarah, they will treat you right :)